How to send the merged document for sign collection
Overview
Merge and Send for Sign Collection option automates the process of generating personalized documents and sending them for e-signature collection in a single workflow.
This feature merges a template with data from a connected source (like Zoho CRM, Sheet, or external APIs) to generate individual documents for each recipient. Once the documents are created, they are automatically sent out for signing via Zoho Sign or other supported e-sign platforms.
Prerequisites
To use Zoho Sign, you need an active Zoho account and must have already registered with Zoho Sign
For certain features like using Zoho Sign with Zoho Writer for automated document sending, you may need Zoho Sign credits or complimentary credits depending on your subscription plan.
Steps
Setup Merge Template
After selecting the data source and insert the merge fields and signer fields in the template, click on Merge & Send for sign collection under Choose Output.
Setup Signer Details
In the Merge and Sign pop-up, enter the details of your signers in the Signer Details tab.
- To be signed by: Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
- Enter signer details: Enter the signer email id. Click on the plus icon to insert a merge field to your signer details. You can add up to 25 signers.
- Enter a unique title to your email.
- Enter email subject and message, if required.
- Add additional attachments to your email.
Advanced Sign Settings
- Click Advanced Settings tab and do the following:
Setup Due Date & Reminder
- Set expiry and reminder to collect the sign.
Email or Store After Sign Complete
- Choose the actions to be performed after signing:
- You can choose to save the signed document to any folder in Work Drive.
- You can choose to email the signed documents to any email id.
Troubleshooting
Problem : 1
Description : We are developing a function that merges CRM fields into a Writer document and sends it for e-signature via Zoho Sign. The function executes successfully in Zoho CRM, but the document is not being sent for e-signature to the recipient specified in the function.
Solution : Please open the Sign dialog once from the Writer interface before attempting to send a document for signature via API. The refresh token will only be generated after the Sign dialog has been accessed in Writer. Therefore, we recommend opening the Sign dialog in your Writer template once, and then proceed with executing the Merge APIs.
Problem : 2
Description : Why are the fillable fields in my document not interactive when the document is sent for sign
Root Cause : During the signing process, only signer fields are interactive—these can be filled out or signed. Regular fillable fields remain inactive.
Solution : Insert sign fields if you want to collect data from Signers.
Solution : Insert sign fields if you want to collect data from Signers.
Related Articles / Videos
- Send For Sign : All options Explained
- Limits in Merge and Sign
- How to run custom workflows after merging a document
- How to merge templates to generate prefilled fillable forms
- How to store documents after merging in Zoho Writer
- How to send merged document via email in Zoho Writer
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