コミュニティユーザー Q&A #2　電子署名編（Zoho Sign）

コミュニティユーザー Q&A #2　電子署名編（Zoho Sign）

こんにちは！ Zoho コミュニティチームの中野です。

「コミュニティユーザーQ&A」では、イベントで取り上げたユーザーさんからの質問とそれに対して行われたディスカッションをコミュニティチームの独断と偏見でピックアップし、関連する情報とともにをこちらで共有します。
第2回目の投稿では、「Zoho Sign で電子署名を行う方法」をご紹介します。

質問：Zoho CRM の差し込み文書で作成した書類に、Zoho Sign で電子署名したいのですが、
他のユーザーさんがどのような流れで署名を行っているのかを知りたいです。

回答：
以下の手順で連携を行なってください。Zoho CRM とZoho Sign を連携していないと仮定して回答します。

1. Zoho CRM とZoho Sign の連携
CRMの 設定＞マーケットプレイス＞Zoho からZoho Sign を選択し、連携します
2. 署名をする書類の準備
3. CRM の対象のタブから「Send with Zoho Sign」を選択（今回は商談タブから作成します）
4. 書類を選択 / 署名者情報を追加


連携が完了すると、「見込み客」、「連絡先」、「取引先」、「商談」タブの詳細ページに、「Send with Zoho Sign」というボタンが表示されます。このボタンから署名文書を送信できます。

回答者：前提として、CRM とSign の連携、書類の準備が完了している状態であることを想定して回答します。
署名までの流れは以下の通りです。

1. 対象のタブ*1 から、Send with Zoho Sign をクリック
*1. 今回は商談と関連付けられた書類を扱うため、商談タブとします。



2. 署名する書類を以下から選択、またはドラッグ＆ドロップしてください。


3. リマインダーの送信も可能です。フォローアップが必要な場合は設定してください。



4. 必要な項目（本説明では、署名、印影とします）をドラッグ＆ドロップで設定します。
「送信する」で先方に署名リクエストを送ることが可能です。


以上が流れとなりますので、連携を完了し、書類を準備しておけば2～3ステップで完了できます。


補足情報１：
Zoho CRM の見積書、請求書タブから作成した書類の電子署名については、以下をご確認ください。

見積書（請求書）タブ＞見積書（請求書）レコード＞Send with Zoho Sign ＞対象ファイルをドラッグ＆ドロップまたは文書：テンプレート から対象の書類を選択して対応ください。



補足情報２：メール通知について、署名依頼やリマインダーなどで使用するメールの編集が必要な場合、以下の通りZoho Sign 側で設定を行うことが可能です。

・設定＞メールテンプレート



補足３：
書類PDF化の際に文字化けが起きる場合は、以下のヘルプ記事をご確認ください。

IPAP Gothic、IPA Gothic、IPA Mincho、IPAP Minchoを使用することを推奨しています。
＊日本語環境でのみ選択可能なフォントです。


いかがでしたでしょうか？
皆さんの運用方法についても、この投稿にコメントをつける形で共有してみてください。
また、関連情報についても以下の通り共有しますので、ご確認ください。

《 Zoho Sign 関連のヘルプ記事 》


*見積書や契約書など、社内承認が必須の書類を扱う際にご使用ください。




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