Pulling field data from template for api use
I am using Zapier to integrate Zoho Sign and Dotloop, when one of my
documents is complete it will create a new loop in our account at
Dotloop. How can I pull specific field data from the document (which is
a template) For instance, when the document
Can we add zoho sign to a custom module?
i understand out of the box it works with 8 modules. is it possible to add it to a custom module?
ZOHO SIGN SUDDENLY DISABLES ACCOUNT
Can't login to our Account. They disabled our account without any notice!
Zoho Sign for ISVs and OEMs : Integration, bundling and white labelling options
Zoho Sign can be a great fit for original equipment manufacturers (OEMs) and independent software vendors (ISVs) that need to collect digital signatures and automate e-sign workflows in their existing applications. We offer: Powerful APIs and white labelling
Free webinar: Digital certificate-based signatures with USB token and PFX files in Zoho Sign
Hello, In some regions and regulated industries, business signatories and signing authorities are required to use digital signature certificates issued directly to them or their organizations. These are typically held in the form of USB-based physical
How to Do a List in a Zoho SIGN Drop Down Field with 50 Options?
I need to frequently add a dropdown field in Zoho Sign that has all 50 states in the US. Is there a way to copy/paste a list easily, rather than clicking the "+" 48 times and typing in each state? When I try to paste the list of states, they all just
Zoho Sign Reminder email template
Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template
Introducing Automatic Field Addition (Text Tags) in Zoho Sign
Hello, Today we are excited to announce the general availability of automatic field addition (text tags) feature in Zoho Sign. Now, you can now add text tags in the content of your documents and Zoho Sign will automatically add the corresponding fields when they are uploaded for the signing process. For example: when you add text tags to your sales orders, new employee contracts, and NDAs, Zoho Sign will add the corresponding fields when these documents are uploaded for the signing process. If you
Problem with zoho sign
i am using zoho flow to connect a zoho creator app with zoho sign here the error message i have: Zoho Sign says "Add atleast one field for a signer." Zoho Sign says "Add atleast one field for a signer."
Schriftart open sans nicht verfügbar
Wie so oft in Zoho Apps gibt es unterschiedliche vor allem nicht einheitlich in allen Apps verfügbare Schriftarten. Wie möchten Sie bitten, open sans als Schriftart zur Verfügung zu stellen.
how to save multiple e-signature for future use in zoho-sign?
how to save multiple e-signature for future use in zoho-sign?
Zoho Sign in 2022 - A recap of product updates
Signing more than one document at a time
Is it just my ignorance, is it not possible to sign more than one document at a time? If not, how do I deal with an addendum to a document?
Feature Announcement: Enhanced recipient customization settings
Hi Zoho Sign Community, We are happy to announce that we've made enhancements to the Send for Signature option in Zoho Sign to facilitate a better signing experience. These enhancements are readily available across all editions. Key benefits Users can
Free webinar: Zoho Sign in 2022 - A quick walkthrough and a live Q&A with our experts
Hello, Has Zoho Sign actively helped in your business's pursuit of digital transformation? Or does it play a big part in how you do business or transact in general? If so, we invite you to join us next Thursday, December 15, for an exclusive webinar and
Is it possible to embed where a field should go into a document?
I am using the Zoho Sign API to automate sending a file for signature. I am generating the base PDF in real-time and it can change based the content. I need the signature place to be on the last page in a specific location. The "requests/[Request Id]/submit"
Ask the experts at Zoho Writer: A 4-hour live discussion on their latest updates to automation templates
Hello, The Zoho Writer team have released a new set of updates to power up their automation templates: mail merge, fillable, and sign templates. They're conducting a discussion panel with their product experts to answer any questions you might have on
ZOHO Sign data merged back to CRM record
Can data collected in a ZOHO SIGN document be merged back into the CRM record. For example, if you collect an address in the ZOHO SIGN sign document, can the address be posted to the CRM record upon completion of the SIGN document?
What is action_id?
I am trying to integrate between Zoho Creator and Zoho Sign. I am facing an issue when running the code it shows the error: {"code":9008,"error_param":"action_id","message":"action_id occurs less than minimum occurance of 1","status":"failure"} I want
Free Webinar: Digitally signing documents with Aadhaar eSign for Indian businesses
Hello, Staying true to the Government of India's Digital India Initiatives, Indian businesses have started adapting digital signatures as an alternative to signing documents with pen and paper. With Zoho Sign's integration with both Aadhaar eSign and
Sending proofs to CRM clients w Zsign
I need to send 150 different PDFs to 150 of my CRM clients. The cover letter would be basically the same but may vary in 30% of the sends. Can I use my CRM contacts last to send each of them attached or cloud based PDFs for their review. Then get feedback/modify/resend
Meet Zoho Sign experts at Zoholics Australia
Hello, We're glad to share that we're bringing Zoholics A/NZ, our annual user conference, back to Sydney and Auckland this year. Come and meet our Zoho experts to learn how Zoho solutions can make your business more successful! Zoholics - Australia Location:
Free Webinar: Transforming CRM with digital signatures: A look into Zoho Sign's integration with CRM tools.
