Zoho Sign: How to Send a Document for Signatures
Are you tired of the hassle of printing, signing, and scanning documents? Zoho Sign is here to make your life easier. With Zoho Sign, you can send a document out for others to sign with just a few clicks. In this article, we'll take a look at how you can use Zoho Sign on the web browser to send a document for signatures.
Getting Started with Zoho Sign
To get started with Zoho Sign, you'll need to log in to your Zoho Sign dashboard. Once you're logged in, click on "Send for Signatures" to begin the process. From there, you can add the document to Zoho Sign by either uploading it from your device or importing it from your cloud storage solution.
Adding Recipients and Defining Signing Order
Once your document is uploaded, you can rename it or rename the entire envelope. You may also add more documents that you want to collect signatures on as a part of the same envelope. To do this, you'll need to add the name and email address of the recipients who will be signing or performing other actions on this document.
You can then choose to define the signing order, the recipient role, whether they're signing a document, approving it, just viewing a signed copy, or hosting it for somebody else to sign in person. You can also set the language for the signing interface to be displayed in, add a private message, and configure an additional step of authentication via OTP for each recipient. This one-time password can be delivered to the recipient via email, SMS, or you can simply copy it and share it via other offline needs.
Configuring Document Settings
Under "More Settings," you can set the document deadline validity and organize it into a request type or folder for internal reference. You can then configure periodic reminders for the recipients and hit "Continue."
Signing the Document
Once you're in the document, you may select the signers one after the other and drag and drop the fields of information and signatures required from. After all the sign of fields have been added to the document, you can verify their alignment and placement and click "Send" to confirm the request and send the document out for them to sign.
Pros and Cons of Zoho Sign
Pros:
- Easy to use
- Saves time and effort
- Secure and reliable
- Can be used on any device with an internet connection
Cons:
- Limited customization options
- Can be expensive for larger teams or businesses
Highlights
- Zoho Sign is a web-based application that allows you to send documents for signatures.
- You can add recipients, define signing order, and configure document settings.
- Zoho Sign is easy to use, saves time and effort, and is secure and reliable.
- However, it has limited customization options and can be expensive for larger teams or businesses.
FAQ
Q: Is Zoho Sign secure?
A: Yes, Zoho Sign uses industry-standard encryption and security measures to protect your documents and data.
Q: Can I use Zoho Sign on my mobile device?
A: Yes, Zoho Sign is available on both iOS and Android devices.
Q: How much does Zoho Sign cost?
A: Zoho Sign offers a variety of pricing plans, starting at $10 per user per month.
Q: Can I customize the signing interface?
A: Zoho Sign has limited customization options, but you can add your company logo and customize the email notifications.
Q: Does Zoho Sign integrate with other applications?
A: Yes, Zoho Sign integrates with a variety of applications, including Zoho CRM, Zoho Books, and Salesforce.
Resources:
- Zoho Sign: https://www.zoho.com/sign/
- AI Chatbot: https://www.voc.ai/product/ai-chatbot
