Digital Signature

A digital signature is a validation to the authenticity of the documents sent by you to your customers. It is to let the receiver know that the document has been completely crafted by you and there were no changes during the transit. This feature is supported only on the Zoho Books’ Windows app.

Note: This feature is available only for the users in the Professional or higher plans of Zoho Books.

Digital Signature in Zoho Books

Let’s see how digital signature helps in maintaining the authenticity of the data in Zoho Books.

Enabling Digital Signature

Once our team enables the feature from our end, you can enable it in your org by following the below mentioned steps,

Digital Signature works differently for transactions with and without Transaction Approval. Let’s see how it works in both the cases.

Without Approval

Once you finish creating an invoice, you need to sign it to send it to your customer.

With Approval

Once an invoice is created, you will need to get it approved to sign it. You can click the Submit for Approval button on the What’s Next banner to submit the invoice then and there.

Once it is approved, you can then sign and send the invoice to the customer.

Notes:


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