1. Pre-requisites
2. Installing the Zoho Sign extension
3. Get documents signed using Zoho Sign
4. Uninstall Zoho Sign
5. Learn more
   

Pre-requisites

Installing the Zoho Sign extension

How to install Zoho Sign from Zoho Marketplace

1. Go to https://marketplace.zoho.com/app/crm/zoho-sign
2. Click the Install button.
3. If you're already logged in to any Zoho service, your details will be auto-fetched. You can edit your details per your requirements.
4. Tick the box if you wish to be contacted regarding products offers and promotions.
5. Click Continue.
6. Confirm the installation details, accept the terms and conditions, and click the Submit button.
7. Click Continue to Install.
8. Choose one of the following options: Install for admin only, Install for all users, Choose profiles.
9. Click Confirm.
   
   
   
   

How to install Zoho Sign from your CRM account

1. Click on the settings icon on the header pane.
2. Navigate to Marketplace.
3. Go to the All Extensions tab and search for Zoho Sign.
4. Click on Install and then Continue to install. Select one of the options below. Please note that once you select an option, there is no way to revert the changes until the next release of the Zoho Sign extension for Zoho CRM.
5. Install for admin only - The extension will be installed in CRM exclusively for the users with the administrator access.
6. Install for all users - The extension will be installed in CRM for all users.
7. Choose profiles - The extension will be installed in CRM for manually chosen users.
8. If you choose the Choose profiles option, click Continue and then select the desired profiles. The extension will be installed automatically for the specified users.
9. If you click Skip this step, you can later choose to authorize from Settings > Marketplace > Zoho. In the Zoho Sign extension details page, click Authorize. 
   
   

Get documents signed using Zoho Sign

How to send documents out for signatures

1. Go to the appropriate module (Leads, Accounts, Contacts, etc.). 
2. Click on a record that you wish to send the document to.
3. In the record details page, click Send with Zoho Sign.
4. Follow the on-screen instructions to complete the document signing process.
   Note: If a new tab doesn't open, check if pop-ups are blocked and click the Always allow pop-ups from https://crm.zoho.com button.
   
   On the pop-out window: 
   
   
5. Click Add Document to upload the document for signing. You can choose one of the provided options: From desktop, From CRM documents, CRM attachments, or From Cloud storage.
   
   
   
   
6. Click Use Template to use Zoho Sign's template or mail merge template. For example: If you want to generate a contract from a document template by merging data from a deal and send it out for signatures using Zoho Sign, you will find this option helpful.
   
   
   
   
7. Under Recipients, select the recipient category (record/contact/lead/email/user) from the dropdown and click the search option to choose the recipient. 
8. You can add multiple recipients by clicking Add Recipients. 
9. If your document needs to be signed by multiple recipients, you can specify the order in which the recipients receive and sign the document by enabling the Set signing order option. There's also an option to specify the signer's role.
10. In the Recipient fields, you can set the routing order by assigning a number to each recipient. Note that each recipient receives the email notification only when the previous recipient has completed signing the document.
    
11. Leave a note for the recipients or add a description for the document.
    
    Under more settings, you can set:
    
    The time to complete document signing. When this time expires, the document becomes invalid and can no longer be viewed or signed by recipients.
    The validity period of the signed documents.
    Automatic reminders to nudge the signers to take action on the document.
    
    
    
    
12. Click Save. 
13. Upon clicking Next, you will be redirected to the Send for signatures page in the Zoho Sign application.
    
    
    
    
14. Once you make the necessary changes, click Continue.
    
    
    
    
15. Drag and drop the necessary fields into the document and click Send in the top-right corner.
16. Click Confirm.

Uninstall Zoho Sign

How to uninstall Zoho Sign

Learn more:

1. How to create a Zoho Sign Template and use it from Zoho CRM
2. How to get documents signed using inventory template
3. How to get documents signed using mail merge
4. How to utilize automatic field additions (text tags)