A Complete Overview of Zoho Sign

A Complete Overview of Zoho Sign

In a world where everything is becoming increasingly digital, our lives have increasingly depended on digitized methods. Think of a tool that enables businesses to quickly close deals and for the signing process to be done in the cloud without any kind of hassle. A software that lets the employees of organizations let go of all worries brought about by scanning, printing, and faxing the documents. Sounds seamless, right?

Well, the electronic signature software of Zoho Sign does exactly that. It basically brings about contract signing that can be anytime, anywhere, and on any device. The implementation of the Zoho Sign is of great importance to organizations of any size, whether it is in real estate, healthcare, construction, manufacturing, or more. It is convenient, accessible, and user-friendly.

Moreover, with the widespread use of COVID-19, an increasing number of people shifting to working from home, and everything becoming entirely paperless, the implementation of the Zoho Sign has become more important than ever.

In this blog, we will offer a complete overview of Zoho Sign. However, we will first begin by understanding what Zoho Sign is in complete detail.

What is Zoho Sign?

Zoho Sign is a digital signature tool that is designed for businesses to close deals within minutes while seamlessly accomplishing the signing process in the cloud. It is a service that eliminates all the extra tension, time, and money consumed in transporting and scanning paper documents by allowing users and their customers to sign digitally and verify legally binding documents.

The use of Zoho Sign helps in optimizing the process of signing contracts on the go from any location and from any device. This is in order to keep the deals moving ahead all thanks to the app integration with a variety of Zoho apps and other third-party apps such as OneDrive, DropBox, Google Drive, and others. This makes Zoho Sign a valuable solution for SMEs and large enterprises in a diverse range of industries including real estate, manufacturing, healthcare, and construction.

With Zoho Sign login, a level of security can be experienced for the privacy and confidentiality of documents. It uses audit trails, access codes, and multi-factor verification for protecting documents. Moreover, it also guarantees documents signed digitally in the Zoho Sign app have similar legal handling just as handwritten signatures according to legal acts.

The use of Zoho Sign supports various files such as pdf, doc, docx, txt, jpeg, png, etc. Other than this, it can also be used in various popular web browsers such as Google Chrome, Mozilla Firefox, etc. This makes Zoho Sign a comfortable and accessible solution for all users. What one must remember is that there is no need for an account to sign a document. There is just a need for an email containing a unique link for the recipient to access and sign the document.

Zoho Sign – Signing, Sending and Managing Documents

Zoho Sign offers a quick way of signing, sending, and managing documents. You can learn how easy it is to digitally sign, send, and manage legally binding documents in the steps mentioned below.

Sending a Document
By using Zoho Sign, you can send a document to the recipients within a blink of an eye. Follow the below-mentioned steps to send the document.

Upload: Go ahead and upload the documents from your device’s local drive or import them from your preferred cloud storage service.
Add Recipients: Now add the recipients, define roles, and set a signing order for a document.
Send: Finally, place the form fields for every signer and press the send button.

Signing a Document
Implementation of a digital signature tool such as Zoho Sign enables users to sign documents easily. Follow the below-mentioned steps to sign the documents from anywhere you want.

Open the Link: You can begin the signing process by clicking on the link that is sent to your email.
Enter Authentication Code: Go ahead and enter the authentication code when it is enforced and start the process of signing.
Fill in the Field Values: Fill all the fields to end the signing process completely and efficiently.

Managing Documents
With the use of Zoho Sign, you can manage documents seamlessly. Follow the steps mentioned below to manage documents.

Verify Document Status: To begin with, check the document status while performing and take quick actions based on the status.
Finish Audit Trails: You can get a complete history of all the actions that are performed on a document along with a certification of completion for the finished documents.
Customize the Templates: Start the process of creating customizable templates and use them anytime whenever there is a need.

Benefits of Zoho Sign

Zoho Sign is actually a highly convenient and dependable solution for all businesses that have a need to handle the signing of legally binding documents and contracts online. It comes embedded with various benefits that help tremendously in streamlining the e-signature process. Some of the benefits of Zoho Sign include:

1. Customized Document Signing Process
Zoho Sign allows you to sign and send different types of documents ranging from proposals, company rules and policies, independent contracts, non-disclosure agreements, rental agreements, purchase orders, etc. With this, the application offers the tools that help in customization or tailoring the official documents sent based on different needs.

A person can create a personalized template once and save the same for reusing it in the future. In addition, the documents can also be branded with emails and company logos for incorporating the brand image. For saving time, one can send multiple documents in just one go while getting them all signed at once.

In addition, Zoho Sign also allows setting an expiry date for the documents. It sends notifications as the deadline comes near for ensuring that the confidential documents are neither overlooked nor left behind.

