Merging templates and sending them for signatures

Merging templates and sending them for signatures

Zoho Sign allows users to merge templates and send them out in a single document signature request. This is useful when sending documents across multiple templates for signatures in one go. 

Zoho Sign will merge the documents, recipients, prefill fields, and signer fields of the selected templates.

For example, an HR professional who wants to send onboarding documents saved as different templates in Zoho Sign can merge them and send them to the new hire in a single document signature request. 

There are three ways to merge templates and send documents out for signatures in Zoho Sign.

Merging and sending selected templates from the Templates section 

  1. Go to Zoho Sign's dashboard.
  2. Select Templates from the left navigation panel.
  3. Select the templates you want to merge and send out for signatures.
  4. Click the Actions drop-down button.
  5. Choose Use template(s). 


  6. Review the document name and recipient details in the Send for signatures pop-up.
  7. Add the recipient details, or click Add bulk recipients if you want to bulk import the recipients. You can also select a folder for the documents, add a shared note to all your recipients, and define a signing order.
  8. Click Quick Send to send the documents right away.
    a. Click the drop-down button next to Quick Send and select Send later if you want to schedule the send time.
    b. Click Continue to further edit the document details and add more fields before sending.

Merging and sending selected templates directly from the dashboard and other sections

  1. Go to Zoho Sign's dashboard.
  2. Click the + icon in the left navigation panel. 
  3. Select Use template.
  4. Select the templates you want to merge and send out for signatures.
  5. Click Use template.



  6. Review the document name and recipient details in the Send for signatures pop-up window.
  7. Add the recipient details, or click Add bulk recipients if you want to bulk import the recipients. You can also select a folder for the documents, add a shared note to all your recipients, and define a signing order.
  8. Click Quick Send to send the document right away.
    a. Click the drop-down button next to Quick Send and select Send later if you want to schedule the documents to be automatically sent for signatures at a later time.
    b. Click Continue to further edit the document details and add more fields before sending.

Merging documents from templates with an ad-hoc document signature request

  1. Go to Zoho Sign's dashboard.
  2. Select Send for signatures.
  3. Click the Add document dropdown and choose Use template(s).
  4. Select the templates you want to merge and add to the document signature request, then click Use template.
  5. Verify the details on the screen, set the signature workflow, and click Continue to proceed to the Document viewer.



  6. Fill any prefill fields or add more fields to the document if required.
  7. Click Send to send the document right away, or choose Send later if you if you prefer to schedule the send time.
When multiple templates are selected for Merge and Send, the following criteria should match for the templates to merge properly.

1. Both templates should have matching signing orders and signer roles for the recipients; otherwise, all the recipients across the templates will be combined and added as individual recipients.
2. The merging process may encounter issues and produce errors if any of the templates include multiple recipients without a straightforward signing order.
3. If the recipient_name field has different values across the templates being merged, none of the values will be applied automatically. The same applies to other fields such as verification_type, language, etc.