Send documents to be signed through Zoho People
Topics covered in this article
This article covers how to send and sign documents to be signed, by using Zoho People.
Who is this article for?
HR
Prerequisites
Before proceeding, ensure you:
- Have access to the settings area Zoho People
Upload a document to be signed
The first step in this process is to upload a file to be signed. To do this, access Zoho People, click "Operations" and then "Files":
From here, click on the "E-sign documents" and then on "Send for signature":
Upload a document and fill all details like folder, document name, message and the recipients:
Press "Send" when ready. A new "Zoho Sign" window opens. From here, select the recipient [1] and drag and drop the fields to include in the document [2]. Once ready, press "Send" [3]:
In this example, the employee is required to write their name and signature, but other fields could be included: email, date, job title, etc.
Check signed documents
To check the status of sent documents, go to Operations - Files and click on "E-sign documents":
Additional resources
Next steps
Read the Sign documents through Zoho People for more information on how to sign documents.
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