Zoho Sign: Product Updates - Q3-Q4, 2021 and 2022 Preview

Zoho Sign: Product Updates - Q3-Q4, 2021 and 2022 Preview

Hello, everyone!

2021 has been a breeze of a year in the face of a seemingly unending global pandemic. And yet, businesses have displayed great resilience by quickly adopting a system of hybrid work that better suits their evolving operational needs.

At Zoho Sign, we have added multiple features and partnered services to address digital transformation at a regional level and enhance overall collaboration under these circumstances. With e-signatures surging in popularity, we plan to introduce many more integrations and regional services in 2022 to broaden Zoho Sign's scope of application and use.

We are also thrilled to note that Zoho Sign was recognised by top research firms such as IDC and SoftwareReviews in the following publications:
Here's a brief summary of all the additions made to Zoho Sign in the past six months and also what's in store for 2022.

What's new?

  • Revamped add-on system - Zoho Sign credits
  • Qualified Electronic Signatures (QES) for the EU via Uanataca
  • eSign for India via eMudhra using e-KYC-based signer authentication
  • Trusted document timestamping via GlobalSign, SEIKO Cyber Time, and Uanataca
  • Offline signing in mobile apps
  • Signer field - Image upload
  • Google Docs editor integration
  • Revamped blockchain timestamping via Bitcoin network using OpenTimestamps
  • Updated mobile apps for Apple devices
    • Zoho Sign for iOS 15 and iPadOS 15
    • Zoho Sign for macOS Monterey
  • Software development kits (SDKs) for mobile and web development - open BETA
  • Revamped certificate of completion
  • Sign templates in Zoho Writer
  • Developer API collections on Postman and SwaggerHub
Revamped add-on system - Zoho Sign credits
Organizations must now purchase Zoho Sign credits, a common add-on, to use features and integrations that incur additional cost. This replaces our previous add-ons - the API credits and the SMS credits, which have been discontinued - to establish a standardized credit consumption system. This strictly applies only to integrated services facilitated by third-party providers and high-volume automation features subjected to fair use to prevent their abuse. This does not, however, effect much of a change to the actual cost of using these features. Learn more



Qualified Electronic Signatures (QES) for the EU via Uanataca
Organizations subscribed to the Enterprise plan and based in our EU datacenter can now digitally sign documents with Qualified Electronic Signatures. This carries the legal equivalence of wet signatures or signing documents with pen and paper. Zoho Sign offers QES by partnering with Uanataca, an authorised Qualified Trust Service Provider (QTSP) as per the eIDAS regulation 910/2014, and integrating with their services. Documents signed with QES also carry an embedded timestamp. Learn more



eSign for India via eMudhra using e-KYC-based signer authentication
Organizations subscribed to the Enterprise plan and based in our Indian datacenter can now digitally sign documents via eMudhra, a leading certifying authority (CA), using their integrated e-KYC services. Zoho Sign offers this in conformity with the e-sign service specifications defined by the Controller of Certifying Authorities (CCA), India's root CA, in accordance with the Information Technology Act of 2000. Documents signed via eMudhra also carry an embedded timestamp. Learn more



Trusted document timestamping via GlobalSign, SEIKO Cyber Time, and Uanataca
Organizations subscribed to the Enterprise plan can now add immutable third-party timestamps to digitally signed documents by enabling document timestamping. This makes the signed documents indisputable, proves their existence at the time and date of signing even if the digital signature certificates on the documents expire in the future, and reinforces non-repudiation. Zoho Sign has partnered with multiple timestamping authorities (TSA)—Uanataca for qualified timestamps in the EU, SEIKO Cyber Time for Japan, and GlobalSign for all other countries and regions—to integrate with their trusted timestamping services. Learn more



Offline signing in mobile apps
Users can now download documents for offline access in our iOS, iPadOS, and Android mobile apps when they are connected to the internet. This later allows them to open and sign these documents even if internet connectivity is unavailable. This also enables field agents to collect signatures in person from signers in remote areas without internet connectivity. Any document signed offline will eventually be synced with the Zoho Sign servers when the user reconnects to the internet and this allows their workflows to continue.



