On Sign Templates
How to set up template to allow the sender to prefill data before sending document for sign?
Prefilling data in sign templates is not available in Writer right now, but it's being worked on and it will be made available soon. Availability Timeline: Roadmap
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 apply different languages for signers during sign workflow?
You are allowed to set different languages for signers or approvers individually while sending document for signing or approval. When the recipient opens the document to sign, the menus and controls are all presented in the selected language.
How do I auto-populate my signature as the sender?
When the sign initiator is the primary/first signer and clicks Send for sign, the initiator is prompted to sign the document from inside Writer itself. This Embedded Signing feature allows your signers to view and sign documents without leaving ...
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 approvers in Sign Workflow in Writer?
You can set up sign workflow to send documents to designated approvers before sending them to the recipients for signing. You can send the document sequentially, first to the Approver to approve and then to the appropriate user to sign the document. ...
How to sign writer documents with Zoho Sign?
Zoho Sign integration in Writer allows you to draft business contracts, NDA's, sales agreement, lease agreement, etc., and send it out for signatures directly from within Writer. Templates will remember the exact placement and type of the signature ...
How to add signer fields and configure signers?
There are different kinds of fields you can add: signature fields, text fields, date fields and more. 1. Click where you would like to place the field in the document. 2. Go to More Options(☰) > Fields > Signer Fields. 3. Go to More Options(☰) > ...
How to insert handwritten signatures into documents?
You can insert signatures(handwritten) and print or mail the same all within Writer. Go to More Options(☰) >Insert --> My Signature. Select from one of options: Draw signature if you want to create a signature to use on documents stored on your ...
How to bulk invite people to sign a document?
You can now invite multiple users to sign your documents. The signed document can then be saved back into WorkDrive or Zoho Docs. To invite signers, follow the below steps. Click More Options(☰) > Automate tab > Sign Collection > Start new sign ...

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