Hello! Today, nearly every company uses customer relationship management (CRM) software for their sales and marketing operations. From tracing a lead to tracking a sale's progress, every customer interaction can be done with CRM software. It's highly
Zoho sign - SMS message
Hi We sometimes send text messages to clients to remind them they have a document to sign - this is a great feature but is there any way to edit the text message that is sent out? At the moment it looks quite suspicious and doesn't provide enough information
Vertrauliche Dokumente schützen
Wie würde man Vorgehen, wenn man ein vertrauliches Dokument zur Signatur versendet, dass die übrigen Zoho Sign Benutzer nicht einsehen sollen / dürfen. In den Administrationseinstellungen gibt es den "Admin" und "Nutzer". Muss darüber die Einschränkung
Zoho Sign Roles
Is it possible to restrict the User Role so that users cannot add fields to a Zoho Sign Document?
Free Webinar : End-to-end agreement management with Zoho apps
Hello, Are you still signing agreements and other business documents with pen and paper? The process can be time-consuming and cumbersome, and it often decreases productivity. A typical agreement process involves many steps, including document drafting,
Sign/Writer Notification Custimization?
It seems as if there is an error in my notifications (emailed) since the document I sent (via Zoho Mail Merge) to be signed expired, but gave me a "document has been completed" notification when it did. This is horribly misleading and I'd to change that
Free Webinar: Using Zoho Sign to virtualize employee onboarding and lifecycle management
Hello, Getting physical signatures on offer letters, onboarding forms, policy documents, NDAs, and other employment-related documents can be a cumbersome process. Zoho Sign's integration with our human resource (HR) management apps like Zoho Recruit and
Introducing Automation Credits in Zoho Sign
Hello, We hope that you have all been keeping well. The popularity of digital signatures and paperless signing continues to surge, owing to its suitability in the current times, as more and more organizations are choosing to operate and do business remotely.
Problem Trying To Pre Fill Template Fields
I'm trying to create a doc from a template prefilling the text fields existing in the template, but the doc is sent with all fields empty. This is the template: Trying with PHP SDK returns array index not found error $template->setPrefillTextField('CustomerEmail',
Old Zoho Sign integrate into Zoho CRM
Hi Ive got some old Zoho Sign documents in Zoho Sign that I created before we started using the full integration with ZOHO CRM. I want the early oho sign Documents/events to be in the account repository attached to the correct account. Can this be done.
E-Mailvorlage: Dokument zurückgerufen
Wir haben nun alle E-Mail-Vorlagen auf unser Firmendesign angepasst, jetzt erreicht uns sterben E-Mail "Dokument zurückgerufen" mit dem Zoho-Standard-Design. Kann diese Vorlage nicht angepasst werden?
Zoho Sign Testing
How do I avoid using Zoho Sign credits when I am testing with Zoho Flow?
Verify your signer's identity with EU eID methods
Hello, everyone! One of the most common concerns people have before using digital signatures is whether the intended individual is actually the one signing the document. Fortunately, digital signature services offer multiple options for verifying signer
Zoho Sign & Mail Merge - Template appears blank
I have a template for our contract that pulls data from the CRM, and when I preview it in the Mail Merge section, everything is fine. However, if go through "Send with Zoho Sign" and select it there as a Mail Merge template, it attaches a blank, single
Integration with SharePoint Online
Is there an integration where we can add a Zoho Sign link to the context menu of a document in the SharePoint document library. Then, we could directly initiate a workflow of sending a document for signature from a document library in SharePoint onl
Zoho Sign: Do all signers receive a PDF copy of the completed document?
Hi all! Once a Zoho Sign document has been signed by everyone (and thus is complete), do all parties automatically receive the fully-signed document as a PDF attachment by email? Thanks! D
Sign your documents with qualified electronic signatures (QES)
Hello! Today, we are excited to announce Zoho Sign's integration with Infocert, one of the most trusted digital service providers in the European Union. This integration helps Zoho Sign users execute their documents using qualified electronic signatures.
Free webinar : Qualified Electronic Signatures (QES) made easy with Zoho Sign
Hello, Did you know? There are three levels of electronic signature - simple, advanced and qualified electronic signature (QES). A qualified electronic signature is the highest level of compliance according to electronic Identification, Authentication,
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