Bulk invite people for sign collection

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.
  1. Click More Options(☰)  > Automate tab Sign Collection > Start new sign workflowThe Sign Workflow tab will open.
  2. Click Add Signer to add the required number of signers. You can add upto 10 signers.
  3. Then select Setup Sign Workflow and enter the signer details as follows:
    • To be signed by: Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
    • Enter signer details: Enter the signer email id. Click Add Another Signer link to add multiple signers. You can add up to 10 signers.
    • Click the Sign In The Above Order checkbox, to set a sequential order for signing. When you enable this option, the next recipient will receive an email notification once the previous recipient has completed the signing process.


For detailed help click here.


    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


                                



                            





                          Manage your brands on social media




                              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










                                                                                          • Related Articles

                                                                                          • Creating Sign Templates

                                                                                            Writer's sign template aids you to create templates and insert interactive fields over a PDF file to send them out for sign collection to one or more persons in an organization. Transmit contract agreements, HR letters, etc., to obtain signatures ...
                                                                                          • Set up Sign Workflow

                                                                                            Sign yourself  Find the dropdown Sign in the top band next to Compose. Choose sign yourself if you have to sign the document yourself. You will be added as a signer and the Zoho Sign page will be opened inside Writer itself. Send for sign  Choose ...
                                                                                          • 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 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 ...
                                                                                          • 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 ...
                                                                                          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