Unlocking Online Signature Legitimacy for Marketing in European Union

How to eSign a document: online signature legitimacy for Marketing in European Union

greetings everyone glad to meet you all in this very first webinar for this year from Zoho sign which is digital signatures for digital first businesses in 2024 I am nand m a product marketer and I'm joined today on the panel by Sai anath our senior product marketer who will be helping with answering the questions that you post so yes let's get started first let me walk you through the agenda we will first be going through an introduction to digital signatures and Zoho sign followed by which I will take you through a walk through of the basic features in Zoho sign such as signing documents and collecting signatures followed by this we will go through the advanced features such as templates and sign forms and we can also see how to track documents and manage them as well using Zoho sign the most pivotal part of the webinar comes towards the end where we can see how you can can expand your current usage of Zoho sign for all of your other business verticles say for instance CRM hrms and finance to name of few let me begin this webinar with a question even in this digital era do you continue to do paperwork like this if you do you would be no stranger to this cumbersome process of drafting paperwork printing scanning and making multiple copies of documents signing them with wetting signatures faxing them and mailing documents to to recipients collecting signatures formalizing documents after turnaround collecting payments raising invoices and bills securely storing documents and retrieving them at times of needs such as in case of audits pH that was tiring even to listen to wasn't it this is because physical signatures bring forth many roadblocks and challenges especially for digital first businesses some of which are paperwork being scattered across the workplace repetitive cumbersome and time consuming documentation and concerns being raised about trust security and legal compliances with businesses becoming fast-paced and expanding globally as well as hybrid after the pandemic digitization of paperwork is a crucial step for businesses to adopt if they want to stay competitive in the market that is why digital first businesses are constantly on the lookout for comprehensive digital signature tools that not only help them to draft agreements but also to collaborate with stakeholders automate their workflows help them with enabling ID verification and also with collecting payments as well as signatures so now let's take a quick look at what digital signatures are simply put digital signatures are unique to the sign document and to the particular signer much akin to our own fingerprints every document that is digitally signed will have a unique digital signature certificate appended to it these are secure non-repudiable tamperproof and eco-friendly alternatives to wetting signatures but with digital signatures arise a new set of challenges how can we ensure that the right recipient views our documents are digitally signed documents entirely tamperproof if so how how do we transition to digital signing with lots of pre-existing data stwn across apps in multiple verticals such as CR M hrms and finance apps do digital signatures fit across all business verticals and how about digital signature legality and compliance especially when doing business globally that is where Zoho sign comes in as a single stop solution for all your digital signature needs Zoho sign is a comprehensive cloud-based digital signature app that you can use to sign send and manage legally binding documents features such as signer Ro settings templates sign forms bulk signing and bulk sending document tracking and management and Report generation makes Zoho sign the trusted choice of 35,000 plus businesses moreover Zoho sign has Regional Provisions for qualified electronic signatures and advanced electronic signatures as well which comply with the regional electronic and digital signature laws such as pip in Canada the eign act in the USA Eis in the European Union actor across African nations ITA 2000 in India and ETA in Australia and other parts of Southeast Asia Zohan further integrates with trust service providers such as udra singpass unataka idology swisscom and Trust Factory to name a few to provide Trust Services like identity based digital authentication and digital signatures trusted document time stamping and electronic stamp Duty payment Zoho is renowned for its its urance to strict data privacy regulations and for its platform security and by extension Zoho sign complies by these regulations from military grade encryption to multiactor authentication and single sign on provision without thirdparty trackers or ads automated backup for cloud storage and compliance with gdpr HIPPA ISO 901 FD CFR title 21 part 11 EU volume for GMP anx1 and more Soo sign leaves no stone UNT in ensuring a secure signing experience for its users you can use Zoho sign across all popular platforms such as web browsers Android OS iOS iPad OS Mac OS and windows OS and also sign on the go by retrieving documents from your cloud storage apps if you use any of these Zoho or thirdparty apps already you can directly integrate Zoho sign without the hassle of app installation or data migration Zoho sign is tightly integrated with all these mentioned Zoho apps Microsoft apps Google apps CRM apps integration platforms and cloud storage apps amongst others you can also custom integrate using developer tools such as apis web Hooks sdks and so on with your existing apps so now we have seen an overview of Zoho sign now let us see how to use the features inside Zoho sign for which you first need to have an active Zoho sign account so let me show you how to sign up and then sign in to Zoho sign to do so first on your web browser type sign. zoho.com or zoho.com sign and you will be taken to this page here you can sign up starting by typing in your email address and then your password your phone number and agreeing to the