The @Sign integration provides a powerful internal editor that allows you to manage Zoho Sign templates directly within Salesforce. While you can still use the native Zoho Sign interface for legacy documents, our built-in editor streamlines your workflow by keeping document design and CRM data in one place.
Salesforce
Navigate to "Sign Templates"
Click on "New"
Click on "Upload Files Or drop files"
You can change the name of the template, by default it will be called "New template"
To create a new field, select the role in the sidebar and then you can drag and drop fields on the document. You can add additional roles by using the "Add role" button.
To create a new text field, you can drag the text field on the document
When you focus on a field, a card will appear in the sidebar "Field details". Here you can set the name, label and other options of the field.
Drag to pan
You can also set the font size of the content of this specific field.
At the bottom right side of the field, you can resize the field (horizontal and vertical).
The fields of the "prefill by you" role, are the fields that need to be filled out before you send out the contract, fields marked for an other role are filled by that person.
Now we will create a signer role. Click on "Add role"
Under the role settings, you need to fill out the details of the role. The role name is for internal purposes, so you can identify the signer. You can set a default name and email for this person. The type defines what this person has to do, sign, approve, view, ...
We will create an other role called "HR" that also needs to sign.
Now you can create fields for the specific roles, each role gets a color and the field will appear in the color of the role. At the bottom of the sidebar you can find an overview of all the fields in the document. Click on the card, to navigate to that field.
At the bottom of the document, we will set the signature part of the contract
Zoho Sign
Login into Zoho Sign and navigate to "Templates"
Search for the template and press edit, or create a new one
On the first screen, you can manage the documents and signer roles
Click on "Continue"
On the second screen you can manage the fields of the signer roles just like in Salesforce.
Click on "Save"
