How to send Writer documents for signing

Overview

Zoho Writer is integrated with leading e-signature solutions such as Zoho Sign, Adobe Sign, DocuSign, and SignEasy. This removes the need for scanning software, signature pads, or digital certificates, allowing you to send and collect legally valid electronic signatures directly from Writer.

Prerequisites

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.
For Adobe Sign users, ensure that you are using an Enterprise account, not a Business account.

Steps

Option 1: Send for signing from Distribute or File menu

Open the document you want to send for signing in Zoho Writer.
Go to File > Sign > Upload to sign services.
Select your preferred e-signature service (Zoho Sign, Adobe Sign, DocuSign, or SignEasy).
Log in with your credentials (if you haven’t already linked your account).
Complete the setup, and you’ll be redirected back to Writer.
Upload your document to the selected e-signature service and proceed with their signing workflow.

Option 2: Send for signing via automation

You can also use merge, fillable, or sign templates to send documents for signing to multiple recipients at once. This is useful when:

Sending contracts or agreements to several people.
Collecting bulk e-signatures with automation.

Troubleshooting

Error/Symptom: E-sign option not visible in Writer

Possible Cause: No e-signature service would be linked to your Writer account.

Recommended Solution: Go to Distribute > Upload to sign services or File > Sign > E-sign a document and connect your preferred e-signature provider.

FAQs

Do I need a Zoho Sign account to use this feature?
No. You can choose between Zoho Sign, Adobe Sign, DocuSign, or SignEasy.
Can I send a document to multiple people for signing at once?
Yes. Use the mail merge with e-signature option in Writer to send documents to multiple recipients.
Is there an additional cost for using these services?
Yes. You must have an active subscription with the respective e-signature provider.

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