Cloud Backup Based on Document Type
Is there a way to use the document type when saving to the cloud back up? We want to save a certain document type to a GoogleDrive folder for our team. They don't need to go through every single document signed. It seems the back up to cloud is all filesZoho Sign Mobile Integration With Zoho CRM
Pretty sure I'm not the only one. But I've been experiencing issues with alignment when I use the Zoho Sign integration on Zoho CRM on mobile. Anyone else facing this issue? Submitted this as feedback to the Zoho team. But no reply. So I guess I'll justFree webinar: The critical role of electronic signatures in HR
Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of criticalEdit Document Name After Status is Completed
Hello, We use many templates to send documents and many times our employees forget to update the Document name from the Default Template Name. Once the document is signed there seems to be no way to edit the Document name any more. Is there a way to makeSignature missing from signed document
When I download a document which I have asked two people to sign one of the signatures is not appearing and both parties have already signed. How can I resolve the missing signature?Free webinar- Getting started with Zoho Sign: September 2024 edition
Hello there! Are you currently exploring Zoho Sign? Do you need a quick guide on how to set it up and use it effectively? Then don't miss out on our upcoming webinar- Getting started with Zoho Sign: September 2024 edition happening on September 10, 2024How to change those 3 horrible Zoho Sign signature fonts ?
Hi guys, As stated in the title, I try to change the 3 horrible Zoho Sign signature fonts : Zoho Sign Default Fonts If anyone could explain how to change those default fonts, that would be highly appreciated. Regards,Zoho Sign Extension for Inventory Modules (Zoho CRM) with Mail Merge Templates
Hello, Since the mail merge option has been released into the Zoho CRM inventory modules (Quotes, Sales Orders etc), when will the send with Zoho sign extension be updated to allow the use of these templates? This is already possible in other modules,Text Tags owner in Zoho Sign
Hello, I am using Text Tags for a document in CRM, I need to complete some details on the document before sending it via Zoho Sign. I have used the text field tag. Is a way to set the person who is updating these fields as the user? When I am editingFree webinar: Navigating global e-sign laws with Zoho Sign
Greetings! Do you use electronic signatures for your business documents? Are you uncertain about their legal validity in your country? We have the answers! Join us on Thursday, August 29 for an exclusive webinar, where we'll explore the legality of electronicIntroducing enhanced document collaboration in Zoho Sign
Hello, We are delighted to introduce a couple of highly-requested collaboration enhancements in Zoho Sign. Efficient collaboration is undoubtedly the key to ensuring quick turnarounds in digital paperwork, and is often the difference between businessUpdate zSIGN Document name via API
Hello, Based on the following request : // Change Ownership api call resp = invokeurl [ url: "https://sign.zoho.com/api/v1/requests/"+requestId+"/changeownership" type: PUT parameters: data connection: "<Use Connection Name Here>" ]; found here https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/how-to-change-the-ownership-of-the-document-to-an-admin-irrespective-of-who-sent-the-documentOne document with 2 different client signature
Is this possible that using Soho sign I can request a single document to be signed by two different customers and then the document can be merged into one document? Is possible to remove the soho signature footnote that appear after document signature?Test Aadhar, eMudra, 3rd party DSCs on trial Sign API
Is it possible to test out Aadhar eSign, eMudra eSign, eMudra eStamp etc. on Zoho Sign API while using the Enterprise trial plan, without buying any credits? Or do we still have to buy credits on trial plan to test the above via API? I got an error whenZoho Sign - Disable sending a document for viewing
Dear Community, I'm looking to change the following behavior: Currently when a user signs a document, he currently receives 2 emails from Zoho : - An email with as an attachment the completed document - as per the email template "Notifying when a documentRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanHow to make prepopulate signature Empty from Zoho Sign API?
