How to add another person to receive an email when a document is signed

How to add another person to receive an email when a document is signed?

Follow the below steps to add people to receive an email of the signed documents for each process:

1. Go to Automate > Configure > Configure Sign collection. 




2. Under Setup Sign Workflow, check the Email the signed document(s) to option and click Configure.  

3. Now you can add the email IDs you want the signed documents to be sent to including Cc/Bcc and hit Save.



    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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Where can I access the signed documents?

                                                                                                    Follow the below steps to access the signed documents for each process: For Merge Templates, 1. Open your merge template. 2. In your Merge Template panel, click on the Configure link near the Send for sign collection option.   2. In the Setup Sign ...
                                                                                                  • 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 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 ...
                                                                                                  • How to add a secondary email address?

                                                                                                    In case you forget your password or cannot sign in for some reason, adding a recovery email address will let you get back your Zoho account. The first email address that you use, to sign up for your Zoho account will be the default primary email.  To ...
                                                                                                  • Document Workflows

                                                                                                    How does Workflow work? Let's say you have been working on formulating a business policy and want it to be reviewed by a set of team members and finally get it approved by your department head; we have got you covered. With Writer, you can pick a ...
                                                                                                    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