Mark Documents Folder as Private?
Can we mark a document or folder as private? We have multiple users in Zoho Sign. For the most part, our employees should be able to see most of the documents created by others. However, there are some sensitive documents that we don't want everyone with
Free webinar - Managing paperwork across the employee lifecycle using Zoho Sign with Zoho People and Zoho Recruit
Hello everyone, Getting your prospective and on-roll employees to sign documents like interview forms, NDAs, offer letters, onboarding documents, organization policies, and other employment-related paperwork is always a repetitive and cumbersome process.
Zoho sign Itsme integration QES
Hi, In order to comply with the european eIDAS-regulation in Belgium, we need to be able to let people sign documents using an Qualified Electronic Signature (QES). This is required by law for Employment documents or certain contracts. The current solutions
Template Folders in Zoho Sign to Help with Organization
Hey There Zoho Team, Problem: I am a Zoho Partner and I have been helping out a customer who has MANY templates in zoho sign. The problem is it has become difficult to quickly find the template as they have so many. Solution: We would like the ability
Zoho: Sign: date field entry. Why can't I just type it in?!
Zoho: Sign: date field entry. Why can't I just type it in?! Maybe I'm missing something, but I can not figure out how to set up a date field that allows a user to simply type in the date. Currently must use the mouse to select. This is not only awkward
The many ways to use the new Date field options in Writer!
With the all-new date field options, you can forget about manually calculating your past, present and future dates and leave it all to Writer to automatically calculate it for you. 1. To insert today's date: If you're writing a letter, you'll likely want
ZOHO Sign how to add the Recipient Name and email to the body of the email template
I need to add this fields into the body of the email template, but can't seem to get the right code.
Extracting/automating sign link
Is there a way to copy the sign link to a specific recipient? And also, is it possible to automate the sending of the link to myself or external automation tools? In more details: It can sometimes happen that the recipient email is spelled wrong/unavailable
Announcing qualified electronic signatures via itsme in Zoho Sign
Hello, everyone! With increased focus on improving compliance with regional laws, we have continued to expand Zoho Sign's list of digital signature providers. Today, we are excited to announce that Zoho Sign offers qualified electronic signatures (QES)
Custom Domain
Is there a way to use a custom domain instead of sign.zoho.com?? It does not look very professional and makes clients doubt on authenticity of sign software.
Prefill Name of Sign Form
Hi, Is it possible to pass a value to the name/title of the Sign Form through the URL? We are able to pass values to the actual form (email, address, etc) but we want to be able to title each form different based on a value passed across through the URL
Send again email with link for signup
Hello, I have a lot of problem to send contract my email, also missing the features "share link". How can I send again email to client and me wit link for signup a contract? Everytime it's a disaster!
Introducing the Doc Scanner integration with Zoho Sign
Hello, We're thrilled to announce that Zoho Sign has integrated with the Doc Scanner app. You can now scan your paper or handwritten documents and securely sign them using the Doc Scanner app by Zoho, available in the App Store. What is the Doc Scanner app? Doc Scanner is an iOS app built primarily for the purpose of using your device's camera to scan physical documents. Doc Scanner can, thus, be used to convert paper documents into digital files and store it all in one place. Key features The
Big Issue with Fields Remaining
We've recently switched to zoho sign and we've been getting a lot of customer complaints or issues. The biggest one right now is: if I leave required fields blank and try to click finish, it pops up with the red box but it takes me back to the last field
Adding multiple recipients while sending out document for signature
Hi all, I would just like to know whether it is possible to send a document for signature to multiple users at the same time using the API endpoint https://sign.zoho.com/api/v1/templates/[template_id]/createdocument If yes, then how I can add multiple
code":9008,"error_param":"data","message":"data occurs less than minimum occurance of null"
Hi all I've been getting the above error, but my code posts all the required data to the API. Any ideas? NextURL = "https://sign.zoho.eu/api/v1/templates/[templateID]/createdocument"; header = Map(); header.put('Authorization',"Zoho-oauthtoken" + AccessToken);
Zoho Sign not delivering saying more signatures pending but not true...
SO, Zoho is not delivering saying some pending fields need signing but not true, checked and clicked finish and normally that will take you to the field that requires signing but doesnt do anything. Also, when looking for document it should show in "in
ZOHO SIGN
Hello Everyone Since some days ago, when I upload a document in Zoho Sign and I want to view it, it changes some words into symbols. But is happen just in my computer. But when I sent the document, the person receives it normal and when I download the
Zoho Sign at Zoholics 2023 - Catch our experts and talks in person!
Hello! The advent of AI and automation has brought about unprecedented changes to how businesses approach productivity. Diving head-first into this era, you must equip yourselves to assemble business documents and paperwork smartly and more efficiently.
