Sign from Email - Zoho User

Sign from Email - Zoho User

If you are an existing Zoho Sign user, in addition to signing documents from the Zoho Sign dashboard, you can also sign the documents you receive via Zoho Sign directly from your email inbox.

There are three steps to be followed to sign documents directly from your email inbox.

  1. Access the documents via secure link in email
  2. Confirm identity
  3. Fill the form fields and send the signed documents

Signature Request Email

When you are sent documents for signing via Zoho Sign, you will receive an email on behalf of the sender. This email, also known as the Signature Request email, will contain a secure link for you to access the page where the documents can be viewed and signed. To start the signing process, you just have to click the button at the bottom of the email after reviewing its contents.


Identity Confirmation

Upon opening the secure link in the email, you will be directed to a page where you must confirm your identity before you can proceed to access the documents. As an existing Zoho Sign user, simply log in to your Zoho Sign account to proceed.

Note:
You will not be able to sign documents when logged in to another Zoho Sign account with an email address different from the one in which you received the documents.

If you are an existing Zoho Sign user who is currently logged in from another account, you can choose to log out and log in again to the required Zoho Sign account, or continue as a guest to sign the documents. 

  • In any case, to log in to your Zoho Sign account, just click Login and enter your registered email address and password when prompted to do so. 
  • To continue as a guest, click Continue as guest.

Upon confirmation of identity, you will be directed to the document viewer to sign the documents.

Authentication Code

If the documents have been sent to you with the additional authentication step enabled, you will be prompted to enter an authentication code before you can access the documents.

Depending on the mode of delivery set for the authentication code by the owner of the documents, the code will be shared with you either automatically via email or SMS, or manually by the owner themselves. 

Online

If the code delivery type is set to online, you will receive an email carrying the authentication code when you start the signing process.

SMS

If the code delivery type is set to SMS, you will receive an SMS carrying the authentication code when you start the signing process.

Offline

If the code delivery type is set to offline, the owner of the documents will have to share the authentication code with you manually.

You must enter the authentication code and click Verify to proceed. You will then be directed to the document viewer to sign the documents.

Note:
If the authentication code is entered incorrectly three times in a row, you will immediately lose access to the documents. You will then need to ask the owner to restore your access.
If you did not receive your authentication code or forgot the code, you can click the Resend code option below the Verify button.


Fill Form Fields

The document viewer is where you sign the documents. You will be prompted to fill the required field values and your signature wherever necessary.

Here, you can perform the following actions to the documents:

 

To sign the documents, you should:

  1. Review the document information and terms & conditions, and click Accept & Sign to start signing.
  2. Fill all the input fields as directed.
  3. Once all the mandatory fields have been filled, the message 'You've successfully filled all fields. Click Finish to complete.' will be displayed at the top. Click Finish to complete signing the document.

Once you finish signing the documents, you can get a signed copy of them by either choosing to download them to your local drive or having it emailed to your inbox. Regardless of your choice, a signed copy will always be emailed to your inbox.

 

To assign the documents to someone else for their signature:

  1. Click More actions and select Assign to someone else  from the dropdown menu, which will prompt a dialog box to open.
  2. Enter the name and email address of the person who will be signing the documents.
  3. Click Assign to someone else.

 

To decline signing the documents:

  1. Click More actions and select Decline  from the dropdown menu, prompting a dialog box to open.
  2. Enter the reason for declining the signature request.
  3. Click Decline.

 

To skip signing the documents:

  1. Click More actions and select Skip signing  from the dropdown menu, prompting a dialog box to open.
  2. Click Yes.

    The 'Skip signing' option can be used to simply review the contents of a document and put off signing it until a later time.

 

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