Note: The Zoho Sign extension can only be accessed in Zoho Desk's paid plans.

Steps to install the Zoho Sign extension in Zoho Desk:

1. Log in to your Zoho Desk account.
   
2. Click the Settings icon in the top right corner of your dashboard.
   
   
   
   
   
3. In the Settings menu overlay, click All under MARKETPLACE. 
   
   
   
   
   
4. Search for Zoho Sign.
   
   
   
   
   
5. Select Zoho Sign for Zoho Desk from the integration options listed.
   
   
   
   
   
6. Click Install to initiate the installation process.
   
   
   
   
   
7. Configure the installation details, agree to the Terms of Use and Privacy Policy, and click Install in the overlay.
   
   
   
   
   
8. Select the user profiles to install the extension for and complete the installation.
   
   
   
   
   
9. Click Authorize in the subsequent installation message.
   
   
   
   
   
10. A pop-up will then ask you to grant Zoho Desk access to your Zoho Sign account. Click Accept.
    
    
    
    
    
11. Your extension is now installed and ready for use.
    
    
    
    
    

Steps to access the Zoho Sign extension in Zoho Desk:

1. Open a ticket or a contact from the respective modules.
   
   
   
   
   
2. Click the Extensions  icon in the top-right to toggle the Zoho Sign extension side pane. 
   
   
   
   
   or When viewing a ticket, click the More Actions dropdown and select Sign using Zoho Sign. 
   
   
   
   
   
3. If the ticket response has any attachments or if there are any files added to the attachments sub-tab in the ticket thread, they will automatically appear in the extension pane.
   
   
   
   
   
4. To add any documents to the extension by uploading them from your device, click Upload.
   
5. Click and drag on the Reorder icon to set the documents in your preferred order.
   

Steps to view and track your Zoho Sign documents using the extension:

1. Open the Zoho Sign extension while viewing a ticket or a contact.
2. To view the Zoho Sign documents associated with the ticket or the contact, click View associated documents.
   
3. Alternatively, you can click the menu icon at the top right corner of the Zoho Sign extension pane. 
   
   
   
   
   Click All documents to view your Zoho Sign documents.
   
   
   
   
   
4. You may choose to view specific documents by selecting an option from the dropdown.
   
   
   
   
   
5. From the list of Zoho Sign documents displayed, click on the document you want to view the details of.
   
   
   
   
   
6. Track the individual status of each document recipient under the Recipient Status section.
   
   
   
   
   

Steps to uninstall the Zoho Sign extension in Zoho Desk:

1. Click the Settings  icon in the top-right corner of your dashboard.
2. In the Settings menu overlay, click All under MARKETPLACE.
   
   
   
   
   
3. Open the INSTALLED EXTENSIONS tab.
   
   
   
   
   
4. Select Zoho Sign for Zoho Desk from the list of extensions.
   
   
   
   
   
5. Click the More Actions  icon on the top-right corner.
6. Select Uninstall Extension.
   
   
   
   
   
7. Click Confirm to complete the uninstallation.
   
   
   
   
   

Note: The custom branding options configured in your Zoho Sign account will also apply to the signature request emails sent using the Zoho Sign extension in Zoho Desk. Click here to learn more about custom branding in Zoho Sign.