How Does E-Sign Work?

1. Zoho Sign or Vertical Sign as a Product:

2. Vertical Sign with API Credits model subscription:

1. $5 per month per user for 15 documents.
   
2. Additional documents cost $0.40 each.
   

Sending documents for e-sign

1. Navigate to the module in which e-sign button is enabled
   
2. Open a record, and go to the detailed view.
   
3. Click Send for E-Sign in the record's details page.In the pop-up, enter the following details:
   
1. Add Document : Select the documents to be send for e-signing. One may choose to upload files from the desktop, use a mail-merge template, or use attachments. Please note that at least one of the uploaded documents must have the Signature field.  Users can upload up to five documents for e-signing. Please refer to the #Upload Documents section for more details.
   
2. Recipient Details : Select the recipients for signing the documents. For details on the different options available, refer to the #Recipient Details section.
   
1. Set the Signer Role as one of the three available options : Sign, View, In-person signer.
   
2. Select the delivery mode for the recipient as EMAIL or EMAIL & SMS, depending on the requirement.
   
3. Users can add more than one recipient by clicking on the Add Recipient button. Click on + New Recipient to add the name and email ID for new recipients.
   
4. Enable Set Signing Order, and set the order if you want to send the documents to be signed in an order.
   
3. Document Names : By default, the name of the uploaded document will be used as the Document Name for the Sign document. If more than one document is uploaded, the name of the first uploaded document will be used by default. One can choose a name of their choice for the Sign document using this field.
   
4. Notes : Add any message you may have for the recipients.
   
5. Description : Add a description for the Sign document for personal reference.
   
6. Expires in : Define an expiry timeframe for the sign requests, in days. If the user has specified a signing order with multiple recipients, the expiry applies only to initiating the signing process. Essentially, it applies to the first recipient. Once the first recipient signs, subsequent recipients can sign the document even after the initial expiry date.
   
4. Click on Save
   

Upload Documents

When selecting documents to be sent for e-signing, users have three options available:

1. Documents from the Desktop: Users can upload files from their desktop. Users can upload various document formats, including: pdf, docx, zdoc and images files
   
2. Attachments in the Chosen Record: Users can also attach documents directly from the chosen record within the solution.
   
3. Mail Merge Templates: Mail merge templates added for the module can be selected for use. Users have the flexibility to choose multiple templates, merge them, and send them in a single document signature request.
   

      

Users can upload up to five documents for e-signing. At least one of these documents must contain the signature field for adding the e-sign. Users can add corresponding fields automatically to the document using text tags. This enables users to send out the document for signature more quickly than manually adding the fields every single time.

Recipient Details

1. Sign: This recipient needs to electronically sign the document.
   
2. View: This recipient can only view the document.  They receive a copy of the documents, but are not required to sign them.
   
3. In-person signer: You may designate a host from your organization to collect the signed document in person.