terms and conditions and clicking on sign up you can also choose to sign in using your pre-existing Google account LinkedIn account Microsoft 365 account and so on once you've done this you can start signing in directly but the first time that you sign up for an account the Zoho sign account will ask you if you want to create an organizational account where you want to be an admin or if you want to join an existing account as a user so now you can sign in using the button on the top right corner so here you can sign in using your email address or using any of these mentioned apps such as Google Facebook LinkedIn Microsoft 365 GitHub and so on so here I'm logging in using my email ID and once I click next I should be able to type in the password as well so once you do that you can click sign in and you will be taken to the Zoho sign homepage which will look something like this so now let us explore a few of the features on the homepage so on the left hand panel you should be able to see the dashboard which has the sign Buton button which will bring you to the homepage irrespective of whichever page that you are on followed by documents templates sign forms reports settings and a plus icon that will allow you to send for signatures sign yourself and use templates from any of the tabs that you're on moreover there will be options to send for signatures and to sign yourself in the center of the screen on the top right corner next to your profile image you should be able to see a loudspeaker icon and you can click on that to view any new announcements at the bottom right corner is a question mark image that you can click to list out all the knowledge based articles that are relevant to the current page that you're on so since we are on the homepage it shows all the articles that are already there on the knowledge based site of Zoho sign so now that you have signed in and looked at the dashboard and the basic um homepage let us see how you can set up your profile to do that you need to click on settings and choose profile from underneath General you will be taken to this page where you can edit your profile details so here you can edit the signature and initial by clicking on the pencil icon so here you can type in your signature and your initial and the signature wizard will suggest a few options for you to choose from you can also choose to draw your signature and your initial and also choose to upload your signature and initial as well so I'm going to be typing it out here and letting the signature visard do the job of generating the signature so let me just type my initial and I will choose the first option here and click okay and the profile will be updated I can further edit my stamp in a similar Manner and also change my details here such as the company name job title date format and so on and click update and the profile would have been updated successfully now that we set up the profile let's see how you can use the basic features of Zoho sign that is to sign documents yourself and then to send documents out for signatures so let's start by seeing how you can sign documents yourself to do that you need to First click on the sign yourself button from the homepage and here you should be able to add documents either from your device or from your cloud storage app such as Zoho work drive Dropbox box Google Drive and one drive to name a few you can attach your files directly from here or you can choose to upload one from your device as well so I'm choosing to upload a basic non-disclosure agreement so I will open that and once it uploads I can click on continue and then it will take me to the document viewer page here I will be able to add the necessary fields that I want so first I'm going to be adding assign date and this will get autop populated to the date that I'm signing this document on I can further format the date details here further I would like to add my full name which will also get autop populated ing to the data that we have given on the profile now in case you do not want to drag and drop these fields you can pre-fill your document with unique identifiers called text TXS before you upload them and then the fields will get autop populated here if you want to know how to generate text TXS you can look at our knowledge based articles or also go through our social media Pages for the help videos so let's also add a signature field on both the pages of this document so I'm going to insert a signature field at the bottom right corner but say this was a 500 page document and I wanted the signature to appear at the same spot across all 500 pages it would be difficult to drag and drop right so the easier option would be to right click on the particular field and choose Place fields on other pages so this will allow me to place the same field in the same spot across multiple pages in the current document or on all documents and also choose a page range or if I want it to appear across all pages so once that's done I should be able to see that the signature field has appeared at the bottom right corner of the second page as well now I can choose to sign this document so it should say finish here but since we have already integrated with a few trust service providers it says sign wire so I'm going to choose Zoho sign to sign this document so once that's done the document would have been signed successfully and I can send this out to recipients all I need to do is type in their email addresses so I'm going to send this to David so I fill in their recipient details and click Send now I can see the completed document under the documents tab on the dashboard and I can choose the subcategory completed to see the basic non-disclosure agreement listed here further Zoho sign provides a completion certificate absolutely for free to download that you can scroll to the right and choose the ellipses pertaining to the particular document under the actions column here you should be able to see an option to download the completion certificate so once the completion certificate is downloaded it should look something like this where you can view the entire summary of the document and all of its details so the document ID the document name who was it sent by their organization the signers the signing order all of this will be specified in the certificate of completion which you can download for free so yes that is how you sign documents yourself on Zoho sign now let us look at how you can send documents out for signatures using Zoho sign to do this you need to First click on the send for signatures button from the homepage you can now add documents from your device from your cloud storage apps or you can also use templates about which we will see in the upcoming slides so I'm again going to down upload a particular document from my device which is the room rental agreement and once it uploads the document name will get autop populated at this stage you can upload up to 40 documents as long as each document does not exceed 25 MB and the total document size does not exceed about 40 MB so you can scroll down and start adding recipients as well so here you should be able to add yourself as a recipient or even add bulk recipients so Zoho sign currently allows you to add up to thousand recipients to send uh this document to in the bulk recipient option however you should remember that in the bulk sending option you are not sending a single do docment and getting thousand different signatures on it you're creating thousand different copies of these documents and sending each of those thousand individual copies to thousand different individuals so you will receive back thousand copies of the document each one within different individual signer signing on it to try this out you can download a sample CSV file that is a comma separated values file because when you're bulk sending uh any document it requires you to upload the recipient details on a comma separated values file so you can try that out by downloading the sample CSV file and uploading it here so now let us look at how you can create a workflow to do that you can add yourself as one of the recipients and maybe add another recipient David Zilker in this case you can even set a signing order that is ensure that a particular signer signs first before the second recipient receives the document so you can do so by editing on the box next to there email address so now I'm setting the signing order with John Martin as signer one and David Zilker as the second recipient meaning that only after John Martin performs their assigned action can David Zilker start performing their action you can change the action of the recipients in this drop- down menu where you can choose between them needing to sign the document to them being an inperson signer an approver or just somebody who receives a copy of the document you can further edit how they notified of the document request so you can choose between an email or an email plus SMS you can further customize by clicking on the customize option you can add a private note and in this case this private note will only go to John Martin the recipient we have chosen so let me just type a private note that read please sign this by tomorrow so once that's done only John Martin will be receiving this you can further enforce an authentication type starting from an email OTP and OTP an offline code or a dynamic knowledge based authentication code which is currently only available in the US data center you can also choose from 22 languages to set your email and interface language in after setting this you can further scroll down to find the trust service providers that you can enable for your signers to sign using so you can choose particular providers for them to sign with or you can choose for them to Pro sign with all the providers iders that you have enabled so here I'm going to be checking the radio button that will allow them to sign using all the providers that we have enabled once that's done you can save your customizations and scroll further down to find more settings you can determine settings such as the number of days required to complete the document and the agreement validity date which can be chosen between forever or a selected date so I'm going to choose a particular date here I'm going to choose say February 29th as the date when the agreement will stop being valid you can also choose between a document type as well as a folder once that's done you can also add a common description for all the recipients so this can read something like this is a room rental agreement just a descriptor about what the document is and what it contains once that's done you can click the toggle switch to enable automatic reminders and also set a frequency for how often the reminders must go you can also type down a common note to all recipients so I'm going to type all signatures are mandatory as a common note to all the recipients once this is done you can save and close the signature envelope here itself and resume editing this later or choose continue to be taken to the document viewer page at this stage if you again do not wish to drag and drop your Fields nor do you wish to add text TXS before uploading the document you can always upload a fillable PDF and you can be assured that the document will automatically generate the fields once it comes to the document viewer page so here we will be first adding name fields for all three of them followed by signature Fields just for John Martin and for David zilka So as you are able to see here each of the recipient is differentiated using a different color and all of their fields are ingly colored so you might have already noticed that John Martin the prefill field is autop populated based on the data that we provided on our profile so once that's done you can do further actions such as applying a field template about which we will learn when we look at templates then you can choose to send the document immediately or send it later so if you wish to schedule send you can click on send later and choose a particular time and date and a time zone as long as the time is 30 30 minutes after the document has been created