Overview

Step up Sign Fields

Add Sign Fields

Assign a Signer to Fields

Configure Sign Workflow

Configure Signer Details  

1. To be signed by : Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
   
2. Signer Roles       : assign different roles to the recipients, namely:
   
1. Signer - Signs the document after filling in the assigned fields
   
2. Approver - Approves the document to process further.
   
3. Viewer - Gets a copy of the filled document only to view
   
3. In-person signer : An email prompting to start signing or hosting a session (in case of in-person signing) will be sent to all the members configured as signers. Configure the email subject and message as necessary.
   
4. Sign in Order      : Turn on "Sign in the above order" to control who signs the document and when. This means each person will get the document only after the one before them has signed. You can set the order For example, if Alice is 1, Bob is 2, and Charlie is 3, the document goes to Alice first, then Bob, then Charlie.
   
5. Signer Details     : Enter the signer's email id. Click on the plus icon to insert a merge field to your signer details. You can add up to 10 signers.
   
6. Email subject and message
   
7. Document Name : Assign a name to the document that has to be sent out.
   
8. Attachments to your Email : Additionally, you can add up to 3 common attachments along with the document to be signed in the email.
   

Customize Signer Settings 

Use conditional recipients to dynamically change who signs a document based on specific conditions—removing the need to create multiple templates for different scenarios. Unlike fixed workflows with a set signing order, conditional recipients allow you to assign alternate signers based on conditions or include additional signers only when specific criteria are met. For instance, conditionally assign signers, if the contract value is greater than $10,000, send it to the Director for approval; otherwise, send it to another designated signer.

1. Set up the sign by adding emails and names for up to 7 signers, with the 7th signer designated as the client.
2. Configure conditions for the first 6 signers. This ensures that the document will be sent to them only when specific conditions are met.
3. Save the configurations.
   

Set Language to Send Emails to Signers

Set Password and Private message for Signers

Advanced Sign Settings

1. Set reminders and a term of expiry for signing the document in Advanced Settings.
   
2. Save a copy of the signed document to a particular folder in WorkDrive as a Writer document.
   
3. Notify Others When a Document Is Signed : Email the signed document to configured email ids. You can optionally set a password to open the document. Check the Email the signed document(s) to option and click Configure. Now you can add the email IDs you want the signed documents to be sent to, including Cc / Bcc, and hit Save.
   
4. Execute a custom function to perform different actions like pushing the data filled in the signer fields to the CRM, posting to a Zoho Cliq chat, etc. by creating and linking any function via Zoho's Deluge Custom functions. You can choose to add the signed documents to any folder inside Work Drive Learn More

Additional Notes

Feature Availability

About -  In-person signing

1. Sign initiator - The document owner is the initiator and designates roles to others involved.
2. Signer - Signs the document while physically being present in a meeting.
3. Facilitator - The facilitator passes the control of the document to the signer during the session. The host/facilitator's responsibility is to physically hand the device over to the in-person signer and guide them through the in-person signing transaction.
   

Troubleshooting

Related Articles / Videos

1. How to configure Embedded Signing