Document creation in Zoho Sign
Available in all plans and in all data centers
Document creation in Zoho Sign allows users to draft or generate documents using AI without having to switch between applications.
Let us assume you are a sales executive who wants a customised proposal to be signed by your client during a meeting. Rather than having your agent draft the document, and download and upload the same document to Zoho Sign and collect signatures, they can now draft and collect signatures directly from Zoho Sign.
This functionality can be used in the following workflows:
- Sending documents out for signatures
- Signing yourself
- Creating templates
How to create a document in Zoho Sign
- In the envelope creation page, click the Add documents dropdown and select Create.
- Enter the name of the document you wish to create, then start drafting the content. You can create a document of up to 30 pages.
- To generate the document content using AI, click the AI icon in the tools bar. Enter a prompt, then click Generate. If you are satisfied with the generated content, click Use. If you think that the content needs to be rewritten, click Improve. This is done using Zoho Sign's integration with OpenAI. Learn more about this integration.
- You can further manually edit the document and customise it to your needs.
- You can preview the document that you have created by clicking Preview as PDF.
- Click Save & Create.
- You can further edit the created documents while adding fields by clicking the Actions dropdown in the document viewer page and selecting Edit documents. In the popup, click the ellipsis next to the desired document, then click Edit Document.
Document generation via AI is only available in the US data center. Generating new content using AI will overwrite any existing draft once you click Use.
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