Pre filling SignForm field values by URL field alias's in Zoho Sign
Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/
Decline to sign
Is there a way for a signer to decline to sign a document? We send out proposals, and unfortunately, clients sometimes go a different way. Since they're not proceeding, they're not going to sign the proposal, which indicates acceptance of our offer. What
Recipients cannot load documents sent through Zoho Sign
Hi, I'm hoping someone can help me troubleshoot an issue a couple of our clients seem to be experiencing with documents we send them through Zoho Sign. Some of our clients have reported that the document becomes stuck on a black loading screen. We have
Combine documents into single doc sent to client
Good morning, Currently for our quoting process, we have it setup to build the quote in the CRM, then use the Send for Zoho sign button in the CRM to send out the quote as well as a signing page with ancillary fees. The issue is we'd like to have the
2024 Healthcare Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello everyone! Digitization of paperwork and workflow automation are crucial for businesses operating in the life science industry and healthcare, as they deal with a large volume of sensitive data. Mishandling of this data and records can result in
SignForms
We just created a template to collect signatures from our clients, seems like we reached the limit, I wonder what is the limit for this feature and how can we get a higher limit and continue sending this template. Please as soon as you can reply to this
Comply with 21 CFR Part 11 and EU GMP Annex 11 using controls for life sciences
You can now enable controls for life sciences in Zoho Sign to stay compliant with FDA 21 CFR Part 11 in the US and Volume 4 GMP Annex 11 in the EU. Compliance with these guidelines ensures data privacy, security, and regulated use and maintenance of your
Is there a relationship between a the documents of a template and the documents of a request?
I have a requirement to handle signed documents dynamically. I was hoping to upload a template containing multiple documents, of which I would store the document_id of each in our database along with the appropriate action our system should undertake
Upload signed document to Workdrive
Hi, We need a way to upload a signed ZSign document to Workdrive. We'd like to be able to choose in which folder it will be uploaded, pretty much like we can already do in Zoho Writer (Screenshot 176, 177). Please let me know if this feature is planned.
Text field alignment
Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?
Webhooks for Zoho Sign
When will webhooks be available for Zoho Sign? Polling the API is not a great solution for real-time integration of systems to determine when a document has been signed. Any insight would be greatly appreciated.
Connecting to external SMS service
Is it possible to connect an external SMS provider to send a sign link? It's a much needed feature as we need it for flexibilty and also to be able to control the content of the SMS message and it's language. If not, is it on the roadmap? thanks Dor
Callback function to CRM resulting in multiple downloads of the same documents
I was able to successfully create a callback from our CRM by following the instructions shown HERE. Everything works correctly, however I'm seeing that the document and completion report are downloaded and attached to the CRM record for all signers in
Not sure who is signing your document? Not anymore with dynamic knowledge-based recipient authentication!
Hi Zoho Signers! Zoho Sign partners with IDology to provide dynamic knowledge-based authentication (KBA) for recipient authentication. Dynamic KBA generates questions to which ONLY the signer would know the answers. The questions are sourced from public
Remind/Recall Document API
When I recall a document through the Sign API, I would like to be able to specify the reason that gets sent in the user notification email. Same with including a unique message when sending a document reminder through the API. Is there a way to include
Zoho Sign
Our contract is not working I need help
Free webinar: Digital signatures for digital-first businesses in 2024
Hi all, With paperwork increasingly growing paperless, new challenges have emerged in using technologies like digital signatures. This raises questions like: How do we verify a signer's identity and authenticate access to documents? How do we expand Zoho
Auto size font
Is it possible to have the font in a text field auto size (i.e. get smaller) to accommodate the number of characters entered? I have mandatory text fields added to a ZCRM document but the entries in some fields are being shown over the next field. See
Collect signatures and payments in one go!
Hi Zoho Signers! Collecting signatures and then initiating a fresh payment process for multiple transactions can sometimes be complicated. With Zoho Sign's integration with Zoho Checkout, you can directly add a payment field with the document you are
How many fonts zoho sign supports
I was uploading a file with different fonts in it in Zoho Sign. But when i view the template after uploading i found that it didn't support all the fonts. So can you please help me how many fonts Zoho Sign supports, with their names asap. Thank You
How to prefill a multi-select Zoho CRM field in Zoho Sign template
Greetings, I have a few multi-select fields in Zoho CRM that I woud like to prefill a template in Zoho Sign. Placing a prefill Text field on the template in Sign shows the multi-select field when trying to link fields, but it doesn't populate the box
Automatic cloud backup to SharePoint
How can we achieve an 'Automatic cloud backup' to Sharepoint?
