**Zoho Sign Email Signatures and Templates**
In this webinar, we will discuss how to use Zoho Sign email signatures and templates to streamline your document workflows. We'll cover the following topics:
* What is Zoho Sign?
* How to create a Zoho Sign email signature
* How to use Zoho Sign templates
* How to send a signed document
* How to use sign tags
* How to integrate Zoho Sign with CRM
We'll also answer your questions about Zoho Sign email signatures and templates.
**What is Zoho Sign?**
Zoho Sign is a cloud-based electronic signature platform that allows you to send, sign, and track documents online. It's a great way to speed up your document workflows and reduce the amount of paper you use.
**How to create a Zoho Sign email signature**
To create a Zoho Sign email signature, follow these steps:
1. Go to the Zoho Sign website and log in to your account.
2. Click the **Settings** icon in the top right corner of the screen.
3. Click **Email Signatures**.
4. Click **Create Signature**.
5. Enter your name and email address.
6. Choose a font and size for your signature.
7. (Optional) Add a logo or image to your signature.
8. Click **Save**.
**How to use Zoho Sign templates**
Zoho Sign templates allow you to create pre-formatted documents that you can use to send out to clients or partners. To use a Zoho Sign template, follow these steps:
1. Go to the Zoho Sign website and log in to your account.
2. Click the **Templates** icon in the top right corner of the screen.
3. Click the **Create Template** button.
4. Choose a template from the list or click **Create New Template** to create your own template.
5. Enter the name of your template and select the document type.
6. Add the content of your template.
7. (Optional) Add sign tags to your template.
8. Click **Save**.
**How to send a signed document**
To send a signed document, follow these steps:
1. Go to the Zoho Sign website and log in to your account.
2. Click the **Documents** icon in the top right corner of the screen.
3. Click the **Upload Document** button.
4. Select the document you want to send.
5. (Optional) Add sign tags to your document.
6. Click **Send**.
7. Enter the email addresses of the recipients.
8. (Optional) Add a message to the recipients.
9. Click **Send**.
**How to use sign tags**
Sign tags are used to pre-populate fields in a document with information from your CRM. To use sign tags, follow these steps:
1. Go to the Zoho Sign website and log in to your account.
2. Click the **Settings** icon in the top right corner of the screen.
3. Click **Sign Tags**.
4. Click **Create Sign Tag**.
5. Enter the name of your sign tag and select the field type.
6. (Optional) Add a description for your sign tag.
7. Click **Save**.
**How to integrate Zoho Sign with CRM**
Zoho Sign can be integrated with CRM to automate your document workflows. To integrate Zoho Sign with CRM, follow these steps:
1. Go to the Zoho Sign website and log in to your account.
2. Click the **Settings** icon in the top right corner of the screen.
3. Click **Integrations**.
4. Click **CRM**.
5. Select the CRM you want to integrate with.
6. Click **Connect**.
7. Follow the instructions to connect Zoho Sign with CRM.
We hope you found this webinar helpful! If you have any questions or comments, please feel free to reach out to us at [email protected]
