How to send documents out for signatures in Zoho Projects from Tasks

1. From the left navigation pane, under Overview, click Tasks.
   
2. Alternatively, from the left navigation pane, click Projects. Open the relevant project.
   
3. Click on the relevant task. You will find the Zoho Sign extension installed in the Extensions bar towards the right.
   
4. You can either upload the document directly or select one of the listed documents that are present in the documents tab under the task.
   
5. Click Send for Signatures.
   
6. Click Add Recipients and type the name and email of the first recipient. Configure the signer action, the authentication mode and write a private message if needed. Click Add.
   
7. Click the pencil icon to edit the recipient details and the X icon to delete a recipient.
   
8. Leave a common note to all the recipients if needed.
   
9. Click Continue. You will be taken to Zoho Sign's document viewer page where you can assign fields for your recipients.
   
10. Click Send. 
    

How to send documents out for signatures in Zoho Projects from Issues

1. From the left navigation pane, under Overview, click Issues.
   
2. Alternatively, from the left navigation pane, click Projects. Open the relevant project.
   
3. Click on the relevant issue. You will find the Zoho Sign extension installed in the Extensions bar towards the right.
   
4. You can either upload the document directly or select one of the listed documents that are present in the attachments tab under the issue.
   
5. Click Send for Signatures.
   
6. Click Add Recipients and type the name and email of the first recipient. Configure the signer action, the authentication mode and write a private message if needed. Click Add.
   
7. Click the pencil icon to edit the recipient details and the X icon to delete a recipient.
   
8. Leave a common note to all the recipients.
   
9. Click Continue. You will be taken to Zoho Sign's document viewer page where you can assign fields for your recipients.
   
10. Click Send.