Zoho Sign: Product Updates - Mid-2021

Zoho Sign: Product Updates - Mid-2021

Hello!

We are halfway through 2021, and it has been a busy journey for us at Zoho Sign.

Driven by the rise in remote work culture, the adoption of e-signatures by businesses and other organizations has become increasingly widespread. Here's an outline of all the features and enhancements we have introduced in Zoho Sign over the past six months and a sneak peek of what is coming.

What's new?
  • Document sharing
  • Template sharing
  • Windows app for signing with USB Token DSC
  • Print and sign support for regional conventions
  • Document type and folder management
  • On-demand bulk backup to cloud
  • Short-hand text tags
  • Merge enhancements in bulk send
  • Enhancements to limiting responses in SignForms
  • Enhancements to field properties in Document Viewer
  • Email bounce notifications
  • Support for spreadsheet upload
Document sharing
Administrators can now 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. This enhancement can be accessed by visiting the Users section and selecting the desired users to share documents between. It allows for better collaboration without compromising on internal data privacy.



Template sharing
Functioning largely similar to the document sharing enhancement, this allows administrators to now choose the users whom they want to share each template with. This helps with segmented access and prevents templates from being readily accessible to all the users upon creation. However, the users with whom a template is shared can only view and use it. Template creation and management is still only accessible to the administrators.



Windows app for signing with USB Token DSC
Zoho Sign now offers a USB Signer app on Windows that enables users to digitally sign documents using a USB token or drive carrying their digital signature. A USB token for digital signature is a digital signature certificate (DSC) in a password-protected device and in the physical form. This digital signature certificate is self-acquired by the signing individual from a regional certificate authority or identity provider. This type of signature is also referred to as advanced electronic signatures (AeS) in some legal contexts. Thus, this now allows users to sign documents using their personal or organizational digital signatures. The app can be downloaded on Windows from the Microsoft Store.



Print and sign support for regional conventions
Signers can now download the documents sent to them for signature, sign them physically, and then upload a scan of the signed paper documents back onto Zoho Sign to complete the digital signature process. Zoho Sign will attach its digital signature certificate onto the scanned copy that was uploaded and then proceed with the sign workflow as defined by the sender. This is handy in scenarios where regional conventions dictate that signers must sign documents physically and also maintain a copy in the form of signed paper documents. Alternatively, senders may also upload a scan of the signed paper documents they receive from signers, physically or via fax, on behalf of the signer and mark their signing activity as completed to advance the workflow onto the next recipient.



Document type and folder management
Users can now manage their document types and folders in Zoho Sign. By accessing the respective tabs in the Account settings section, users can edit or delete existing document types and folders or create new ones. Deleting a document type or a folder will not delete the documents associated with them. Users can associate documents with a document type and a folder, or modify existing associations, by editing the document signature requests from the Documents tab.



On-demand bulk backup to cloud
Users can now back up all their completed documents in bulk to one of the integrated cloud storage providers on-demand. Upon initiation, the backup task will immediately start saving a copy of all the completed documents belonging to their organization to the location specified in their cloud storage. Once the backup task is completed, an email notification containing a summary of the activity will be sent to the user from Zoho Sign. However, due to its potential to create a greater load on our servers, this feature will only be activated for organizations at the request of their administrators. Administrators can send a mail to our support team at any time requesting its activation.



Short-hand text tags
Users now have the option to use much shorter text tags in place of the older text tags in Zoho Sign. These tags function like merge tags for signer fields. When these tags are placed alongside the content in a document, they are automatically replaced by the corresponding signer fields upon upload to Zoho Sign for the signing process. An example of the newer short-hand text tag would be using {{FN:R1}} instead of {{First Name:Recipient1}}. For further information, users can send a mail to our support team requesting assistance and documentation.

Merge enhancements in bulk send
Apart from the predefined signer fields, users can now also merge recipient data onto custom text fields in documents when sending them for signatures using the bulk send feature. The data for the custom text field must be included in the bulk recipients CSV file in additional columns with the columns carrying the same headers as the respective fields' data labels. Similarly, a private note can also be added for each recipient by including the data in a column titled 'private_notes' in the CSV file.



Enhancements to limiting responses in SignForms
Users can now disable duplicate responses from the same email address in SignForms. When disabled, anybody trying access a SignForm document by entering an email address already used in a response made in the last 7 days, will, by default, be asked to contact the form owner. However, users also have an option to allow signers to resume signing the SignForm document if their previous response was incomplete.



Enhancements to field properties in Document Viewer
We have introduced new properties that can be set for signer fields in the Document Viewer screen - Resizable, Fixed width, Fixed height, and Character limit. It is now easier for users to duplicate a custom text field to create multiple occurrences of it containing the same data and properties. To do this, users can simply select the text field and then copy-paste it onto the document and reposition it wherever it needs to appear again. Alternatively, users can add more fields and set a common data label to make them share properties. This functions such that once the signer inputs the data in the first occurrence of the field, it is automatically filled into the subsequent occurrences.



