Introduction to ZorroSign
How do I Z-Sign as a Delegate?
If you have been assigned as a delegate, you can now view all the envelopes sent to your delegator, and Z-Sign on their behalf. These envelopes will appear in your Z-Vault Inbox and will be labeled with your delegators name, for easy identification. ...
How do I add a delegate to Z-Sign on my behalf?
Delegates can be assigned for a specific time-period or indefinitely. These delegates will receive all your envelopes and can Z-Sign on your behalf. To add a delegate, navigate to ‘Account Settings’ and select the ‘Delegation’ tab. All your delegates ...
How do I enable delegation for my organization?
Delegation is a premium feature and must be enabled for your organization. Contact support@zorrosign.com to enable this feature. Once assigned, your organization admin can enable this feature for specific users in their organization. To do so, ...
How do I add attachments to my envelope?
A new Attachment icon is now available on the top right of your screen. Select this icon to open the attachment view. There are three (3) sections within this view: 1. Mandatory Attachments 2. Additional Files 3. All Previous Attachments 1. Mandatory ...
How do I assign attachments to my workflow users?
A new Attachment icon is now available on the top right of your screen. Select this icon to open the attachment view. There are two (2) sections within this view: 1. Attachment Labels 2. Additional Files 1. Attachment Labels · The steps of your ...
How do I manage my Profile?
You can easily access the ‘Profile’ page from, The ‘Profile Name’ on the ‘Home’ page The ‘Account Settings’ From the ‘Profile’ window you can view and ‘Edit’ your profile details, Click ‘Edit’ to update profile details Then fill out the required ...
How do I create and manage Seals?
You can access the ‘Seals’ page easily from, The ‘Seals’ in ‘Account Settings’ The ‘Seals’ link within the drop-down menu displayed upon selecting your Profile Icon On the seals page, you are allowed to create 5 seals. These seals are listed by Seal ...
How do I manage my Contacts?
In the ‘Contacts’ tab, you can add contacts using 4 different methods. To add a contact directly, Select the category Click on the + icon Provide First Name, Last Name and Email Click ‘Add’ to finish · There are four types of contact import ...
How do I access my Admin Panel?
Through the Admin Panel, you can manage your, 1. Departments 2. Organization users 3. Organization seals When first accessing your Admin Panel, the analytics page will display a summary of your subscription and existing users. 1. Departments All ...
How to start a document, using a template?
All your created templates will display within the ‘Templates’ tab. A document can be started from this Template List view, if you have the required start permission. The following process must be followed, Click the ‘Start’ button. Provide a Name ...
Organizing my documents in Z-Vault folders.
The ‘Folders’ feature has been introduced to Z-Vault to manage documents with ZorroSign. This feature will be displayed within your ‘Z-Vault’. Under ‘Folders’, ZorroSign provides the ‘My Documents’ parent folder by default. This contains all your ...
How do I create and manage my signatures?
The ‘Signatures’ page can be accessed by, Selecting the ‘Signatures’ tab within ‘Account Settings’. Selecting the ‘Signatures’ link below the drop down displayed upon selecting your Profile Icon. A maximum of 3 signatures can be created and you have ...
How to create a Quick Sign Document?
First, navigate to ‘Z-Vault’ and click ‘Create’ to start creating a quick sign document. Then select the ‘Quick Sign’ tile and click ‘Next’ Now you can upload the files you want to process. Upload a File Select the file required, from ...
How to create a Bulk Sign document?
Follow the steps below to create a bulk sign document on your own. First, navigate to ‘Z-Vault’ and click ‘Create’ to start creating a bulk sign document. Then select the ‘Bulk Sign’ tile and click ‘Next’ Now you can upload the files you want to ...
How to create a Bulk Send Template?
To create a document specific template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. Here, all 4 template types will be displayed. Click on the ‘Dynamic’ tile. Thereafter, please follow the below steps to proceed ...
How to create a Dynamic Template?
To create a dynamic template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. Here, all 4 template types will be displayed. Click on the ‘Dynamic’ tile. Thereafter, please follow the below steps to proceed with ...
How to create a User-Specific Template?
To create a user specific template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. Here, all 4 template types will be displayed. Click on the ‘User Specific’ tile. Thereafter, please follow the below steps to proceed ...
How to create a Document-Specific Template?
To create a document specific template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button. · Here, all 4 template types will be displayed. Click on the ‘Document Specific’ tile. Thereafter, please follow the below ...
How do I create an E-Sign Document?
E-Sign document creation steps With ZorroSign’s E-Sign, you can easily create and sign documents in one easy workflow, Uploading files Assigning recipients to receive and sign Adding and editing tools Completing the workflow to initiate the E-Sign ...
How do I sign a document from my Inbox?
All documents that are required to be digitally signed will appear in your ZorroSign Inbox. To sign a document from your inbox, Select the 'Sign' button, which will open the document including all the tools required to be completed. The Green ...
How do I reset my password?
Follow the below steps to reset your ZorroSign password, Click on the ‘Forgot Password?’ button displayed within the ZorroSign login page. Enter your ZorroSign registered email address and select 'Submit'. ZorroSign will send a confirmation ...
Let's Login to ZorroSign!
Follow the below mentioned steps to Login to the ZorroSign application, Enter the URL https://app.zorrosign.net/ and navigate to the ZorroSign login page. Type in your registered email address and password within the space provided. Upon successful ...
What's New?
ZorroSign has come-up with a completely redesigned user experience. A few of the major changes made to the features are as below, Users must navigate to ZorroSign using the URL https://app.zorrosign.net ZorroSign’s ‘Dashboard’ feature has been ...
How do I Sign-Up for ZorroSign?
Follow the below steps to sign-up with ZorroSign, Access ZorroSign's login page through the direct URL https://app.zorrosign.net from your web browser. Select the 'Sign Up' link displayed on the login page. Fill out the sign-up form with your First ...