How to view the sign status of merged document in Zoho CRM

How to view the sign status of merged document in Zoho CRM

Overview

When the Zoho Sign extension is installed successfully, the following custom modules are automatically created in Zoho CRM.
  1. Zoho Sign Documents: Contains the list of documents that have been sent.
  2. Zoho Sign Recipients: Shows the list of recipients to whom documents have been sent.
  3. Zoho Sign Document Events: Displays a list of documents and their signature status.
Zoho Sign Documents module can list all signed documents within Zoho CRM that were sent through Zoho Sign. The status of documents sent for signing using the Merge and send for sign option of Zoho Writer's merge templates gets updated in this module, making it easy for users to track the signing status in Zoho CRM.

Steps

  1. From your Zoho CRM dashboard, go to "Other Modules" and then "Zoho Sign Documents".
  2. You will see a list of all documents sent through Zoho Sign from your CRM.
  3. You can select a specific document to view its details and tracking information, such as the signing status.

Additional Notes

Note 1:

How to attach signed documents to a Zoho CRM record from Zoho Writer merge? 
This can be achieved by configuring a custom function to handle the attachment after the signing process is complete.
Here's a breakdown of the process:
  1. In Zoho Writer, create a template for the document you want to send for signature. During the merge configuration, choose the Merge and Send for Sign option. Specify the recipients and their signing preferences (e.g., sign online, in-person).
  2. Choose the Invoke custom function option after the merge is complete. 

  3. Choose the built-in gallery function, Attach to Zoho CRM.
  4. The function will accept parameters like the CRM module name, record ID, and the file data.
  5. Make sure the deluge connection with the right scopes is created and added to the script. Learn more about how to create connections.

Note 2:

How to update CRM Field values filled by signers during the signing process?
  1. In Zoho Writer, create a template for the document you want to send for signature. During the merge configuration, choose the Merge and Send for Sign option. Specify the recipients and their signing preferences (e.g., sign online, in-person).
  2. Choose the Invoke custom function option after the merge is complete. 
  3. Choose the built-in gallery function, Attach to Zoho CRM.
  4. The function will accept parameters like the CRM module name, record ID, and the file data.
  5. Make sure the deluge connection with the right scopes is created and added to the script. Learn more about how to create connections.



1. How to setup post merge actions in Zoho CRM