Custom module in Zoho CRM | Zoho Sign

Bulk send with custom module in Zoho CRM

How do I send a document for signature to a bulk set of recipients from Zoho CRM's custom module?
The Zoho Sign's extension for Zoho CRM provides users with the ability to send documents in bulk within Zoho CRM. To achieve this, you must create a custom button, and your custom module must contain the lookup field from either the Contacts or Leads module.
You can send documents to up to five recipients at a time.

Adding a lookup field in a custom module

  1. Drag and drop the Lookup field from the left navigation pane in the custom module layout page. 
  2. Enter Lead_Name or Contacts_Name as the field label.
  3. Click Done. Once all the changes are done, click Save.
  4. In your custom module, map the record with the relevant lead or contact name.


Creating a custom button

  1. Click Setup from the top navigation pane.
  2. Click Modules and Fields from the Customization section and select the desired module.
  3. Click Buttons > Create New Button.
  4. Enter the name and description of the button.
  5. Select In List from the choose a page to place the button dropdown and Mass Action Menu from the choose a position in the page dropdown.
  6. Select Invoke a URL from the define an action to be performed dropdown. This option allows you to define a custom URL that will be triggered when the button is clicked.
  7. Construct your URL in the specified format and insert it into the URL field. 
    https://extensions.zoho.com/plugin/zohosign/handler?action=bulkZohoSignDocument&module=<Module_Name>&rec_id=<Record_ID_from_Fields_Dropdown>&crmzgid=${Organization.Organization Id}
  8. Configure the where button action, choose the desired profiles, and click Save.



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