Tracking documents sent from Zoho CRM
You can track the status of documents sent from a particular record, as well as track the status of all the documents sent with the Zoho Sign extension directly from your Zoho CRM account.
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.
Alternatively, you can track the status of the documents from your Zoho Sign dashboard. To do so:
- 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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