Sending documents for signature on iPadOS
- Tap + Start Signing in the menu.
- Upload your document by either scanning the document, or uploading it from your photo gallery, from Zoho WorkDrive, or from your internal storage.
- Tap Next, then select Send for Signatures.
- On the Manage Recipients screen, select Add recipient.
- In the Add Recipient window enter the recipient details such as email address, name, recipient action, authentication type, and select your preferred recipient language, a private note to your recipient if you want, and tap Done.
- Tap Add me if you want to add yourself to the recipient list.
- Tap Add recipient again if you wish to add more recipients.
- You can also send a common message to all your recipients by entering your message in the Leave a note textbox.
- Tap Next.
- In the Other Details window, you can set document validity period, agreement validity, document type, folder, automatic reminder interval, and add a description. Tap Next once you are done.
- 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.
- Tap Send after adding all the required fields, confirm the details you provided, and tap the Confirm & Send button.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Sending documents in bulk
The Bulk Send option enables you to send copies of one or more documents for signing to a large list of recipients in one go. This is an important feature that can be very effective in saving a lot of time. For example, this feature can be useful ...Sending documents for signatures
You can upload documents and send them to one or more recipients to request their signatures, using the Send for Signatures section in Zoho Sign. Log in to your Zoho sign account and click Send for signatures on your dashboard. Alternatively, click ...Sending documents for signature from a form in Zoho People
Available in all data centers. Administrators and form owners can send a document for e-signature in any forms where the e-signature feature is supported. Documents can be sent out from Zoho People in three methods: File upload field Mail merge ...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, click ...Sending documents for signature on Android
Click the + icon at the bottom of your home page. Select the document from the files on your device or scan the physical copy of the document. Add your desired number of files to the document, tap next, then choose the Send for signatures option. ...
New to Zoho LandingPage?
Zoho LandingPage Resources