Email bounce notifications
Users now get an email bounce notification when an email sent from Zoho Sign is not delivered to its recipient. This notification is received by the user in their mailbox and will carry a reason identifying the cause of failure due to which the email could not be delivered. This can be essential for organizations to identify and fix when a breakage occurs in communication related to paperwork due to email delivery issues.



Support for spreadsheet upload
Zoho Sign now supports the upload of spreadsheet documents for signing and sending for signatures. The supported file formats belonging to this type are XLS, XLSX, and ODS.

What's coming?
  • Qualified Electronic Signatures (QeS)
  • Signing with cloud-based identity providers for different regions
  • Trusted timestamping in documents
  • Offline signing
  • E-sign workflows in Google Docs
  • Software development kit (SDK) for mobile development
We are now in the final stages of introducing options to sign documents with several integrated regional and cloud-based identity providers. For the EU region, we will have Qualified Electronic Signatures (QeS) available via bit4id, a certified provider of digital signature services. For businesses in India, we will have cloud-based eSign or e-KYC (based on the guidelines laid out by the Controller of Certifying Authorities or CCA) available via eMudhra, a leading provider of digital identity services. We are also working with a few more vendors to make these capabilities available across other regions and hope to introduce them in the coming months.

Additionally, we are also working with several regional timestamping authorities (TSA) to introduce trusted digital timestamping in documents for added document security and validity. This also greatly reinforces Zoho Sign's legal applicability for use by governmental bodies and other public administration organizations.

Soon, there will also be an offline signing capability that enables agents to collect signatures in person from signers in remote areas without internet connectivity and also allows signers to download documents on their mobile apps and sign them offline at their convenience. Besides this, we are also nearing the release of a full-fledged software development kit (SDK) for mobile application and integration development using Zoho Sign's services. Users of the Google Workspace ecosystem will also soon have the capability to initiate sign workflows directly from their documents in Google Docs using Zoho Sign.

Do follow this space closely for our announcements (very soon!) introducing these capabilities.

If you need further details on any of these features or enhancements, feel free to comment below. For any other support or assistance needed, please write to support@zohosign.com.

Happy Zoho Signing!

Regards.
Sai Anand

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Stock Update After Approver 1 Approval in Multi-Level Approval Flow

                                                                                                            Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,
                                                                                                          • Zoho Form Auto Fill

                                                                                                            I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they select
                                                                                                          • Image Resolution Restriction Option in Zoho Forms File Upload

                                                                                                            Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). This
                                                                                                          • Can't select Leave type while applying a leave

                                                                                                            Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank
                                                                                                          • Mes débuts sur Zoho Forms | 13 champs à l'export ! seulement

                                                                                                            Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payante
                                                                                                          • Introducing real-time document commenting and collaboration in Zoho Sign

                                                                                                            Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
                                                                                                          • Adding Photos Into Form (as a form creator)

                                                                                                            As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)
                                                                                                          • [Training] AI-Powered Application Development Bootcamp 2.0 - Zoho Creator

                                                                                                            Hello everyone, Ready to take your app-building skills to the next level with the power of AI? We’re excited to invite you to AI-Powered Application Development Bootcamp 2.0—a 90-minute, live training session designed to help developers, business users,
                                                                                                          • What is the easiest/fastest way to attach an email or PDF to a Zoho record?

                                                                                                            Hi everyone, We use Outlook with Office 365 and have the need to either ideally attach a .msg email directly to an account or custom module in Zoho, or if not attach just the PDF that would be sent in that email. The Zoho plugin is very basic for Outlook
                                                                                                          • Free webinar! Close deals faster with Zoho Sign from Zoho CRM

                                                                                                            Hello, Are you tired of chasing down signatures and getting stuck with paperwork delays in your sales process? With the seamless integration between Zoho Sign and Zoho CRM, you can create and send documents for signing online, close deals faster, and
                                                                                                          • Files stores in Library Marketing Automation

                                                                                                            Hi, How can i switch from card view to list view in Marketing Automation My Files.?
                                                                                                          • Paid for upgrade and no change

                                                                                                            I paid the $24.99 rate to upgrade to Pro version and no change when I signed out and signed back in.
                                                                                                          • Issue with Code Snippet Styling Overlap in Zoho Landing Page

                                                                                                            Dear Support Team, I have encountered an issue on the Zoho Landing Page while working with code snippets. When I try to create a custom script and add HTML, CSS, and JavaScript within the code snippet, the styling appears to overlap and affect other code
                                                                                                          • Adding yearly Calander

                                                                                                            How to add Yearly calander and employee data from admin console
                                                                                                          • Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days

                                                                                                            Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this
                                                                                                          • Feature Request - Copy Reschedule Link

                                                                                                            Hi Bookings Team, I had a client contact me today, to let me know that she can't make a meeting she booked this week. I can't remember if I included a reschedule link in email notifications, but I was thinking that it would be great if I could just open
                                                                                                          • eCommerce ZUG Virtual Meetup – Critical Role of e-Signatures in eCommerce

