ZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in oneIs there a way to set Document Owner/Sender via the API
When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inGenerate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need toEmbeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us knowZoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder namedFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.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 gettingPhone Number format for Bulk Upload via csv for Zoho Sign
What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv providedPrefilled Date fields auto-changed and then locked when using “Edit as new”
If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to todayCreate PDFs with Text so that we can copy from a generated PDF
Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phoneDate does not fit the field
Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on theInactive account cleanup policy for Zoho Sign
Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.API - Barebones Data for Send Doc For Signiture
I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimumPOSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')
I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.Pre filling SignForm field values by URL field alias's in Zoho Sign
Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service helpZoho SignForm In Progress But Cannot Be Completed
If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?Zoho sign changed Indexing of signing_order
Because I missed this Announcement (is there even one?): when you work with the indexes of actions > signing_order. Previous those started with 0 now starts with 1. Changed somewhere between 15.07 and 23.07Zoho Sign API - Create a document from template.
1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without usingZoho Sign embedded iframe
Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these optionsAuto add new section based on document choices
Hi team, I'm wondering if the below is a possilibity within Zoho sign. We have an application process to become a customer of ours, we currently use Zoho Sign to manage this application and this works quite well. However, if the customer indicates 'YES'Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.
I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor butWitness Sign - Automation with Zoho Creator
Hi there, I used to be able do automatically send a Zoho Sign document from Zoho Creator where each signer had one witness. The action code was as follows for each signer and witness: // CLIENT eachActionMap1 = Map(); eachActionMap1.put("signing_order","1");Zoho Sign community meetup series - India
Hello everyone! Zoho Sign is a comprehensive digital signature application tailor-made for Indian businesses with unique features like Aadhaar eSign, eStamping, USB/PFX signing. We are now excited to announce our first meetup series for Zoho Sign in India,Restrict Access/Shared Access
Sometimes access to documents that go out from Zoho Sign need to be restricted or shared. For example: 1) HR department send out employment contracts. Any Zoho Sign admin can view them. Access should be restricted to those that HR would allow to viewIntegration with SharePoint Online
Is there an integration where we can add a Zoho Sign link to the context menu of a document in the SharePoint document library. Then, we could directly initiate a workflow of sending a document for signature from a document library in SharePoint onlWord file is messed up when i upload it to zoho sign
Hi. I am trying to upload a word file to zoho sign and when i do that it ruins the file, It adds spaces and images are on top of each other. What can i do? Thanks.I'm pissed as fuck
What the hell Zoho! Always the same goddam problem. It takes time because the simplest things just don't fucking work. Today it just took me 3 hours to complete and send a 1page privacy letter to a client. And you know what 99% of the document was alreadyZoho Forms to Zoho Sign Integration - Fields Missing
If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.Condition to skip recipient signature
Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integrationHave completed Zoho Sign documents attach automatically to contact and/or account
Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER WhyThe ability to format text fields, ie when data is number or currency
Hello, I have spent some time trying to determine how to accomplish this but it appears to be impossible. I want to merge a currency field from CRM into a PDF document. The CRM data shows $1,234, but when zSign gets the data it shows 1234 in the textEducation Zoho User Group (ZUG) virtual meetup featuring Zoho Sign
Hi there! The educational sector often faces the hassle of handling extensive paperwork, which leads to increased operational costs. A digital signature solution like Zoho Sign can help you modernize your processes, go fully digital, and seamlessly collectZoho Signature, "For Demo Purpose Only Powered by Zoho Sign"
How to disable this text on the documents for signature. "For Demo Purpose Only Powered by Zoho Sign"Can zoho sign collect data feeding Zoho Sign?
I m sending contracts to client who are not in my zoho CRM database yet. Can the data they enter in Zoho sign contract I send them, (that includes...) official company name address first name second name etc, ...Create or update a contact / accountFree webinar! Close deals faster with Zoho Sign from Zoho CRM
Hello, Are you tired of chasing down signatures and getting stuck with paperwork delays in your sales process? With the seamless integration between Zoho Sign and Zoho CRM, you can create and send documents for signing online, close deals faster, andeCommerce ZUG Virtual Meetup – Critical Role of e-Signatures in eCommerce
Hello there! Are you in the ecommerce industry and looking for a secure, compliant e-signature solution to handle all your paperwork? From vendor onboarding and supplier contracts to internal HR and finance workflows, speed, scalability, and customerFree webinar: Zoho Sign in Q2 2025: A quick walkthrough
Hi there! We’re halfway through the year—and Zoho Sign has some exciting enhancements to show for it! Join us in our upcoming webinar to discover what's new and what you can look forward to. What will this session cover? Explore the newest features introducedhow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Next Page
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YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.Inactive account cleanup policy for Zoho Sign
Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service helpZoho Sign community meetup series - India
Hello everyone! Zoho Sign is a comprehensive digital signature application tailor-made for Indian businesses with unique features like Aadhaar eSign, eStamping, USB/PFX signing. We are now excited to announce our first meetup series for Zoho Sign in India,
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ZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in oneYouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inEmbeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us knowPhone Number format for Bulk Upload via csv for Zoho Sign
What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv providedZoho 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
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Sticky Posts
YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.
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