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




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • 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

                                                                                                  • 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

                                                                                                    554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL
                                                                                                  • Emails going back unread

                                                                                                    Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?
                                                                                                  • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

                                                                                                    it is really annoying.
                                                                                                  • Constraints on Tasks

                                                                                                    We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor
                                                                                                  • Moving Project Dependencies Not Moving Precedessors

                                                                                                    Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting
                                                                                                  • Can you set task due dates to be "x" days before the milestone?

                                                                                                    We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!
                                                                                                  • Default ticket template in helpcenter

                                                                                                    Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
                                                                                                  • Expanded data-capturing capabilities with enhanced tabular sections

                                                                                                    We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections
                                                                                                  • Integration of Business Hours in Email Templates

                                                                                                    Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email
                                                                                                  • Add Owner to deluge-created module record note

                                                                                                    Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
                                                                                                  • Blueprint - Field Validation Criteria (During)

                                                                                                    When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 
                                                                                                  • Delete Field that is used in a Zoho Flow connection

                                                                                                    I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
                                                                                                  • Use image on img HTML tag

                                                                                                    Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,
                                                                                                  • ZOHO Compain emails going to spam after authentication is successful

                                                                                                    Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.
                                                                                                  • Security Policies

                                                                                                    To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling
                                                                                                  • Zoho CRM functions editor is not in the programming language deluge

                                                                                                    I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.
                                                                                                  • "Age in Days" calculation in Advanced Analytics

                                                                                                    Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you
                                                                                                  • Automatically set quotes to "lost" if deal is set to lost

                                                                                                    Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!
                                                                                                  • Subdomain

                                                                                                    How can i make subdomain in my zoho website
                                                                                                  • A/R Aging Details shows wrong aging days

                                                                                                    In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.
                                                                                                  • Global Choice List share ownership

                                                                                                    I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
                                                                                                  • Domain Transfer

                                                                                                    I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.
                                                                                                  • Project Templates & Reminders

                                                                                                    I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from
                                                                                                  • Kaizen #126 - Circuits in Zoho CRM - Part 1

                                                                                                    Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
                                                                                                  • Create customized SLAs for your customer base with support plans

                                                                                                    Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending
                                                                                                  • Zoho Flow or Schedules

                                                                                                    I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times
                                                                                                  • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

                                                                                                    Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
                                                                                                  • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

                                                                                                    Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
                                                                                                  • Workflow - Execute Based on Date

                                                                                                    Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date].  Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearly
                                                                                                  • Can we set a BCC address as default to show while sending emails?

                                                                                                    Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC address
                                                                                                  • Make collecting payments from your customers in Bigin easier with payment links

                                                                                                    Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets
                                                                                                  • Send email is not authenticated

                                                                                                    Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".
                                                                                                  • Inbox Preference - Saved replies based on message repsonse with specific word

                                                                                                    Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message contained
                                                                                                  • Basic Price List Functionality Still Missing

                                                                                                    I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that
                                                                                                  • How do I hire employees????

                                                                                                    Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,
                                                                                                  • Automate data upload process like reports

                                                                                                    I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
                                                                                                  • Greylisted, try again after some time

                                                                                                    Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost
                                                                                                  • Emails linked to Deal

                                                                                                    Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receive
                                                                                                  • How to transfer all my mails from Zoho to Gmail or Office 365

                                                                                                    is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 
                                                                                                  • Inquiry Regarding Image Display Issue in Campaign Duplication

                                                                                                    We are currently using Zoho Campaigns for email distribution to our clients. I would like to inquire about an issue we encountered. When duplicating a previously created and sent campaign from the "All Campaigns" section, the images used in the header
                                                                                                  • Next Page