                                                                                                            Hello there! Are you in the ecommerce industry and looking for a secure, compliant e-signature solution to handle all your paperwork? From vendor onboarding and supplier contracts to internal HR and finance workflows, speed, scalability, and customer
                                                                                                          • Zoho Desk iOS app update: Archived ticket list view

                                                                                                            Hello everyone! In the latest iOS version(v2.10.7) of the Zoho Desk app update, we have brought in support to access the 'Archived Ticket views' on the 'Ticket Views' screen. Tickets that have been Closed and inactive for 120+ days will be automatically
                                                                                                          • Chart of Accounts

                                                                                                            Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,
                                                                                                          • Zoho People Candidate Unable to see Non Admin Data

                                                                                                            Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2
                                                                                                          • Issues With Image Formatting when Importing Word Documents as Articles

                                                                                                            Hello, I am having formatting issues when importing .docx files into articles. The documents look fine on Word, but once they are imported into an article, the images will overlap text and other images. Occasionally there will be added space between images
                                                                                                          • ZOHO COMMERCE 2.0 – Réinventer la vente, repenser la valeur

                                                                                                            Il y a cinq ans, nous avons lancé Zoho Commerce pour accompagner les entreprises dans la vente en ligne. À cette époque, notre objectif était clair : simplifier l'e-commerce. Aujourd’hui, le marché a évolué, tout comme les attentes des entrepreneurs.
                                                                                                          • Business hours in reports

                                                                                                            Hi. If I activate the business hours for my tickets. Does it affect in reports? I mean, if before, without working hours a ticket comes in on a Monday and closes the following Monday, in the resolution time in working hours I get 7 days. I want to know
                                                                                                          • Zia Field Prediction - Unable to Validate Dataset Entries

                                                                                                            Lastly, whenever we want to create a new field prediction, the status gets stuck in Incomplete and when I try to annotate tickets, I get an error message saying "Unable to validate dataset entries." I've tried deleting and recreating the prediction, but
                                                                                                          • Using an article already existing in Zoho Desk KB as a resolution for another tickets

                                                                                                            Hi, I've read about the Resolution tab of the Tickets and the ability of adding a Resolution to the Knowledge Base so that both agents and customers be able to access this information. However, and considering several tickets may be solved by following the same procedure, here's my question: if, for a ticket, I solved it and added the way I solved it as an article in our KB, is it possible to grab that article and use it as a resolution for another tickets with similar characteristics? If it's not,
                                                                                                          • How to create knowledge base article from api?

                                                                                                            How to create knowledge base article from api?
                                                                                                          • Disabling Smart Writing Assistant

                                                                                                            Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have
                                                                                                          • Append tags to records on import

                                                                                                            Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging when
                                                                                                          • "Recently Changed Payload Format" for webhooks in Zoho Billing

                                                                                                            We are seeing a message about recently changed payload format for webhooks in zoho billing. I cannot find any notification about this change can you give me more information on this?
                                                                                                          • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                                                                            Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                                                                          • Zoho People Created a UBO/Group CEO Profile to view all employees

                                                                                                            Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given access
                                                                                                          • We've updated the webhook payload format

                                                                                                            We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. Note: This change is also applicable for the webhooks configured from the Developer Portal.
                                                                                                          • Zoho People > Access of Left Menu

                                                                                                            Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team member
                                                                                                          • Custom Button - Location Choice is not changeable in creation

                                                                                                            I created a custom button for the Tasks module that calls a function to streamline mass updates of closing tasks as "complete". I want to place it in either the utility menu or the mass action menu, but when I create the button the "select page" field
                                                                                                          • Workflow on Clone

                                                                                                            Hello. I'm interested on creating a workflow on a clone of a record in the Price_Books module that will clone also all the related Products and associate the new ones with the new Price_Book. My problem starts with that there's no On Clone event, only
                                                                                                          • How can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?

                                                                                                            I know that using HTML snippets, clicking the button can pop up the form. However, the same code does not work in the widget. <button><a href="#Form:form2?zc_LoadIn=dialog">Add</a></button>
                                                                                                          • Introduce an option to hide the form title

                                                                                                            My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and
                                                                                                          • 関連トピックから配信リストをつくる

                                                                                                            ZOHOキャンペーンの既存の連絡先リストを関連トピックで絞り込んで、配信リストを作成する方法があれば、教えてください。
                                                                                                          • Zoho Mail not working

                                                                                                            Anyone else had the issue where emails wont send from either the desktop CRM or the mail app? It just says "syncing" then "failed". I deleted it and tried to access emails through the CRM on my phone (fold) but they dont show. It seems it is impossible
                                                                                                          • Shorten one URL but not all

                                                                                                            I have read that I should be able to click on the shorten link button at the bottom of the post window and shorten just one URL. But it does all of the URLs in my post. I want only one shortened. Not sure what I'm missing. Any help appreciated.
                                                                                                          • Next Page