Signer field - Image upload
The new Image signer field allows signers to add images to documents by uploading them at the time of signing. This can be used to request signers to add any additional information which is needed in the form of an image. We have also introduced another field property—Movable—that allows signer fields to be moved by signers in the Document Viewer screen at the time of signing.



Google Docs editor integration
Users can now edit documents supported by the Google Docs editor directly from Zoho Sign when building sign workflows. This requires the Zoho Sign integration to be installed from the Google Workspace Marketplace and the desired documents to be opened with or imported into Zoho Sign from Google Drive. Once edited, users can sync the updated files with the associated sign workflow to send them out for signatures.



Revamped blockchain timestamping via Bitcoin network using OpenTimestamps
In this new iteration, users subscribed to the Enterprise plan can enable blockchain timestamping to capture document signing events in the public Bitcoin blockchain. This creates an immutable public record for verification of document integrity. Zoho Sign offers this through an integration with a third-party service called OpenTimestamps. Previously, blockchain-based timestamping was done on the Ethereum network but it has since been discontinued and replaced with this iteration. Learn more



Updated mobile apps for Apple devices
Zoho Sign for iOS 15 and iPadOS 15
Users can add Zoho Sign to their SmartStack widget, set up larger widgets and focus notifications to track time-sensitive paperwork, print documents from anywhere, drag and drop text from other apps to create text fields, and do a lot more with enhanced pointer actions and keyboard shortcuts on the Zoho Sign app for devices running iOS 15 and and iPadOS 15.

Zoho Sign for macOS Monterey
Monterey brings all the features of the Zoho Sign apps on iOS 15 and iPadOS 15 to macOS along with other popular features such as Siri Shortcuts for a reimagined experience of digitally signing documents.
Software development kits (SDKs) for mobile and web development - open BETA
Developers can now reach out to Zoho Sign to obtain licenses for our software development kits. These SDKs facilitate quick and easy integration with Zoho Sign's services that can be served via custom mobile and web applications. SDKs are available for iOS, Android, and PHP. Please write to support@zohosign.com for license requests.

Revamped certificate of completion
The certificate of completion now summarizes document signing activity in a fresh new design that neatly presents all the details such as document and recipient information, signing order, mode of signing, timestamps and the associated blockchain transaction, if enabled.



Sign templates in Zoho Writer
Users can now set up templates for sending documents out for signature within Zoho Writer using the Automation Template option. This allows users to compose and create a sign template from scratch, or upload a document to Zoho Writer and then convert it into a sign template, and collaborate with peers on field properties and placement. Zoho Writer's new AI is also capable of automatically scanning, detecting, and adding signer fields to the PDF documents that users upload.



Developer API collections on Postman and SwaggerHub
It is now easier to build and deploy integrations for Zoho Sign using our API collections on Postman and SwaggerHub. These platforms provide developers with the documentation and the tools required to quickly compose and test API queries in real-time.




We urge you to check out these features and get back to us with all your feedback. You can read about our updates from earlier this year here. Do follow this space for more release announcements soon because we have got quite a lot to unpack (as you can see below)!

What's coming in 2022?

