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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              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 SalesIQ Resources



                                                        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 attach mail merged document back to Zoho CRM deals using Deluge?

                                                                                            We can use Merge and download task to download merged documents and use CRM attach file task to upload merged documents in the Zoho CRM record. Merge and Download  The zoho.writer.mergeAndDownload task supplies values to the merge fields inserted to ...
                                                                                          • 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