Easy Document Management with Zoho Sign

By | Training

Zoho Sign document managementBy adding Zoho Sign to your suite of Zoho apps, you can easily send out your CRM documents for signatures. With your current Zoho CRM subscription, it is available at no extra cost. You’ll have the option to install the Zoho Sign extension from the Zoho CRM marketplace once you create a Zoho Sign account. Once this is all set up, you’ll be able to send documents needed for signatures.

Creating your Zoho Sign account

  • Log in to your Zoho CRM account
  • Go to sign.zoho.com
  • Accept an invitation to your organization’s account, or if you’ll be creating one, enter an organization name. You’ll want to confirm first that someone else in your organization hasn’t already created an account.

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Zoho Document Management

By | Zoho Tips

Zoho document managementWhen it comes to Zoho document management, Zoho CRM users will generally have two options.

Attachment to a record

The first is as an attachment to a record.  This is the preferred method if the document is related to a specific record and it is needed for reference only.  For example, a home inspector might use Zoho CRM to manage their business, and use the accounts module to store the properties they inspect.  A home inspection report performed on a specific property could then be “attached” to that property record within the account module by opening the record, hovering over attachments in the left gray nav panel, and clicking on the “+” symbol. Once attached, a document can be viewed, downloaded or deleted. Read More