Tracking documents on iOS

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 that you sent out for signatures.





Need your Signature 

  1. On the Need your Signature screen, look for the documents that need your signature.
  2. Tap All Received Documents to open the Received Documents screen where you can find all the documents that were sent to you, sorted by the date they were received on.


  3. You can apply filters such as All, Need your Signature, Completed, Trash by tapping on the filter icon at the top-right corner of the screen, if you want to narrow down the documents displayed in the Received Documents screen.


  4. Tapping on a document takes you to the document viewer screen.


  5. Tap the ellipsis icon on the top-right corner of the screen to access the document information, email the document, add to Siri shortcuts, or delete the document.


  6. Tap  to share the document with others, or to save a copy of the document to your internal storage.

Out for Signatures

  1. Switching to Out for Signatures lets you access the documents that you sent out for signatures.
  2. Tap All sent Documents to open the Sent Documents screen.


  3. You can apply filters like All, Out for Signatures, Completed, Declined, Draft, Expired, and Trash with the filter icon at the top-right corner, if you want to narrow down the documents displayed in the Sent Documents screen.


  4. Tapping on a document directs you to a screen where you can find information like, recipient status, and document details.


  5. At the bottom of the screen of a completed document you can find the following options.


  6. Certificate - View the Certificate of Completion. You can choose whether to download or share this with others.
  7. Mail - Email the document to others.
  8. Activity - Access the complete activity history of the document.
  9. More - Find options to rename your document, edit it as new, add it to Siri Shortcuts, or delete it.

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Tracking documents on Android

                                                                                                                Track the documents you send or receive via Zoho Sign. Tracking sent documents : To view the list of sent documents, tap on the menu icon at the bottom-left corner of your home page and navigate to sent documents. To check the status of the document, ...
                                                                                                              • Tracking received documents in iPadOS

                                                                                                                The documents that were sent to you for signing can be accessed from the Received Documents menu. Here, the documents are categorized as All, Need your signature, Completed, and Trash. All- Displays all the documents that were sent to you for ...
                                                                                                              • Tracking sent documents on iPadOS

                                                                                                                All the documents you have sent out for signatures can be accessed from the Sent Documents menu. In the Sent Documents menu, documents are categorized as All, Out for signatures, Completed, Declined, Draft, Expired, and Trash. All - Displays all the ...
                                                                                                              • Signing received documents on iOS

                                                                                                                Switch to the Need your signature option on the homepage. Tap All Received Documents to view all the documents you need to sign. Select the document you want to sign, then tap the Start Signing button. Read the terms and conditions, then tap Agree. ...
                                                                                                              • Templates & SignForms on iOS

                                                                                                                Creating Templates Zoho Sign lets you convert your frequently-used documents into templates, which you can use whenever you need. Follow the steps below to create and use templates. Open Setting, then tap Templates. Tap + . Upload the document you ...
                                                                                                                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