Introducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone,
We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents with data precision and improved efficiency. Your signing workflows can automatically perform calculations based on field values and adapt to signer inputs in real time. They can also dynamically present data across documents while reducing errors and saving time.
- Custom fields allow administrators to create new reusable fields, making the sender experience more efficient.
- Formula fields allow users to automate field value calculations based on the inputs of the recipient in other previous fields.
- Conditional fields allow users to insert additional fields and remove and manage existing fields based on the inputs of the recipient in other previous fields.
Key benefits:
- Improved efficiency via automation
- Increased accuracy in data collection
- Enhanced flexibility and personalization
- Dynamic field insertion
- Reusable customized fields
Want to learn more about this? You can find our detailed help documentation links below.
Formula fields: https://help.zoho.com/portal/en/kb/zoho-sign/user-guide/sending-a-document/articles/formula-fields
Conditional fields: https://help.zoho.com/portal/en/kb/zoho-sign/user-guide/sending-a-document/articles/conditional-fields
Custom fields: https://help.zoho.com/portal/en/kb/zoho-sign/user-guide/sending-a-document/articles/custom-fields-in-zoho-sign
Try these features and share your feedback with us.
Happy Zoho Signing!
Cheers,
Shri
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Shri Varshini
Fernanda Estavillo
Shravan Athre M
Phillip
cj
Sticky Posts
Introducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents withImportant: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these users
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー