Choosing a signing option on macOS

Choosing a signing option on macOS

There are four steps involved in sending documents out for signature:
  1. Upload documents
  2. Enter the document details
  3. Add recipient details
  4. Add form fields

Step 1: Upload documents

  1. Click Start Signing in the top right corner. Alternatively, you can drag and drop documents from your device and onto the Send Documents screen.





  2. Select your upload method from the pop-up window:
  1. Import from iPhone
  2. Add from Gallery



  3. Add from Finder (select the right file from the device folders)



  4. Add from Zoho WorkDrive (choose the files and click Attach to import them)


Step 2: Enter the document details

  1. Enter a name for your document.
    1. It can be up to 100 characters in length.
    2. It can include letters, numbers, and the following special characters: !@#$%&*().
    3. If no name is entered, the name of the uploaded file will default to the name of your original document.
  2. 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:
  1. Click Send for Signatures to request signatures from one or more recipients.
  2. Click Sign Yourself to sign one or more documents yourself and email the signed copies to recipients.