to 30 days after the document's creation once that's done you can click on schedule send otherwise you can choose to directly send the document at this given moment itself so I will do that and I can confirm the details of the recipients and since I'm one of the recipients there is an option that will allow me to sign the document right after sending it however you can uncheck it if you don't wish to do the same and click on confirm so so once that's done the document will get sent out to all the recipients and you should be able to see this document under the subcategory in progress under the documents stab so let us now look at a few Advanced features the first Advanced feature that we will be looking at is templates templates will help reduce repetitive and cumbersome paperwork especially when you're dealing with recurring documents and recurring Fields so let's see how to achieve this so you can click click on templates from the left hand dashboard and choose create template from the top right corner here you can add a document from your cloud storage apps or from your desktop so I'm adding from one from my device so this is the room rental agreement that I'm adding so once that uploads it will automatically populate the template name which is editable of course so let me set the signing order and assign a role first and add David Zilker as my first rece recipient who is going to be a signer the second recipient is going to be myself and I will be somebody who signs for approval in this case so once that is set I can save and close or again choose to continue so once I continue I will be taken to the document viewer page where I can add the respective Fields so first I would like to add a field for David Zilker the signature field followed by one for John Martin and also a prefill signature field for myself once that's done I can click on Save and the template will be saved and I will be taken to the template section on the dashboard here you can click on the particular templates name to start using it or you can even use it when you're sending it out for signatures so when you click on the add document section you will be able to see an option to use the templates so here you will be able to notice that the signature value has been already pre-filled because it was a prefill value say you had other text fields or date fields they will appear here and only the field values need to be edited and you can check the recipient details and change them if required you do not have to create a fresh document each time you need to send out a document with the same Fields but just to say different recipients you can simply use the template by editing the field values alone so let's just quickly check the recipient details and choose to either continue or quick send so those are the options that you have so I'm choosing to Quick send here and I can see that the template has been automatically send to the first recipient David zilka so at this stage I would also like to remind you that Zoho sign currently supports importing and exporting templates as zip files and you can also merge up to 10 templates now also we saw this option called apply field template in the previous slide when you apply field template to a fresh document all that happens is that the fields from an existing template get placed onto the fresh document so again you do not have to drag and drop the fields you can just import those fields directly from an existing template now let us see how to use another Advanced feature which is sign forms so sign forms are very helpful when you have to collect and manage bulk signatures especially in self-service signing scenarios where the recipients start and initiate and continue the entire process of signing all by themselves so let's see how to achieve that for it you've you need to have a template so you can either create a new template or edit an existing template so let me just edit an existing template the one we just created now and show you how to create a sign form so you go to templates and you can choose the ellipses under the particular template that you need and click on edit so once you do so you can scroll down and ensure that you delete the recipient details of the first recipient alone so this is done so that once the sign form is sent out as a Secure Public URL all the details of the recipients will get autop populated here so once you do this you can just save and close this template and start creating your sign form so you can click on the ellipses again and you can choose create sign form and it will pop up a window which will allow you to configure the sign form you can type in a name for your sign form so I'm going to say sign this I can also change the validity of the sign form and enforce a onetime password limit the responses and also avoid duplicate responses for the first week as I'm collecting the responses once this is done you can click create and it will automatically generate a sign form and take you to the sign form section on the dashboard where you can view the active sign forms here you should be able to see the sign form that you just now created so it's listed there assign this and once you choose the ellips is parallel to it you can copy the associated URL circulate it and even embed it on any web page that you wish so those were a couple of advanced features with Z sign now with so many features and documents things may get a little hard to track and manage in a streamlined manner but that's never been a challenge for Zoho sign using the reports and documents tabs on your dashboard it is quite easy to manage documents in a centralized manner so under reports you should be able to see the activity log the document status and again subcategories such as the completed documents the declined documents and the recall documents and so on so for for instance let's just choose the recall documents and you will be able to see when each of these documents were recalled who is the owner who are the recipients and other such details you can set the number of days for which you need this data and also export this report as well you can also see the activity log and the organization's activity history by choosing this tab further if you want to see the individual document statuses you can go to documents on the dashboard and say if you want all of the document statuses you can just click on the first sub category or if you only want the completed document statuses you can check here under the completed documents and you will be able to see the document name the folder name and other such details here which can be further filtered and sorted as well so yes this is all about Zoho sign and a basic overview of its features and tracking facilities however now we are going to look at how you can expand your current usage of Zoho sign to include all your business verticals departments roles and functions and yes it is very much possible so let's see how that is possible let me give you a few use cases to elaborate an inevitable business vertical most of your organizations will have is CRM so client or customer relations management deals with everything from managing sales contacts to converting leads and conducting streamlined sales oriented paperwork a reliable CRM tool that you can off for with Zoho science integration is Zoho CRM which many of you may already be using so here's how a typical sales cycle can be simplified and accelerated with Zoho sign and its integration with CRM so a lead is first added to Zoho CRM and the CRM agent sends them a non-disclosure agreement via Zoho sign the lead signs this and sends it back and the CRM agent sends them a deal using Zoho sign which the lead again digitally signs using Zoho sign and sends it back at this stage the lead is converted to a contact in CRM now the agent sends them a sales order using zos sign which the contact digitally signs again and sends it back the sale is now executed and the CRM agent can raise an invoice and securely store the related documents online so that was quite Swift wasn't it let's learn how to do this practically now so before you start you need to ensure that you have active Zoho sign and Zoho CRM accounts with the valid subscriptions once that's done sign into your CRM account and access Zoho CRM once you do that the homepage should look something like this and next to your profile image you should have a gear icon appearing so that is the setup button and you can click on that to start the integration process scroll down to find Marketplace and choose Zoho from underneath it so once you click that all the Zoho apps that you can integrate with CRM will be listed you can scroll down to find Zoho sign so here you should be able to see a button that says setup now but since this account has already been set up with zohm it says manage so now let's take a use case where you have to send a particular contact of any document to get it signed using Zoho sign so after the integration this is how you will carry out the process so you can go to the dashboard module and choose contacts and choose any particular record that you wish so I will choose the first record here John ziler NM so once I've chosen John zilka NM I should be able to see a button that says send with Zoho sign on on top of the page once I click that I will be taken to a new window with an interface that is quite similar to Zoho sign here I should be able to add a document so let us just add a document from the device so I'm adding a room rental agreement here and you should be able to see that the record details have been autop populated from the CRM data but in case you wish to change them or check them once again you can always click the drop down menu and choose contact and then on the search bar if you just click it you will be able to see the listed contacts so I just chose John Zilker again from there you can also do customizations just as you would on the Zoho sign interface such as adding a private note setting authentication and so on and you can choose to save these customizations you can scroll down to edit the further settings and choose next or quick send so once you choose next you will be directed to the Zoho sign page to check the recipient details and add the particular fees that you require on the document so here we are on the zoo sign interface you can scroll down to check all the details and click continue and you will be directed to the document viewer page here let me just add the signature field and then add a date field on the top right corner and also add a signature uh sorry add an initial field once this is done I can press send and confirm the details of my recipient and click confirm and just like that within a few clicks you have sent out an agreement to your contact from with within your CRM app itself you can also choose to track what happens to the Zoho sign recipients documents and document events from within the Zoho CRM app itself so let's see how to achieve that so click on the ellipses that is next to all the dashboard modules and scroll down till you find Zoho sign recipients Zoho sign document events and Zoho sign documents so here you can track all those sign oriented activity also to the left hand side of all your records you should be able to scroll down on this panel and see Zoho sign related activity mentioned so yes that is how you can easily integrate Zoho sign with Zoho CRM to achieve all of your CRM related digital signature needs quite simply now let's take another common business vertical which is human resources management human resources are pivotal to any organization but managing the volumes of data that come with it can become a hurdle if it is not done efficiently and in particular recruitment is one such process from collecting loads of applications to filtering and reaching out to the accurate candidates it is not only a tedious process but also a process that requires due diligence integrating Zoho sign with apps like Zoho recruit and Zoho people can remove such obstacles in hrms for instance using Zoho sign for recruitment could look something like this a candidate could be first added to Zoho recruit and the HR executive could send them an invite via the Zoho sign extension so once the candidate signs this and sends it back the HR executive can send them an offer letter the offer letter also will be signed using Zoho sign from the candidate sent and sent back and the candidate can be now tracked as an employee the candidate's entire life cycle can be managed and all the digital signature requirements can be done by integrating Zoho people with Zoho sign now let us see how to achieve this recruitment process and the signing process is associated with it using the Zoho sign extension for Zoho recruit so again you need to ensure that you have a valid Zoho sign and a Zoho recruit account with the valid subscriptions so now you can sign into your Zoho recruit account once you do that the homepage will look something like this so next to your profile image you should see a gear icon which is the setup button so click on that and you can scroll down to find Marketplace and choose Marketplace from benit so once that pops up you will be able to see a search bar on the right corner where you can type Zoho sign for Zoho recruit and once you type that in you should be able to see a drop down menu that comes with the option to integrate Zoho sign for Zoho recruit so you can click on that and it will take a couple of minutes to load and it will pop up this page for you where you can the Zoho sign in integration for Zoho recruit so once that's done your Zoho sign account has been integrated with Zoho recruit and you can start sending out offer letters or any other documents for recruitment purposes now let's go to the job openings module and send out an offer letter to a candidate so we have job openings mentioned here and in Soo recruit it's quite easy to start sending offer letters using the inbuilt templates that are there so let me just choose the marketing Analyst job opening and next to the list of icons there I should be able to see an ellipses once you click on that you have an option to generate offer letter which will autogenerate offer letters for you but before that it's important to ensure that you associate candidates to do that click on the icon which has a person and a plus symbol to associate at least one candidate with the particular job opening so I'm going to associate John zilman so I'll just click on the check box next to his name and a button called associate now will pop up once I click on that I can add comments so I'm going to add sent offer letter for sign and Associate John zilan with the marketing Analyst job opening once that is done I can go back to the ellipses and generate the offer letter so here I can choose any offer letter template so I'm going to choose a very standard offer letter template from the listed options and most importantly I have checked this radio button that will allow me to send an email attachment with an E signature option enabled via Zoho sign so once that's done I can edit the basic information so as you can see the posting TI title and the department name have been Auto populated from the data that was given within Zoho recruit already so now you can search for the candidates Name by clicking on the candidate icon on the search bar and the associated candidate will show up you can just click the radio button to have their name pasted here further employee information can be added such as the compensation amount the employment type the expected joining date let say let's just say he will join on 22nd of January and the expiry date the offer owner and so on so I'm setting the expiry date to 25th of January so you can preview the offer letter once and let it load you can check all the details before you send the offer letter out so you can check the details here and then click the generate offer letter button and it will take you to a new window with a very similar interface such as on Zoho sign here you can check the candidate details the sign order and so on and you can further choose to edit by clicking next or you can just quick send it to the particular candidate so once you click quick send the offer letter would have been sent to the associated candidate immediately so yes that is how you can simplify your recruitment process which requires digital signatures by integrating Zoho recruit with Zoho sign now let us look at one final use case so this last vertical that we will be discussing is undeniably the backbone of many organizations which is the finance vertical managing finances is one of those areas where paperwork is both plenty and unavoidable but it is possible to overcome hindrances by integrating with a fast and finance forward signature solution that is Zoho science integration for finance apps such as Zoho books Zoho inventory Zoho invoice Zoho billing and Zoho practice here's one use case where Zoho sign fits snuggly within the workflows of finance apps so let us see this integration with Zoho books a first a customer expresses interest in buying a product the sales executive sends them an estimate digitally signed using Zoho sign the customer digitally signs this and send it back to them and the sales executive now converts this estimate into an invoice and sends it to get it digitally signed using Zoho sign the sale of the product is now closed and executed now let's learn how to do the same thing on the apps itself so you need to First ensure that you have valid subscriptions on both your Zoho books and your Zoho sign accounts and sign into Zoho books so once you access Zoho books this is what the basic dashboard will look like here next to your company's name you should see a gear icon which is the settings button scroll down to find Integrations and Marketplace and choose Zoho apps from vth it you can scroll further down to find Zoho sign here you should be able to click the connect button to integrate but here we have already integrated this account and the person who has integrated their name has been mentioned here so once that's done you can go back to the homepage by clicking on the Zoho Books logo on the top left corner it is