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hello everyone thank you for taking time and joining the webinar today I hope my voice is audible and the display is clear if not kindly let us know through the chat option available in your GoToWebinar console let me introduce myself first my name is Molly I lead the product marketing efforts pause / sign and I will be your presenter for today before I start this session with regards to questions please feel free to raise as many questions as possible using the questions tab we will answer them towards the end of this session also when it comes to the recording a copy of the recording can be shared with you on request please drop your email id using the chat option we will send the copy of the webinar email to our inbox as soon as we can this webinar assigning business documents with Zoho signed mobile apps is exclusively designed to educate new and existing customers on how they can leverage our native mobile apps and make the most out of their subscription in today's session I will cover steps to install the zero sign mobile apps a quick overview of the core functionalities of the app walkthrough of the various unique features available on each platform and how to use them next we will see the tips and tricks to use the application securely finally ending with an interactive Q&A session that's being said let's get started we have a bunch of new users who have joined the session so to help them out we will first see a quick overview of zorro sign so cosine is a complete digital signature app that lets businesses to sign send and manage documents from anywhere and at any time document signed with ZOA sign are compliant with the esign Act in the United States II I das in the European Union Information Technology Act in India apart from other popular national laws Zoho sign offers flexible plans for users there is a freemium option for individuals and paid edition starts at $10 per user per month when paid and now let us see what is Dillons over sang and what it makes it different from other solutions in the market like all Johor apps Zoho sign is a SAS solution that can be set up in a few minutes there are absolutely no prerequisites users can access over sign from anywhere and with any device using desktop or mobile device so cosine is available in 12 languages now it includes English French German Italian Japanese polish Portuguese Spanish Russian Chinese dutch and swedish the application can be rebranded on the email templates legal disclosures can be totally customized so hosteen is based on public key PKI infrastructure to provide the highest levels of data security to your documents all your data is protected using aes-256 encryption at rest SSL / TLS encryption while in transit furthermore we also offer multi-factor verification access codes and audit crimes to add an additional layer of security allowing you to sign and send documents with confidence now you know what zobo sign is and its specialities now let us explore various use cases you can solve with so cosine so zoko sign can be used by every department inside a company be the sales department beta HR be it marketing you need the help of zobo sign if you would like to send out a sales agreement if you would like to send out a new hiring onboarding document or if you would like to send an NDA to a new customer you need zou cosine so zobo sign is record by every domain in your company and the department's need zobo sign so there are different ways to access zoo sign one is the desktop you can access zobo sign from any part of the globe all you need to do is you need to enter your zobo credentials and two-factor authentication if configured if you are so who is really busy and traveling as part of your business or job we support you with our native mobile apps so that's the real part of this webinar we are going to show walk you through the native mobile apps iOS and Android of zobo sign so you can access zobo sign from your computer iPad tablets iPhones and Android devices so why is over sign mobile apps today you should stay on top of your business documents like contracts approvals or hiding agreements right it is crucial in today's highly competitive business landscape you cannot keep your customers and employees waiting for your signature or document approval so cosign mobile app empowers you to do all this from any part of the globe you can do all these from at work at home and on the go the app is simple and easy to use you can return documents in a few tabs and improve the overall document turnaround time overall you save time cost and improve productivity now let us see the basic differences between both platforms so we offer our apps in both iOS and Android world you need to be on iOS 11 or later version to use the zero sign mobile application on the iOS world so if you are using the Android devices you should be on version 4.4 or later so the iOS app is compatible with iPhone iPad and iPod Touch and the Android devices are almost available on all the Android devices and tablets you just need to be using an OS version which is a 4.4 or later so both the apps supports a dozen of languages so the app comes with multi-language support so you can just go here and go to iTunes or Play Store download the app and you can start using it from today so if you are someone who is new to zobo sign here are some quick links from where you can download zoko sign so these are Quick Links which will redirect you to so Play Store you can download this ole sign app for your iPhone iPad or Android devices now let us see the popular everyday use cases that you can solve with the mobile apps these features which we are going to see now are available on both iOS and Android what you see on the screen now is the homepage of both iOS and Android apps if you would like to sign documents yourself an email assigned copy to other people for example an offer letter you can tap on the sign and center option if you would like to send out documents requesting signatures from one or more people for example sales agreement you can tap on send for signature there are two ways with which you can upload the document and get started with the signing process the first option is you can import files from cloud storage devices such as Dropbox Google Drive onedrive on Java Docs the second option would be you can scan the document with your mobile device yourself and continue with the document signing process the inbuilt document scanner will look for document edges while you take a snap of the document by this way you can save a substantial amount of time you can also quickly send documents for signing and also say goodbye to scanning machines now let's see the steps involved in the sign and send feature so just tap on the sign and send feature on the home page with this feature you can sign documents and send the sign copies to one or more recipients the recipients will be limited to view the sign documents and they cannot perform any signatory actions tap on the sign and send option on the home screen you can