3.6 - Zoho Sign Setup

3.6 - Zoho Sign Setup


 Prior to enabling Zoho Sign in the Portal Plugin, please ensure the following:

  • The Zoho Sign extension for the CRM has been installed in the CRM's Marketplace:

 

 

Back in the portal, navigate to Zoho API Settings > Zoho Sign

  • Authorize the connection by choosing the appropriate domain type.

  • Select Zoho Sign Documents (the module in the CRM that is created when the extension is installed and where documents are stored)

  • Enabling the module and map the appropriate lookup field.

 

 

  • For customizing the Zoho Sign tab for the front end user, navigate to the Customization > Zoho Sign and follow the instructions for each section.

 

 

Note: The Contact needs to be populated in the Zoho Sign Document for the document to be visible to the user.

 


 

Once the document has been signed, it will be visible to the user in the portal and available for download:

 

 

 




Here is a quick overview of the Zoho Sign setup:

    • Related Articles

    • Introduction

      Welcome to Catalyst Connect’s Client Portal Plugin for WordPress. This application serves to extend Zoho data to third party stakeholders who may need to access or update information throughout the Zoho product suite. There are 3 main benefits to ...

    • Zoho Books Setup for Contact Based Portal

      Books: Please ensure that Zoho Books and Zoho CRM are integrated. In Zoho CRM navigate to Settings > Marketplace > Zoho and search for Zoho Finance (if you have Zoho One subscription) or Zoho Books. The options will be to Setup Now or Manage. For a ...

    • 3.4 - Workdrive Setup

      To enable Zoho Workdrive in the portal, you need to download the Workdrive extension 'Zoho Workdrive for Zoho CRM' by going to CRM settings > Marketplace > All 'Zoho Workdrive for Zoho CRM' creates the WorkDrive folder URL and Workdrive Folder ID ...

    • 3.9 - Inventory Setup (eCommerce)

      In order to view eCommerce page, make sure the WordPress page is configured along with the short code provided in the setup instructions:   Integrate Zoho Inventory with Zoho CRM (refer to Section 3 "Configuring your Zoho Apps")   Once the page is ...

    • 3.3 - Desk Setup

      Ensure CRM and Desk are integrated by going to CRM settings >  Marketplace > Zoho.       Back in the portal, navigate to Zoho API Settings > Zoho Desk.   Enable the integration. Enter the Organization Id and authorize Desk. Follow the instructions in ...