Zoho Sign – Training for Administrator(Day one – 4 Hours)

User management

• Signing up with Zoho Sign
• Configuring multi-factor authentication
• Adding new users
• Integrating with Google Workspace and Office 365
• Assigning roles
• Importing contacts

Account setup and customization

• Setting up user profiles
• Adding your signature and stamp
• Entering your organization details
• Adding your company logo
• Customizing the email templates
• Verifying your email domain (DKIM)
• Customizing your legal disclosure message

Document signing

• Signing documents yourself
• Sending document for signature
• Entering your organization details
• Collecting in-person signatures

Document management

• Signing documents yourself
• Sending document for signature
• Entering your organization details
• Collecting in-person signatures

Advanced Zoho Sign features

• Setting up reusable templates
• Creating self-service, form-based documents for signature via SignForms
• Sending and signing documents in bulk