Automate Sign Collection

Sign Automation

How to

Overview

Signature Automation eliminates the manual process involved with sending files for digital signature. Writer has integrated with Zoho Sign and you can define a sign workflow right inside Writer. Once the workflow is set, the documents will be sent for signature to multiple signers automatically. It is not mandatory for the signers to have a Zoho Sign account. They will receive an email and they can click on the Start Signing button to sign the document via Zoho Sign.

Start new sign workflow

To set a new sign workflow, you need to have a document template ready for the recipients to sign. Also, decide the signers lists before you invite them.

You can start bulk inviting signers from Writer in a few simple steps.

Step 1: Create a document template

Create a new document or open an existing template for signing.

Step 2: Add signers

You can now invite multiple users to sign your documents.

  1. Click More > Automate tab > Sign Collection > Start new sign workflow. The Sign Workflow tab will open.
  2. Click Add Signer to add the required number of signers. You can add upto 10 signers.

Step 3: Insert signer fields

Writer lets you add the signature and the related sign fields including, initial, company, full name, email, sign date, job title, text field and checkbox. You can define the fields for each signers here.

  1. Click More > Automate tab > Sign Collection > Start new sign workflow. The Sign Workflow tab will open.
  2. Now insert fields for each signer under the Insert Field for Signer header.

Step 4: Setup sign workflow

Now configure the signer details and send for sign.

To setup a new workflow,

  1. Click More > Automate tab > Sign Collection > Start new sign workflow. The Sign Workflow tab will open.
  2. Under the Send for Collection header, click on the Setup Sign Workflow button.
  3. The Setup Sign Workflow pop-up will open. To enter the signer details, do the following:
    • To be signed by: Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
    • Enter signer details: Enter the signer email id. Click Add Another Signer link to add multiple signers. You can add up to 10 signers.
    • Click the 'sign in the above order' checkbox, to set a sequential order for signing. When you enable this option, the next recipient will receive an email notification once the previous recipient has completed the signing process.
    • Enter a unique title to your email.
    • Enter email subject and message, if required.
    • Add additional attachments to your email.
  4. Click Advanced Settings tab and do the following:
    • Set expiry and auto reminders to collect the sign.
    • Choose the actions to be performedafter signing: You can choose to add the signed documents to any folder inside Writer. Also, choose to email the signed documents to any email recipients.
  5. Once the above configuration is done, click Send for Sign.

Monitor sign collection

Keep track of the sign status from the sign collection logs.

To monitor sign collection,

  1. Click More > Automate tab > Sign Collection > Start new sign workflow. The Sign Workflow tab will open.
  2. Under Monitor Collection header, click View Signer Status.
  3. The Sign Collection Logs popup will open. You can see the status of the sign workflow process here.
  4. You can also download the signed document from each signer.
  5. Click Done.

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