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(☰) > Automate > Sign template.

4. Now you can configure signers and initiate signing.

For creating a new sign template, please visit https://help.zoho.com/portal/en/kb/writer/user-guide/working-with-sign-templates/articles/creating-sign-templates.
For more details on Configuring Sign Workflow, please visit https://help.zoho.com/portal/en/kb/writer/user-guide/working-with-sign-templates/articles/set-up-sign-workflow

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