Send Documents for E-Signature in Zoho Writer | Zoho Sign, DocuSign & More

How to Send a Document for E-Signature in Zoho Writer?

Overview  

Zoho Writer lets you send documents for e-signature directly from the document editor. Add the required signature fields, specify the recipients and signing order, and send the document for signing without downloading or uploading it to a separate service. 

Prerequisites  

  1. You need to sign up with at least one of the supported e-signature providers: Zoho Sign, Adobe Sign (Enterprise account only), DocuSign, or SignEasy.
  2. For Adobe Sign users, ensure that you are using an Enterprise account, not a Business account.

Steps  

Option 1: Send for signing from File menu  

  1. Open the document you want to send for signing in Zoho Writer. Make sure signer fields are added to the document at appropriate positions.
  2. Go to File --> Send for sign  or Upload the document to the selected e-signature service (Adobe Sign, DocuSign or SignEasy)

Option 2: Send for signing from Topband --> Share -->Send For Sign

  1. Configure the signers, order , due date and send for sign


  1. How to insert and configure signer fields in Zoho Writer
  2. How to create sign templates in Zoho Writer