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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            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

                                                                                                            • Add VAT/Tax line to bank adjustments

                                                                                                              When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with
                                                                                                            • New Menu Layout Feedback

                                                                                                              I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something
                                                                                                            • How to use Rollup Summary in a Formula Field?

                                                                                                              I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
                                                                                                            • Form Accessibility

                                                                                                              Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 
                                                                                                            • Cannot schedule report delivery

                                                                                                              The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.
                                                                                                            • adding attachment in sendmail script where attachment is in a CRM field

                                                                                                              Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you
                                                                                                            • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

                                                                                                              Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into
                                                                                                            • Not sure how to use credits to my account

                                                                                                              Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris
                                                                                                            • Control who sees Timeline and Interactions in Zoho CRM through Profiles

                                                                                                              The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
                                                                                                            • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

                                                                                                              Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.
                                                                                                            • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                              Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                                                                                            • Issue showing too many consultations in my workspace link.

                                                                                                              Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
                                                                                                            • CRM Validation Rules Support Only Single Condition

                                                                                                              Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution
                                                                                                            • Unapproved Leaves are hard to distinguish in Attendance View

                                                                                                              This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are
                                                                                                            • Performance Appraisal Probation Period

                                                                                                              Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!
                                                                                                            • Zoho Creatorの一括操作における処理の同期/非同期について

                                                                                                              現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか?それとも非同期的に行われるのでしょうか? 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。
                                                                                                            • Adding Chargebee as a Data Connector

                                                                                                              Is it possible to get Chargebee added as a Zoho Analytics data connector?
                                                                                                            • Mail Delivery Failed

                                                                                                              Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,
                                                                                                            • Delete commerce website

                                                                                                              I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The
                                                                                                            • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

                                                                                                              My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will
                                                                                                            • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                                                                                              Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
                                                                                                            • This mobile number has been marked spam. Please contact support.

                                                                                                              Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp
                                                                                                            • What’s New in Zoho Inventory | April 2025

                                                                                                              Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
                                                                                                            • When Zoho Tables Beta will be open to EU data center

                                                                                                              Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                                                                                            • Pass current date to a field using Zoho Flow

                                                                                                              I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed
                                                                                                            • API: Mark Sales Order as Open + Custom Status

                                                                                                              Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the
                                                                                                            • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

                                                                                                              We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes
                                                                                                            • Zoho Quartz Screen Recording

                                                                                                              Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you
                                                                                                            • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                              This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make
                                                                                                            • Tip 26: How to hide the "Submit" button from a form

                                                                                                              Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then
                                                                                                            • filter broke my data

                                                                                                              I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
                                                                                                            • Email address for forwarding is not saving and there's no confirmation ema

                                                                                                              Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding
                                                                                                            • How do I move Notes around within a Group?

                                                                                                              It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the
                                                                                                            • javax.mail.authenticationfailedexception 535 authentication failed

                                                                                                              Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                                                                                            • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                                                                                              The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
                                                                                                            • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

                                                                                                              I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
                                                                                                            • 'Add Tax To Amount' not reflected in Invoice

                                                                                                              Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:
                                                                                                            • To Do: shareable task links without login

                                                                                                              Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them
                                                                                                            • Separate Items & Services

                                                                                                              Hi, please separate items and services into different categories. Thank you
                                                                                                            • Unable to edit or delete email address

                                                                                                              I signed up for free Zoho today. I usually am pretty good at understanding and configuring things like this, but your interface baffles me, and your online help is cryptic to say the least. I have spent hours just trying to set up a couple of email accounts in Zoho before pointing my domain MX records to Zoho. I solved some other issues on my own, but I can't figure out this latest problem: I have created two email addresses in Zoho. Let's call the first one myname@mydomain.com and the second one
                                                                                                            • Next Page