Zoho Sign extension for Microsoft Teams
Zoho Sign now provides an extension for the popular collaboration tool, Microsoft Teams. With this extension, you can access all of Zoho Sign's functions and features directly from the Microsoft Teams application. The extension loads up the Zoho Sign web interface, enabling you to seamlessly upload and import documents, send them for signatures or sign them yourself, and share the signed documents or save them on the cloud, all from just a tab within Microsoft Teams.
Prerequisites:
- Valid Microsoft Teams account
- Valid Zoho Sign account
To install the Zoho Sign extension for Microsoft Teams:
- Go to the Microsoft Teams Store by clicking Store on the left navigation panel inside Microsoft Teams.
- Find the Zoho Sign extension using the search bar, then click Install to add it to your Teams application.
- Upon installation, you will be prompted to log in to your Zoho account to access Zoho Sign. If you already have a Zoho account, enter your Zoho credentials to sign in. If you do not have a Zoho account, use Office 365's SSO to authorize Zoho Sign within Microsoft Teams, then log in to your newly created account.
- Upon logging in, you can start using Zoho Sign from within the Microsoft Teams interface.
To add Zoho Sign tab in Microsoft Teams:
- Click Teams in the left navigation panel and open the team channel to which you want to add the Zoho Sign tab.
- Click the + icon at the top of the channel and search for Zoho Sign in the Add a tab pop-up.
- Select Zoho Sign and click Save to add the tab to the chosen channel.
Zoho Sign functions within Microsoft Teams
When you add the Zoho Sign tab to any channel within Microsoft Teams, you can access all of Zoho Sign's functions and features straight from this tab using the Sign user interface. Refer to our help guide here to learn how to navigate the Zoho Sign user interface.
The following basic functions can be carried out right from the Zoho Sign dashboard:
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho Sign integration with Pipedrive
Available only in Enterprise edition Zoho Sign now integrates with Pipedrive, customer relationship management software that helps small and medium businesses to manage their sales pipeline. This integration can help sales team to directly send ...Accessing Zoho Sign from Zoho PeoplePlus
This page lists the actions supported via Zoho Sign in the Zoho PeoplePlus bundle. This includes both the actions supported via native integrations between Zoho Sign and the products in the bundle and the actions accessible directly from the Zoho ...Zoho Sign integration with Zendesk Sell
Available only in Enterprise edition and in US data center Zoho Sign now readily integrates with Zendesk Sell, a customer relationship management solution that helps the sales team of all sizes and types to maximize productivity and boost revenue. ...Zoho Sign credits
What are Zoho Sign credits and what are they used for? Zoho Sign credits are a prepaid add-on that requires an additional purchase on top of the subscription cost of the Zoho Sign general licensing plans. Zoho Sign credits are consumed when users in ...Creating a Zoho Sign account
If you are a new Zoho user, you have to create a Zoho account to access Zoho Sign and Zoho's other services. Creating a Zoho Account Go to Zoho Homepage and click Sign up to create an account with your email or using your Google, LinkedIn, or ...
New to Zoho LandingPage?
Zoho LandingPage Resources