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.

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