Introducing enhanced document collaboration in Zoho Sign
Hello,
We are delighted to introduce a couple of highly-requested collaboration enhancements in Zoho Sign. Efficient collaboration is undoubtedly the key to ensuring quick turnarounds in digital paperwork, and is often the difference between business deals that have been won and lost. Zoho Sign already offers collaborative e-sign workflows to collect signatures from multiple signers automatically.
Today, we are building on that with the following additions:
- Sharing documents for collaboration
- Sharing templates for reuse
As you may already know, Zoho Sign offers a role-based access system for document management with two roles - admins and users.
Previously, only the admins could access all the documents within a Zoho Sign organization, and the users could only access the documents they owned. With this update, admins can enable document sharing between users across the organization, allowing users to access and track the documents of other users that have been shared with them.
Also, previously, though only the admins could create templates, all the users could see and use them to send documents out for signatures. With this update, the admins must now choose the users whom they want to share particular templates with. Any newly-created template will not be readily accessible to the users unless shared with them specifically by the admins.
These enhancements, thus, allow for streamlined document collaboration, usage, and segmentation without compromising on internal data security and privacy. To understand how these enhancements work, let's consider this example:
You have four users and one admin in your Zoho Sign organization.
Sharing documents for collaboration
Two of these users, A and B, work together in a team and share responsibilities in handling paperwork. Therefore, it would benefit each of them to have access to the other person's documents as well for keeping track of their entire team's paperwork. In this scenario, the admin can now share A's documents with B and vice-versa for better collaboration.
Sharing templates for reuse
Previously, all the four users in the organization, irrespective of their team or department, could view and use the templates created by the admin. A and B work together in a team, and the other users, C and D, work together in a different team. In this scenario, the admin can now create templates for each team and share them separately with only the users of the respective teams. This way A & B can't see or use the templates shared with C & D, and vice-versa, offering better segmentation in template access.
Frequently asked questions (FAQs)
Are these sharing enhancements available across all subscription plans?
No, these enhancements are not available across all subscription plans. The document sharing enhancement is available only in the Zoho Sign Enterprise Edition. The template sharing enhancement is available in the Professional Edition and above.
Where can I enable this?
If you are an admin of your Zoho Sign organization, you can enable sharing of documents between users from the Users section, and share templates with users from the Templates section. For step-by-step instructions, please refer to our help documentation here.
As an existing user of Zoho Sign, what has this changed in my organization?
No changes have been made to the sharing permissions and setup of existing users. Admins can follow our help documentation to enable sharing across their Zoho Sign organization and tweak the permissions to suit their collaboration needs.
Can a user share their documents with another user?
No, only the admins can access and enable document and template sharing across users. If a user needs to share their documents or a template they have access to with another user, they would have to contact their admin to do so. Also, do note that template creation and management can still only be performed by admins and users are simply allowed to view and use the templates shared with them.
Can documents be selectively shared from one user or admin to another?
No, the share functionality when used shares all the documents belonging to a user or admin with another user. Individual documents cannot be shared at the moment but their ownership can be transferred to another user or admin.
This is the first among many steps we will be taking towards offering fine-grained role-based access in Zoho Sign. We truly hope that these enhancements will enable fast-growing organizations to stay on top of their deals and paperwork. Do follow this space for more updates soon.
Feel free to try out these enhancements and let us know your feedback. If you are having trouble and need assistance, or for further details, comment below or write to support@zohosign.com. We look forward to hearing from you.
Happy Zoho Signing!
Cheers.
Sai Anand
Access your files securely from anywhere
New to Zoho Recruit?
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
Sai Anand N
PJ
Taylor Tedesco
Sticky Posts
Free webinar! Build smarter apps with Zoho Sign and Zoho Creator
Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Windows agent 2025_M02 release notes
Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.Windows agent 2025_M01 release notes
Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performanceMy email is blocked from sending
I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possiblhow to record deferred revenue?
Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services andSending of username did not succeed: Mail server pop.zoho.com responded: User already specified
I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online to zoho, but for some reason, it's stopped working in Thunderbird.Narrative 13: Importing your data
Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean andBlueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automaticallyUpdate Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?
Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to product statusYouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant
Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicatedcannot recieve or send emails
we are not recieving or cannot send emails.Shows sysytem errorCan I Build a POS using ZOHO creator and integrate it with ZOHO Books?
Hello, I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes. So, would Zoho creator provide me with this solution? Thank you,An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15Zoho Projects - Visual improvement to parent and sub-task relationship
Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasksNew Toolbar in Zoho Sheet
We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the farZoho inbuilt Telephony made a lot of issues!
Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony supportBest way to integrate Zoho with mobile app for managing customer requests with real-time notifications?
Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,Sending workflow notifications using popular chat services
Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: ZohoWebhook not firing.
I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",Adding Images to a Quote in Zoho CRM
We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates. We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates. This is a problem,Applications built with Zoho Creator
Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’dIs it posssible to add Asap Widget on Wordpress?
I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functioRequire ticket resolution
Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way whereTables from ZohoSheets remove images when updated from source
I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see theAPI Pagination Error: 'from' Parameter Limit
Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of recordsHow to go to the next open ticket in the queue when agents closes ticket
Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?CRM verify details pop-up
Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make itCustom templates for calendar report
What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (moreDisable payment thank-you emails
Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails?Maximum tags possible in Contacts Records
I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?Any way to "Pay with Check" or "Refund with Check" for Credit Notes?
When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,CRM Mobile reports
When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?When Zoho Tables Beta will be open to EU data center
Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!Start Form on a different page (i.e., hide form pages)?
I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field withHow can we disable "My Requests"?
We are not using this functionality in our system at all and our users get confused.PayPal payment received recording problem
Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team, its Invoice 785 in our accountserver response: 451.4.7.1
Good day. Some email clients of our domain receive an error about sending and receiving letters. while for the rest everything works fine. access to the mail made by pop protocol. Bless the mistakes: "server response: 451.4.7.1 System error".string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error
Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for thatHow to mute chat notification sound by default in Zoho SalesIQ?
We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occurKanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.Next Page