Signing documents from email and sms | Digital signature | Zoho Sign

Signing documents from SMS and email

In addition to signing documents directly from the Zoho Sign dashboard, recipients can also access documents from their email inbox and their SMS inbox.

Signing documents from email

  1. From your email inbox, click the email that contains the document signing link.
  2. You can find the document details like the sender's email address, document expiry, and a message to all and a private note (if set by the sender).



  3. Click Start Signing.
  4. You will be redirected to a document info page.



  5. If your sender has enabled a verification method, you will need to verify yourself to access the document.
  6. In case of email, SMS, or offline OTPs, enter the OTP and click Proceed to document.
  7. Read the terms and conditions and click Agree & Continue.



  8. Fill in the form fields and click Finish to complete the signing process.
  9. You can also choose to print or download the signed document.


Signing a document from SMS

Signing documents from SMS (via mobile) provides a faster and easier way to authorize and sign documents on the go. 
  1. Your recipient will receive the signing request via SMS. 



  2. If your recipient's identity needs to be verified by you before signing, your recipient will receive an OTP via email, SMS, offline (in this case, you should receive the code directly from the sender), or KBA (Knowledge-based authentication).



  3. Upon successful verification, your recipient will be redirected to the document viewer page.
  4. Once the terms and conditions are read, click Agree & Continue.
  5. Fill in the signer fields and click Finish to complete the signing process.
  6. Your recipient can also choose to print or download the signed document. 


Other signer actions

After accessing the document, your recipient can also choose to perform the following actions:
  1. Summarize document
  2. Assign to someone else
  3. Print and physically sign the document
  4. Decline signing
  5. Skip signing



Summarize document

Zoho Sign now leverages an integration with ChatGPT via Zia, our AI-powered assistant, to offer a quick contextual summary of long documents. This integration allows Zia to fetch data from the documents in Zoho Sign and share them with ChatGPT for generating appropriate responses that can be used in various scenarios. Click here to learn how to enable text summarization in documents via Zia using ChatGPT.

Assign to someone else

  1. If you want someone else to sign the document on your behalf, choose Assign to someone else.
  2. Proceed to enter the Email, Name, and the Reason, then click Assign to someone else.



  3. The document will then be forwarded to the assigned individual.



  4. The assigned individual will receive the document signature request, and they can complete the signing process.



  5. Once the document has been forwarded to someone else, the former recipient will only be able to view the document and cannot perform any signing action. They will be able to view the envelope after the signing action is complete, and the forwarded action will be audited within their Zoho Sign account and in the completion certificate.






  1. If you'd like to print and physically sign the document, choose Print and physically sign.
  2. Download and print the document.
  3. Sign the document manually and upload the scanned copy.
  4. Click Finish.
    Click here to learn how your recipients can print and sign documents. 

Decline

  1. If you don't want to sign the document, choose Decline.
  2. Enter the reason for declining to sign the document.
  3. Click Decline.



Skip signing

  1. If you'd like to skip signing for now and continue signing the document later, you can choose Skip signing.
  2. On the pop-up that appears, click Yes.