Conditional Signers in Fillable Templates

Hello everyone,

Ever wish you had an option to assign signers to documents dynamically, to meet the needs of different workflows?

For example, you may need a department head to sign off on a budget, but only after it crosses a certain threshold. Or you might have a contract that needs to be signed by a variable number of people internally before it is sent to the client.

With Conditional Signers in Fillable Templates, you can set the conditions, sit back, and let Zoho Writer handle the situation. This feature is designed to make your document signing process not only smoother but also smarter.

Here's a quick guide on how to configure Conditional Signers in your Fillable Templates:

1. Create a Fillable Template and add all the fields that require signatures.
   
2. Navigate to the On Submission settings. Select Send for Sign Collection.
   
3. Enter the details for each of the signers.
   
4. Define if-else conditions to trigger the Conditional Signers. Tailor the signing process based on specific criteria, ensuring a personalized and efficient workflow.
   
   
   

 

Head to the user guide for more information on Conditional Signers in Fillable Templates.

We hope this helps you dive into Zoho Writer and explore the possibilities with Conditional Signers in Fillable Templates. Please write to us at support@zohowriter.com if you have any questions, and stay tuned for more helpful updates.

Until then, happy signing! 

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