Creating Templates in Zoho People

Creating Templates in Zoho People

Available in all data centers. 

Administrators and template owners can create and send templates directly from Zoho People, or you can create and import templates from your Zoho Sign account.



Creating templates in your Zoho People account

  1. From your Zoho People dashboard, click Operations from the left navigation pane and click Files. 
  2. From the top navigation pane, click Organization Files > Add. You can upload the document from your desktop or import it from cloud storage services. 
    Supported file formats include pdf, jpg, jpeg, doc, html, odt, png, txt, docx, rtf, htm, xls, xlsx, tex, and sxw. The maximum file size is 5MB
  3. Enter the document details and click Save. 
  4. Click More actions next to the document. 
  5. Select Setup signature template. 
  6. Select an existing folder or click Add folder to create a new folder. 
  7. Enter the document name.
  8. You can also optionally add a common message to all the recipients.
  9. Choose one of two recipient types:
    1. Specific email address: Send documents to recipients who are not part of your Zoho People organization
    2. Specific user: Send documents to recipients within your Zoho People organization
  10. For of multiple recipients, check the Send in order box to have your document sent out in an order. 
  11. Use the drop-down and select Manager if you want the employee's direct reporting manager to be included.
  12. Use the drop-down and select Specific User. Search for and add the specific employee to be included.
  13. Assign the roles for each recipient based on the action you want them to perform on the document. Learn more about assigning recipient actions
  14. Choose the email and interface language to enhance your recipient's document signing experience.
  15. Add a message intended for the specific recipient by clicking the respective icon and then clicking Save. 
  16. You can authenticate your signers via email OTP by clicking the authentication icon, enabling the authentication, and then clicking Save. 
  17. Under Additional options, you can set the expiration date and add a reminder.
  18. Click Save.
  19. You will be directed to the document viewer page wherein you will be required to drag and drop the necessary fields into the document.
  20. Click Save again.