Using Zoho People 5.0? Access the new Administrator Guide >
Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

E Signature- Adobe Sign

Integrating with Adobe Sign

Follow the steps given below to integrate with Adobe Sign.

  1. From your home page, go to Settings (gear icon) > Integrations > Others.

  1. Click Configure under Adobe Sign with your Adobe credentials and click Authenticate.

  1. Enter your Adobe credentials again and click Sign in.

You are now integrated with Adobe Sign.

To revoke the integration, click Revoke below Adobe Sign.

Sending a document for e-signing

Follow the steps given below to be able to do send a document for e-signature.

  1. From your home page, go to Files > E-Signature Documents.
  2. Click Send for signature.

  1. Upload the file to be sent for signature.

  1. Under Recipients, enter the email addresses of the recipients.
  2. If you would like to have a copy of the same document sent for the view of someone else, include the email id under Send email copies To.
  3. Give a name for the file.
  4. Enter a message and Last date if needed.
  5. Under Folder, select an existing folder or a new folder.
  6. Check the Reminder box, if you would like to have a reminder sent and select Daily or Weekly.
  7. Check the 'I have to sign the agreement' box, if you would like to have your e signature to be on the document. When you choose this, you have two options - My sign - First and Last. Select First, if you would like to have your signature first (i.e - before being sent to the recipient) and select Last, to have your e signature completed after the recipient.
  8. Check Preview Document if needed.
  9. Under Preferred Language select the language in which the document should be in.
  10. Click Send.

An Adobe Sign panel will open where you can select, drag and place the signature fields you want to the document for signing and click Send.

Relative Use Cases

Let's look at some steps to get done some of most common HR tasks like sending probation confirmation letters to employees for e-signature, sending offer letters using Adobe Sign.

Sending Confirmation Letters for E-sign

If you want to send many confirmation letters in one go, follow these steps:

1. Enable Adobe Sign in your employee form.

  1. From your home page, go to Settings (gear icon) > Customization > Forms.
  2. Go to the respective form.

  1. Under Form Properties check Enable Adobe Sign.

NoteEnsure that the form has a file upload field in order to upload the probation confirmation letters to the employees.

 Tip :Click here to know how to customize Forms.

  1. From your home page, go to Organization > Employee
  2.  Select the employees for whom you want to send the confirmation letter for e-signature.    
  3. Click Send for signature.
  4. Under Send from, select Form or Mail Merge. If the file has already been uploaded for the selected employees, then Form can be selected.

  1. Otherwise select Mail Merge, and select the template from the drop-down.

  1. Under Recipients, select to which email address the document is to be sent to. All the email addresses from the form will be listed.
  2. Enter the Name of the document.
  3. Enter the Message and Last Date if required.
  4. Select which folder this documents belongs to under Folder.
  5. Check the Reminder box, if you would like to have a reminder sent.
  6. Check I have to sign the agreement box, if you would like to your e signature to be on the agreement, at the first or last instance.

When you choose this, you have two options - My sign - First and Last. Select First, if you would like to have your signature first (i.e - before being sent to the recipient) and select Last, to have your e signature completed after the recipients.

  1. Under Preferred Language Select the language in which the agreement should be in.
  2. Click Send.

The Confirmation document will now be sent to the recipients for e signature. Once the signed copy is received, the document will be updated in the record automatically.

Sending a document for e-sign from Employee Files - Work Certificate

Let's say you want to send a work certificate to a specific employee and also want the reporting manager and the HR manager to sign this document.This can be achieved from the Employee Files space.

To send the work certificate from Employee Files,

  1. Go to Files > Employee Files > All Files.
  2. Click on the ellipsis icon beside the document you want to send, and select Send for signature.
  1. Enter the email addresses of the employee, reporting manager and HR manager under Recipients.
  2. Enter all other required details and click Send.

The document will be sent to the mail addresses mentioned and they will be able to e-sign the document.

Sending documents for e-sign from a form

When you want to send a confidential letter to a specific employee, this can be done directly from the employee's record. 

First, ensure that the e-sign integration is enabled under Form Properties > Third-party integrations.

Next,

  1. Go to Organization > Employee
  2. Click on the specific employee's record
  3. Go to the Related Forms section and click the + icon under E-Signature Documents

  1. The Send for signature slider will open up. Enter the required details and click Send.
  2. The employee will receive the document for e-sign via mail.
  3. The document will be added in the e-signature documents section.