Free webinar: Digital signatures can reduce employee friction, increase customer experience in a hybrid work world
Workers can't meet customer needs without the resources to do so. Yet according to a 2023 Forrester survey of knowledge workers around the globe, just 26% strongly agree their organizations' leaders give employees the resources they need to consistently
How to "Send with Zoho Sign" to a specific Contact Role
We use Contact Roles for Deals. A Deal's main Contact might be different than a Customer's authorized contract signer/decision maker. I want to use Send with Zoho Sign and send only to a specific Contact Role. If the Contact Role does not exist for a
Mail Merge Fillable Fields updating CRM fields
Hello All, We use Zoho Sign with mail merge templates to send contracts for signature to our clients. I would like to know if its possible to have a fillable field (Checkbox) in the document that could update a field in the Contacts module on Zoho CRM
Renaming automation credits as complimentary Zoho Sign credits
Hello everyone, As you may already know, Zoho Sign offers complimentary automation credits to Enterprise and Zoho One users. These credits are consumed when uploading documents for signature request using Zoho custom functions (DRE), receiving submissions
Embedtoken documents sending
Hi, We have Document Completion setting according to https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/account-settings/sending-options/articles/document-completion But they're not send to users when we are using /embedtoken. Signer recipient doesn't
Unable to Integrate Zoho Sign with e-Aadhar
Unable to Integrate Zoho Sign with e-Aadhar and showing as "Not Supported" Already opted for enterprise plan
Zoho Sign Automation
I want a more seemly and automated integration between Zoho CRM and Zoho Sign. I recently signed up for your Zoho One trial and I just added the Zoho Sign marketplace integration to Zoho CRM. It's okay but has challenges. For example, even though I'm
How do I use the complimentary automation credits? I am a pay-as-you-go subscriber but it's deducting from my paid credits
Hi It was mentioned that i would get 10 complimentary automation credits. I am a pay-as-you-go subscriber but it's deducting from my paid credits I am in the middle of testing my forms, etc and it has not yet gone live. However, I noticed it is deducting
Free webinar: Sign and close deals faster with Zoho CRM and Zoho Sign
Hi there, Businesses across the globe rely on Zoho CRM to connect with their customers, streamline processes, and boost profitability. By using Zoho CRM and Zoho Sign together, your business can automate its digital signature workflow to close deals faster.
Free webinar: Mastering Zoho Sign's mobile & desktop apps and their advanced features
Hello there, In today's hybrid work environment, we often access most of our apps and services from our mobile devices. At Zoho, we understand the importance of mobile access and have rolled out native mobile applications.Zoho Sign offers a mobile app
Zoho Bookings Adding a Date of Birth Field
How can you add a functional & practical date of birth field in Zoho bookings? The date field currently available is totally impractical and you can't even label a basic text box as there is no way to effectively communicate to user how to add the correct
Zoho Sign speed
We have a few fields that need to be filled by customers signing our T&C's on Zoho Sign. The problem is that Zoho Sign skips to the next field very quickly, not letting the user scroll through the document at their own pace. Is there a way to stop this
Sign API Dropdown
How can I define a dropdown field using the sign API? The API Documentation is not clear, but states that the field type can be a dropdown.
Sign API Radiogroup
How can I define a radio group using the Sign API? The documentation doesn't provide details for the payload.
How to prefill fields for the recipient
Here's part of the Deluge code: 'Startdatum' and 'Einddatum' are fields defined as 'Recipient: Prefill by you', while 'Naam' is defined as 'Recipient: Guide'. Above code correctly fills in 'Startdatum' and 'Einddatum' in the form, but fails to pre-fill
Returning label parameters via webhook
As above is this possible? I can receive the payload but it does not contain the most details(like custom field for the signer)
Free Webinar: Empowering Indian businesses with Aadhaar eSign and e-stamping in Zoho Sign
The Indian government has always been a front-runner towards building a digital economy. With the Digital India campaign launched in 2015, numerous initiatives have been taken to empower the country to become more digitally advanced. Aadhaar eSign and
Identity verification
On a Zoho Form, I need the user to confirm their identity WITHOUT requesting they upload their photo ID documents (that's how we do it currently). What ID verification service can I integrate with Zoho Forms and Zoho Sign? We are based in Australia.
Signature images can be removed post-signing
It does not appear that Zoho Sign 'flattens' the PDF to embed the signature image into documents as post-signing it is possible to remove the signature image and re-save the file. This is a huge red-flag. DocuSign embeds their signature image into the
Inactive account cleanup policy for Zoho Sign
Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.
Organizing Zoho Sign documents created by Deluge based on a template
Our Deluge code in CRM uses the zoho.sign.createUsingTemplate function to send out documents to be signed. Looking in Zoho Sign All Documents, they all show up with the same document name, which is the name of the template. Question: is it possible to
Next Page