Zoho Sign integration for Zoho Workerly

Zoho Sign integration for Zoho Workerly

Zoho Workerly is an all-in-one platform for temporary staffing agencies, businesses and recruitment professionals to help manage their client and temp databases, schedule jobs, generate time-sheets, and send out invoices. The Zoho Sign extension allows users to send job sheets, offers, and other documents to temps and contacts, and get them digitally signed directly from Zoho Workerly.
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Note: The Zoho Sign extension can only be accessed in Zoho Workerly's paid plan.

Steps to install the Zoho Sign extension in Zoho Workerly:

  1. Open the Settings dropdown at the top right corner and click Setup.



  2. Click Marketplace under the EXTENSIONS menu.



  3. Open the All Extensions tab and click Zoho Sign.


  4. The details of the Zoho Sign extension will be listed. Click Install
    .

  5. Verify that you're logged in to your Zoho account and click Continue to Install. If you wanted to install the extension in a different Zoho account, use the Login as a different user option to re-login and proceed.


  6. Agree to the Terms of Service and click Continue to Install.


  7. Choose the users for whom you want to install the extension and click Confirm.
    1. Install for admins only - The extension will be installed in Workerly for users of your organization with an administrator profile.
    2. Install for all users - The extension will be installed in Workerly for all users of your organization.
    3. Choose profiles - The extension will be installed in Workerly for users of your organization that you manually choose. If you select this option, click Continue to choose the desired users.


  8. The extension will then be installed and you will be redirected to Workerly where you will be prompted to authorize the extension. Click Authorize.


  9. A pop-up will then ask you to grant access to Workerly for your Zoho Sign account. Click Accept.
  10. Upon accepting, your Zoho Sign and Workerly accounts will be successfully connected and the extension completely installed.
Note: 
  1. After installation is complete, the details page of every record in the Temps and Contacts modules will have a button labelled Send for Zoho Sign which can be used to send your documents for digital signing.
  2. A custom module named Zoho Sign Documents will also be created along with the installation of the extension which can be used to access the details of the documents you send for signatures using this extension.

Steps to send documents for signature using the Zoho Sign extension in Zoho Workerly:

  1. Navigate to the desired module, Temps or Contacts, open the record to whom you want to send documents to and click Send for Zoho Sign.


  2. In the pop-up that opens, add the document you want to send for signatures.
    1. You can either upload files from your device or add them from your attachments.
    2. You can also add a document from your Zoho Sign Templates if you are a user of Zoho Sign's Professional or Enterprise editions.
  3. Fill in the recipient details. You can add more recipients by clicking Add Recipients.
  4. Add a note for the recipients if there is any extra information to be conveyed.
  5. Add a description for your own internal reference.


  6. Click More Settings to configure the following options and click Save.
    1. Deadline for signing the document.
    2. Validity period of the signed document.
    3. Automatic reminder frequency.


  7. Click Next and the pop-up will then redirect you to the Zoho Sign application where you can edit the workflow, add signer fields to the document, and send it out for signatures.
  8. Once the document has been successfully sent for signatures, it will show up under the Zoho Sign Documents section in the details page of the associated record.



Steps to recall a document sent for signature using the Zoho Sign extension in Zoho Workerly:

  1. Navigate to the associated record in the Temps or Contacts module and open the document details page from the Zoho Sign Documents section. Alternatively, you can directly visit the Zoho Sign Documents module and open the document's details page.
  2. Click Recall Document on the top right.


  3. Enter the reason for recalling the document and click Proceed to Cancel.

Steps to uninstall the Zoho Sign extension in Zoho Workerly:

  1. Navigate to Setup > Extensions > Marketplace > Installed, browse for Zoho Sign and click Uninstall.



  2. Click Ok in the confirmation pop-up to complete the uninstallation.

Note: All the data associated with the Zoho Sign extension in your Workerly account will be deleted when the extension is uninstalled. This data cannot be recovered upon deletion.