Overview
The Admin Guide explains how administrators configure and manage KAiZEN eSign within their organization.
Administrators are responsible for controlling user access, managing system settings, and ensuring document workflows operate correctly.
Installing the Integration
KAiZEN eSign can be installed from Zoho Marketplace to connect with Zoho applications.
Installation typically includes:
- Installing the extension from the marketplace
- Granting required permissions
- Activating the integration for users
Once installed, users can access KAiZEN eSign features within their Zoho environment.
Managing Users
Administrators can control which users have access to the system.
Administrative capabilities include:
- Granting access to specific users or teams
- Managing roles and permissions
- Controlling who can send documents for signature
These controls ensure document workflows follow organizational policies.
System Configuration
Administrators can configure system-level settings such as:
- Default signing workflow settings
- Notification preferences
- Document retention rules
- Security configurations
These settings ensure that document processes remain consistent across the organization.
Monitoring System Usage
Administrators can review platform activity to understand how the system is being used.
Typical metrics include:
- Number of documents sent
- Signing completion rates
- User activity levels
This information helps organizations evaluate the effectiveness of their digital agreement processes.