Zoho Sign and DocuSign extensions in Zoho Mail eWidget

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Zoho Sign

Zoho Mail now integrates with Zoho Sign. Using this integration, you can sign documents yourself, or set up e-sign workflows to collect signatures and obtain approvals on paperwork, to create legally binding business documents directly from eWidget in Zoho Mail.

Steps to access the Zoho Sign extension in Zoho Mail:

  1. Log in to your Zoho Mail account.
  2. Click on the eWidget  icon at the bottom-right corner of your mailbox.
  3. Locate Zoho Sign from the eWidget app menu and click on it.
  4. If you are an existing Zoho Sign user, the integration will be enabled by default and you can start using it right away. 
  5. Open an email with attachments to add documents and sign them or send them for signatures.

Steps to send documents for signatures using the extension:

  1. Open the email containing the documents that need to be sent for signatures as attachments.
  2. Select the attachments that need to be sent for signatures and click Send for signatures.
  3. Click Add Recipients to add recipient details.
  4. Choose the necessary recipient action from the Action dropdown. (In case In-person signer is chosen, enter the host's name and email address below the recipient details.)
  5. Select the required mode of authentication from the Authentication Mode dropdown.
  6. Add a private message, if required, and verify all the details associated with the recipient(s) and click Add.
  7. Once the sign workflow has been completely set up, verify all the details and click Continue.
  8. A pop-up will then redirect you to the Zoho Sign application where you can edit the workflow, add signer fields to the documents, and send it out for signatures.

Steps to sign documents yourself using the extension:

  1. Open the email containing the documents that you need to sign yourself.
  2. Select the attachments that you need to sign and click Sign yourself.
  3. A pop-up will then redirect you to the Zoho Sign application where you can add your signature and other fields of information to the documents, and finish signing it yourself.

 

DocuSign

The DocuSign extension for Zoho Mail lets you send documents to anyone via email and get them signed. Beyond just attaching an envelope in email, this extension lets you define the place of signature in the envelope, and receive notifications on the signing status via email.

Installing the extension

The DocuSign extension for Zoho Mail can be installed from the Zoho Marketplace or from your Zoho Mail account.

To install the extension from your Zoho Mail account

  1. Log in to your Zoho Mail account
  2. Go to Settings > Integrations card > Extensions.
  3. Under Origin, select Shared Extensions.
  4. Click Go to Marketplace.You will be redirected to the Zoho Marketplace.
  5. Search for DocuSign and click Install.
  6. Agree to the terms of service and click Install.
  7. The extension will be installed and listed in the eWidget app menu.

Sending envelopes from Zoho Mail

  1. Click on the eWidget  icon at the bottom-right corner of your mailbox.
  2. Click DocuSign from the app menu.
  3. The Send Envelope page will open in eWidget pane.
  4. Click Choose the file and upload the envelope to share.
  5. The email addresses from the opened mail will auto-populate.
  6. Enter a subject.
  7. Set the Expiration for the document.
  8. Set the Reminder Duration to choose when to remind the customer.
  9. Click Send.
  10. Click Yes if you want to define the signature location in the document. The document will open in a new pop-up. Otherwise, click Send Anyway.​

The document will be sent to the given email address and the receiver will be notified via email.

Uninstalling the extension

  1. Go to Settings > Integrations card > Extensions.
  2. Under Origin, select Shared Extensions.
  3. Navigate to DocuSign and click Uninstall.

The extension will be uninstalled.

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