Sending documents for signature on iPadOS

Sending documents for signature on iPadOS

  1. Tap + Start Signing in the menu.




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



  3. Tap Next, then select Send for Signatures.



  4. On the Manage Recipients screen, select Add recipient.



  5. 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.



  6. Tap Add me if you want to add yourself to the recipient list.
  7. Tap Add recipient again if you wish to add more recipients.
  8. You can also send a common message to all your recipients by entering your message in the Leave a note textbox.
  9. Tap Next.



  10. 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.



  11. 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.




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