Create, merge, sign and store documents with Zoho Projects, Writer & WorkDrive

Integration & Automation Series 01

With a standard Work Order template created in Zoho Writer, when a task status is chosen as 'eSign the WorkOrder' in Zoho Projects, data from that task will automatically populate the Work Order document. This document will then be sent to a specific user for e-signature. Once signed, the final document is saved to a designated Team folder in Zoho WorkDrive.