Zoho Sign Partners

What Is Zoho Sign?

This software offers a seamless and efficient solution for digitally signing a wide range of documents. Our team of Zoho consultants in the UK ensures that the application eradicates the cumbersome process of printing, physically signing, and then scanning documents, leading to a significant reduction in time, effort, and costs associated with traditional paper-based transactions.

Click the sections below to expand features

Document Management

Remote Collaboration

Document Signing

Customisation

Security

Document Management

Easy Import

By utilising the application, businesses can seamlessly import documents from other services such as Gmail or Microsoft Outlook. This capability ensures that they can transmit essential documents even if they are stored on other cloud platforms, thereby providing full versatility and convenience.

Cloud Backup

The software offers numerous options for backing up crucial templates and documents to preferred cloud services such as OneDrive, Zoho Workdrive, or Dropbox, facilitating seamless data management.

Multiple File Formats

The software is versatile and supports an extensive range of file formats, providing businesses with the flexibility they need to sign off on various types of documents. With this capability, they can sign off on files in formats such as PDF, DOCX, JPG, PNG, and many others.

Field Addition

The application offers a highly customisable signing process for documents. One of its most useful features is the ability to add custom fields that automatically incorporate important details into the document, such as dates, company names, or images.

Remote Collaboration

Real-Time Commenting

The software provides a feature allowing users with document access to leave comments, offering additional context before signing it off. This facilitates real-time updates, eliminating the need for back-and-forth file exchanges.

Reminders

The application includes a crucial feature to ensure timely document signings. With its timed reminder feature, users can easily set reminders to prompt signers to complete document signatures before the deadline.

Document Recall

The recall feature enables users to retrieve a document that has been sent for signing, offering a solution for errors or content changes. This functionality proves particularly useful when mistakes are identified or if the document is incomplete after being sent.

Complete Control

The software offers a hassle-free and straightforward method for managing document responses. It allows for quick and efficient approval or rejection of requests, as well as sending documents to the required signing parties with just a few clicks.

Document Signing

Multiple Signatures

The application provides a distinctive feature enabling users to upload multiple signature options for testing and selection. This ensures that the chosen signature best fits the specific document, allowing users to select their preferred signature.

In-Person Signing

With this feature, users can utilise their laptop or mobile device for in-person signing, conducting real-time signing sessions hosted by a user. This provides a quick and efficient method of gathering signatures.

Mobile Signing

The application provides the convenience of mobile accessibility, enabling users to sign documents while on the move, freeing them from the constraints of desktop computers. The mobile app is compatible with both iOS and Android devices.

Customisation

Templates

This feature enables users to create and save commonly used documents or signature details as templates, minimising the need for repetitive document creation and enhancing workflow efficiency for businesses.

Branding

Apart from its functional utility, the signature feature can also serve as a branding tool. Integrating brand colors, logos, and other elements into a signature lends a professional and branded appearance to the business's signed documents.

Vernacular Signing

This feature facilitates users to sign and read documents in their native language, thereby simplifying the process for international users to sign documents in their preferred language.

Security

Advanced Authentication

The application employs various security measures to safeguard user accounts. One key method is multi-factor authentication, which necessitates two or more forms of verification to confirm a user's identity such as a password and an email confirmation.

Audit Trails

Audit trails serve as a valuable tool for businesses to monitor the signing process effectively. With this feature, businesses can readily access a log of documents sent to users, track signed documents, and identify those needing reminders or follow-ups.

Legality

The software strictly complies with local and international laws, such as eIDAS in the EU and the ESIGN Act in the US, to ensure the security of all stored data and protect data transactions from potential hacking attempts.

Bank-Level Security

The application employs stringent security measures to safeguard all documents and data from malicious attacks. It utilises high-grade encryption to ensure that only authorised users can access the documents, thus enhancing overall data security.

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How Zoho Sign Helps You

Sign Off On Documents

In an age of digital transformation, this software emerges as a powerful solution to the document signing process. This software offers an approach that eliminates the need for in-person signatures, allowing individuals to securely sign any documents digitally removing the need for in-person attendences.

Configure Workflows

It empowers users to design and implement effective document signing workflows, ensuring that documents are signed efficiently and correctly. With this feature, users have the flexibility to define the sequence in which individuals should sign the document and the manner in which it should be delivered to the recipient.

Configure Workflows

Track Statuses

The software offers a valuable feature that allows users to monitor the status and progression of their documents during the entire signing process. This functionality enables users to ascertain whether the document has been sent, viewed, and signed, along with identifying those who have interacted with the document.

What Can We Do For You?

At Digital Scientists, we understand the challenges associated with the time-consuming task of signing important documents. However, our team is well-versed in effectively harnessing the power of this software to streamline and secure official documents and emails using an automated signature system. With our expertise, businesses can expedite and simplify the document signing process, ensuring the legitimacy and security of their vital business materials.

Our Expertise

Our experienced team possesses a wealth of knowledge in effectively utilising the application as we partner with the software. We excel in automating various processes, including sign-off automation and reminders. With our expertise, we can guide businesses in automating their signing processes, reducing the time spent on cumbersome tasks such as signing off on invoices. This efficiency ensures smoother operations and greater productivity.

Documents

Our team at Digital Scientists is equipped to assist businesses in a wide array of processes, and one key area of focus is document management. With our support, businesses can seamlessly back up their documents to cloud solutions like Google Drive or Office 365. Furthermore, we can facilitate the import of documents from these cloud services into the application, ensuring all documents are stored in a centralised location.

Customisation

Additionally, our team is proficient in customising signature templates for businesses. We can create a foundational template for signatures, complete with brand logos and colors, ensuring that the brand identity is consistently reflected in each signature. These brand elements are crucial for authenticating and legitimising documents and emails. Without them, signatures may lack the necessary context for recipients to identify businesses.

Zoho Sign Queries

Is Zoho Sign Free?

Certainly, Zoho Sign offers a free option, but it's limited to just one user and basic features. This free plan provides access to in-person and digital signatures, reminders, notifications, document and folder management, and more. However, businesses looking for more advanced capabilities can explore other subscription options. Upgrading to the Standard plan grants access to additional features such as integration options and approval actions, which can significantly enhance document workflows. For even more extensive features, the Professional plan offers unlimited documents, template uses, and the ability to rebrand emails and signatures to maintain a consistent and professional image. The Enterprise plan allows for bulk document signing, automatic cloud backups, bulk document sending, and various other advanced features, making it ideal for larger businesses with high-volume document management needs. Click here to learn more.

Is Zoho Sign Safe?

Yes, Zoho is safe. They place the utmost importance on the security and protection of sensitive client data across its services. The company implements rigorous security measures to safeguard user data comprehensively. From the moment documents are uploaded, Zoho initiates encryption, a process that encodes the data into an indecipherable format, which can only be deciphered with the corresponding encryption key. This stringent encryption ensures that any data stored on Zoho's servers remains securely shielded from unauthorised access. Click here to learn more.

Can I Sign More Than 1 Document At A Time?

To send multiple documents for signature simultaneously, an enterprise-level business plan is needed, which provides this feature. The process is straightforward. On the dashboard, click on "Send for Signatures." A prompt will appear, allowing users to either drag and drop or import the necessary files. Simply select the required files and then press the "Upload" button. Once this is done, the documents will be available on the dashboard, ready to be sent to the designated users for signing. Click here or here to learn more.

How Do I Collect An In-Person Signature In Zoho Sign?

Initially, users should select the "Send For Signatures" option and upload the document(s) that require signing. Following this, the document should be specified as intended for in-person signing. This will prompt the appearance of two new sections: "Host" and "Signer." Hosts are the individuals responsible for overseeing the signing session, while signers are the users who will sign the document. Designate the host and input the details of the signer(s) in the signer section. If there are multiple individuals who need to sign the document, their information can be added. Once this is complete, press "Continue." The host will receive the document and can retain it until the signer is present to sign it in-person.

How Do I Change The Type Of Signing Someone Can Use?

It is important to note that only users with administrator accounts can determine the signing method. Head to "Settings" > "Account Settings." This will display a list of options, including the "Signature Input Modes." By entering this section, the preferred signing method for the documents can be chosen.

How Do I Add Another User To The Signature List?

This feature, too, is exclusively accessible to users with administrator accounts. To get started, head to Zoho Sign and locate the "Users" page within the settings. Here, users will find a "Pending Invitations" button, which displays the list of recipients the document was sent to. To remove a user, simply delete their invitation. Conversely, to add a user, click the "Add User" button and input their details accurately. This will invite them to the signing session and ensure all the right participants are included.

Zoho Sign Integrations

Zoho Apps

Numerous Zoho applications seamlessly integrate with this software, with a prime example being Zoho Mail. When using Zoho Mail, businesses can imprint signatures at the bottom of their emails, enhancing their security and legitimacy by affixing personal signatures. Furthermore, Zoho CRM integrations ensure that closed deals are fortified with signatures, instilling reliability and credibility in business interactions. Zoho Invoice can also be integrated to guarantee that any invoices sent are authenticated with business signatures, further solidifying the trustworthiness and authenticity of financial transactions.

Zoho CRM

Zoho Desk

Zoho Mail

Zoho Writer

Zoho Flow

Zoho People

Zoho Recruit

Zoho Invoice

Google Apps

Google applications are highly valued and widely adopted for their versatility across various industries. Integrations with applications like Gmail can be employed to add official and legitimate signatures to emails, enhancing their credibility. Moreover, this can extend to Google Drive's document sharing process allowing the recipient to sign off on any documents sent from the service.

Gmail

Google Drive

Google Suite

Microsoft Apps

The same rationale for integrating Google applications applies to Microsoft applications, which are also widely used and versatile. Applications like Microsoft Outlook can integrate with the software, allowing users to easily add their official signature, affirming the legitimacy of the email. Furthermore, this can be utilised other Microsoft Office applications, enabling businesses to affix signatures to documents created within Microsoft Office, thus confirming their authenticity and official status.