Zoho Sign for Orchestly

Zoho Sign for Orchestly

Zoho Sign lets you add electronic signatures to your business documents. You can either sign the documents yourself or send it out to others for signatures.


Requirement: User must have accounts in both Zoho Sign and Orchestly. 

Business Scenarios

  1. Sign invoices and estimates before sending them to customers
  2. Send job offers and get it signed right within Orchestly
  3. Get confidential documents signed for filing income tax or sales tax
  4. Allow new employees joining your organization to sign NDA documents
Explore more business scenarios of Zoho Sign for Orchestly. 


How to install Zoho Sign for Orchestly

  1. Navigate to  and select Extensions. 
  2. Navigate to  All Apps and select the Zoho Sign for Orchestly extension.
  3. Click Install to view the extension details.  
  4. Under  General , fill in your custom preferences for the extension.
  5. Under  Connection , authorize the extension using your Zoho Sign account. 
    1. Only the organization owner can authorize the Zoho Sign extension. All the activities performed in this extension by the user or the organization owner will be performed through the authorized Zoho Sign account. 
  6. Under  Application Settings , choose your preferences for files and attachments. 
    1. Choose file fields to be included in the widget
      1. Only the selected files can be used to add signatures. 
    2. Do you want to save the signed files in Orchestly? 
      1. On choosing this option, a copy of signed documents will be retained in Orchestly in addition to being saved in Zoho Sign. 
    3. Do you want to allow users to access the same document through consecutive transitions?
      1. On choosing this option, a document can pass through multiple transitions wherein it gets signed by different users in each transition. 
    4. Do you want to include attachments from the job?
      1. On choosing this option, users will be able to add signatures to attachments in addition to files. 
  7. Click Save. 



Installing this extension lets you use two functionalities of Zoho Sign: Sign yourself and Send for signature.  

Sign a document yourself using Zoho Sign in Orchestly  

Access privilege : Sign yourself can be performed by any user in the organization.

Configure a blueprint: Sign yourself 

  1. Navigate to    and select  Automation.  
  2. Select an existing  Blueprint or create a new one. 
  3. Click a transition to view its details in the right panel.  
    1. Navigate to  During tab, click the  Add button near Widgets, and select  Zoho Sign for Orchestly — Sign yourself  from the dropdown.
  4. Publish the blueprint. 

Perform a job: Sign yourself 

While performing a job mapped to the above blueprint,
  1. A pop-up prompts you to choose the documents to be signed.
  2. On selecting a document, the page redirects to Zoho Sign.
  3. You can use fields as placeholders to add your signature and other details.
  4. Once done, click Finish. 
  5. You will be redirected back to Orchestly and the transition will be completed. 



You can view the details of the signed document under  Sign Activities. If you opted to save the signed document, a copy of it will be added to attachments. 

Send a document for signatures using Zoho Sign in Orchestly 

Access privilege : Send for signatures must be performed only by the organization owner or users who are part of the org owner's Zoho Sign account. The other users will not have enough privileges to send documents for signatures.

Configure a blueprint: Send for signatures 

  1. Navigate to     and select  Automation.  
  2. Select an existing  Blueprint or create a new one. 
  3. Click a transition to view its details in the right panel.  
    1. Navigate to  During tab, click the  Add button near Widgets, and select  Zoho Sign in Orchestly — Send for signatures  from the dropdown.
  4. Publish the blueprint. 

Perform a job: Send for signatures 

While performing a job mapped to the above blueprint,
  1. A pop-up prompts you to add the following details:
    1. Document Name : Enter a name to save the signed document. 
    2. Recipient Email Address : Enter multiple recipient addresses separated by a comma.
    3. Attachment : Choose the documents to be signed.
  2. Click  Send.
  3. The page will redirect to Zoho Sign where you can configure other additional details. Once done, click  Continue.  
  4. Add necessary fields as placeholders to the document. The added fields will be filled by the recipients. 
  5. Once done, click Finish. 


You will be redirected to Orchestly and a request email will be triggered to the recipients. The status of these documents can be tracked from the job. Click the transition button to view the current status. 



Once the document is signed by all recipients, the job automatically moves to the next transition. You can also choose to move the job even before the document is signed by the recipients. Click the hyperlink at the bottom of the screen to move to the next transition. 
 
Once all your recipients have signed the document, you will receive an email notification attached with a certification of completion. You can view the details of the signed document under  Sign Activities. 

Note:
The size of the documents cannot exceed 10 MB.
The supported file types are: pdf, jpg, jpeg, png, doc, docx, odt, rtf, txt, html, htm, tex, sxw, xls, and xlsx.

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