Templates and SignForms on Android
Templates
Use templates feature to create common formats for specific types of documents, such as social media policies and non-disclosure agreements, then save them for reuse in the future.
Creating templates:
- Tap on the menu icon at the bottom-left corner of your home page and navigate to templates.
- Tap the plus (+) icon and select the document from files on your device, or scan the physical copy of the document.
- Add the recipient role, choose the required options, and add the form fields to your document.
- Tap ? to save the template.
- Tap on the specific template, enter recipient information, and tap Send to send the document out for signature.
- You can swipe the created templates to the left to edit, view, or delete them.
SignForms
Zoho Sign lets you access and manage SignForms from the Android app. You can enable or disable a SignForm, change its name, validity period, enforce authentication, set authentication delivery type, and limit SignForm responses. You can also access the SignForms' URL and QR code from the app.
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