Zoho Sign: Product updates - Mid - 2024

Zoho Sign: Product updates - Mid - 2024

Hello, everyone!

We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several ​Zoho User Groups​, and we've started creating ​video content for our developers​.


Here's a list of features and enhancements that have gone live in Zoho Sign over the past six months, along with a list of what we have in pipeline for the rest of the year.

Whats new?

  • Custom roles and profiles
  • Self-learning API resources
  • Webhooks security
  • Controls for US FDA's 21 CFR Part 11 and EU GMP Annex 11
  • Digital signatures via E-CSPs for Kenya
Custom roles and profiles

Zoho Sign administrators can now define granular access controls for their users by creating user groups, custom roles, and profiles. This offers an easy way to manage document visibility within their organization.


New API resources

With the improved API documentation, developers can now easily ​embed​ Zoho Sign's functionalities within their applications or websites to send and collect signatures from recipients.


Webhooks security

Zoho Sign offers an option to secure your webhooks using HMAC-SHA 256, an industry-standard hashing mechanism.


Control measures for life science and healthcare companies

Organizations subscribed to the Enterprise plan can now enable control measures for users operating in the life science and healthcare industry. These controls keep Zoho Sign in compliance with the FDA's 21 CFR Part 11 and Eudralex GMP Annex 11.


Digital signatures via E-CSPs for Kenya

Zoho Sign subscribers in the US data center can now get their documents signed via Tendaworld, a licensed Electronic Certification Service Provider (E-CSPs) in Kenya. Documents signed using this integration are legally valid according to the Kenya Information and Communications Act, No. 2.


What’s coming?

  • Conditional fields
  • Formula fields
  • Availability of Zoho Sign in the Saudi Arabia data center
  • Advanced electronic signatures for Saudia Arabia via emdha
  • eWitness
  • Checkbox grouping
  • Signing groups
  • Zoho integrations
    • Bigin
    • Projects
  • Third-party integrations
    • Salesforce

Some of these features are already in the release-ready state and awaiting launch, while some are in the development stage with plans to release them by the end of the year.

Watch this space for the official announcements. If you have any other queries or feedback, feel to comment below or write to ​support@zohosign.com or​ support@eu.zohosign.com​ (for EU region).

Happy Zoho Signing!

Cheers,
Rajeev Sivaraman

    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



                                                            • Sticky Posts

                                                            • Feature announcement: AI-powered document generator in Zoho Sign

                                                              Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in
                                                            • Feature announcement - Simplifying document creation with Zoho Sign

                                                              Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This
                                                            • Introducing delegate signing in Zoho Sign

                                                              Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures


                                                            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

                                                                                                            • Zoho fsm scheduled maintenance dispatch

                                                                                                              Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,
                                                                                                            • zoho.inventory.getRecords returns no records

                                                                                                              I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection
                                                                                                            • Feature announcement - Simplifying document creation with Zoho Sign

                                                                                                              Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This
                                                                                                            • Integrating File Attachments in Zoho Flow Email Notifications

                                                                                                              Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger
                                                                                                            • Zoho project purchases

                                                                                                              Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.
                                                                                                            • Create Tasklist with Tasklist Template using API v3

                                                                                                              In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
                                                                                                            • How can I restore all the deleted Time entries of a Task in Zoho Projects

                                                                                                              How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore
                                                                                                            • Is there a way to make an account inactive in ZoHo Desk

                                                                                                              We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.
                                                                                                            • How to set the value of the Phone field importing contacts in Zoho Desk

                                                                                                              Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.
                                                                                                            • Set Custom Icon for Custom Modules in new Zoho CRM UI

                                                                                                            • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

                                                                                                              I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
                                                                                                            • How to center a field inside a section?

                                                                                                              I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but
                                                                                                            • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

                                                                                                              Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom
                                                                                                            • Showing the map along with mileage expense

                                                                                                              When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
                                                                                                            • Enable Validation Rule for Multi-Select Picklist Field

                                                                                                              Zoho, Please allow validation rules for multi-select fields.
                                                                                                            • File Upload field not showing in workflow

                                                                                                              Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
                                                                                                            • CRM Custom function updating a module record shows the Super Admin user as the record modifier

                                                                                                              Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
                                                                                                            • Best practice importing items and matching assemblies

                                                                                                              Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine
                                                                                                            • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

                                                                                                              Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data
                                                                                                            • get file api is returning Junk data

                                                                                                              I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
                                                                                                            • Need help with message box

                                                                                                              End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.
                                                                                                            • [Webinar] The Transformative Power of Gen BI

                                                                                                              Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of
                                                                                                            • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

                                                                                                              Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
                                                                                                            • How to access the saved Query using API?

                                                                                                              I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.
                                                                                                            • création d'une base de données

                                                                                                              base de donnee d'un lycée
                                                                                                            • User Session variables to recall after form submit & redirect to menu

                                                                                                              Hey, Forgive me if this is a simple answer I have overlooked. I have built a big onboarding process for my SAAS platform which is built and managed by an external Dev team. I am hoping to embed my new creator app on the SAAS platform. I have a menu page
                                                                                                            • Zoho Writer Merge Template with data from Zoho Analytics Views

                                                                                                              Hello, Is there any way to pull information from Zoho Analytics and put it into a Merge Template? I am trying to create a bulk export of one report that filters on a field to create a single document for each of the filter fields.
                                                                                                            • Having to enter bill before stock shows as available.

                                                                                                              Hi, Am I right in thinking you must create a bill from the purchase order receipt before the goods are available for shipping?
                                                                                                            • Agent Availability Report

                                                                                                              From data to decisions: A deep dive into ticketing system reports Businesses need to track when their support agents check in and check out from work. This report, titled Agent Availability, is one of the static reports that helps managers track the number
                                                                                                            • Writing by Hand in "Write" Notes

                                                                                                              Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
                                                                                                            • AI-driven construction analytics using Zoho Projects Plus

                                                                                                              Construction projects thrive on timelines; if a project is completed on or before the expected time, it makes headlines, but if it gets delayed, the company’s credibility will be at risk. Such projects require precise planning and constant monitoring,
                                                                                                            • Canadian payroll

                                                                                                              Hello ZOHO, is any updates on when payroll for Canada will be available?
                                                                                                            • Unified customer view: Bringing product intelligence into your CRM data

                                                                                                              For businesses today, applications and digital interfaces are the main touch points in the customer journey. While Zoho CRM data already tells who your customers are and what they buy, Zoho Apptics tells you how they interact and engage with your product.
                                                                                                            • Zoho Creator SaaS app with multiple client AND multiple users

                                                                                                              I am close to finalizing a Zoho Creator app that will be used by different companies to manage sale info, and each company can have multiple users using the app. Things were going perfectly until I tried a search on a report. I use a database field in each table to separate the data for each company, which works great. BUT when I do a search, I get to see ALL the data. This means that Company A could easily see the data from Companies B and C via the built-in search. Is there a way to set up the
                                                                                                            • Project Change Orders and Additions

                                                                                                              We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
                                                                                                            • Track online, in-office, and client location meetings separately with the new meeting venue option

                                                                                                              Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
                                                                                                            • Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?

                                                                                                              Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?
                                                                                                            • How do I edit the Calendar Invite notifications for Interviews in Recruit?

                                                                                                              I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
                                                                                                            • Posibility to add Emoticons on the Email Subject of Templates

                                                                                                              Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
                                                                                                            • Clarity on extended contract status

                                                                                                              Clarity on “extended” status- How does Zoho “extend” a contract?  E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- Email
                                                                                                            • Next Page