Document and Template sharing | E-signature app | Zoho Sign

Document and Template sharing

Sharing documents

Available only in the Enterprise Edition


This enhancement allows admins to share the documents of one or more users with other users across their Zoho Sign organization. This can come in handy for users working in the same team such as when a user has to cover a leave of absence, follow up on the documents sent for signatures by others, or simply for reference and coordination.


How to share documents between users:


1. From the left navigation pane, click Settings >  Users and control under Admin.



2. Select a user with whom/whose documents need to be shared.
3. Choose one of the two options:
  1. Share others' documents with user - allows multiple users' documents to be shared with the selected user
  2. Share user documents with others - allows the selected user's documents to be shared with multiple users
4. A user with an Admin role will only be able to share their documents with other users since they already have access to all the user's documents.



5. Select the users and click Share.


Note: When a document has been sharedusers except its owner or the admincan only track, view, or download it.

Sharing templates

Available in Professional Edition and above


This enhancement allows admins to share specific templates with selected users within the organization.


Administrators can access all the templates in the Zoho Sign organization by default.


1. Click Templates on the left navigation pane.




2. Click the Actions dropdown  of the template that needs to be shared with users.

3. Click Share from the dropdown.




4.
In the template sharing pop-up, you can share the template with specific users by selecting them from the list in the Users tab or with the groups in the Teams tab.



At the moment, there are 2 predefined groups:


Everyone - All the users in your Zoho Sign organisation, including the administrators.

AdminsOnly the administrators in your Zoho Sign organisation.




5. Once the selection of users or groups is completed, click Share to share the template with them.


    Access your files securely from anywhere

      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









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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

                                                                                                              • Trusted Document Timestamping

                                                                                                                Available only in the paid plans Timestamping a document proves that the contents of the document existed in that form on that particular date and time so that no one can backdate the timestamp entries. It also marks the signature with date and time ...
                                                                                                              • Documents - List View

                                                                                                                This section displays a list of all the documents you have sent or received on your Zoho Sign account. The list view shows the name, document owner, recipients, date of creation, folder name and signature status for each document. Each document has ...
                                                                                                              • Documents - Detailed View

                                                                                                                This page presents detailed information on documents sent out for signatures. The detailed view of any document can be accessed by clicking the document's name in the list view. In the detailed view page, the following information can be found: ...
                                                                                                              • Adding document fields automatically using text tags (field addition)

                                                                                                                Zoho Sign helps users to add corresponding fields automatically to the document with text tags during the document signing process. This helps users send out the document for signature more quickly than manually adding the fields every single time. ...
                                                                                                              • Document ID

                                                                                                                You can choose to include a unique Document ID in your documents that were sent out for signatures, if required. How to insert Document ID in documents Click Settings in the left navigation panel. Choose Account settings. Choose Sending options from ...
                                                                                                                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