What is Zoho sign used for? The fundamentals of eSignature and Zoho Sign

What is Zoho sign used for? The fundamentals of eSignature and Zoho Sign

Signing documents with pen and paper is inconvenient, time-consuming, and incurs significant administrative costs for businesses. It’s time to go digital with e-signatures and keep your business running 24 hours a day, seven days a week. Thousands of businesses rely on Zoho Sign to digitally sign documents like sales agreements, HR forms, social media policies, NDAs, and more.

Why should you use Zoho Sign?

  • Sign and save an unlimited number of documents.
  • Blockchain-based timestamped transactions
  • Integration with Zoho apps and third-party apps is tight.
  • Legally binding and compliant
  • Reliable technical support and reasonable pricing

Signing Documents Yourself

Zoho Sign allows users to upload and sign documents using popular file types like PDF, DOCX, RTF, TXT, and XLS. Users can upload up to 40 files, but their combined size cannot exceed 40mb. To upload a document, users can upload it from local storage or import it from integrated cloud services. After completing the process, users can view the document, add their signature, and send a signed copy via email.

What is Zoho sign used for? The fundamentals of eSignature and Zoho Sign

Sending Documents for Signatures

To send a document for signature, click on the “send for signatures” button on your dashboard. You can add the document, set up the sign workflow, assign roles for recipients, and set a signing order. You can add up to 300 recipients in bulk and assign four roles: receives a copy, in-person signer, and approver. For additional security, you can add personalized private messages for each recipient and send an authentication code via email, SMS, or offline method.

Configure settings for documents like request and document validity days, and automated reminders for recipients who haven’t signed or approved. You can also format and label fields by double-clicking them, set font default value, and other formatting options. Once added, click “send” to verify the number of fields added for every recipient.

Tracking and Managing Documents

To track a document’s signing or approval status, navigate to the Zoho sign dashboard. From there, manage all documents in a list view, perform actions like downloading signed documents, transferring ownership, creating templates, or creating new workflows. This allows for easy tracking and management of documents.

What is Zoho sign used for? The fundamentals of eSignature and Zoho Sign

Creating and Sending Templates

To create templates for sending frequently reused documents for signatures, navigate to the Xosine dashboard and click on templates. From there, you can view existing templates and perform additional actions. To create a new template, click the create template button.

Add the desired document and configure the e-signing flow by adding recipient roles. Add sign-up and pre-fill fields, and save the template. From the template screen, click on the template you want to send for signature, fill out pre-fill fields, add recipient details, and send the template for signatures.

What is Zoho sign used for? The fundamentals of eSignature and Zoho Sign

Third-party Digital Signatures Providers

Zoho Sign is a digital signature solution that allows users to create and manage documents using various third-party digital signatures. Users can enable these integrations in the integrations window under the settings menu from their Zoho Sign dashboard.

Zoho Sign offers standard electronic signatures or basic digital signatures by default, but to meet certain local regulations, users must use third-party signature providers to verify the signer’s identity or obtain personalized digital signature certificates. To comply with these regulations, Zoho Sign has partnered with service providers such as Emudra and other design services for the Indian data center and qualified electronic signatures provided by Unataka, a qualified trust service provider

Zoho Sign plans to roll out more third-party digital signatures soon, including qualified electronic signatures via Infoset in the EU, E-sign for Singapore via Sync Pass, qualified e-sign for the EU via EID based signer authentication, USB token signatures, which is currently only available on Windows on other platforms such as Mac OS and web browsers, and a feature that allows users to send documents for signatures via SMS for compliance with 21 CFR Part 11 FDA regulations in the United States.

Zoho Sign also has third-party integrations with other Zoho applications such as Zoho Directory, Zoho Checkout, Salesforce, Fibre SAP, Microsoft, and Power Automate. Users can access the enterprise edition of Zoho Sign by visiting their forums and participating in discussions with their community of developers and users. If they have any feedback or need assistance, they can reach out to support Zoho Sign at support Zoho Sign dot com or visit their social media pages for the latest announcements regarding their product.

Zoho Sign is part of Zoho One, and all users can access the enterprise edition of Zoho Sign. The company is working on building a PCA compliant feature that will be compliant by the end of 2022

One of the questions asked during the presentation was whether users could review what other staff has sent. If an administrator within the organization can see what other users have sent, they would have access to the documents and templates. However, if a user does not have administrator permissions, they cannot see other people’s documents or other users’ documents.

The location of documents saved to a folder. Zoho Sign has folders and document types to help organize documents, but they do not have an actual folder structure like those found in document management applications like Zoho WorkDrive or Google Drive.

Zoho Sign offers various third-party digital signature integrations that can be enabled through the integrations window under the settings menu from the dashboard. Users can enable these integrations by enabling them in the integrations window under the settings menu from their dashboard. As the company continues to develop its product roadmap, it is expected that users will find these features useful and helpful.

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