1. Click on three dots.
   
   
   
   
   

1. Click on Zoho Sign.
   
   
   
   
   
2. Enter the Access token name to link Zoho Sign account.
   
   
   
   
   
3. Click Authorize. This will open a new popup window asking for permission.
   
   
   
   
   
4. Click Accept to complete the authorization process.Once you've finished, the connection should appear as follows:
   
   
   

Note: Only admins can access all the templates by default.

1. Upload or import the document you would like to create the template with. Enter the details of the template, such as name, description, time to complete, and the document type.
   
2. Assign the role as visitor.
   
   
   

Note: Either the Role field or the Email field is mandatory to define a recipient. Both cannot be left empty at the same time.

1. Click Continue.
   
2. Add the fields by choosing the corresponding recipient from the Recipients pane at the top-right of the document viewer screen.
   
   
   
   
   
3. Click Save to create the template.
   
   
   

Note:
The role must be kept as visitor in the created template.
The template name must be the same as the Sign Creator template.
Values like name, email address, and mobile number from the visitors are collected and are placed as prefilled fields in the template and a signature field for the visitor to sign.
The template ID will be fetched with the above mentioned template name.

Visitor Details screen

Note: Clicking the Get Doc Status button will change the document's signature status based on its status.

Action buttons:

1. Send Using Template - When this button is clicked, the Creator data records details that are automatically sent to the mapped Zoho Sign template and the pre-configured NDA document is sent for signing.
   
2. Send Document for Sign - Clicking this button will send a predefined document with text-tags for signing.When this option is chosen, a new form is opened, where the admin has to select the user manually and also upload the document.
   
3. Get Doc Status - Gets the status of the document sent for signing.
   
4. Mail Signed Doc - If the document is signed by all parties, the document will be mailed to the visitor from admin's mail id.
   

Visitor's Report