eSignature Solutions Guide

1. Create a template inside the Zoho Sign application by uploading the document and configuring the signer fields. Ensure that there are no prefill fields inserted into the template.
2. Create a SignForm and associate it with the saved template.
3. Configure response limit and OTP settings, if any.
4. Copy the SignForm public URL and place it in your website in the desired page.

1. In the Zoho Sign application, set up and initiate an in-person signing workflow. Ensure that the host is a Zoho Sign user belonging to your organization.
2. When meeting the client in person, the host needs to log in to Zoho Sign on their mobile device and open the document from the dashboard.
3. They can then initiate the in-person signing session and pass the device over to the client for signing.
4. The client must then agree to the terms and conditions and click Start signing to begin signing the document.
5. Once done, the client can pass the device back to the host.
6. The host can then end the session by clicking Finish.

1. Visit the Account Settings page inside the Zoho Sign application and click Verify now next to the Email domain verification status option.
2. Enter your domain name and generate Hostname and Value.
3. Using the Hostname and Value, publish your domain's public key as a TXT record in your domain host's DNS Manager,.
4. Verify your domain back in the DKIM verification page inside Zoho Sign to complete the process.

1. Visit the Detailed Document View page of the document you have sent out that carries the error.
2. Recall the document. Once it is recalled, its status changes to Recalled and the recipient will no longer be able to view or sign the document.
3. Go to the Documents section and delete the document from the actions dropdown to move it to the trash.
4. You can now start a new sign workflow, where you can upload the corrected document and send it out for signature.

1. Visit the Account settings page under the Settings section on the left navigation panel.
2. Uncheck the options Type and Upload next to Allowed options for filling signature and leave only Draw checked. This ensures that recipients can only sign the document by drawing their signature.

1. Create a template inside the Zoho Sign application by uploading the document and configuring the prefill and signer fields.
2. Navigate to the module inside Zoho CRM and open the respective record.
3. Click the Send for Zoho Sign button.
4. Configure the sign workflow by importing the Zoho Sign template, mapping prefill fields with record fields, adding the recipient, and setting up reminders.
5. Click the Quick Send button to send the document out for signing.

1. Create a mail-merge template inside Zoho CRM by uploading the document and inserting the record fields to be merged.
2. Navigate to the module inside Zoho CRM and open the respective record.
3. Click the Send for Zoho Sign button.
4. Configure the sign workflow by importing the mail-merge template and creating a merged document, adding the recipient, and setting up reminders.
5. Proceed with the workflow and verify the details once again in the Zoho Sign interface.
6. Add any additional signer fields in the Document Viewer screen, if required, and send the document out for signing.

1. Set up your Zoho CRM account and configure the individual modules to store customer records and any associated information.
2. Create mail-merge templates and inventory templates by uploading your business documents and inserting the respective record fields to be merged.
3. Whenever you have to send a document for signing, navigate to the desired module inside Zoho CRM and open the respective record.
4. Click the Send for Zoho Sign button.
5. Configure the sign workflow by importing the mail-merge/CRM template and creating a merged document, adding the recipient, and setting up reminders.
6. Proceed with the workflow and verify the details once again in the Zoho Sign interface.
7. Add any additional signer fields in the Document Viewer screen, if required, and send the document out for signing.

Yes, you can extend the Zoho Sign extension's support to custom modules in Zoho CRM. This can be done by creating a custom button similar to the 'Send for Zoho Sign' button in predefined modules which can be used within custom modules to trigger sign workflows.

To create a custom button:
 

1. Open a record in the desired custom module.
2. Open the More Actions (...) dropdown at the top right and click Create Button.
3. Enter a name and description for the button.
4. Select View Page in the Where would you like to place the button? dropdown.
5. In the What action would you like the button to perform? dropdown, select Invoke a URL.
6. Construct your URL in the following format and insert it into the URL field.

https://extensions.zoho.com/plugin/zohosign/handler?action=createZohoSignDocument&module=<Module_Name>&rec_id=<Record_ID_from_Fields_dropdown>&rec_name=<Record_Name_from_Fields_dropdown>&crmzgid=<Organisation_ID_from_Fields_dropdown>
 

An example URL for a custom module named References:
https://extensions.zoho.com/plugin/zohosign/handler?action=createZohoSignDocument&module=References&rec_id=${References.ReferenceId}&rec_name=${References.ReferenceName}&crmzgid=1xxxxxxx09
 

7. Configure where the button action is performed and assign button view permissions to user profiles.
8. Click Save.

Note: However, do note that creating a button to send documents for signatures from custom modules will not extend the Zoho Sign extension's behaviour of attaching a copy of the signed documents back to the associated record.

1. Create a template inside the Zoho Sign application by uploading the document and configuring the prefill and signer fields.
2. Associate the Zoho Form you are using to collect data with the template you created by integrating it with Zoho Sign.
3. Map the form data that has to be merged onto the document with the prefill fields in the template.
4. Add the recipient details from form data.
5. Select the Send the document's link to recipients email. action to take place upon form submission and integrate.

1. Create a template inside the Zoho Sign application by uploading the document and configuring the prefill and signer fields.
2. Create the required form in Zoho Forms with the necessary input data fields.
3. Integrate the form you created with the Zoho Sign template.
4. Map the form data that has to be merged onto the document with the prefill fields in the template.
5. Add the recipient details from form data.
6. Select the Redirect to Zoho Sign document. action to take place upon form submission and integrate.
7. Embed the Zoho Form in your website.

