Sign Document Using Creator Signature
In this video you can see how we can Sign Document without using zoho sign. I have created public url for take customer sign. Please have a look the video.
For create public url : “https://creatorapp.zohopublic.in/bind…” + input.ID + “/CQhftnafYju1Py0CZnkvtm2xbjhdghsgdhjgsjTx0h63rtEg”;
Automate Signing Tasks in Zoho Creator with Deluge
Zoho Sign provides the option to automate signing tasks by leveraging our own online scripting language, Deluge. Users can add logic to actions and trigger signing tasks and workflows automatically. For example, if you have a new user on-boarding application developed with Zoho Creator, and an employee enters the data and hits the submit button, an NDA document can be sent out to them immediately for signing. You can also write a custom function for other applications that supports Deluge to trigger the signing tasks.
Note:
For each document signature request generated through automation using Zoho Sign Deluge tasks, an automation credit or Zoho Sign credits will be consumed depending on your Zoho Sign subscription plan. Automation credits, proportionate to the number of licensed users, are provided to organizations on a monthly basis in the Enterprise plan. If your organization runs out of automation credits, then each such subsequent document will consume Zoho Sign credits which need to be purchased as add-ons.
This applies to custom functions, workflows, and all other automation achieved through Deluge across the various Zoho app integrations presently supported by Zoho Sign.
How it works?
1. The Deluge Script Builder provides a drag-and-drop user interface to add Delugue scripts without requiring users to learn and remember Deluge Syntax and functions.
2. You can create an application based on your requirements. For example, you could create a recruitment app or an inventory management app .
3. In a recruitment app, logic can be used to automate signing tasks for NDA, social media policy, IT services policy, and more.
4. For each logic, you can assign a signing task and send out a document for signing to employees.
5. Deluge will automate and simplify the whole process for you.
6. The step-by-step instructions of Deluge Tasks for Zoho Sign are in this section of our help documentation.
Common Deluge Tasks for Zoho Sign
– Sending a document for signature
– Use a Zoho Sign template to send out a document
– Checking the status of already sent documents
– Downloading files associated with the already sent documents
Sending a document for signature:
Sending a document for signature involves three steps: uploading the document, getting field types; and adding the recipients and the fields associated with the recipients.
Uploading the document:
1. Upload the document.This document can either be stored as a Zoho Creator file field or in a third party URL from which it can be downloaded.
2. After getting the file object, use the uploadDocument task
Code:
file = getUrl();
res = zoho.sign.uploadDocument(file);
[OR]
res = zoho.sign.uploadDocument(input.File_field);
The response will contain a map with the status of either success or failure. In the case of success, it will return the details of the created document along with a request_id that you will need to perform further actions. There will also be a document_id that you need to specify which document to add fields to.
https://www.youtube.com/embed/2Zb82xzc5kA