Recipient experience in Zoho Sign

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Introduction

Zoho Sign allows administrators to design a smooth and user-friendly signing journey for recipients. By customizing different aspects of the process such as how signatures are captured, what actions recipients can take, and how timestamps appear on documents businesses can deliver a more professional and consistent digital signing experience.

Step-by-Step Instructions

 

1.Signature Input Options

 

Administrators can define how recipients provide their signatures:

  • Type – Recipients can type their name, and Zoho Sign will generate stylized signature options.
  • Draw – Recipients can manually draw their signature. Organizations can also restrict the ink color to Red, Blue, or Black.
  • Upload – Recipients can upload an image of their signature.

 

2.Image Field Input Modes

If a document contains image fields, senders can choose how recipients add images:

  • Upload – Upload an image file.
  • Capture – Use a camera to capture and insert an image instantly.

3.Displaying Time Zones

 

Dates and timestamps on signed documents can be displayed in different time zones, ensuring clarity in global transactions. Options include:

  • Organization time zone – The organization’s configured time zone appears on documents.
  • Recipient time zone – The recipient’s local time zone is displayed (defaults to organization’s zone if unavailable).
  • Custom time zone – A specific time zone chosen from a dropdown list.

4.Recipient Actions

 

Senders can determine what actions recipients are allowed to perform while signing a document, ensuring better control and compliance.

5.Signer Hint Box

 

Enabling this feature guides recipients by highlighting required fields, making the signing process quick and error-free.

6.Automatic Field Navigation

 

Organizations can configure how recipients are automatically directed from one signing field to the next, reducing confusion and improving efficiency.

7.Signer Attachments

 

Recipients may need to upload supporting documents (e.g., ID proof). The sender can control who is permitted to view these attachments.

8. Custom Landing Pages

 

Once recipients complete their signing tasks, they can be redirected to a designated webpage. Businesses can also append specific parameters to the redirect URL for tracking or personalized experiences.

How to Access These Settings:

  1. Log in to Zoho Sign.
  2. Navigate to Settings → Account Settings.
  3. Select Recipient Experience from the left-hand menu.
  4. Customize the relevant options under each section.

Tips

By configuring the Recipient Experience settings, businesses can not only simplify the signing process for their clients but also maintain consistency, compliance, and professionalism. This customization ensures that every signer has a clear, smooth, and branded experience while interacting with your documents.

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