  • More integrated services via regional providers
    • Aadhaar-based signer authentication for India
    • QES via more vendors for the EU
    • Signer authentication via Singpass for Singapore
    • eID-based signer authentication for the EU
  • Signing improvements in Zoho Sign
    • Signing via USB Token DSC for macOS and web browsers
    • Bulk sign of documents with identical signer fields and requirements
    • Embedded signing via API and SignForms (in closed BETA)
    • Knowledge-based authentication (KBA)
  • Administrative improvements in Zoho Sign
    • Support for more languages
    • Sending documents for signature via SMS
    • Enhancements to document forwarding
    • Multi-portal/organization support
    • Custom domain and whitelabeling (in closed BETA)
    • Revamped roles, user groups, and permissions
  • New integrations and enhanced solutions
    • Integration with Zoho Checkout
    • Integration with Salesforce
    • Integration with SAP
    • Integration with HubSpot CRM (in early access)
    • Integration with Pipedrive CRM
    • Integration with Microsoft Power Automate
    • Bot support in Microsoft Teams for Zoho Sign
    • Vertical solutions across various domains via SDKs
Many of these features are in an advanced development stage and will be available for public use soon. For any support, assistance, and access to features that are in closed BETA, please write to us support@zohosign.com.

Feel free to comment below if you have any other queries or need any other details on the updates presented above.

Happy Zoho Signing! Happy Holidays!

Cheers.
Sai

    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

                                                            • 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.


                                                            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

                                                                                              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

                                                                                                              • Resend Client Portal Invitation + View Email Delivery Status

                                                                                                                Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation
                                                                                                              • Get user last login

                                                                                                                1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?
                                                                                                              • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

                                                                                                                Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with
                                                                                                              • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                                                                              • Cliq iOS can't see shared screen

                                                                                                                Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                              • Spotlight #7 - Automatic Transitions in Blueprint

                                                                                                                Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic
                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                                                                                              • Adding Multiple Files to a Zoho Vault Entry

                                                                                                                There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how
                                                                                                              • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
                                                                                                              • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                                Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                                                                                              • Zoho Invoice Customer Login Portal

                                                                                                                Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.
                                                                                                              • the custom domain forwards by default to the old career site / how to switch it off??

                                                                                                                dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria
                                                                                                              • Partner with HDFC And Sbi Bank.

                                                                                                                Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
                                                                                                              • Can Zoho Flows repeat Actions more than once?

                                                                                                                I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
                                                                                                              • What KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?

                                                                                                                Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-used
                                                                                                              • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

                                                                                                                Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use
                                                                                                              • CRM iOS App Missing Tags support

                                                                                                                Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forums
                                                                                                              • Imported contacts succesful but contacts do not show up in Contacts

                                                                                                                I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful.   However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact.   Help?
                                                                                                              • Hotmail is STILL blocking the zoho mail IP

                                                                                                                Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,
                                                                                                              • Pre-fill webforms in Recruit

                                                                                                                I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have
                                                                                                              • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

                                                                                                                Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly
                                                                                                              • Import KB template OR Export template for zoho desk?

                                                                                                                Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
                                                                                                              • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                                Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                                                                                              • XML format to import knowledgebase into Zoho Desk

                                                                                                                Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
                                                                                                              • Can we add custom fields to portal community profiles?

                                                                                                                How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
                                                                                                              • Weekly Sales Summary

                                                                                                                Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
                                                                                                              • Client Portal ZOHO ONE

                                                                                                                Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
                                                                                                              • Restrict Addresses in Zoho Forms?

                                                                                                                In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses
                                                                                                              • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

                                                                                                                Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?
                                                                                                              • ASAP Widget Not showing "My Tickets"ed

                                                                                                                Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?
                                                                                                              • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                                Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
                                                                                                              • How to view CRM Sales Orders in Desk

                                                                                                                What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension
                                                                                                              • Kaizen #219: Actions API - Webhooks APIs - Part 1

                                                                                                                Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API
                                                                                                              • Pricing Strategies: #3 Services never Stop with just Plans

                                                                                                                "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,
                                                                                                              • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                                Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                                                                              • Lead Blueprint transition in custom list view

                                                                                                                Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
                                                                                                              • Cropping Photos for Zoho Sites

                                                                                                                Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?
                                                                                                              • Deluge scripts

                                                                                                                Why is there not a search function to make it easier to find the script of interest when modifications are required.
                                                                                                              • WorkDrive and CRM not in sync

                                                                                                                1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
                                                                                                              • zoho sheet stuck

                                                                                                                I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 
                                                                                                              • Next Page