Choosing a signing option on macOS
There are four steps involved in sending documents out for signature:
- Upload documents
- Enter the document details
- Add recipient details
- Add form fields
Step 1: Upload documents
- Click Start Signing in the top right corner. Alternatively, you can drag and drop documents from your device and onto the Send Documents screen.
- Select your upload method from the pop-up window:
- Import from iPhone
- Add from Gallery
- Add from Finder (select the right file from the device folders)
- Add from Zoho WorkDrive (choose the files and click Attach to import them)
Step 2: Enter the document details
- Enter a name for your document.
- It can be up to 100 characters in length.
- It can include letters, numbers, and the following special characters: !@#$%&*().
- If no name is entered, the name of the uploaded file will default to the name of your original document.
- Click Next in the top right corner of the Upload Documents screen.
Step 3: Add recipient details
You have two options available after the document has been uploaded:
- Click Send for Signatures to request signatures from one or more recipients.
- Click Sign Yourself to sign one or more documents yourself and email the signed copies to recipients.
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