How to send documents or CRM attachments for signatures

1. Select a record from the appropriate module. Ensure you have given permissions for pop-ups from https://crm.zoho.com/ to be displayed.
2. In the record details page, click Send with Zoho Sign.
   
3. Choose one of the following methods to upload the document: drag and drop, upload the document from your local device, upload the document from one of the integrated cloud service providers, or select a CRM document or a CRM attachment.
   
1. Click Use template if you wish to use an existing Zoho Sign template or mail merge template.
   
4. Under the recipients section, select the recipient category (Record, Contact, Lead, Email, or User).
   
1. You can add multiple recipients by clicking +Add recipients.
   
5. If you have multiple recipients, you can set a custom signing order by enabling the Send in order option.
   
6. You can leave a note for all your recipients or add a description for your document.
   
7. You can also find additional settings like days to complete the document, document validity, and sending automatic reminders.
   
8. Click Quick Send if you wish to send the document directly, or click Next to be redirected to Zoho Sign's document viewer window.
   

Each recipient will receive an email with the document signing link only when the previous recipient has completed signing the document.

How to use Zoho Sign templates and collect signatures

1. Select a record from the appropriate module.
2. In the record details page, click Send with Zoho Sign.
3. Click Use template > Zoho Sign templates. Learn how to create a template in Zoho Sign.
4. If your chosen template has some prefill fields, you can have the fields merged with the CRM's data by selecting the respective CRM fields from the dropdown. The prefill values will be auto-fetched when the same template is used for another record unless you manually change them.
5. Once you have filled in all the details, click Next to open the document viewer, or click Quick send to send the document for signature directly from your CRM record.
   

How to send a document to a bulk list of recipients

1. Click the appropriate module and select the multiple records.
2. Click Send with Zoho Sign.
3. You can either upload a document from your local storage, CRM document, or use a Zoho Sign or mail merge template.
4. Click Quick send once you are done with all the additional settings.
5.  If your document has the relevant text tags or signer fields in your template, the document will be sent to the recipients.
   
1. If your document has no text tags in it, you can find them under the "Draft" state in Zoho Sign, where you can add relevant document fields and send the document for signature. Learn how you can add text tags to your document
   

You can bulk send up to 10 records at once.