Tip #05: Sending documents for sign collection using Writer

Tip #05: Sending documents for sign collection using Writer

Entering into a business contract with multiple clients? Looking to collect all their signatures? Writer can help optimize your processes, and save time.



Writer is integrated with Zoho Sign to let you go from creating contract templates to sending them out for signature collection and tracking the entire process, all from a single platform.
 
Here's how you can create a signature collection workflow in Writer:
 
1. Prepare your template document

Start by creating your contract and inserting necessary fields (like signature and date). You can insert signature fields by going to  More Options > Insert > Signer Fields .

Add the signer fields from the  Add Signer  tab and the relevant fields for each signer from the Insert Field for Signer tab. Once you've created the contract, you can save it as a template. This way you can use the same document to create multiple contracts. 
 
To save a document as a new template, go to  File > Save as Template. 





Now that you've created your contract with the required fields, you can decide how and by whom the contract should be signed. 
 

2. Set up your sign workflow

Start by adding all the signer details. Go to the Automate tab > Start New Sign Workflow >  Setup Sign Workflow . 

From the  Signer Details tab, add all the signer email addresses and choose in what order you want your signers to sign the contract. Additionally, you can add a personalized message along with the mail that will be sent to the signers — if you'd like to provide them more background information regarding the contract and its purpose. 




3. Choose output and set deadlines

Apart from setting up your signature workflow, Writer also lets you access additional settings to help you stay in full control of your sign processes.
  • Once you've entered all the signer details, go to Advanced Settings. From here, you can choose what to do with the document once it's signed—with options including bulk-send, mail, store and download.
  • The Expiry and Reminder option lets you set the last date for signers to sign the document and send them automatic reminders to avoid delays. You can also keep your reviewers (if any) in the loop by adding their email address in the Cc/Bcc option. This will send them copies of the fully signed documents automatically. 

Now that you've set up your sign workflow, hit Send for Sign.




4. Track progress

After the document has been sent for signature collection, you can view the progress—who has signed the document and who is yet to sign. To do this, click on  View Signer Status .
 

 
 
You now have all the signatures you need, without having to go back and forth individually emailing each signer. And the best part? All this happens right within Writer, completely paperless.
 
Here's a video explaining how you can easily set up your sign workflow and get  your documents signed.


 


Click  here  to learn more about signature collection.
 

Happy Writing!





Found this helpful? Subscribe to  Writer Community  for more tips and tricks.
 
 
 
 
 
 









      • Sticky Posts

      • 8 Neat Tricks in Writer You Should Know About

        Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms   No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list.  2. Insert images, tables and more   Typing

      • Tip #26: Filter your records before merging a document

        Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees?     Simple, by filtering and merging

      • Tip: #11 Collaboratively fill documents with your colleagues and clients

        Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team.    Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. You

      • Tip #07: Five best defaults in Writer you can change to complement the way you work

        Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead.  From font styles to auto correct options and more, here are the five best defaults settings you can control.   1. Default font style   Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default.    To do this, go to More Options > Format > Font. Choose a font style

      • Tip #06: Make the best use of Zia in Writer

        About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it.    Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece.   Every time you write, Zia makes a scorecard after carefully assessing your