Vendors
Our company uses contracts for vendors. However, it doesn’t appear that Zoho sign installs a button in the vendors module. I assume the only way that I can add this to vendors is if I create a custom button. If so, what’s the url?How do I change the wording of the tile of SignForm?
When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or atHow do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birthSign
My name is Dolores Houghton. I signed up for sign package by mistake. I can’t use the program and I want my money back. I have been sent various instructions on how to delete and ask for a refund. Nothing works. I am not able to get into settings forIs it possible to select the methods of inserting a signature (Not provider)
Hi, I tried to search through the help pages and application interface trying to find if there's a way to limit the assigned signees, for example, allowing only images or drawing, and disallowing the automatic signature creator as per their name. It'llGETTING ERROR
Update document template using zoho.sign.updateDocument
I can't find a complete example on the structure to update an existing document in Zoho Sign using zoho.sign.updateDocument. I am calling this function from a Zoho Creator Function. What I want to update is document data and they are text, boolean, andBatch Download Completed Documents in Zoho Sign
I have thousands of completed documents that I need to download. There has to be a better way than individually clicking on each one?Request for access to domain "palmonteproducciones.com" for DNS server configuration
Dear ZOHO team, I hope this message finds you well. I am reaching out to request access to the domain "palmonteproducciones.com," as we have contracted hosting services with a local provider and need to make changes to the DNS server configuration. WeFree webinar: Simplifying small business paperwork with Bigin and Zoho Sign
As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)Get Zoho Signed Document - Conditions
Sample Code datamap = Map(); datamap.put("row_count", 100); datamap.put("start_index", 150); datamap.put("sort_column", "recipient_email"); datamap.put("sort_order", "DESC"); finalmap = Map(); finalmap.put("page_context", datamap); GetAllDocument = invokeurlWebhook when estimate is refused is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I createdUnable to use Sign "You have entereed some invalid characters"
Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshotUnable to upload document error on zoho sign
i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');Zoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave themFree 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, DecemberMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanSend To Zoho Sign not Showing
The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?"Send with Zoho Sign" broken
Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send theSomething went wrong. One or more fields contain errors
I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. ItZoho Sign "Create" Template button no visible. Admin
I just recently got promoted to Admin access for Zoho One, and in our Zoho Sign account; the create template button is no longer available to my view? I've tried multiple browsers and even Windows and Mac. Any thoughts?What can be done after signing
I was wondering how do you change an email signature to an in person signature if possible after documents have already been signed by other signers? I know you can change it before documents are signed however if someone does want to switch it to inZoho REST API Create document issue
Is it possible to use api/v1/requests endpoint to create a PDF file by sending the PDF as an encoded blob data or any other string format? https://www.zoho.com/deluge/help/sign/create-document.html I'm trying to send the PDF data to Zoho Sign endpointFree webinar: E-signature legality in Latin America
Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signaturesHaving trouble trying to send with a template
Hello, I'm trying to request a signature with a template that I have created. The template is very simple for demo, just a name and signature field. The swagger documentation seems to be incorrect for the "createdocument" endpoint here https://app.swaggerhub.com/apis/zohosign/zohosign_api/1.0.0#/Template%20Management/post_templates__Template_Id__createdocumentCreate a link
How do I create a link to send to people to sign and fill out the document? I don't know the people's email.E-sign
I added a document to be filled out with a player name, parent name, address, signature, date. I want to be able to send the document to multiple people. Currently when you go to fill out the form, the same name will be entered into all of the name fields.Creating Document from Template with Zoho Sign API
Hello, I am using Zoho Sign API to create documents from a Template. I'm able to talk to the /createdocument endpoint and it appears to accept my field_data. However, it is not accepting my actions array. It says that there is an actions array size mismatch,Zoho Sign API - How to Filter Completed Documents by Date?
Hi, I’m trying to retrieve a list of documents completed within a specific date range using the Zoho Sign API. Could anyone point me to the documentation that outlines the allowed parameters for search_column? Additionally, I’d like to know how to limitPossible to adjust naming convention for files backed-up to Cloud Storage?
Is there a setting to append (or prepend) parameters other than the date to a document that gets backed up to a Cloud Storage Provider (using the in-built integration)? I'm specifically looking to append the signer's name (or a specific signer's nameZoho Sign - Radio Button
It would be extremely useful if Zoho Sign had radio buttons as an option. Hopefully a relatively basic request that could be really helpful.Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps
Hello everyone, Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and ZohoEditing a document after one or more signers have signed
I sent a document to six people, after several have signed I found out that one of the recipients email addresses had an error. If I use edit to correct the email address and save will it resend the email to that recipient? will all recipeints have toHow do I change the Time Zone?
Can someone please tell me how to change my time zone on my email. Is it done trough admin or individual emails? ThanksZoho Sign, can't send signed document
Hello, I have received documents to sign through sign.zoho.com and it seems I am able to sign them. There are no form submission of any kind. The only choices are to download the documents or send them to my email, but these options will send the unsignedSending to multiple people but only require one signature
Does Zoho Sign have the functionality to send a document to multiple people and only requiring one individual to sign? DocuSign has Signing Groups that lets you send documents to a group of people, where any member of that group can open and act on theIs there a way to bulk send Zoho Sign documents from CRM?
We use the Zoho Sign extension, and the documents are generated individually for each customer. The data is fetched by selecting the corresponding field from the drop-down. We have a need to bulk generate documents, pulling data from each related ContactConditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)Explore the legality of electronic signatures worldwide with Zoho Sign
Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictionsZoho Sign API Tools "No valid action"
Hello Im performing all steps regarding the following tutorial: https://www.youtube.com/watch?v=KGIkyUUHJAI My code is the following: import requests import json def send_zoho_request(): url = "https://sign.zoho.com/api/v1/requests" headers = { "Authorization":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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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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