Steps to send documents for signatures using the add-on:

1. Open the email containing the attachments that need to be sent for signatures.
   
   
   
   
   
2. Select the attachments that need to be sent for signatures, then click Send for sign.
   
   
   
   
   
3. Click Add recipients.
   
   
   
   
   
4. Enter the recipient name and email address.
   
   
   
   
   
5. Choose the necessary recipient action from the Action dropdown.
   
   
   
   
   If you choose IN-PERSON SIGN, enter the host's name and email address below the recipient details.
   
   
   
   
   
6. Select the required mode of authentication from the Authentication mode dropdown.
   
   
   
   
   
7. Add a private message, if required, and verify all the details associated with the recipient, then click Add.
   
   
   
   
   
8. Add more recipients, if required, and leave a common note for all the recipients. To view a recipient's details, click View next to their name.
   
   
   
   
   You can delete a recipient when viewing their details by clicking DELETE at the bottom.
   
   
   
   
   
9. Once the sign workflow has been completely set up, verify all the details and click Continue.
   
   
   
   
   
   
10. Upon the documents being successfully uploaded to Zoho Sign, the add-on pane will display "Document uploaded! Click here to continue." Click the link to open the workflow in Zoho Sign, where you can edit it, add signer fields to the documents, and send it out for signatures.
    
    
    
    
    

Steps to sign documents yourself using the add-on:

1. Open the email containing the attachments that you need to sign.
   
   
   
   
2. Select the attachments that you need to sign, then click Sign yourself.
   
   
   
   
   
3. Upon the documents being successfully uploaded to Zoho Sign, the add-on pane will display "Document uploaded! Click here to continue." Click the link to open the documents in Zoho Sign, where you can add your signature and other fields of information, and finish signing it yourself.