1. Set up your Writer account and create your business documents.
2. Once you finish drafting the document in its intended format and typesetting, open the automation pane and initiate a new sign workflow.
3. Add the recipients for the document and the respective the signer fields for each signatory.
4. Upon inserting all the required signer fields, configure the workflow for signature collection by adding the signer details and email content.
5. Set the document expiration duration, reminder frequency, and actions to be performed on the signed document and send the document for signing.

Yes, it is possible to perform the required task from a single click in Zoho Recruit. The functionality can be achieved by the combination of a custom button in the desired module and a custom Deluge function.
 

To do so:
 

1. Visit the following URL - https://recruit.zoho.com/recruit/Connections.do
2. Click Add Connection and select Zoho OAuth.
3. Enter the connection name and link name, and select the following scopes:
    
   1. ZohoSign.documents.ALL
   2. ZohoSign.templates.ALL
   3. ZohoWriter.documentEditor.ALL
   4. ZohoWriter.Merge.ALL
4. Click Create and Connect and grant the necessary permissions in the subsequent pop-up.
5. Open a record in the desired Zoho Recruit module.
6. Open the dropdown next to the default button at the top and click Create Button.
7. Enter a name for the button and select Details Page in the Where would you like to place the button? dropdown.
8. In the What action would you like the button to perform? dropdown, select Writing Custom Function.
9. In the following Deluge pop-up:
    
   1. Enter a function name.
   2. Click Edit Parameters and add a method parameter by selecting Candidate ID from the Select Field dropdown.
   3. Enter the following code with the appropriate keys and values inserted, and modify it where necessary.
      
      //Fetching keys for merge fields
      getfields = invokeurl
      [
          url :"https://writer.zoho.com/api/v1/documents/<MailMerge_Template_ID>/mergefields"
          type :GET
          connection:"<Connection_LinkName>"
      ];
      info getfields;
      
      //Fetching candidate data by ID
      candidate = zoho.recruit.getRecordById("Candidates",id);
      currentDateTime = now;
      sent_on = currentDateTime.getDate();
      cand_email = candidate.get("Email");
      
      //Construct key-value variable for mapping all mail merge fields with candidate data
      //Example illustrated below is for an offer letter document
      fields = Map();
      fields.put("Sent_On",sent_on);
      fields.put("Lead_Name",candidate.get("First Name") + " " + candidate.get("Last Name"));
      fields.put("Lead_Name.First_Name",candidate.get("First Name"));
      fields.put("Lead_Name.Posting_Title",candidate.get("Posting Title"));
      fields.put("Expected_Joining_Date",candidate.get("Expected Date of Joining"));
      fields.put("org.company_name","zoho");
      
      //Construct key-value variable for output settings
      output_settings = Map();
      output_settings.put("doc_name","Document Name");
      
      //Performing merge and store using Writer
      resp = zoho.writer.mergeAndStore("<MailMerge_Template_ID>",fields,output_settings,"<Connection_LinkName>");
      info response;
      doc_id = response.get("document_id");
      
      //Adding recipient email and configuring sign workflow settings
      recipientsList=List();
      recipientsList.add("test@example.com");
      recipientsList.add(cand_email);
      inputMap=Map();
      inputMap.put("subject","Please sign this offer letter.");
      inputMap.put("is_sequential",true);
      
      //Send document for signatures using Zoho Sign
      response=zoho.writer.signDocument(doc_id,"zohosign",recipientsList,"Doc Name",inputMap,"<Connection_LinkName>");
      info response;
       
   4. Save the function.
10. Save the button.

You may refer to the Deluge guide, especially the Writer tasks section, for detailed information on further modification and customization of this function.

This can be done as follows:
 

1. Visit Zoho CRM and click the Settings icon at the top-right corner.
    

2. Click Functions under the Developer Space.
    

3. Click the New Function button.
    

4. Specify the Function Name and Display Name, select Standalone from the category drop down menu, then click Create.
    

5. Click the Edit Argument link on the top of the page, enter the Parameter Name as "crmAPIRequest", and select the Type as String in the drop-down.
6. Click Save.

Note:

- Do not click Save and Execute.

- After the function is saved, search for the function using the function's name. Click the ellipses next to the function name and select REST API.
 

7. Enable the API Key option and copy the URL that is generated.
8. Paste the URL in a notepad so that it can be used in Zoho Sign, then click the Save button.
9. In Zoho Sign, you will need to enable a webhook to be called when documents are completed. In order to do this, open Zoho Sign -> Settings -> API Settings -> Create Webhook. Paste the URLs from the previous step.
10. Select the actions you want from those listed for making the webhook calls, then click Save.

Note:

- This can only be done by Zoho CRM admin.

- After saving this function, you will need to make this webhook as an invokable URL. In order to do this, click on setting icon next to the function name and choose Rest API. In the dialog box that appears, turn on the API key option. Copy the generated unique URL and note it for later reference.

When documents are sent for signature from CRM using Zoho Sing's extension, the documents will be updated in CRM. However, in other instances such as automation and workflow, this will not be done.

You need to create a custom callback function, which can be done by following the steps from Question 1.

Paste the following code: