What Is Zoho Sign?
How Zoho Sign Helps You
Sign Off On Documents
Zoho Sign 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 it. This level of oversight keeps the document signing process efficient. Users can readily identify any pending signatures, ensuring that all users have signed the document. Additionally, Zoho Sign enables users to set up automatic reminders, preventing important documents from being ignored. These reminders serve as a helpful tool to prompt users to complete the signing process in time.
Zoho Sign Partners
What Can We Do For You?
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 Zoho Sign, ensuring all documents are stored in a centralised location. Another critical process we specialise in is setting up signing workflows. This entails creating a list of users who are required to sign off on essential documents. Whenever a document needs verification, it is automatically sent to these designated individuals for their signature. Our team ensures that these processes are efficiently managed, enabling documents to be signed off promptly and without delays.
Zoho Sign Features
By using Zoho Sign, businesses can easily import documents from other services like Gmail or Microsoft Outlook. This ensures that they can send off important documents even if they are stored on other cloud platforms and allows for full versatility.
Zoho Sign understands the importance of data protection and provides ample options to backup templates and documents to preferred cloud services such as OneDrive, Zoho Workdrive or Dropbox allowing for seamless data management.
Multiple File Formats
Zoho Sign offers a highly customisable signing process for documents. One of the most useful features is the ability to add custom fields that must be completed before the document can be signed to ensure businesses get the information that they need.
Zoho Sign offers a feature where users with access to a document can leave comments to provide additional context about the document before signing off on it. This feature enables real-time updates, eliminating the need to send the file back and forth.
Zoho Sign comes with an essential feature that helps to ensure that all documents are signed on by their deadline. With its timed reminder feature, a reminder can easily be set to alert the signer to sign the document before the deadline with constant alerts.
Zoho Sign's recall feature allows users to retrieve a document that has been sent for signing in case of errors or changes in the content. This feature is particularly useful when a mistake is noticed or if the document is found to be incomplete after sending it.
Audit trails are a valuable tool that allows businesses to keep track of the signing process. With Sign, they can easily access a record of which documents have been sent to users, which ones have been signed, and which ones require reminders or follow-ups.
Zoho Sign is a software that strictly adheres to local and international laws, such as eIDAS in the EU and the ESIGN Act in the US, ensuring that all data stored is secure and that transactions of data are protected against any attempts by hackers to gain access.
Zoho Sign employs robust security measures to ensure that all documents and data are kept safe and secure from malicious attacks. The software utilises high-grade encryption, which means that only authorised users can access the documents.
Zoho Sign Queries
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 everything in the free plan and 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, the most comprehensive option, 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. These flexible subscription tiers provide businesses with the choice to select the plan that best suits their requirements. Click here to learn more.
Zoho places 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. Furthermore, Zoho incorporates authentication mechanisms to verify the identity of users during sign-in procedures. Employing multi-factor authentication, Zoho establishes multiple layers of security, requiring users to successfully navigate through several steps to access their accounts. For instance, users need to provide their login credentials, followed by a one-time password sent to their registered email address or mobile phone via SMS to validate their login. This layered approach significantly enhances the security of user accounts and their data. Specifically in the context of Zoho Sign, documents signed or transmitted through the service are encrypted in transit, and only the designated document recipients possess the unique decryption keys. This ensures that only authorised individuals can access and decipher the document, maintaining a high level of security and data privacy. Zoho's stringent security practices guarantee the confidentiality and integrity of user data throughout their services. Click here to learn more.
Configuring the signing method is a straightforward procedure, but it's important to note that only users with administrator accounts can determine the signing method. Begin by accessing the "settings" tab and proceed to "account settings." This will display a list of options, including the "signature input modes." By entering the "signature input modes" section, businesses can choose the preferred signing method for their documents. This option allows businesses to specify whether signers should use typed signatures, drawn signatures, or uploaded signatures. This flexibility ensures that businesses can achieve the desired level of authentication for their documents, tailoring the signing process to their specific needs.
Zoho Sign Integrations
Numerous Zoho applications seamlessly integrate with Zoho Sign, with a prime example being Zoho Mail. When using Zoho Mail, businesses can utilise Zoho Sign to imprint signatures at the bottom of their emails, enhancing their security and legitimacy by affixing personal signatures. This ensures that every email sent through Zoho Mail carries a trustworthy and verified seal. Furthermore, Zoho CRM offers integration with Zoho Sign to ensure that closed deals are fortified with signatures, instilling reliability and credibility in business interactions, potentially leading to new opportunities. Additionally, Zoho Invoice can also be integrated with Zoho Sign to guarantee that any invoices sent are authenticated with business signatures, further solidifying the trustworthiness and authenticity of financial transactions. In summary, Zoho Sign's integration with various Zoho apps like Zoho Mail, Zoho CRM, and Zoho Invoice enhances the security, legitimacy, and reliability of email communications, deal closures, and financial transactions through the addition of personalised signatures.
Google applications are highly valued and widely adopted for their versatility across various industries. When integrated with Zoho Sign, these applications become even more powerful and versatile. For instance, in Gmail, Zoho Sign can be seamlessly employed to add official and legitimate signatures to emails, enhancing their credibility and professionalism. Moreover, Zoho Sign can be effectively utilised with documents shared via Google Drive. This integration simplifies the signing process for clients, ensuring a straightforward and efficient method for signing important documents. In summary, integrating Google applications with Zoho Sign enhances their utility and effectiveness, allowing businesses to add official signatures to Gmail emails and simplifying the document signing process for clients using Google Drive, ultimately streamlining communications and document management workflows.
The same rationale for integrating Google applications applies to Microsoft applications, which are also widely used and versatile. These popular services can seamlessly integrate with Zoho Sign, including applications like Microsoft Outlook. When a user sends an email from Outlook, they can easily add their official signature, affirming the legitimacy of the email. Furthermore, Zoho Sign can be utilised with Microsoft Office applications, enabling businesses to affix signatures to documents created within Microsoft Office, thus confirming their authenticity and official status. In summary, Zoho Sign's integration with Microsoft applications, including Outlook and Microsoft Office, enhances their functionality by allowing businesses to add official signatures to emails and documents, bolstering their credibility and professionalism.