Hello Everyone I'm new zoho sign developer, I have an issue in my document flow. I want to make pre-populate signature field to empty value from Zoho Sign API, but when user click the signature it's always filled with (recipient_name). How to make thisWebhooks logs and resend
Hi! I propose to add, within the reports section, the record of the sent webhooks with the details of the payload sent and the response obtained. Also, as a bonus track, it would be great to have the ability to resend the webhooks. Thanks in advance,Zoho Sign - Links in Template
Zoho Sign allows you to put links in templates. When the sign document comes through, they are coloured/underlined as you would expect for a link. Sadly, you can't actually click the link from within the sign document. Please can you (ideally) allow linksReturn signed PDF inside Zoho CRM - Custom module
Hi, Zoho tried to help me multiple times (thanks to them for that!) but the conclusion is that it's impossible to do what I want... is it really!? We have NDAs (non-disclosure agreements) to sign, and once signed, I want the PDF to return as an attachmentZoho Sign Templates in Zoho CRM
We are glad to announce the release of the templates feature within the Zoho Sign extension of CRM. With templates, put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the abilityGetting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED for some requests
Hello. I'm trying to retrieve the documents list and then get fillable fields information for each signed document. To do this, after retrieving documents list, I'm sending a GET request for each document to this url 'https://sign.zoho.com/api/v1/requests/'How to filter by date ranges in created_time in the /api/v1/requests api?
Hi, question, will anyone know how to filter by date ranges in created_time in the /api/v1/requests api? for example, get listing when the created_time is greater than one date and less than another date. best regards RobertoPrefilling information before sending
I am trying to work out how I can complete certain details before sending a form for signing Basically we have an order form, so we can link company/contact details from the CRM no problem It comes to services/products that we are provding, that wouldChange Send in Order for Recipients
Once a document has gone out, is there any way to change the sign in order of the recipients? With someone on vacation, it has stopped and is holding up the process. We'd like to have it move on rather than wait a week.Free Webinar: Getting started with Zoho Sign
Hi there! Are you exploring Zoho Sign or evaluating it for your enterprise? Then don't forget to join our upcoming free webinar - Getting started with Zoho Sign. In this webinar, we will help you learn the basic functions of Zoho Sign and also, provideFree webinar: Digital Signatures for Digital India- Powered by Zoho Sign
Hi there! Following government initiatives like Digital India and #StartupIndia, startups and established businesses in India have jumped on the digital-transformation bandwagon to increase their overall efficiency and stay ahead of their competitors.Zoho Sign Global Settings vs. Template and Document
Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their returnFree webinar: Digital signatures for digital contract management with Zoho CRM
Hi, Businesses globally rely on pen and paper to sign business documents and close deals. By using Zoho Sign's extension for our award-winning CRM platform, Zoho CRM, you can seamlessly send and collect signatures on important business documents likeHow to Change Sender Email Address ZOHO SIGN
Hello Team, Greeting of the day, I have a query related to zoho sign, Can we set any custom email address in zoho sign to send the sign document or set any kind of USER Email Address, if anyone have any kind of response please do the comment. Thanks &Zoho Sign API - Error while Sending document for signature
Using Zoho Sign API, I am trying to send the document for signature using curl. I get error code 9039. Request is attched in the file. Any solution will be apprciated. { "code": 9039, "message": "Unable to process your request", "status": "failure"Happy National ESIGN Day!
Happy National ESign Day! Today marks the day the ESIGN Act was passed in the US 24 years ago, making electronic signatures legally valid and equivalent to wet "inked" signatures. Thanks to this piece of landmark legislation, enterprise and business paperworkOrganize and Archive Templates?
Is there a way to organize and or archive templates without deleting them? We have so many templates that the list becomes unruly and difficult to navigate. Also it would be extra helpful if when using a template to send an envelope the screen goes backPossible for first Signer of Sign Form to specify the next signer in the sequence
We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.Zoho Writer and Zoho Sign (signer field management)
Hi, We have a CRM mail merge template in development for sending to clients using Zoho Sign. This is a big template, with a lot of signer fields. I have a problem with a few fields repeating on the template when merged, so I think there are fields createdZoho Writer and Zoho Sign - Size Limit!?
Hi, I am developing a CRM mail merge template which we will be sending to clients to authorise using Zoho Sign. It is a big template. I can merge to a new document fine, but when merging for sign collection, it fails with: There was a problem initiatingZoho CRM Mail Merge Bug
Hi team, Ever since Friday (19/04/2024), the function to send Mail Merge documents from Zoho CRM to our clients utilising Zoho Sign is not working - error message "Unable to create document using the selected template. Please try again later or createFree webinar: Simplifying data collection and document signing with Zoho Sign and Zoho Forms
Hello everyone, Are you still using paper forms and documents to collect critical data and execute business paperwork? If so, going digital can help you greatly reduce paper clutter and administrative costs. Zoho Sign, our digital signature app, integratesE-stamping via API
Hi, Is it possible to add E-stamp to a document via API?Zoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening ZohoNext 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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