Sign Creator Integration

Sign Creator Integration

Scenario : I have an NDA document that needs to be sent to all the visitors who are attending an event. Is it possible to send the document using templates, and also track the status of those documents through Zoho Creator?

For this scenario, we will be using a custom Creator application file built using pre-defined Deluge functions. Please find the attached .ds file at the bottom of the article . You can import the file and verify it yourself by following the steps given below.

A detailed explanation on how this app works is also given below.
  1. Visit Zoho Creator and click +Create Solution.


  2. Select Applications from the solutions option.

  3. Select Import from file and import the attached sample .ds file.

Note: When an application is being imported, the following file extensions are supported: .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .mdb, .accdb, .ds, .json, and numbers.
  1. Once the file is imported, the window should look like the screenshot below. Click the Creator logo.


  2. Click Microservices from the left navigation pane under Develop.


  3. The Microservices page will open, where you can see Zoho Sign under Connections, which should be authorized. If it hasn't been authorized yet, the authorization status will appear as follows:


  4. The connection can be authorized either by clicking the three dots, or by clicking on Zoho Sign. In either case, select Authorize.
  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: The connection authorization only needs to be done once. Once a connection is created, it can be deleted.

Setting up Zoho Sign template

  1. Click Templates from the left navigation panel on your Zoho Sign dashboard to open the templates page.


  2. Click the Create template button in the top-right corner.

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