Send a Document for E-Signature in Zoho Sign
Here is our approach for sending a document for e-signature in Zoho Sign in a simple way.
Even a non-technical person can easily do it in just a few steps.
Approach
We can send a document for e-signature and get it signed using the steps given below.
1. Sending the Document for Signature
1.1 Open the “Sign” module and click “Send for signatures”
1.2 Under “Add documents”, click “Add document” and upload your file
1.3 Under “Add recipients”, enter the recipient’s email address and name. Select “Needs to sign” as the recipient action and “Email” as the delivery mode
1.4 Click “More settings” to configure the additional options
1.5 Tick “Automatic reminders” and enter how often the reminder should be sent under “Send a reminder every”. Then click “Continue”
1.6 Drag and drop the “Signature” field from “Standard fields” on the right side onto the place in the document where the recipient should sign
1.7 Click “Send” and confirm the request
3. Verifying the Document Status
3.1 Click “Documents”, and under “Received” select “All”.
3.2 Check the “Document Status” column
Video: Send a Document for E-Signature in Zoho Sign
Here is the video explanation of the above steps.
