Zoho Sign integration with Zoho Desk
Zoho Sign now offers an extension for use within Zoho Desk. This extension can help you sign documents yourself, or set up e-sign workflows to collect signatures on paperwork, and create legally binding business documents directly from Zoho Desk.
The integration is available to access in the collapsible extensions side pane while viewing tickets and contacts. Using this extension, you can add documents to Zoho Sign from your device, or from the attachments in your ticket threads and responses, to sign them quickly or send them for signatures and undertake paperwork in time sensitive support operations directly from Zoho Desk.
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:
- Log in to your Zoho Desk account.
- Click the Settings
icon in the top right corner of your dashboard.
- In the Settings menu overlay, click All under MARKETPLACE.
- Search for Zoho Sign.
- Select Zoho Sign for Zoho Desk from the integration options listed.
- Click Install to initiate the installation process.
- Configure the installation details, agree to the Terms of Use and Privacy Policy, and click Install in the overlay.
- Select the user profiles to install the extension for and complete the installation.
- Click Authorize in the subsequent installation message.
- A pop-up will then ask you to grant Zoho Desk access to your Zoho Sign account. Click Accept.
- Your extension is now installed and ready for use.
Steps to access the Zoho Sign extension in Zoho Desk:
- Open a ticket or a contact from the respective modules.
- 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.
- 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.
- To add any documents to the extension by uploading them from your device, click Upload.
- Click and drag on the Reorder
icon to set the documents in your preferred order.
Steps to send documents for signatures using the extension:
- Open the Zoho Sign extension while viewing a ticket or a contact.
- Upload and/or select the documents to be sent for signatures, then click Send for signatures.
- Click Add Recipients to add recipient details.
- Enter the recipient name and email address.
- Choose the necessary recipient action from the Action dropdown.
If you choose In-person signer, enter the host's name and email address below the recipient details.
- Select the required mode of authentication from the Authentication Mode dropdown.
- Add a private message, if required, and verify all the details associated with the recipient, then click Add.
- If required, you can add more recipients, configure the signing order, and leave a common note for all the recipients.
- Once the sign workflow has been completely set up, verify all the details and click Continue.
- A pop-up will then redirect you to the Zoho Sign application, where you can edit the workflow, add signer fields to the documents, and send it out for signatures. Upon the documents being successfully uploaded to Zoho, the extension pane will display Document uploaded.
- Upon the documents being successfully sent for signatures, a comment with the document and sender details will be automatically added to the ticket thread.
Steps to sign documents yourself using the extension:
- Open the Zoho Sign extension while viewing a ticket or a contact.
- Upload and/or select the documents that you need to sign, then click Sign yourself.
- A pop-up will then redirect you to the Zoho Sign application where you can add your signature and other fields of information to the documents, and finish signing it yourself. Upon the documents being successfully uploaded to Zoho, the extension pane will display Document uploaded.
- Upon the documents being successfully signed, a comment with the document and signer details will be automatically added to the ticket thread.
Steps to view and track your Zoho Sign documents using the extension:
- Open the Zoho Sign extension while viewing a ticket or a contact.
- To view the Zoho Sign documents associated with the ticket or the contact, click View associated documents.
- 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.
- You may choose to view specific documents by selecting an option from the dropdown.
- From the list of Zoho Sign documents displayed, click on the document you want to view the details of.
- Track the individual status of each document recipient under the Recipient Status section.
Steps to uninstall the Zoho Sign extension in Zoho Desk:
- Click the Settings
icon in the top-right corner of your dashboard.
- In the Settings menu overlay, click All under MARKETPLACE.
- Open the INSTALLED EXTENSIONS tab.
- Select Zoho Sign for Zoho Desk from the list of extensions.
- Click the More Actions
icon on the top-right corner.
- Select Uninstall Extension.
- 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.
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