send merged document for approval before signing

How to send merged document for approval before signing?

To send merged documents for approval before signing, do the following:

1. Open your merged document in Writer.

2. Now go to Choose Output in the automation tab and click Merge & send for sign collection.




3. Now add your approvers first, then your signers and check the Sign in the above order option. This will make sure that the merged document is approved before it is sent for sign collection. 



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • How to add redirection & send merged document via email on form submit?

                                                                                                        To add redirection do the following: 1. Go to Create New > Fillable Template. 2. Once you've created your form with the necessary fillable fields, you're ready to send them out to respondents for them to fill it. 3. Now go to the Automate tab, and ...
                                                                                                      • How to allow signers to attach a document while signing?

                                                                                                        You can easily allow signers to attach a document while signing. This is how: 1. Go to More Options > Automate > Sign Template. ​ 2. Now click on the Attachment option under Insert Fields and add it to your document where necessary. 
                                                                                                      • How to send merged document for sign collection?

                                                                                                        Writer now can send merged documents for sign collection. After selecting the data source and inserting the merge fields, click on Merge & Send for sign collection under Choose Output. 2. In the Merge and Sign pop-up, enter the details of your ...
                                                                                                      • How to share the link to my document merge made using Zoho Writer?

                                                                                                        Share your merged document's link via email using the Merge and send via email option under "Choose Output". Choose Send as Link under "Email as" shown in the image below. To learn more about Merge and send via email, refer to this link.
                                                                                                      • How to to add the merged document link to Zoho CRM records?

                                                                                                        We can use Merge and store task to save the merged document. This will return the document url and then we can use the CRM update record task to update the merged document link in the CRM record. Merge and Store The zoho.writer.mergeAndStore task ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources