Electronically Sign Pet Boarding Agreement Template Made Easy

Electronically sign pet boarding agreement template

all right let's begin greetings everyone let me thank you all for taking time out of a usual work routines to join me in this webinar today I hope my audio is clear and audible to everyone and the display on the screen is also clean and visible my name is Sai Anand I'm a product marketer for Zulu sign and I shall be a presenter for today before we proceed further please know that you are welcome to raise any question you may have at any time during the webinar throughout through using the chat option we will look to answer all these questions that you raised towards the end of the session and if you need a copy of this webinar deck and the recording also you can request for the same through the chat option once again and mention your email address alongside so we can mail it to your inbox please note that this webinar has been exclusively designed to educate users on the basics of digital signatures and how they can help transform your HR practices by leveraging the functionalities offered by the service sign integration with Zuhal recruit and Zoho people so what's on the agenda for today's session let me quickly answer that question first we'll take a brief look at digital signatures how they work and why you should adopt this technology then I shall give you an overview of 0 sign alright let's dive right in assuming you work in human resources and regularly engage in HR related activities you must not be a stranger to the following paperwork to get started in the average HR cycle of just one employee you would have to send an interview call letter get it acknowledged draft an internship or an employment agreement once they complete the screening process successfully initiate a background verification procedure to proceed with employment draw up an employment contract and get it signed to kick off their employment then get various policy documents such as non-disclosure non-compete agreements ID security policies code of conduct extra signed by the employee to reaffirm their employment and while they're employed you will also have to process their salary and offer pay slips and every once awhile when the evaluation cycles come along you will also have to offer appraisal letters or work certificates moreover you may get timely requests such as loans reimbursement and expense claims that are raised by the employees to get that have to be approved by higher authorities and when an employee nears the end of his employment you will also have to issue exit letters and testimonials that are duly signed by the employer now if just one employee can incur such amount of paperwork you can imagine how extensive and cumbersome it becomes when an organization has a very large number of employees the median HR to employee ratio states that there are only 3 HR personnel for every 200 employees across businesses even in developed countries this is a clear sign indicating that we need to adopt more efficient practices in taking up these tasks first let's take a look at how all these paperwork is even processed don't be surprised at how tiring this sounds most organizations especially staffing agencies still follow these conventional methods to this day in their day-to-day operations they start off by engaging manually with the parties involved beat the candidates themselves or the crudest they've outsourced hiring and talent acquisition to upon completion of the interview of the candidate screening they formalized employment by a paperwork which usually takes a few days to get drafted this paperwork is then reviewed by peers and superiors and is then printed out to be signed and sent to the candidates or the recruiters for proctoring they can't a signature this again possibly takes a couple more days to be completed then the can it either the candidate either meets with the recruiters or receives a copy over mail to sign the employment documents manually and hand them back once again this is yet another time-dependent task once these documents are signed however the process is still not quite over the document is actually then scanned to move a copies on both the candidate and the recruiters ends the originals are then filed and officially stowed away in cabinets by the HR personnel as employee records once that is done the HR department also has to be on call to manually retrieve these physical records when required to deal with the employees requests or change in employment status and they are also required to present them in an organized fashion during audits that can take months now think about it with any business be able to keep up with the growth and workforce expansion if they spend such a long time in just formalizing and documenting an employment certainly not so what are the main problems with these processes that we discussed the problems that come with physically printing documents and getting them signed and stamped with ink or vet signatures as we like to call it well the heavy paperwork itself is one and on top of that it might require you to run up and down they get signatures from different personnel within your organization and in which case the collaboration itself becomes increasingly difficult if one or two of the signatories are not physically present in the office considering it is also printed paperwork it can be easily forged or tampered with increasing the chances of mismanagement misrepresentation or repudiation given the resources involved can be time sensitive too business operations the turnaround period itself in getting these documents signed and the employment kicked off can prove to be a huge challenge to add to all this storing and maintaining the documents for retrieval and audits can take up a lot of physical space that can incur an enormous amount of costs in an administrative expenses we all know that this paperwork though a huge hassle is inevitable and an integral part of running the business itself these documents play a huge role in facilitating legal processes and also account for financial transactions without which your business could land in serious trouble but even in this case of a small or a medium enterprise the sheer volume of contracts agreements or letters that are to be printed signed and filed could be very high this could turn unimaginably large as a business transitions into a larger enterprise and ultimately cause a bottleneck that could impede the growth of the business itself with increased paperwork you could fail to manage time effectively spend monetary resources efficiently use workspace more prudently or even lose out on being able to scale your business at all with the market especially in scenarios involving recruitment there is even a good chance that workspaces are distributed among remote areas or the job itself is outsourced to staffing agencies operating with minimal resources in cases where businesses use shared workspaces office infrastructure itself might be available only for limited use meaning you could have a cap on your printer or scanner usage or the devices themselves might not be available altogether so do you even need to print scan or file paperwork in fact you don't imagine a digital solution to all of this where you can save the time resources and space there are otherwise spent running around printing paperwork getting signatures cataloging and storing the documents that's where digital signatures come in they are the digital alternative to physical paperwork or wet signatures they can make a significant difference by reducing your paperwork processing to a matter of mere minutes which can be conveniently carried out from the comfort of your seat using your laptop or a mobile device does it sound too good to be true well it is too good and fortunately it is also very true so how do little signatures work they work by attaching a digital fingerprint of the signer to the document that is being signed just like a real fingerprint the digital one is also so unique to the signer and cannot be forced by others what's more tampering with the digitally signed document changes this difficult print and immediately invalidates it so what do we need to adopt mental signatures we already spent a good amount of time discussing how they can replace physical signatures but what makes it in reliable technology well written signatures are a very secure way of signing documents that involve high standards of end-user encryption moreover the authentication can be used to establish the identity of the signer easily and thus is also a measure of non-repudiation where the signer cannot deny signing a document that they have signed and without a doubt digitally signed documents are also legally binding meaning they're compliant with various technology loss worldwide and can thus be used in courts so let's talk about a digital signature solution that's readily available one that takes the checkboxes of both basic and advanced requirements of HR management allow me to give you a quick overview of 0 sign to help you better understand the product and how it can help solve your paperwork troubles 0 sign is a complete digital signature solution used by thousands of small and medium-sized businesses across the globe to securely sign send and manage their business documents online to start with it the zoo sign allows you to send documents for signatures or sign them yourself 0 sign also allows you to set up multi-factor verification to add an extra layer of security when sending documents art for signatures it also lets you set a signing order in the case of multiple signers and send sign and send reminders to those who have not signed documents that were sent to them using Zulu sign you can also collect signatures in bulk by sending the same document in a lot to a large list of recipients for example the NH are asking all employees to sign a newly updated ID policy document you can also collect signatures in person if you are a staffing agency that operates in remote field executives who often need candidates in person zero sign to set up custom signing workflows an automated signature collection process by building templates and embedding sign requests to public URLs like the example of when you have a request form for a bona fide letter where employees can raise a sign request for the same now at the same time you can always track all recipe and actions and even download completion certificates for signed documents that contain complete order trails this can be used for legal purposes when the need arises if required you also have custom branding options available to customize your signature request emails and your company logo and the brand colors additionally you can integrate so a sign with your favorite day-to-day applications about which we shall see shortly you can also build custom integrations using REST API sumo sign also has mobile applications readily available for both iOS and Android platforms and so you can sign documents send them for signature from your mobile device on the go so how secure and robust is the host sign any being a Zulu Suite product Zoho sign certainly does not settle or may compromise his spirit comes to protection of customer data and privacy so who sign is built on the foolproof PKI system that uses digital certificates issued by certified authorities to sign documents these certificates are stored securely in our data centers across the globe in fips-compliant hardware security modules as far as your data goes so sign offers military-grade aes-256 encryption for documents when they are at rest in our storage and transport layer security for your emails and SSL security for our web interface when the documents are in transit or being sent to another user legality wise documents signed with zero sign are compliant with the Eid AS regulation in the European Union you ETA and esign Act in the United States PII PDA in Canada Information Technology Act in India and the electronic transactions Act in Australia let's quickly take a look at the various integrations that are possible with this is Oh sign application so readily integrates with most of your favorite Soho apps starting with zero CRM and of course zoo sign also integrates with zero recruit and the whole people about which we will be seeing in detail in this session sign also integrates with other popular Zoho apps like rider Docs forms the luge and flow sign also has integrations available for other business software ecosystem x' like g sui office 365 and an even exclusive extension for the popular collaboration tool microsoft teens additionally though sign also integrates with several cloud-based third-party document management solutions like Google Drive onedrive box and Dropbox allowing people to import and export the documents easily and manage them on these platforms so a sign also recently added a REST API is in the offering for developers who wish to build custom integrations for their own software and expand their use cases there are also SDKs available for those who want to integrate the who sign with a mobile apps here's a quick preview of the soho scion web interface for you to glance at you can sign up at www.sonicstudio.com all right so here's what you will need to access the zu Sian extension fills the whole recruiter you will need a valid enterprise recruit license with access to recruit marketplace and you will also need a valid Zoho sign license to send documents or sign them in case of some advanced features you might need an enterprise the who sign license but I stated earlier you can always sign up to get a forty India free trial of the Enterprise Edition if you subscribe to Zoho one access to all features of bowls over recruit and zero sign are enabled as the part of the bundle for more information on pricing please visit the you are at the bottom of the page so how do you add these those sign extension to the whole recruiter it's very simple let's visit the recruit homepage by going to WWE recruit once you're there click on the login button if you're new reserve you can always create your own Zoho account and proceed with the remaining steps to set up his or her recruit and zoom sign extension alright once you've signed into civil recruit you will need to navigate to the marketplace how do you do that you can click on the tools icon in the top right corner of your screen and click on setup from the drop down menu once that is done you will be in the setup page where you will see marketplace listed under extensions and ap ice in the among the various menus that you can see on the screen click on marketplace then you weep you will be taken into the extension screen within Xero recruit where you will find another blue button that says go to marketplace which if you click will open a pop-up that takes you to the marketplace now with that you will have the marketplace open in a new tab and you will be able to see the various apps that are available for Soho recruit inside the marketplace so click on the search bar and type out 0 sign as that is the extension that you want to be looking for once you find the extension open up the extension for recruit and you can read the description of what the extension can do and you can also take a look at the screenshots in the ratings and reviews at your own time now to install the extension click on the bright orange button that says install once you click install you will be taken to a page where you have a pop-up that asks you to verify your personal details these details include details like name email company job title and country so once you verify them click on continue with that you will have another pop-up where you will be asked to confirm these subscription that you are availing when you are adding the extension to the whole recruit so here we are availing the free side free subscription so once that is confirmed click on install from here on you will be taken through a series of screens Val you will have to click different call-to-action buttons to proceed with the installation now understand that this is mere formality to ensure that full consent is obtained from the customers before installing an extension that can process their data once you agree with the Terms of Service click on install now follow by which you will have to detroy you will have to agree with the privacy declaration that is listed on the screen and click on agree and continue then you will be prompted to select the users for whom you want to install the server sign an extension in this case you can choose to play install it only for the administrators of yours or who recruit account or you can choose to install it for all users or very specific profiles that can have access to the extension once this is done click on confirm and with that your extension is installed however you will have to authorize the connector further who sign to enable the automation to work in the background so click on authorize now you will be prompted to read and give permissions to the various tasks that the Zumo sign extension would like to perform in sides over recruit once you're done click accept and with that you're done your installation of the most sign extension for Xero recruit is done and you will be able to see the details page where you can see the various components that have been installed and the various modules that have been modified alright with that we're done with integrating so a sign with Xero recruit so let's take a quick look at how the key functions work inside zuhr recruit all right so what is Simo sign do inside recruit well to start off it integrates with two modules and creates in its own additional module the two modules being candidates and contacts please understand that the contacts module is only available in the staffing version of Xero recruit the third module which is 0 signed documents created by the addition of zoom assigned to recruit is something we will discuss in detail at a later stage so what are the basic functions that you can achieved by integrating Soho sign with zero recruiter you can send documents out for digital signature you can track and manage documents you can recall documents are sent for digital signature you can also automate the whole process using templates and the deluge runtime and environment so let's quickly take a look at how you can send a document out for signature using zero sign inside recruit to start off you need to navigate to the desired module from which you want to send the document out in this case I'm choosing candidates so click on the desired module and once you're inside the module click on then the required record to which you want to send the document out to once they're inside the record page you will notice that you have a button that says sent for Zoo sign at the top right so go ahead and click on that button now you will have a pop-up window that opens where there are a series of settings that you can configure to go ahead and send it set up signing workflow and send the dog came in out so the very basic thing that you need to do is to add a document now ending a document to the signing workflow can be done in a few ways let's take a look at how it can be done you can add a document from your local storage that is your device