Document types in Zoho Sign

Document types in Zoho Sign are customisable categories that help you organise and classify the documents you send, making it easier to keep document management consistent across your account.

How to access document types

1. Hover over Settings and click Account Settings.
2. Select Document Types from the list of sections.

How to create a document type

1. Click Add.
2. Enter a name and description for the new type.
3. Click Add to confirm.

Editing or deleting a document type

Use the ellipsis menu next to an entry to edit its name or description, or to delete it. To remove several document types at once, select them and choose Delete from the More Actions dropdown.

Frequently asked questions

What are document types used for in Zoho Sign?

They are customisable categories that help you organise and classify documents consistently across your account.

Can I delete more than one document type at a time?

Yes, select the ones you want to remove and choose Delete from the More Actions dropdown.

Need help?

Need help organising document types in Zoho Sign? Contact support@thoughtlogik.com or see our Zoho implementation services.