How it works

1. Create or upload a document template in the Formstack Documents tool.
2. Set the delivery method of the merged document as electronic signature via Zoho Sign.
3. Merge data onto the document template from the intended source and deliver the merged document.

Prerequisites

1. A valid Formstack Documents Starter license or above
2. A valid Zoho Sign Enterprise or API plan license with Zoho Sign credits purchased as add-ons (each document signature request sent out consumes Zoho Sign credits)

Steps to build a workflow

1. Log in to your Formstack Documents account and click the blue New Document button on your dashboard.
   
   
   
   
   
2. Enter the name of your document and click Next.
   
   
   
   
   
3. Choose the mode of document creation (upload a document, use one of the example templates, or build a document from scratch using the online editor) and click Next.
   
   
   
   
   
4. Select Other 3rd Party Delivery as the mode of delivery and click Next.
   
   
   
   
   
5. Choose the intended source to merge data onto the document from and click Finish.
   
   
   

Adding the document

1. Creating the document using the online editor is simple. Just type the contents in the Document Builder, format it as you wish, add the necessary fields, and click the blue Save & Next » button. 
   
   
   
   
   You can add the merge fields and E-Signature Tags using the Insert dropdown wherever necessary within in the document.
   
   
   
   
   To add an e-signature tag, select E-Signature Tag from the dropdown, choose Zoho Sign from E-Signature Service dropdown, and select the appropriate tag from the Tag Type dropdown.
   
   
   
   
   
2. Uploading a document to the workflow is even easier. Just visit the Manage File tab in the workflow and click the blue Upload File button to upload the document you created offline. You can also use this option to replace a previously uploaded document with a different one. After uploading the document, click the blue Save & Next » button.
   
   
   
   
   You can add the merge fields and e-signature tags to both the document created using the online editor and the document you create offline.

Steps to set up delivery via Zoho Sign

1. Upon adding the document, visit the Deliver tab in the workflow and click the + New Delivery button.
   
   
   
   
   
2. Select Zoho Sign under the E-SIGNATURE category.
   
   
   
   
   
3. Click Login to Zoho Sign to open your Zoho Sign account and connect it with your Formstack Documents account.
   
   
   
   
   
4. Verify the permissions you will be granting for Formstack Documents (formerly WebMerge) to work with Zoho Sign and click Accept to authorize the connection.
   
   
   
   
   
5. Configure the e-signature workflow by entering the request name and details of the signers and specifying their roles.
   
   
   
   
   
6. Click on the + More Options button to modify additional workflow settings such as customized message, request validity duration, sequenced signing, and reminders.
   
   
   
   
   
7. Click Save Delivery to finish setting up the e-signature delivery workflow.
   
   
   

Merging data onto the document

1. Upon setting up the document delivery mechanism, you can start generating your documents by merging data from various sources onto them.
   
   
   
   
   
2. Once you select the source of the merge data and map it with the merge fields on the document, click Merge the Data! to generate the document and send it for e-signature to its recipient as configured in the delivery workflow.
   
   
   
   
   
3. You can check the merge and delivery status of the document by visiting the Overview section of the document from your Formstack Documents dashboard.
   
   
   
   
   
4. To check the e-signature status of the document, log in to your Zoho Sign account, and access the Detailed Document View section of the respective document from the Documents page.