Document ID

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Zoho Sign can add a unique Document ID to documents sent out for signature, useful for tracking and referencing a document later.

How to insert a Document ID

  1. Click Settings in the left navigation panel.
  1. Choose Account Settings.
  1. Choose Sending Options from the side pane.
  1. Navigate to Document ID.
  1. Select the Insert Document ID to documents checkbox.
  1. Click the Add to dropdown and choose the pages where you want the Document ID to appear.
  1. Select the position for the Document ID from the Position dropdown.
  1. Click Save.

Tips

  • A Document ID makes it easier to identify and reference a specific document later, particularly useful for contracts and compliance records.
  • Choose a position that doesn’t overlap with existing content on the page.

Frequently asked questions

Can I choose where the Document ID appears on the page?

Yes, you can select the position for the Document ID from the Position dropdown once it’s enabled.

Does the Document ID appear on every page of a document?

You choose which pages to include it on using the Add to dropdown, so it does not have to appear on every page.

Need help?

Need help setting up Document ID in Zoho Sign? Contact support@thoughtlogik.com or see our Zoho implementation services.

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