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Installation Setup

Sign Mappings

Sign Mappings are the core of @Sign’s automation capabilities. By creating a mapping, you define exactly which Salesforce fields (from any object like Leads, Contacts, or Opportunities) should populate your Zoho Sign templates. This eliminates manual data entry, reduces errors, and ensures that every contract sent is personalized and accurate.

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Navigate to "Sign Mappings"

Step 1: Navigate to "Sign Mappings"
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Click on "New"

Step 2: Click on "New"
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Give the mapping a name

Step 3: Give the mapping a name
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Select a Sign Template that you want to use

Step 4: Select a Sign Template that you want to use
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Select the object where you like to use the template/ mapping on

Step 5: Select the object where you like to use the template/ mapping on
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Click on "COMPLETED"

Step 6: Click on "COMPLETED"
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Click here

Step 7: Click here
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Check "Download Signed Document"

Step 8: Check "Download Signed Document"
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Click on "Edit"

Step 21: Click on "Edit"
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Click on "Close"

Step 22: Click on "Close"