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.
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 using Zoho Sign within Zoho People
- From the Zoho People dashboard, click Operations in the left navigation pane.
- Select Files > E-Sign Documents.
- Click the Send for Signature button.
- On the Send for signature page, upload the document that needs to be sent for e-signature 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. - Select an existing folder or click Add folder to create a new folder.
- Enter the document name. You can also optionally add a common message to all the recipients.
- Choose one of two recipient types:
- Specific email address: Send documents to recipients who are not part of your Zoho People organization.
- 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.
- Assign the roles for each recipient based on the action you want them to perform on the document. Know more about assigning recipient actions.
- From the dropdown, choose the email and interface language to enhance your recipient's document signing experience.
- Add a message intended for the specific recipient by clicking the respective icon and then clicking Save.
- You can authenticate your signers via email OTP by clicking the authentication icon, enabling the authentication, and then clicking Save.
- Under Additional options, you can set the expiration date, add a reminder, and use the Automatic Website Redirection feature. Please note that only Zoho Sign Enterprise users will be able to use the Automatic Website Redirection feature.
- Click Send.
- 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.
- Click Send.
- Click Confirm in the confirmation dialogue box.
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