Zoho Writer

Zoho Writer integration with Zoho Sign

Zoho Writer is a powerful word processor used for editing, collaboration, and distribution. By integrating Writer with Zoho Sign you can draft business contracts, NDA's, sales agreement, lease agreement, etc., and send it out for signatures directly from within the Writer app. 

This section is divided into two parts:

  1. Pre-requisites for using Zoho Sign from Zoho Writer
  2. How to get documents signed from Writer?
  3. Leveraging the text tags

Pre-requisites for using Zoho Sign from Zoho Writer

You need to have already registered your Zoho account with Zoho Sign.


How to send documents out for signatures directly from Writer?

  • Login to the Writer application.
  • Create or upload a document which you would like to send for signatures.
  • Once you finish drafting the document, click the TOOLS option from the left pane.
  • Click the Electronic Signature drop-down and choose Zoho Sign
    Electronic signature drop down
  • In the dialog box that opens up, click Upload
    Next call to action
  • Once the document is successfully uploaded, click Next if you want to sign the document right away. Click Later, if you wish to sign the document later. 
  • Upon clicking Next, the Zoho Sign application opens up in a new window with the document already uploaded. 
  • Enter the details of the document and the recipient and click Continue
    Send for signatures page
  • Drag and drop signature and other form fields onto the document for each signer and click Send
    Document viewer
  • Verify the number of fields added for each recipient and click Confirm.
  • Upon clicking confirm, your document is sent out to the recipients for signature.  

 

Leveraging the text tags:

You can add text tags in the content of your documents, Zoho Sign can detect them and automatically add the corresponding fields when they are uploaded for the signing process. This will help you save time to locate fields in long documents.

Text tags are supported for these fields: Signature, company, email, text fields, job title, initial, date, checkbox, and full name. 

{{signature}} A signature field added to the first recipient
{{company:recipient2}}A company field added to the second recipient
{{textfield:recipient3:address}}A text field added to the third recipient with the field name address
{{textfield:recipient1*}}A mandatory text field added to the first recipient
{{Jobtitle}}A job title added to the first recipient
{{Initial}}An initial field added to the first recipient
{{Signdate}}A date field added to the first recipient
{{Checkbox}}A checkbox field added to the first recipient
{{Fullname}}A full name field added to the first recipient

 

Format: {{<field type>:recipient<n>:<field name in case of text field>*}}

You can refer to this section of our help documentation to learn more about how to use text tags.


 
 

 

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