Legally valid e-signatures in Canada, with audit trail and templates. This free 31-page manual by Nuagix combines a user guide and an administrator guide for Zoho Sign, a deployment checklist and an English-French glossary of interface terms.
What's inside
The first chapters are for users; the following ones are for account administrators.
- 1. Introduction and access
- 2. Interface and navigation
- 3. Sending a document for signature
- 4. Recipients and signing order
- 5. Fields and document preparation
- 6. Signing a document
- 7. Templates
- 8. SignForms (self-service forms)
- 9. Tracking, reminders and reports
- 10. Signer identity verification
- 11. Audit trail and certificate of completion
- 12. Mobile app
- 13. Best practices
- 14. Users, roles and profiles
- 15. Organization settings
- 16. Customization
- 17. Automation and API
- 18. Integrations
- 19. Security and compliance
- 20. Legal validity in Canada and Quebec
- 21. Editions and licenses
- 22. Deployment checklist
- A. English-French glossary
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Nuagix is a Quebec-based company founded in 2011 and a Zoho Premium Partner since 2019, with more than 350 implementations and more than 250 optimizations of existing clients. Nuagix received the Sales Achievement award at the Zoho Partner Awards 2024.
- Zoho Sign implementation and configuration tailored to your processes
- Optimization of an existing Zoho account and automations
- AI agents (Zia) and integrations
- Training for your users and administrators
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