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?

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.  

 
 

 

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohosign.com