Folders in Zoho Sign

Folders in Zoho Sign let you organise documents for easier filtering and access, so you can find sent and received documents without searching through one long list.

How to create a folder

1. Go to Settings > Account Settings > Folders.
2. Select Add and enter a name for the folder.

You can also create a folder on the fly while sending a document for signature, by clicking the plus icon near the folder field.

Managing folders

Folder management is restricted to administrators. To remove a folder, select it and choose Delete from the More Actions dropdown.

Frequently asked questions

Can I create a folder while sending a document?

Yes, you can create a folder on the fly while sending a document for signature by clicking the plus icon near the folder field.

Who can delete a folder in Zoho Sign?

Folder management is restricted to administrators, who can select a folder and choose Delete from the More Actions dropdown.

Need help?

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