or you can edit from the documents module which is the module inside recruit where you keep your document stored or you can add it from the record attachments meaning the various attachments that you attach to records then you can pick a file from that or you can import templates and these templates can be either the zoo host sign templates that you've configure inside use a who sign application or mail merge templates that you have configured in sides or who recruit now I understand the word mail merge might seem alien to you let allow me to explain a little bit on it at a later point in time so to add a document from your local storage or your documents or attachments click on the Left drop-down and go ahead but if you want to add a document by importing a template click on the right dock right drop-down and choose the necessary option once you've added the document you can go ahead and add the recipients for the document and set their roles in order as you can see here I've added two recipients and I have enabled the signing order meaning the document will proceed to follow the same order in which it is sent to the recipients and the role which has been enabled is what is the sign in terms of the action that the particular recipient can perform or the document but let's have a little more understanding of what the roles can do with respect to a interaction with the document the signer role sign allows the recipient to sign the document the role view allows the recipient to simply view a signed copy of the document that has been sent to them the role in person signer means the document is assigned to a host employee or an agent within your organization who will then conduct an in-person signing session with the desired signer at a later point in time for more information on that please visit the link at the bottom of the screen following that you can then add a recipient note and a document description the recipient note is something that is common and will be shot will be sent out to all the recipients in the recipient list for them to take a look at whereas a document description is something that you append with the document metadata for you to internally refer to when you need to get more information after this you'll notice that there is a small blue box that says more settings at the very bottom of the screen clicking on this box will allow you to set three different settings which is basically assigning deadlines for the document to be signed within the validity period of the sign document and the reminder frequency for sending automatic reminders to any signer who might have forgotten to sign the document once it is sent to them so go ahead and modify these settings the values that have to be entered will have to be numerical and in the form of these and once that is done click on save and click on next once you click on next you will be then redirected to the Zoho sign user interface where you where you will get to see all of the details that you just can't figure inside recruit but in the same format as the suicide user interface over here you can verify each in one of these details you can make modifications if required and click on continue to proceed to the document viewer screen once you are inside the document viewer screen you will get a full screen preview of the document that you want to send out over here you will have a right pane which will list the recipients and the sign of fields and you can go ahead and click on the recipients and add the respective sign of fields onto the document adding the fields onto the document is very meaning you can simply just drag them and drop them onto the document and place or position them as as per your particular requirement once you've done placing the sign of feelings into the document you can go ahead and click on the send button at the top right with that you will simply have said you will have to confirm the fields that you have added for each recipient and done your you've done said you're not sending the document out to the recipients that you intended to send it out to with that your document has been sent out for signature and you can verify the same by visiting the record that you sent the document out to inside the desired module that you accessed earlier in which in this case it was the candidates module so document has been sent out to the candidate named Eve Smith and I'm accessing his record inside candidates and as you can see on your screen the document has been added as an attachment to the record at the very bottom and this election is over signed documents all right so with that we're done learning how to send a document out but sending a document out does not cut it right at the end of the day you need to be able to track the document and manage it in the case that you have to maybe modify or reset the document out so how do you go about doing that that is where the third module that I spoke about earlier which is created entirely by zero sign names o sign documents comes into the plane once you're inside zoo sign documents you will have all the documents that you've sent out to for signatures listed and by clicking on each of these documents you can open up the record and see the various parameters associated with the document itself for example as you can see on your screen the document that we sent out was the offer letter document and you can see the information associated with this so when you scroll further down you will notice two sections a main notes and attachments and in the notes section you will notice that the offer letters last known status is updated and in the attachments the different versions of the document that we sent out be it the free side worship or the version that was signed later on both have been attached for your own reference this is how you can go about managing the documents and striking the documents that you send out using as o scion extension who is over recruit all right so let's let's assume for a second that you made a mistake in sending a document out there's been an error that has been committed let us come as you descend and document out to the wrong person or maybe the document itself carries in error and as a result requires you to ascend a revision version how do you go about and recalling the document that you just sent out by mistake that is also very much possible to do so simply visit the document screen inside the record that you