Zoho Sign: Digitally Request Signatures Or Sign Documents


The massive influx of remote work in 2020 has spawned many new collaboration tools. But sometimes, the simplest jobs, like signing documents, are the ones that may seem the most difficult for companies to overcome. This is exactly the function Zoho Sign aims to help with.

The tool was actually launched years before the pandemic hit. But last year brought in a lot of new users – and thus some new features to serve them more effectively.

In addition to just signing documents, Zoho Sign aims to provide a secure platform that helps teams automate certain functions. And with many features and integrations, it can be a huge time saver for both remote and traditional teams.

Zoho Registration

Zoho Sign was originally launched in July 2017 to facilitate digital document signing and automation. It is available on the web, mobile apps, and as a desktop app for Mac computers. As with many Zoho platforms, it automatically integrates with a variety of other tools in the Zoho One ecosystem.

The tool works in multiple directions. You can digitally sign documents yourself and email signed copies to employees or clients. Or you can send documents to others to request signatures, or even sign documents on the spot.

Multiple plans are available, ranging from free to $ 20 per month for the Enterprise plan. For teams that need to send and sign multiple digital documents, the Enterprise Plan is one of the few in the industry that offers unlimited document signature. However, more affordable options are available for those with fewer digital signature needs.

Easy signatures

Facilitating digital signatures is the primary function of Zoho Sign. Here’s how it works. If you need a signature from someone, just upload the document and add their contact information. Zoho will send it to them, give them everything they need to sign, and update you when finished. You can even send reminders directly from your dashboard.

On the other end of the process, you can also use it to sign documents yourself. On your dashboard there is a section of documents waiting for your signature so you can quickly review and sign them all. To start signing up, just enter your name, role, and email. You can also create a personal profile that includes your digital signature to facilitate signing. Then, you can also view analyzes about completed documents, as well as those that have been rejected or in progress.

Zoho Sign also includes some advanced features such as the ability to customize documents and requests. For example, you can add your logo and create document templates. You can also create signatures, such as document approvals and signatures.

protection

Some of the documents that you need to sign or sign may contain sensitive information. So it is important that your document signing software has enough security features.

Zoho Sign includes military encryption and blockchain technology to keep documents and workflows safe. You can also authenticate documents and signatures to ensure your processes are followed. The tool also complies with electronic signature laws such as ESIGN and eIDAS.

Chandramouli Dorai, Product Marketer at Zoho Sign & Vault, said in a phone interview with Small Business Trends, “Not many small businesses know the difference between an electronic signature and a digital signature. An electronic signature is basically just an image of your signature added to a document. Legally, but it can be easily forged. The digital signature cannot be tampered with, so it provides more security. Zoho Sign is a digital signature platform. ”

Integrations

Zoho Sign integrates with more than a dozen platforms in the Zoho ecosystem and beyond to facilitate digital signatures. Within Zoho tools like Zoho CRM, you can easily request document signatures on the same dashboard. This can be a powerful and time-saving automated effort for sales, setup, or customer service teams.

Dorai explains, “If you get a new lead coming into Zoho CRM, you can automatically send them an NDA as part of their normal workflow without leaving the original app.”

But there are also integrations with other platforms like Microsoft Teams, Gmail, and Zapier. So, even if you, your team members, or your customers operate from these other platforms, completing digital signatures should be relatively easy.

Remote work updates

Starting in March 2020, Zoho Sign began to notice a spike in signups. In fact, the number of users increased by almost three times the normal rate. This usage grew on a global scale, from Asia to Latin America. So one of the first updates that I prioritized Zoho was to improve the tool’s ability to work around the world.

“To meet the needs of this new audience, we have started rolling out Zoho Sign in more regional languages. So the entire document signing process is now available in 12 languages. We have plans to increase that to 24 languages ​​by the end of 2021,” Dorai says.

However, this was just one of the many updates that Zoho Sign added over the past year to meet this new demand. Others include:

  • Launching new Mac and iPad applications
  • Increased upload limits from 25 documents to 40 documents at once
  • Adds more integrations within the Zoho ecosystem
  • Added additional integrations with third-party tools such as Microsoft Teams
  • Mobile platforms optimization
  • Offer cloud backup options
  • Allow full customization of email templates

Zoho is constantly improving its full suite of products to meet the demands of companies today. The past year has changed a lot about how companies operate. Zoho Sign provides a simple but complex solution to a common problem. So, along with its integration with other Zoho One platforms, this tool has persisted and will likely remain a large part of remote process support.


More at :, Zoho Corporation




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