Managing account settings in iPadOS

Managing account settings in iPadOS

Tap the General tab to manage the general account settings.

Account Settings

Under Account Settings, you can find the Sending Options and Recipient Experience tabs, where you can configure default settings for request validity, recipient reminders and signing order. This can be edited for each document at the time of sending.

Sending Options - On the Sending options screen, you can set deadlines, set reminders, enforce authentication, set OTP delivery modes, add document ID to documents, and manage who receives the completed document copies and the Certificate of Completion as email attachments.





Recipient experience - On the Recipient experience screen, you can set actions that you want the signer to perform while signing the document, such as Assign to someone else, Skip Signing, Download document, and Email Document. Using the Signer attachments option, you can manage who can view the attachments uploaded by signer while signing.



Application Preferences

Under the Application Preferences option, you can find the Scroll automatically to the next field and Show signer hints options, which can be enabled to display indicators next to signer fields that need to be filled to prevent unnecessary scrolling in the document. By enabling the Enable signing documents offline option, you can allow the signer to sign the document offline without an internet connection.



Siri Shortcuts

You can configure Siri shortcuts for the following actions by tapping the Add to Siri button available next to them.
  1. Show documents to sign - Shows documents to sign
  2. Status summary - Shows Zoho Sign status summary
  3. Pending documents - Shows pending documents
  4. Documents in progress - Shows documents in progress
  5. Expiring documents - Shows expiring documents
  6. Completed documents - Shows completed documents



Security and Privacy

You can configure the following security and privacy settings by tapping the Security and Privacy tab in the Settings screen.
  1. Turn passcode on - Set a passcode that can be used to unlock the Zoho Sign app.
  2. Allow Face ID to unlock -Unlock the Zoho Sign app using your Face Id that you've already set up on your iOS device.
  3. Spotlight search - Find documents in spotlight search.
  4. Cache - Clears cached data from your device.