Do you want to delete or unassign ZohoSign Documents?
Hello Community, I was creating a contract to a client through Zoho Sign (mail merge template), then I made a mistake and had to create a new one. However, I saw that the first contract was assign to the Deal and Contact records as a Draft. I clicked
Template Document Editor - Text field with custom validation - Strange behavior
When adding multiple text fields with custom regular expression validation and switching between them, the regular expression field does not change its value
Consolidated recap of all Zoho Sign webinars from 2023
Hello, We wanted to offer you a quick consolidated recap of all the webinars conducted for Zoho Sign this year. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easier access and reference. Digital
Did you know Zoho Sign can automatically detect fields from PDFs?
Hi Zoho Signers! Tired of repetitive field addition, but have a PDF where you cannot add text tags? Worry not! Zoho Sign can now detect field spaces in fillable PDFs and assign corresponding fields automatically. You can upload fillable PDFs and assign
Zoho Sign Not Delivering
I have sent several contracts out via Zoho Sign. They do not seem to be getting delivered. I had one person receive it, but the others have not. I had one person tell me they sent it back to me and never got it and doesn't show as signed. I've sent
Did you know you can automatically add fields in Zoho Sign?
Hi Zoho Signers! Do you find it tiring to add fields manually and repeatedly? With Zoho Sign, you can automatically add fields to your documents. Manually adding fields is cumbersome and error-prone, especially when dealing with large volumes of data.
Free webinar: Zoho Sign in 2023 - Run-through of product updates and a live Q&A with the team
Hello, Are you an active user of Zoho Sign? Are you also an active advocate for the adoption of electronic signatures in your business's pursuit of digital transformation? If so, we invite you to join us next Tuesday, December 12, for an exclusive webinar
Zoho Sign Webhooks Security
in Zoho Sign, what protection is in place - if any - so that the receiving endpoint can verify the authenticity of the sender (Zoho DC / app). otherwise anyone knowing the https address of my endpoint can forge the request. webhooks signatures would be
Link to sign, New UX/UI, and Folders
Hi, I just wanted to request a features. A link for the signer to sign, sometimes the signer can't seem to find the email that sent for signing, so it would be better if I can give them a link to sign. like PandaDoc is having right now. I think the UI
500 errors all the time
am trying to build and test a cURL app connecting to the API but am hampered by continually getting a 500 error along with {"code":9039,"message":"Unable to process your request","status":"failure"} when trying to POST to the eu sign endpoint. I can GET
I am getting error while integrating upload document api
This is the error code { "code": 9008, "error_param": "requests", "message": "requests occurs less than minimum occurance of 1", "status": "failure" } This is the data i am passing in data field { "request_type_id": "2000000322040", "request_name": "NDA",
Create document & Update document end points for Zoho Sign API
Hi Zoho, Could you please help me. I am using the Zoho Sign API with python. I can upload documents fine. However, when trying to update said document the API seems to reject the json, despite it being the same as the Zoho Sign | API Reference. See below
Need to purchase Monthly subscription of Rs.800 per user
Dear Sir, I am trying to purchase a monthly subscription of Rs. 800 per user. But while logging there is no option to purchase. I am trying from below email id i.e <redacted>. Can you please check it ASAP. Please call on <redacted> to solve the quer
Template Creation
When I enter Zoho Sign and click Templates on the left had tool bar, I used to get a button top right to "Create Templates", but no longer. How do I create a new template?
Free webinar: Are your digital signatures legally-binding and seamlessly executed?
Of course, electronic signatures are legally valid in most countries and use-cases. However, each country and region has its own set of e-signature laws which you should be aware of during cross-border agreements. Zoho helps businesses worldwide to seamlessly
Use CRM Email Templates for Zoho Sign Digital Signature Request
I'm looking to create a custom Email Template for the Digital Signature Request. The one that exists in Zoho Sign appears to limit the types of variables you can use. (I.E.: $DOCUMENT_NAME$ for the name of the document $ORG_NAME$ for the name of the organization
Mail merge template, fillable fields, + Zoho Sign
I'm working on a client's CRM. They want to integrate Zoho Sign with the CRM by creating a mail merge template and have some values pre-populated from a module's data. But they also want to be able to add extra information that isn't available in the
Background changing when using Image field in zoho signs
Hi Team, We have create a merge sign document in Zoho writer and triggering it from Zoho flow. Everything is working properly but the background in the image upload field is changing. which making the document looking little odd. Can anyone suggest to
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