Tracking documents sent from Zoho CRM
Only documents sent directly from Zoho CRM can be tracked here.How to track the status of all Zoho Sign documents
- From your Zoho CRM dashboard, click Other Modules and ZohoSign Documents.
- You can find the list of all the documents.
- Select a document to find all information related to the particular document
How to track the status of a document sent to a particular record
- From your Zoho CRM dashboard, select the module and appropriate record.
- Click ZohoSign Documents from the left navigation pane.
- If the particular record has uploaded any document attachments, you can find them along with the signed document in the same place.
- From your Zoho Sign dashboard, click Documents in the left navigation pane.
- Select the appropriate document to find all document-related information.
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