Sending documents for signature from your employee files

1. From your Zoho People dashboard, click Operations in the left navigation pane. 
   
2. Select the Files > Employee files. 
   
3. Click the ellipsis next to the intended file and select Send for signature.Select an existing folder or click Add folder to create a new folder.  
   
4. Enter the document name. You can also add a common message to all the recipients if you'd like to.
   
5. 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 For multiple recipients, check the Send in order box to have your document sent out in an order.  
   
6. Assign the roles for each recipient based on the action you want them to perform on the document. Learn more about assigning recipient actions
   
7. Choose the email and interface language to enhance your recipient's document signing experience.
   
8. Add a message intended for the specific recipient by clicking the respective icon, then clicking Save. 
   
9. You can authenticate your signers via email OTP by clicking the authentication icon, enabling the authentication, and then clicking Save. 
   
10. 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.
    
11. Click Send.
    
12. You will be directed to the document viewer page wherein you will be required to drag and drop the necessary fields into the document. 
    
13. Click Send.
    
14. Click Confirm in the confirmation dialogue box.
    

Learn how to sign documents from the email inbox