find inside zoo assign documents and now instead of the Central Zoo sign button you will notice it there is a different button that says recall document when you click on that button you will be allowed to recall the document you simply have to enter the reason for recalling the document when prompted and click on proceed to cancel and with that you're done recalling the document how simple right and once you finish recalling a document if you go inside the documents record you will notice that the status hacci has changed from outfit signature to recall them all right so those were some pretty basic functions right so how do you go about automating them I mean at the end of the day automation is pretty much one of the core needs of digitization and for you to have optimized all your resources through digitizing a process that you would carry out manually automation plays a huge role in saving the time and the money that you would have otherwise spent so how does zoo sign help you automate these processes inside the whole recruiter well for one we have importing templates wherein you can already create document formats and save them inside either is a whole recruit or Zoho sign and import them onto the signing workflow inside the whole recruit when sending them out this way you reduce the job of having redo the document over and over again and simply just have it imported and sent to the doc sent to the these signatory of the document so let's take a quick look at how you can import mail merge templates alright so like I said earlier you might be wondering what mail merge templates are well they are basically pre formatted documents containing placeholders or tags that point to data fields of Records created in size over recruit these templates can be created and same for various use cases such as call errors awful errors in das and palsy humans and when you create these templates and you import them onto your signing workflow they directly pull the data from the individual record under the different modules and much is it onto the document template to create the document that you need to send out for signature it's pretty simple right this is what we mean by automation it's very easy for you to just merge the data and create a workflow and send it out right away and these documents can be sent out the exact same way you would send out any normal document out of a signature so in the case of mail merge templates you can create your mail merge template inside the template section that can be found in the setup of your recruiter and once that is done just have a look at how a mail merge template would you know look at to give you an idea of how a document made using mail merge you look like as you can see on your screen it contains a lot of tags and these tags correspond to various field data of the particular record that you would wish to send the document out to and at the bottom you also have something that only saw who sign offers which is basically the text tags that are offered by zero sign and in this case when you add such documents on to your zoo assign workflow what happens is you do not have to manually add the fight of the the form fields during in the document viewer screen they're automatically added as the sign application is able to identify these tags and replace them with the fields all right so to add a mail merge template you can go to the same workflow as sending a document out and click on the right drop-down and click on mail merge template once that is done the document will be created and added to your workflow and you can proceed with the same steps as mentioned earlier to proceed to send the document down now to add a SOHO sign template you can you are required to have created templates inside the zero sign application and you basically use the exact same steps by using the right drop-down and clicking on zero sign template which would give you a drop-down of the various templates that you have pre formatted and pre created inside zero sign now if you need a little more information on how to use those sign templates you can click on the link at the bottom of the page alright in the case of zero sign templates you will know that there are some fields and known as pre-fill fields in this particular case these Fields would need to be merged with some fields of the record inside the recruit application so the moment you select a zone assign template the same pop-up page should automatically prompt you to merge these fields with the fields of the record as you can see here the screen we merge certain fields and once it is done the remainder of the corner and figuration of the signing workflow is the same as earlier and here's an example of a screen of the document viewer screen when you use a mail merge template with text tags wherein you do not have to actually add any information rather it merges information from the record in size recruit and also add Z form fields automatically from 0 sign all you have to do in this case is simply hit the send button to send the document out alright if you are a little more nuanced are you looking for a more advanced solution you can use something known as the deluge runtime environment which allows you to set up workflow rules inside the recruit application in this case let me just quickly explain a very basic workflow that I've set up as you can see the flow chart on your screen I've initiated a workflow that happens to invoke itself when a record is created so the record being a candidate to whom a call letter will have to be issued for them to sign when the record is entered into the application so in this case what happens is the entire process is automatic the applications record is sorry the app the candidates record is created and the call that is automatically sent out from the zone sign extension and three days after which call it has been sent out if it is not been signed yet then the candidates owner or rather the person to whom the candidate has been assigned is reminded to follow up with the candidate so this entire process is automated without any manual intervention whatsoever and you can build on this a little more further using the help document that we have at the bottom to go ahead and suit your own use cases all right now with that we've come to the end of how you can make use of the saw sign extension inside Zorro recruit to make your recruitment process paper free let's quickly