Sending documents for signature on iOS

Sending documents for signature on iOS

  1. Tap on the nib icon in the app's home page.


  2. Upload your document by either scanning the document, or uploading it from your photo gallery, from Zoho WorkDrive, or or from your internal storage.


  3. Tap Next, then choose Send for Signatures.



  4. Tap the Add Recipient button to add recipients.


  5. If you are using the app for the first time, a pop-up will be displayed requesting access to your address book to add contacts directly to the ap. You can either choose Do not allow or OK.
  6. Add the recipient details, such as email address, name, recipient action, and authentication type, select your preferred recipient language, then tap on Done.


  7. On the other details screen, you can set document validity period, agreement validity, document type, folder, automatic reminder interval, and add a description. Tap Next to proceed to the document viewer screen.


  8. On the document viewer screen you can add fields like signature, initial, stamp, name, sign date, and more by dragging and dropping the required fields on your document.


  9. Tap Send after adding all the required fields, confirm the details you provided and tap the Confirm & Send button.

Note : Zoho Sign supports all common document types, such as PDF, JPG, JPEG, DOC, HTML, ODT, PNG, TXT, DOCX, RTF, HTM, XLS, XLSX, TEX, and SXW.

The maximum size limit for individual files is 25 MB and for combined files it is 40 MB. You are allowed to upload up to 40 files.


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                      All-in-one knowledge management and training platform for your employees and customers.

                                                Create. Review. Publish.

                                                Write, edit, collaborate on, and publish documents to different content management platforms.

                                                Get Started Now




                                                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                      Manage your brands on social media


                                                                        • Desk Community Learning Series


                                                                        • Digest


                                                                        • Functions


                                                                        • Meetups


                                                                        • Kbase


                                                                        • Resources


                                                                        • Glossary


                                                                        • Desk Marketplace


                                                                        • MVP Corner


                                                                        • Word of the Day


                                                                        • Ask the Experts


                                                                          Zoho Sheet Resources

                                                                           

                                                                              Zoho Forms Resources


                                                                                Secure your business
                                                                                communication with Zoho Mail


                                                                                Mail on the move with
                                                                                Zoho Mail mobile application

                                                                                  Stay on top of your schedule
                                                                                  at all times


                                                                                  Carry your calendar with you
                                                                                  Anytime, anywhere




                                                                                        Zoho Sign Resources

                                                                                          Sign, Paperless!

                                                                                          Sign and send business documents on the go!

                                                                                          Get Started Now




                                                                                                  Zoho TeamInbox Resources





                                                                                                            Zoho DataPrep Demo

                                                                                                            Get a personalized demo or POC

                                                                                                            REGISTER NOW


                                                                                                              Design. Discuss. Deliver.

                                                                                                              Create visually engaging stories with Zoho Show.

                                                                                                              Get Started Now








                                                                                                                                  • Related Articles

                                                                                                                                  • Downloading completion certificate for signed documents

                                                                                                                                    In addition to the document detailed view, Zoho Sign provides the option to download the certificate of completion. This certificate contains a complete audit trail of the signed document. It can be used for legal documentation if the document is ...
                                                                                                                                  • Sending documents from Zoho Sign

                                                                                                                                    Available only in the India data center Enabling e-stamping in Zoho Sign This action can only be performed by administrators. If you're an administrator, follow these steps: From the left navigation pane, hover your cursor on Settings and click ...
                                                                                                                                  • Managing your Zoho Sign account on iOS

                                                                                                                                    Setting up your Zoho Sign Profile Tap the profile picture icon in the bottom-right corner to open the Settings screen.  Tap the Account tab to set up your profile. You can set your signature, initial, stamp, name, email address, time zone, company, ...
                                                                                                                                  • Other Zoho Sign features available on iOS

                                                                                                                                    iMessage Extension To send signed documents right away as an attachment from iMessage: Open Messages, then tap  . Enter the recipient's phone number, contact name, or Apple ID, or choose the recipient from contacts by tapping  . Find the Zoho Sign ...
                                                                                                                                  • Tracking documents on iOS

                                                                                                                                    On the homepage of the Zoho Sign iOS app, you can toggle between Need your Signature and Out for Signatures. Switch to Need your Signatures to access the documents that require you to sign, or to Out for Signatures if you want to track the documents ...
                                                                                                                                    Wherever you are is as good as
                                                                                                                                    your workplace

                                                                                                                                      Resources

                                                                                                                                      Videos

                                                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                      eBooks

                                                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                      Webinars

                                                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                      CRM Tips

                                                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                                                        Zoho Show Resources