Using Zoho Sign in Zoho PeoplePlus

Accessing Zoho Sign from Zoho PeoplePlus


This page lists the actions supported via Zoho Sign in the Zoho PeoplePlus bundle. This includes both the actions supported via native integrations between Zoho Sign and the products in the bundle and the actions accessible directly from the Zoho Sign app interface.

In Zoho Sign

Sending documents for signatures and signing documents directly using the Zoho Sign app interface are not supported in the Zoho PeoplePlus edition. The actions supported on the Zoho Sign app interface (both web and mobile) that are listed below are strictly limited to the documents sent from the Zoho People and Zoho Recruit integrations.
  1. Edit documents and workflows
  2. Send reminders, recall documents, extend deadline
  3. Download and email documents
  4. Save documents to cloud, automatic cloud backup
  5. Download completion certificate, export audit trails
  6. Accept print and sign (physically signed) documents
  7. Edit templates set up using People integration
  8. Rebranding - Email templates, Organization details, Legal disclosure
  9. Recipient redirection
  10. Configure personal and organization email aliases to send from (via DKIM)
  11. Reports
  12. User profile
  13. Email notifications
  14. Other account settings (admins only)
  15. API*
Any other action, either through the app itself or using native integrations with other Zoho apps, unless specifically listed above, requires a separate functional Zoho Sign license.
NOTE: All API-related actions, webhooks, and 3rd party integrations (actions, workflows, and automation) that require API credits are supported provided the user purchases sufficient API credits in accordance with their usage.


In Zoho People

The actions supported on the Zoho People app interface are performed via the Zoho Sign integration for Zoho People (can be enabled from the Integration tab).
 
☆ Send documents for signatures - Unlimited
  1. via Files
  2. via Cloud import
  3. via Forms
  4. via Mail Merge templates
  5. via Signature templates
☆ Send documents for signature via automation (e-sign workflows and custom functions)
Each send consumes a Zoho Sign API credit purchased at an additional cost in denominations of 100 at $0.5 per credit
  1. via Files
  2. via Forms
  3. via Mail Merge templates
  4. via Signature templates 
☆ Supported sign-related actions and features
  1. Send reminders, recall documents, extend deadline
  2. Signer authentication via Email & SMS
Each SMS consumes a Zoho Sign SMS credit purchased at an additional cost in denominations of 50 at $0.2 per credit.
  1. Approver role
  2. Signer multi-language support
  3. Signer attachments
  4. In-person signing
  5. Bulk send operations
Bulk send is subject to fair use and may be disabled if abused.
  1. Recipient redirection
  2. Print and sign

In Zoho Recruit

The actions supported on the Zoho Recruit app interface are performed via the Zoho Sign extension for Zoho Recruit (available for installation from Zoho Marketplace).

 

☆ Send with Zoho Sign - Unlimited
  1. using Files
  2. using Cloud Import
  3. using Zoho Sign templates
  4. using Mail Merge templates
☆ Generate and send offer letter - Unlimited
 
☆ Send documents for signature via automation (workflows and custom functions)
Each send consumes a Zoho Sign API credit purchased at an additional cost in denominations of 100 at $0.5 per credit.
  1. using Files
  2. using Zoho Sign templates
  3. using Mail Merge templates 
☆ Supported sign-related actions and features
  1. Send reminders, recall documents
  2. Signer authentication via Email & SMS
Each SMS consumes a Zoho Sign SMS credit purchased at an additional cost in denominations of 50 at $0.2 per credit.
  1. Approver role
  2. Signer multi-language support
  3. Signer attachments
  4. In-person signing
  5. Bulk send operations
Bulk send is subject to fair use and may be disabled if abused.
  1. Print and sign

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