Zoho Sign: A Comprehensive Digital Signature Solution for Businesses
In today's fast-paced business world, time is of the essence. Waiting for signatures on important business documents can be a cumbersome and time-consuming process. However, with Zoho Sign, businesses can say goodbye to the traditional pen-and-paper signing process and embrace a more efficient and streamlined approach to document signing. Zoho Sign is a digital signature software solution that completely transforms the way businesses sign documents. In this article, we will explore the capabilities of Zoho Sign and how it can benefit businesses of all sizes.
Getting Started with Zoho Sign
The first step in using Zoho Sign is to create an account. This can easily be done from the Zoho Sign home page. Once you have created an account, you can invite other users to join the account. If you reside in the European Union or India, it is important to create your account from the EU or India portal.
Adding Users and Assigning Roles
After creating an account, the next step is to add users to the account. There are two ways to add users to Zoho Sign: sending an email invitation to users through the "Add User" button on the Users page, or importing users from cloud-based office solutions like G Suite and Office 365. Once users have been added, it is important to assign roles to them. There are two predefined roles in Zoho Sign: admin and user. Admins can serve as the administrator for Zoho Sign and carry out general admin operations like adding or removing users, changing rules, creating templates, and creating signed forms. Users, on the other hand, will not be able to perform admin operations.
Rebranding Zoho Sign
Zoho Sign allows businesses to add their company logo and customize the emails sent from Zoho Sign to reflect their brand image. This can be done by navigating to the Organization Details page to add your company name, address, and logo. The Email Templates page under Admin Settings can also be used to customize the emails sent from the product.
Setting Up Your Signature
Zoho Sign allows users to set up their signature in three ways: typing it out and choosing a style that suits you, drawing it yourself, or uploading an image of your signature. This can be done by navigating to Settings and Profile from the left navigation pane and clicking the edit icon available next to the signature and initial field.
Signing Documents with Zoho Sign
Zoho Sign makes it easy to get business documents like purchase orders, sales agreements, and NDAs signed by others. With the "Send for Signature" feature, users can get their document signed in a few minutes. To use this feature, start by selecting the "Send for Signature" option on the Sign page. Then, upload the document from your computer or import the document from your cloud service using the cloud picker. After uploading the document, you can then configure the days to complete the signing process, document validity type, folder, and description. Recipients can be added using their email address and name. Recipients can sign a document, receive a copy of the document, or sign the document in person. Users can also add a private node to each recipient and enable additional authentication via email or SMS for security.
Using Templates in Zoho Sign
Zoho Sign's templates feature allows businesses to create one common format for a particular type of document that can be reused time and again. To create a template, click the Templates tab on the left side menu and click the "Create Template" button. Once you finish uploading the document, you will see a new field called "Roles" while adding the recipient. Enter the role and email for each recipient. While setting up form fields, you will see a new field called "Pre-fill Fields." This allows the document owner to pre-fill a field on the document every time before using the template.
Sign Forms with Zoho Sign
Zoho Sign's sign forms feature allows businesses to create a sign form and embed the URL into the onboarding email for new hires to sign and submit. To use this feature, create a template or convert an existing template into a sign form, configure your settings, and generate a unique sign form URL. Recipients can then sign and submit the document. Responses associated with a sign form can be viewed from the Actions button, and there's also an option to export the associated responses as a CSV file.
Document Management with Zoho Sign
Zoho Sign's document management features allow users to track the status of documents sent or received from their account. Necessary steps can be taken based on the document status, such as sending reminders, adjusting reminder settings, recalling the document, emailing it to others, saving the document to the cloud, downloading the document to your device, extending the expiration period, editing the document as a new document, saving the document as a template, and changing its ownership.
Integrations with Zoho Sign
Zoho Sign readily integrates with Zoho apps and other popular apps. As of now, Zoho Sign has integrations with Zoho apps like CRM, Books, Checkout, Invoice Creator, Writer, People, Recruit, Forms, Flow, and much more. Zoho Sign also integrates with third-party apps like G Suite, Microsoft 365, Outlook, Microsoft Teams, Dropbox, Box, OneDrive, and API.
Conclusion
Zoho Sign is a comprehensive digital signature solution for businesses of all sizes. With its advanced electronic signature capabilities and compliance with various regulations across the globe, Zoho Sign offers businesses the highest levels of original compliance. Its user-friendly interface and seamless integration with other apps make it a must-have tool for businesses looking to streamline their document signing process.
Highlights
- Zoho Sign is a digital signature software solution that completely transforms the way businesses sign documents.
- Zoho Sign offers businesses the highest levels of original compliance and advanced electronic signature capabilities.
- Zoho Sign allows businesses to add their company logo and customize the emails sent from Zoho Sign to reflect their brand image.
- Zoho Sign's templates feature allows businesses to create one common format for a particular type of document that can be reused time and again.
- Zoho Sign readily integrates with Zoho apps and other popular apps.
FAQ
Q: Is Zoho Sign legally binding?
A: Yes, documents signed with Zoho Sign are legally binding and hold the same value as handwritten documents for most business and personal transactions across the globe.
Q: What compliance regulations does Zoho Sign meet?
A: Zoho Sign meets the requirements of e-sign act in the United States, the PIP DA in Canada, eIDAS regulations in the European Union, the ACTA in Africa, and the ITA 2000 in India, and the various electronic transaction acts across Australia and Southeast Asia.
Q: Can Zoho Sign be used across borders?
A: Yes, Zoho Sign helps businesses sign documents across borders with confidence by offering the highest levels of original compliance.
Q: What integrations does Zoho Sign have?
A: Zoho Sign integrates with Zoho apps like CRM, Books, Checkout, Invoice Creator, Writer, People, Recruit, Forms, Flow, and much more. Zoho Sign also integrates with third-party apps like G Suite, Microsoft 365, Outlook, Microsoft Teams, Dropbox, Box, OneDrive, and API.
Q: Is Zoho Sign user-friendly?
A: Yes, Zoho Sign has a user-friendly interface that makes it easy for businesses to streamline their document signing process.