move on to how you can use zone sign within Zoho people which is the HR management end of this particular webinar all right too integrate those fine with zero people all you have to do is visit the Soho people homepage and log in and once again like we said earlier if you do not have easier who account you can create a Zoho account and the remainder of the steps are the same once you logged in so once you're inside your Zoho people screen click on the Settings tab on the Left navigation panel once you're inside the setup page you will find the zoo under the integrations menu and click on Zoho this will take you to a screen where you will see all the various Xero applications that you can integrate the whole people with now you will see a button called enable under the zoo sign integration simply click on enable to enable the integration and that's it you're done enabling the zoo sign integration within Zoho people that was simple wasn't it alright so what are the key functions of the zoo most sign inside heads or whole people well the first one being you can send files for digital signature and track them which is pretty much the basic function as we've established of the sign until this point now this can be done from three different modules one is the electronic signature module which allows you to upload any document that you want and send it out to any email address or any employee from within Zoho people the other two modules that you can send files out from is the employee files module and HR organization files module keep in mind that each of these pages can be accessed by going to the files tab inside the left navigation panel now the second function that you have is to be able to generate and send letters based on existing information or entry is given to you by employees these entries can come in the form of forms or they can have existing employee information stored as records which you can pull and place on your documents using the mail merge functionality and finally even in Zoho people you have the ability to automate your signing workflows which we shall see in detail later so how do you send a file out for signature inside the Zoho people first you need navigate to the desired module inside the files tab and click on the Zoho sign icon next to the file that you want to send out clicking on the icon would then have a pop-up pop into your screen from the right side where you can configure and enter the various details that you would normally do in a signing workflow and go ahead and click on send to go and send the document out for signature once again this contains all the functionality is that you would normally interact with or all the settings that you would normally configure when you're sending a document out for signature such as even setting reminders and once that is done the pop-up panel will then redirect you to the Zoho sign user interface as we saw in recruit the same thing happens in people as well over here you can verify the various details and once again make changes if required once you've verified everything you can click on the bride continue button to go ahead and visit the document viewer screen once you're inside the document viewer the rest of the procedure is pretty simple click on the recipient at the top right pane and add the recipient fields from the bottom right pane and once you've added fields for each of the recipients you can click on send and confirm the number of fields for each recipient and with that the document is sent out for signature so how do you track a file that is sent out for signature inside Zoho people I understand that the user interface might be a little different so that might cause a little bit of a confusion in this case let's revisit the the use case of sending a custom document out now if we go to your files tab inside Zoho people you will notice a specific module called electronic signatures under which you can choose to send out any document to any employee of your company and get signatures from so to do that click on send document and this would once again bring up the same pop-up from the left from the right side of your screen where you can configure the signing workflow and send it out for them to sign now once that is done you will see this the document has been sent out with the document status sent clicking on the document would bring up this large information panel where you can see the status of the document and the various other parameters such as what is a description when was the document created and what are the different events associated with the document as the document is sent out you also have the option of sending reminders as and when you please - this signatory if they haven't signed the document from the screen all right so sending generated letters for signatures using soap so people like ice it said letters which have our fields for which data has to be pulled from either existing employee records or has to be fetched from employees using forms can also be done inside Soho people so to do that let's say you have a form that is already there configured for employees to submit the information and using the information from this form you put that information onto a document and set it out for signature so how do you go about doing it first of all to do that you have to visit the forms and tab section and go to the desired form and enable Zoho sign under third-party integrations once you're done doing that you will have to visit the desired form by accessing the organization tab from the left navigation panel and inside the form you will have the various entries or rather the various employee entries that would have been collected by as a result of employees filling out this form now you can simply select the different entries that you want or rather the different employees that you want to send out a particular document out to and the same pop-up will appear from the right side of your screen wherein you can merge the entries from the form or to the particular file that you want to send out and you can configure the sign workflow and click on send to send the same document out to all of these employees involved in one shot this can somewhat serve as a similar feature to the bulks and feature that you find inside the sign interface itself alright so using mail merge templates similar to recruit again you can create mail merge templates inside people wherein you can create