important to enable signatures in any of the templates that you're going to be using before you start sending out invoices or any such orders using Zoho books so to do that you need to again go into settings and under customizations choose PDF template so here under PDF templates I'm going to be sending an invoice to a particular customer so that is why I'm choosing this particular template I will choose edit and ensure that the signature tab has been enabled so here on the left hand panel there should be an option called other details and once I click that I should be able to see that the signature check box and the additional signature check box have both been enabled here I can add a label if I want and add a signature image signature name and also add a label and a signature name for a signature I wish to collect once that's done all I have to do is click save on top of the invoice to save the template which has signatures enabled now if I click the logo it will take me back to the homepage so I'm going to be sending an invoice for sales so let me just go to the sales option on the left hand dashboard and once I click on the drop down menu I should be able to see the invoices option so I'm going to create a fresh invoice so I will click Plus on the top right corner and here I should be able to search any of these customers that I have already mentioned on the books database by just clicking on the drop- down menu or searching for the name on the search bar so I'm choosing John silker and I can see their invoice history and also the mode of currency that they're using to pay and their other details here I can scroll further down to edit the invoice date the terms on which I'm sending the invoice the duut dat and so on so now I'm going to be adding the items required so you can choose from any of the items that you have already mentioned or type in new items as well and specify their rate so I'm going to be charging them for two Network fiber installations so let me just choose that and change the quantity to two so once I do that the amount will get automatically generated by Zoho books and I can further give them a discount or add shipping charges and so on so I will add a discount of 5% and the required adjustment will again be performed by Zoho books I can further add customer notes add files and also specify terms and conditions which are customizable I can also specify the payment Gateway that the payment process will be happening over once I scroll further down I should be able to see the email communication details such as the email ID of the recipient and at the bottom of the screen at this point I should be able to see a button that reads save and send but next next to it there's an upward icon and if I click that there is a button called save and sign so once I click that I should be able to see a signature preview before I sign the invoice so once you check the preview you can sign the invoice once you sign the invoice you can scroll the template down further and check if it has been signed in the appropriate Place ing to how you had done the template so you can see that the preview and the document match and of course there is also a receiver signature option with a label just as you had enabled it moreover on top of the invoice there's an option to send the invoice so you can just click that and you will see that the recipient details have already been filled and you can scroll further down and at the bottom of the email you will see a notification that reads that this invoice has been digitally signed so that's it it was quite simple and fast so this is how you can integrate Zoho sign with Zoho books to ensure that your Finance needs with regards to digital signatures are executed quite easily Zoho sign can be integrated with many such Zoho apps and other thirdparty apps as well maybe you have been a user of CRM or books or recruit and sign separately but you might not have explored this integration function now this is a simple way through which you can expand how you use Zoho sign throughout all your business verticals departments and rules we can safely say that most of you might be at least using one app which can be integrated with Zoho sign we invite you to browse through our social media channels and our Zoho sign knowledge based articles to find materials that will help you to integrate with Zoho sign for those apps that you already use or even custom integrate them using our developer tools so yes that brings us to the end of the webinar thank you so much for your patient presence so before we conclude let me may just check if there are any more questions that require to be answered and as my panelists go through that I would like to remind you that you can always write to us in case of feedback or queries on Support zos sign.com also you can stay tuned to all our updates on our social media channels that are on X LinkedIn and YouTube by subscribing to us and following us on all of these channels further you can feel free to try out our app by scanning the QR code mentioned and you can also write to us and interact with other fellow Zoho sign users on the Zoho sign Community Forum page we also have designated legal and API guides on our homepage to help support you on the legal and development ends moreover our support team is always glad to assist you with a detailed demo for which you can request on the homepage as well we also have exciting news for you you can interact with our product experts in person and hear deeper insights about Zoho sign at zoholics happening at Indonesia Thailand Vietnam and Austin in the upcoming weeks stay on top of zolix updates at zoho.com zolix and make sure to visit us at a zolix closest to you and thank you so much attendees for being a part of Zoho science first webinar for 2024 that is digital signatures for digital first businesses in 2024 I hope that you will try expanding how you use Zoho sign in your organization after this webinar thank you once again for your patient listening and we look forward to seeing you in our upcoming webinars thank you