either scan the document or upload the document from cloud services once you complete the document uploading process tap the next button you can drag and drop the record fields available at the bottom of your screen and you can tap the and you can complete the document signing process just tap on the finish button and you will be able to see the document name ending with sign successfully you just need to hit the share button you can share the same copy by our a drop I message our mail services or you can are you can even print the document from here that's it you have completed the document signing process now let's see the steps involved in resent for signature feature you can upload the documents and send them to one or more recipients to request their signatures using the cell for signature section upon the sign for sign option on the home screen we can either scan the document or upload the document from your cloud services once you complete the document uploading process tap the next button here you need to add your recipient details and you also need to mark the recipe in action you need to mark them a whether they should sign the document or they should just receive your copy or they need to be an in-person signer our we will come to this particular part in person signing later or they just need to view the document and approve the document for signing if you would like to add additional methods of authentication for an another level of security for instance email authentication offline RSS SMS authentication you can turn it on here you can also add a private message for each recipient and you can also add a public note for all the recipients and you can you can next click on the you can tap on the next button and in the next page you can also add more configuration you can configure the time to complete days on the document and validity period if you would like to add a document time also move this document to a folder for easy management you can do it from there then you can drag and drop the fields and just hit the send button that's it the document will be sent to the recipients and they will be able to view the document from their inbox they just need to click the link and they can start the document signing process the next important feature is the templates feature available in Zobel sign it allows you to create common formats for particular type of documents and save them for reuse in the feature for example if you have an NDA document or social media policy for new hires these are the document which would be oftenly sent to new new hires or people who are joining the organization or whenever you are going to sign a new deal with decline so these set of documents can be converted into a template Enzo sign you can upload a document add the fields and you can save it as a template Enzo cosign and you can always send this document in a few tabs from your mobile device so what you need to do is you can use this feature from your mobile app you can just tap on the templates option available on your home page and you can select the record a template and recipient and send it out for signal collecting signature quickly so this is the one which I was telling in the one of the previous slides the in person signing option the in person signing feature enables you to get documents signed using your zoko sign account in face to face situation if you are a sales person if you are going to a client's place and you want to get your document signed over the table you can get it done with this particular feature you don't need to carry all the documents basically just tap on these send for sign option on the home screen you can either scan the document or upload the document from cloud services once you complete the document uploading process tap the next button you can add recipients and select in person signing option once you complete the field addition part and other configuration the document will be sent out for signature the signer should open the inbox and start posting the session once he completes his or her signing part they can handle the session to you you can sign the document at you erase both of you will receive the copy of the signed document and that's it you can close documents on agreements over the table with zobo sign mobile apps in person signing feature this feature will be really useful for sales and marketing folks who visit client pays climbing clients places and they can get the document signed over the table the next important feature is you can configure alerts and notification for your important documents whenever a new document is waiting for you a sec nature or approval or or whenever your document is recalled you can configure to receive alerts and notification these oversight mobile apps will display the status on your mobile screen you can take the record action and keep the business up and running all the time oh here comes another important slide zobo sign mobile apps offers you both convenience and security you can log into the app with your fingerprint or face ID you can turn on this feature from the settings page now let's see a quick overview of the newly launched iPad app I will run this video for a few seconds [Music] we we highly recommend you to download our iPad app from iTunes and let us know the feedback now we also request you to spare a couple of minutes to learn more about the cool features available in Java sign high voice 13 [Music] so just go ahead and download the new Java sign iOS app from iTunes check these cool new features and let us know your feedback by writing to support and service I'm calm and also did you know you can send your document for signature directly from Zoo see our mobile app powered by Augustin C Java sign extension for Zoho CRM so if you already have Java C our mobile app you can send out documents and collect signatures whereas over sign extension available inside the app all the signed documents will be saved under the same linked out record easy right so this is one of the feature available available in Zoho CRM mobile app which not many customers know so we would want you guys to try this out and let us know your feedback now let us jump into the best practices who are using these Ubu sign mobile apps since zobo sign holds to a business critical data it is recommended to use yes form and unique password for your account and turn on two-factor authentication always download the app from the App Store's iTunes and Play Store do not download the application from anywhere else now that you know the list of available features in the app go ahead and try them all the app is free and you ensure you use the app to the fullest upgrade the app and use the latest version always so by this way you get all the security updates bug fixes enhancements and cool features and you can try them very fast and let us know the feedback in the settings page make sure you turn on the app usage and crash analytics feature it will help us to tweak and improve the overall mobile user experience here are some useful resources that would help