2. Tracking Official Documents
The implementation of an electronic signature software such as Zoho Sign helps in staying on top of documents by making sure that one has complete access, overview, and control of the official documents. To ensure that you stay completely aligned with individual or different recipients, you can also leave a note on any official document or communicate using the application’s private and group messages.

Anytime when a recipient interacts with an official document, the sender will be notified. All actions including viewing, signing, and completing the signing process will be known to a signer. Since it is very important to make sure that the document is not overlooked in any sense, notifications are also sent to the recipient as a reminder anytime when a document is required to be signed.

3. Safe and Legally Compliant Documents
The fundamental on which the digital signature tool of Zoho Sign is created is actually based on the public key cryptography that ensures security and legal compliance of digital signatures. The tool uses high security in the encryption and protection of documents because it is based on public key infrastructure.

Zoho Sign is safeguarded with AES-256 encryption and in transit; the SSL encryption also protects your files. Moreover, it comes with role-based access that helps in setting permissions and defining user roles. This offers immense control over who is granted or denied access to a document.

In essence, the authentication process is so advanced that it delivers an email straight away to the signer for guaranteeing that the right recipient or recipients have received the document. It comes with audit trails that help in monitoring the document’s signature process and changes.

4. Optimizing Signing Workflows
With the assistance of Zoho implementation partners for adopting Zoho Sign, businesses can streamline manual processes that help in saving time and errors. For example, the software is such that it lets you add multiple recipients for a document while expediting the response time.

When there is an order you need to follow in sending out documents to sign, a signing order can be set for the recipients. With the help of a document viewer, one can easily check the documents before sending them.

The process of previewing enables you to add recipients and emails. Other than this, you can also choose to print the document and then download it. Basically, the process of interacting with the documents lets you jump to a particular page and move around fields with the help of the drag and drop option.

5. Remote Collaboration
The use of Zoho Sign offers remote collaboration in the form of different features. It is possible for the sender to add either a public or a private note that elaborates on document information and cuts down on sending the documents back and forth for added clarity.

You can also set timely reminders that help in tracking the document status and sending reminders so that the signing process can expedite timely. In addition, if the sender commits a mistake in the document or sends the document to the wrong person then there is no need to worry because one can simply recall the document and cancel the signing process.

In essence, there is complete control that enables the sender to approve, deny, or decline documents just as they wish. The implementation of the Zoho Sign makes it very simple to respond however a person might need.

Conclusion
 
Zoho Sign is basically all that an organization can ever need to complete the process of paperless signing. One can sign, send and manage documents from just about anywhere and at any time they want.

If you run a business then you can make the process of closing deals, sending, signing, and managing documents easy by implementing the remarkable Zoho Sign today to ensure effortless, safe, and legally compliant document signing.


I hope that you learned something new
Follow me for more such posts!

Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185

    • Sticky Posts

    • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

      Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

      • Recent Topics

      • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

        Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

      • WARNING : Smart list automatically unsubscribes your contacts.

        I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,

      • Export Purchase orders as Excel

        Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel

      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした

      • Subforms in Stateless Forms

        Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.

      • Custom Function not getting package details when triggered from Workflow Rules.

        I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

      • Billing Preferences per Account

        Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time Entry

      • Time entry preview for custom time entry templates.

        Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview of

      • Set to Review for all

        We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

      • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

        Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project

      • Blocked Email

        We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from

      • Able to change project on timelog entries

        Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.

      • What formula to use in computing total hrs and decimal hrss

        So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou

      • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

        Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple

      • Knowledge base: The nitty-gritty of SEO tags

        A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

      • Introducing swipe actions in the Zoho CRM Android app

        Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one

      • Content Security Policy

        Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'

      • Option to select location?

        As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

      • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

        Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

      • Provide a standard structure to your content using article templates

        Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,

      • How to update custom multi-user field in Zoho Projects?

        I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

      • Accessibility Spotlight Series - 1

        Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

      • Projects Tasks Not Showing Dependencies

        I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking

      • Deprecation of C4 endpoint URLs

        Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating

      • Introducing AWS authentication for connections in Deluge

        Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

      • Timeline Tracking Support for records updates via module import and bulk write api

        Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

      • Customize User Invites with Invitation Templates

        Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

      • ListObjects is recognized by VBA

        Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li

      • KPI Widget dashboard select periods

        I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

      • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

        Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

      • Can’t send emails from Zoho CRM after adding a new user — verification codes not received

        Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directly

      • CRM for email in Outlook: how to ignore addresses?

        We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

      • Scheduling Calls in CommandCenter / Blueprints

        I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

      • Quickly send emails and sync conversations with custom email addresses in CRM

        Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

      • Zoho製品と生成AIツールの活用について

        いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

      • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

        Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

      • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

        I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

      • Send WhatsApp voice messages from Bigin

        Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

      • Microsoft Teams now available as an online meeting provider

        Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

      • I want to subscribe 1 professional user but the email only 250 per day?

        When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

      • Next Page