a basic template with tags that will pull information from employee records or forms and create a document that you can send out for signatures so to do it it's pretty simple again visit the form inside the organization tab wherein you want to select the desired entries to send the document out on to and once it's done selecting the entries click on send document with that you will have the pop-up coming from the right side of your screen but instead of the form option you select the mail merge option this time that allows you to fetch data from the employee records directly and once again set up the signing workflow and click on send to send the document out with that you will have sent the document out using the mail merge functionality pretty simple right you're getting the understanding of how all these basic features work and how it's not all that between different integrations despite the user interface being different all right so finally how do you automate sign workflow inside zero people you can also create workflows inside the whole people by accessing the workflow section from your setup from your setup page and you can create a workflow that automatically sends documents out for signature as you can see on your screen in this case I would just like to create a workflow to automatically send my company policy to an employee when his record added onto those people so I go about creating the conditions for the workflow to work on and as you can see I have applauded the company policy document that has to be signed by the employee and in the in the place of the document in the place of the era's signatory I've just left the tag email id meaning the email ID that is associated with the employee will get this particular document to be signed when the record is added with that you click on submit and you click and you go and finalize your workflow by looking at what actions it achieves once you're done setting it up with that you've created a workflow which automatically sends the document out to a particular employee upon a particular condition when it is met so this is how you can use it to suit various use cases within your company's environment all right with that we've also come to the end of how you can use those sign inside Zoho people now you may argue that a lot of features that I've mentioned apart from the ones I mentioned towards the end are already available with other signature digital signature vendors so why must you pick Zuo sign over these vendors well to start off zou sign is actually part of the soho suite for businesses meaning it offers a much tighter integration with other Zoho products such as the crm people recruit writer forms creator and flow and soho sign is also easy to install as you see meaning you can simply plug and play the integrations in a few steps we also have a host of extensive features as you can see on your screen such as bulks and in-person signing sign workflows sign forms templates branding etc we also allow you to build your custom integrations using our SDKs our API is and allow you to work on the go with our mobile apps I've already discussed our extremely high secure aspects and compliance aspects and we also offer our application at a very competitive price of just $10 per user per month when billed annually in our standard plan now what are the key differentiators at sets sign apart they are the support for mail merge templates in document generation which other vendors continue to lack across multiple integrations and also the ability to import Soho sign templates is in something that is unique to su assign only now addition of fields using text tags when you're preparing a document itself it's also something that is unique to zero sign and of course our automation of sign workflows is something that would not be possible without zoo science integration with deluge finally in su assign offers native support for in-person signing and bulk send within the applications as we've seen so far so go ahead and make a decision and feel free to ping us with questions alright with that I'll leave you with a few resources on the screen for you to go go and explore as far as these integrations go with that we'll simply get started with the question answer session so if you have any questions on my presentation or the webinar so far please post them in the chat and I shall look to address as many as possible in the next 15 odd minutes so go ahead and shoot your questions I'll give you some time to shoot them out all right someone has asked us about the zoo science integration with Zuma books and the hope projects so zoo sign is actually coming up with an integration with Zoho books and so invoices that will be released very soon with regard to Zoho projects our integration development plans are in progress and you will be you can expect an integration to be rolled out in the near future with that we'll wrap up this webinar session if you have any feedback for us you can always mail us or reach out to our customer support please note on our support email id that's displayed on the screen or you can also note down my email id in case you want to have me answer your queries through individually your feedback in this session has been oh sit down and we'll go it will go a long way in helping us serve you better just a quick note for those users who have exhausted their trials but are without not toothpaste oversubscription do let us know if you would like to avail a trial once again you can do this by contacting the host I'd support and we will reactivate your trial so you may test the new features and reevaluate the product and for those who have missed out a section of this webinar or for those who have typed out their email addresses in the chat box please keep in mind that we will be sending out a recording of this particular webinar with the slide deck and we realize there were some questions that we could not answer that we're raised and we will be we will be asked we encourage all of you to contact support to get these answered as we've run out of time here we will be also sending out and the answers that we for the questions were initially asked by our email so it helps you helps us serve you better thank you everyone for attending this session I hope you found this useful and that it will help you transform the way you do your business with that I shall take my leave this is Cheyenne signing off have a good day