Have completed Zoho Sign documents attach automatically to contact and/or account

Have completed Zoho Sign documents attach automatically to contact and/or account

Hello,

Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy.

HOWEVER

Why on earth does a completed ZohoSign document not get automatically added to the contact and account record? Surely that is obvious so that, in the event you need to check it, you just go to the account/contact and look it up.

It appears from this link


that you need to create a workflow and connection to make this happen. As happy as I am to learn new things, is there anybody out there who can explain this in simple terms to a non developer, I get as far as step eight then my eyes start to mist over and small plumes of smoke emit from my ears.

Hope one of you lovely people can give an old boy a leg up.

Thanks
David


      • Sticky Posts

      • Free webinar: The critical role of electronic signatures in HR

        Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical

      • Zoho Sign: Product updates - Mid - 2024

        Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been