SignForms
Zoho Sign lets you create a self-service digital signature process through a secure URL without any coding. For example, if your company wants to get their social media policy signed by new hires, the human resources team can create a SignForm and embed its URL in your company's onboarding email for new hires to sign and submit.
How it works
- Create a new template or convert an existing template into a SignForm
- Configure your settings and generate a unique SignForm URL
- Send this URL to your recipients or embed it on your website
- Your recipients then sign and submit the document through the URL
Pre-requisites
- A template must meet the following requirements to create a SignForm :
- Should not contain pre-filled fields
- Should contain minimum one signer and each signer must have at least one field configured
- If the template contains more than one recipient:
- Signing order should be enabled
- Name and email for the first signer should be left empty
- For all others, name and email should be configured
Creating a SignForm
- This action can only be performed by administrators. If you're an administrator, follow these steps:
- From the left navigation pane, click Templates. You can select any template and convert it into a SignForm by clicking the Create SignForm button under Actions.
- Alternatively, click SignForms > Create SignForm.
- The Choose template drop-down will only list the templates that can be used as a SignForm. Select a template from the list or create a new template as mentioned in the pre-requisites.
- Name: This can be anything you want
- Limit SignForm responses: Set your maximum limit of responses you wish to collect
- Enforce OTP (Email authentication code): This feature prevents spam
- Valid until: The validity period is set as needed
- Avoid duplicate responses within 7 days of initial response - Prevents duplication of responses from same signers
- Allow signer to resume singing from their previous response - Lets signer continue their signing action. When they retry accessing the document, OTP will be shared to their associated email id.
- Click Save.
Sharing your SignForm link
- You can copy the SignForm URL from the SignForm page.
- Test the URL by copying and pasting it into a private window and then entering the details.
- You can view the responses associated with a SignForm from the Actions button.
- There's also an option to export the associated responses as a CSV file.
- After confirming that the URL is working properly, you can start using it in your emails, send it to recipients, or embed it on your website.
- You can disable and delete the URL anytime. The SignForm will automatically be disabled after the validity period expires.
- You can quickly find the active, inactive, expired, and limit reached from the left hand side menu.
- Each SignForm response consumes an automation credits.
- Automation credits, proportionate to the number of licensed users, are provided to organizations on a monthly basis.
- If your organization runs out of automation credits, then each subsequent SignForm response will consume 5 Zoho Sign credits which need to be purchased as add-ons.
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