1. Import documents to Zoho Sign from Zoho WorkDrive.
   
2. Edit and sync documents from Zoho WorkDrive.
   
3. Back up documents to Zoho WorkDrive.
   

Pre-requisites

1. An active Zoho Sign account
   
2. An active Zoho WorkDrive account
   

Steps to import documents to Zoho Sign from Zoho WorkDrive

1. Login to your Zoho Sign.
   
   
   
   
2. Select your signing option on the home page.
   
   
   
   
3. Click Import from Cloud.
   
   
   
   
4. Select Zoho WorkDrive in the Cloud Picker pop-up.
   
5. Choose the file you want to import.
   
6. Click the Attach button.
   
   
   
   

Steps to edit and sync documents from Zoho WorkDrive

1. Click the edit icon on the uploaded document.
   
   
   
   
2. Select Yes in the Edit with Zoho Writer alert box, to edit your file in WorkDrive.
   
   
   
   
3. Edit and close the document.
   
   
   
   
4. Select Yes in the Sync edited document alert box to sync the changes you made in the document.
   
   
   
   
5. Alternatively, you can open Zoho Writer, edit the document, and click the sync icon in the uploaded document, to sync the changes you made in the document.
   
   
   
   

Note: This feature is only applicable for the documents created in Zoho Writer.

Steps to backup documents to Zoho WorkDrive

1. Click Documents from the left navigation panel on the home page.
   
   
   
   
2. Select Completed from the Documents sub-menu.
   
   
   
   
3. Choose the document you would like to back up to Zoho WorkDrive.
   
   
   
   
4. Click the Save to Cloud option in the toolbar.
   
   
   
   
5. Select Zoho WorkDrive in the Cloud Uploader window.
6. Select a folder you want to save the document to, or create a new folder, by clicking the Create Folder button.
7. Click the Add to this folder button.
   
   
   
   

Automatic Cloud Backup

1. Open Settings from the left navigation panel.
2. Select Automatic cloud backup.
   
   
   
   
3. Enable cloud backup by checking the checkbox.
4. Check the Include Certificate of Completion checkbox if you would like to backup the completion certificates along with the completed documents.
5. Select your preferred cloud storage provider.
6. You can also select your preferred file and date format.
7. Click the Save button.