you get started with the tool if you have any questions post it on our forums or try to support and Slovo sign calm now it is time for some questions shoot your questions using the chat option available in the GoToWebinar console the we'll try to answer all of them so make use of the time una sorry if I am pronouncing your name wrong has this question how can you edit your contract once it is created so you mean to say you have uploaded a document and you would like to edit it so if your question is that you can upload the document to our zoo go write or application and you can edit the document there and you can also send the document off for signature directly from zoko writer because Zoho sign readily integrates the java writer and you can do the document editing process there and you can send the document out for collecting signatures start it from there hope this answers your question so James has this question does the receiving user need to install the mobile app to sign no James not at all neither your end user will just receive an link on their inbox they just need to tap on the link from their mobile device or computer they can start training the process they don't need to install so cosign mobile app hope this answers your question Roberto has this question so go vote drive instead of Java Docs for the document import and export yes yes Roberto B we have this solo work drive integration available right now you can just go and try it out and let us know how it goes so Emmanuel no sound is that normal Emmanuel are you not able to hear me or you couldn't hear the sound of the video which we play una has another query the sign upon iPad will not save my company name and title and looks like you have already realized this with my colleagues I will definitely check them about this under and we will get back to you via email so tom has this question can I send doc to sign from Zoe books currently our integration with Java books is in the last level of testing we will let you know when that integration is our for use right now there is no possibility to do that with superbook's but the integration is very much in cars and we will announce it in our forums very soon so una has this question how to edit a document after you say that you need to read all the doc him and you need to edit it with zobo writer and you can send it send it again for signature hi Jessica we were told that a sales manager could review or approve and edit a contract before it gets sent to the client how does that work so basically you add your sales manager as an approver and he can review the document and he can either approve it or deny it and he can also add the comment by this way we provide and platform for collaboration so once owns the document goes through an iteration again and you can start the document send the document again from zobo sign and collect the signature so Jefferson how can we have a recording file of this meeting so we have recorded this session and we will send the recording to all the registered registered participants hope that's fine hi Becky sorry I couldn't pronounce your name correct so your question is how can I access CRM app I cannot see so sign in my CRM app you just need to go to the leads module on just tap on any lead and you can send out a signature from there using zoko sign just go ahead and you will be able to figure it out or we will send the webinar recording and the presentation slides with which you can do that yes Jessica your understanding is correct your sales manager would pick it after your approval hi Manuel you would like to automate from blueprint and apply a signature template on it this is very much possible with the automation and web hooks we have in the web interface we will answer your question via email along with the steps to do that so I know would also would like to receive these steps to automate with the blueprint yes Anna we will send these steps to you so una can you elaborate your question is it with the CRM yes so Visayan radial integrates with Zoho CRM you can just go to Soho sierra marketplace and you can add Soho sign extension and you would be able to see Google sign tab on all the leads potentials modem and you can send out documents for signature so markers would also like to receive the blueprint thing yes Marcus we will send these steps to you hi Anna I just would want to confirm you I have received your question regarding the template I will check that with my team and I will get back to you by email hope that is fine yes I know very much possible you can add client address as a merge field yes it is possible I would suggest you to share doula demo session with our technical consulting team so that you can get all your questions answered instantly along with the instant demo session over sokham meeting so Anna just try to support at so cosine comm we will send a reply to you we can schedule a session in a mutually convenient time and we can get this done so Anna you would also like to know is it possible to have the client print sign and send back wires over sign so can I know your exact requirement the whole idea of zobo sign is to eliminate paperwork I just want to know why would why would you a client would like to print the document and send it again - so cosine some clients are very old-fashioned sadly it's okay so cosine also offers a free plan you can just tell them they can also send out a sign five documents free per month you can ask them to download this oversee mobile app they can scan the document and they can send it to you just a little teaching thanks emmanuel thanks for your kind words so anna has this question how can I forward the clients signature securely on to another party so you would like to send the signed document to someone is my understanding correct so like I said before once you completely document signing process after you sign the document you can share it via email you can download it download the document signed document as a PDF and you can send it where any medium you wish there is also a provision to sign and send the document by a high message so hope that will work for you thanks moona thanks and thanks for your kind words so Anna when a document which is signed with Java Stein will carry a certificate there is a way to check the document whether it is signed with legitimate application again I would I would tell you you can ask this question in the personalized demo session we will show you how to check that using a dough out of PDF viewer so if you have any feedback for us make sure you write it to support at zoko sign calm if you liked the webinar it would be great you can you can chat the feedback by writing an email to support and so cosign calm so you can also suggest us what are all the topics which we should cover in the upcoming webinars it will be really helpful for us to Shadle our upcoming webinars based on your interest so with this I am signing up today thank you very much for spending your valuable time and joining this session today we will see you again in another webinar very slow