Sending documents for signature from a form in Zoho People

Sending documents for signature from a form in Zoho People

Available in all data centers. 


Administrators and form owners can send a document for e-signature in any forms where the e-signature feature is supported. 

Documents can be sent out from Zoho People in three methods:

Sending documents for signature from File Upload Field

  1. From your Zoho People dashboard, go to Operations and select any of the forms (For example: Employee information). 
  2. In the Employee information tab, click Employees and select the desired employee record. 
  3. Upload a file in the configured File Upload fieldLearn how to create a File Upload field
  4. Scroll down to the end of the detailed record view to find E-siganture Documents.
  5. Click the + icon to open the detailed view of the Send for signature tab. 
  6. Select Upload document, click the File upload field drop-down, and select the uploaded document.
  7. Select an existing folder, or click Add folder to create a new folder. 
  8. Enter the document name.
  9. You can also optionally add a message to the recipients. 
  10. 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
  11. For multiple recipients, check the Send in order box to have your document sent out in an order.
  12. Use the drop-down and select anyone of the following:
    1. ManagerIf you want the employee's direct reporting manager to be included.
    2. Specific User: You can search and add the specific employee to be included.
    3. Lookup field: To search for and select the specific data you want to auto populate. Learn more about lookup fields
  13. Assign the roles for each recipient based on the action you want them to perform on the document. Know 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, add a reminder, and use the Automatic Website Redirection feature.Please note that only users with a Zoho Sign Enterprise account will be able to use the Automatic Website Redirection feature.
  18. Click Send.
  19. You will be redirected to the Zoho Sign's document viewer page, wherein you will be required to drag and drop the necessary fields into the document.
  20. Click Send
  21. Click Confirm in the confirmation dialogue box.

Sending documents for signature from mail merge templates

To send documents for signatures from mail merge templates in Zoho People, you need to be integrated with Zoho Writer

  1. From your Zoho People dashboard, go to Operations and select any one of the forms (For example: Employee information).
  2. Click on the employee record and scroll down to the end of the detailed record view to find E-siganture documents.
  3. Click the + button to open the detailed view of the Send for signature tab.
  4. In the detailed view, select Upload document and click the Mail Merge template drop-down and select the needed template. Learn how to create a new mail-merge template
  5. Select an existing folder, or click Add folder to create a new folder.Enter the document name. You can also optionally add a message to the recipients. 
  6. 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
  7. For multiple recipients, check the Send in order box to have your document sent out in an order. 
  8. Use the drop-down and select the Manager if you want the employee's direct reporting manager to be included.
  9. Use the drop-down and select the Specific User.
  10. Search for and add the specific employee to be included.Assign the roles for each recipient based on the action you want them to perform on the document. Know more about assigning recipient actions.
  11. Choose the email and interface language to enhance your recipient's document signing experience. 
  12. Add a message intended for the specific recipient by clicking the respective icon, then clicking Save.
  13. You can authenticate your signers via email OTP by clicking the authentication icon, enabling the authentication, and then clicking Save. 
  14. Under Additional options, you can set the expiration date, add a reminder, and use the Automatic Website Redirection feature. Please note that only users with a Zoho Sign Enterprise account will be able to use the Automatic Website Redirection feature.
  15. You can also choose to send a copy of the file to the record owner or choose one from the Employee Lookup field. 
  16. Click Send.
  17. You will be redirected to the Zoho Sign's document viewer page, wherein you will be required to drag and drop the necessary fields into the document.
  18. Click Send
  19. Click Confirm in the confirmation dialogue box.

Sending documents for signature from Zoho Sign templates

Here, you can send templates that are present in the Organization files of Zoho People or directly from Zoho Sign for signature. Learn how you can add Zoho Sign templates to Organization files and how you can create templates in Zoho Sign.
  1. From your Zoho People dashboard, go to Operations and select any one of the forms (For example: Employee information).
  2. Click on the employee record and scroll down to the end of the detailed record view to find E-siganture documents.
  3. Click the + button to open the detailed view of the Send for signature tab.
  4. In the detailed view, select Zoho Sign templates and click the select the needed template from the dropdown. 
  5. Select an existing folder or click Add folder to create a new folder.
  6. Enter the document name.
  7. You can also optionally add a message to the recipients. 
  8. 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
  9. For multiple recipients, check the Send in order box to have your document sent out in an order. 
  10. Use the drop-down and select the Manager if you want the employee's direct reporting manager to be included.
  11. Use the drop-down and select the Specific User, search, and add the specific employee to be included.
  12. Assign the roles for each recipient based on the action you want them to perform on the document. Know more about assigning recipient actions.
  13. Choose the email and interface language to enhance your recipient's document signing experience.
  14. Add a message intended for the specific recipient by clicking the respective icon, then clicking Save.
  15. You can authenticate your signers via email OTP by clicking the authentication icon, enabling the authentication, then clicking Save.
  16. Under Additional options, you can set the expiration date, add a reminder, and use the Automatic Website Redirection feature. Please note that only users with a Zoho Sign Enterprise account will be able to use the Automatic Website Redirection feature.
  17. Click Send.
  18. You will be redirected to the Zoho Sign's document viewer page, wherein you will be required to drag and drop the necessary fields into the document.
  19. Click Send.
  20. Click Confirm in the confirmation dialogue box.

Learn how to sign documents from the email inbox


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Sending documents for signatures from Zoho People

                                                                                                                Available in all data centers Administrators can send documents like employment contracts, onboarding documents, policy acknowledgements, non-disclosure agreements, and so on for signatures directly from Zoho People. Sending documents for signature ...
                                                                                                              • Integrating Zoho Sign with Zoho People

                                                                                                                Available in all Data Centers. From onboarding documents to exit letters, the HR department handles tons of employee and company information. Most of these documents will require signatures from the employees, after which they need to be returned and ...
                                                                                                              • Checking the status of all the E-sign documents in Zoho People

                                                                                                                Available in all data centers. Administrators can find all the documents that has been sent for signature from within Zoho People in Operations > Files > E-sign Documents. This includes documents sent from all the Forms, Employee files, and ...
                                                                                                              • 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 From your ...
                                                                                                              • Sending documents for signatures from Employee files

                                                                                                                Available in all data centers. Administrators and file owners can send documents for signatures directly from employee files. Sending documents for signature from your employee files Administrators and file owners can send documents for signatures ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources