Upload signed document to Workdrive
Hi, We need a way to upload a signed ZSign document to Workdrive. We'd like to be able to choose in which folder it will be uploaded, pretty much like we can already do in Zoho Writer (Screenshot 176, 177). Please let me know if this feature is planned.Text field alignment
Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?Webhooks for Zoho Sign
When will webhooks be available for Zoho Sign? Polling the API is not a great solution for real-time integration of systems to determine when a document has been signed. Any insight would be greatly appreciated.Introducing user groups, roles, and profiles in Zoho Sign
Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:Connecting to external SMS service
Is it possible to connect an external SMS provider to send a sign link? It's a much needed feature as we need it for flexibilty and also to be able to control the content of the SMS message and it's language. If not, is it on the roadmap? thanks DorCallback function to CRM resulting in multiple downloads of the same documents
I was able to successfully create a callback from our CRM by following the instructions shown HERE. Everything works correctly, however I'm seeing that the document and completion report are downloaded and attached to the CRM record for all signers inNot sure who is signing your document? Not anymore with dynamic knowledge-based recipient authentication!
Hi Zoho Signers! Zoho Sign partners with IDology to provide dynamic knowledge-based authentication (KBA) for recipient authentication. Dynamic KBA generates questions to which ONLY the signer would know the answers. The questions are sourced from publicRemind/Recall Document API
When I recall a document through the Sign API, I would like to be able to specify the reason that gets sent in the user notification email. Same with including a unique message when sending a document reminder through the API. Is there a way to includeZoho Sign
Our contract is not working I need helpFree webinar: Digital signatures for digital-first businesses in 2024
Hi all, With paperwork increasingly growing paperless, new challenges have emerged in using technologies like digital signatures. This raises questions like: How do we verify a signer's identity and authenticate access to documents? How do we expand ZohoAuto size font
Is it possible to have the font in a text field auto size (i.e. get smaller) to accommodate the number of characters entered? I have mandatory text fields added to a ZCRM document but the entries in some fields are being shown over the next field. SeeCollect signatures and payments in one go!
Hi Zoho Signers! Collecting signatures and then initiating a fresh payment process for multiple transactions can sometimes be complicated. With Zoho Sign's integration with Zoho Checkout, you can directly add a payment field with the document you areHow many fonts zoho sign supports
I was uploading a file with different fonts in it in Zoho Sign. But when i view the template after uploading i found that it didn't support all the fonts. So can you please help me how many fonts Zoho Sign supports, with their names asap. Thank YouHow to prefill a multi-select Zoho CRM field in Zoho Sign template
Greetings, I have a few multi-select fields in Zoho CRM that I woud like to prefill a template in Zoho Sign. Placing a prefill Text field on the template in Sign shows the multi-select field when trying to link fields, but it doesn't populate the boxAutomatic cloud backup to SharePoint
How can we achieve an 'Automatic cloud backup' to Sharepoint?Do you want to delete or unassign ZohoSign Documents?
Hello Community, I was creating a contract to a client through Zoho Sign (mail merge template), then I made a mistake and had to create a new one. However, I saw that the first contract was assign to the Deal and Contact records as a Draft. I clickedTemplate Document Editor - Text field with custom validation - Strange behavior
When adding multiple text fields with custom regular expression validation and switching between them, the regular expression field does not change its valueConsolidated recap of all Zoho Sign webinars from 2023
Hello, We wanted to offer you a quick consolidated recap of all the webinars conducted for Zoho Sign this year. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easier access and reference. DigitalDid you know Zoho Sign can automatically detect fields from PDFs?
Hi Zoho Signers! Tired of repetitive field addition, but have a PDF where you cannot add text tags? Worry not! Zoho Sign can now detect field spaces in fillable PDFs and assign corresponding fields automatically. You can upload fillable PDFs and assignZoho Sign Not Delivering
I have sent several contracts out via Zoho Sign. They do not seem to be getting delivered. I had one person receive it, but the others have not. I had one person tell me they sent it back to me and never got it and doesn't show as signed. I've sentDid you know you can automatically add fields in Zoho Sign?
Hi Zoho Signers! Do you find it tiring to add fields manually and repeatedly? With Zoho Sign, you can automatically add fields to your documents. Manually adding fields is cumbersome and error-prone, especially when dealing with large volumes of data.Free webinar: Zoho Sign in 2023 - Run-through of product updates and a live Q&A with the team
Hello, Are you an active user of Zoho Sign? Are you also an active advocate for the adoption of electronic signatures in your business's pursuit of digital transformation? If so, we invite you to join us next Tuesday, December 12, for an exclusive webinarZoho Sign Webhooks Security
in Zoho Sign, what protection is in place - if any - so that the receiving endpoint can verify the authenticity of the sender (Zoho DC / app). otherwise anyone knowing the https address of my endpoint can forge the request. webhooks signatures would beLink to sign, New UX/UI, and Folders
Hi, I just wanted to request a features. A link for the signer to sign, sometimes the signer can't seem to find the email that sent for signing, so it would be better if I can give them a link to sign. like PandaDoc is having right now. I think the UI500 errors all the time
am trying to build and test a cURL app connecting to the API but am hampered by continually getting a 500 error along with {"code":9039,"message":"Unable to process your request","status":"failure"} when trying to POST to the eu sign endpoint. I can GETI am getting error while integrating upload document api
This is the error code { "code": 9008, "error_param": "requests", "message": "requests occurs less than minimum occurance of 1", "status": "failure" } This is the data i am passing in data field { "request_type_id": "2000000322040", "request_name": "NDA",Create document & Update document end points for Zoho Sign API
Hi Zoho, Could you please help me. I am using the Zoho Sign API with python. I can upload documents fine. However, when trying to update said document the API seems to reject the json, despite it being the same as the Zoho Sign | API Reference. See belowNeed to purchase Monthly subscription of Rs.800 per user
Dear Sir, I am trying to purchase a monthly subscription of Rs. 800 per user. But while logging there is no option to purchase. I am trying from below email id i.e <redacted>. Can you please check it ASAP. Please call on <redacted> to solve the querTemplate Creation
When I enter Zoho Sign and click Templates on the left had tool bar, I used to get a button top right to "Create Templates", but no longer. How do I create a new template?Free webinar: Are your digital signatures legally-binding and seamlessly executed?
Of course, electronic signatures are legally valid in most countries and use-cases. However, each country and region has its own set of e-signature laws which you should be aware of during cross-border agreements. Zoho helps businesses worldwide to seamlesslyUse CRM Email Templates for Zoho Sign Digital Signature Request
I'm looking to create a custom Email Template for the Digital Signature Request. The one that exists in Zoho Sign appears to limit the types of variables you can use. (I.E.: $DOCUMENT_NAME$ for the name of the document $ORG_NAME$ for the name of the organizationMail merge template, fillable fields, + Zoho Sign
I'm working on a client's CRM. They want to integrate Zoho Sign with the CRM by creating a mail merge template and have some values pre-populated from a module's data. But they also want to be able to add extra information that isn't available in theBackground changing when using Image field in zoho signs
Hi Team, We have create a merge sign document in Zoho writer and triggering it from Zoho flow. Everything is working properly but the background in the image upload field is changing. which making the document looking little odd. Can anyone suggest toMark Documents Folder as Private?
Can we mark a document or folder as private? We have multiple users in Zoho Sign. For the most part, our employees should be able to see most of the documents created by others. However, there are some sensitive documents that we don't want everyone withFree webinar - Managing paperwork across the employee lifecycle using Zoho Sign with Zoho People and Zoho Recruit
Hello everyone, Getting your prospective and on-roll employees to sign documents like interview forms, NDAs, offer letters, onboarding documents, organization policies, and other employment-related paperwork is always a repetitive and cumbersome process.Zoho 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 optionsZoho sign Itsme integration QES
Hi, In order to comply with the european eIDAS-regulation in Belgium, we need to be able to let people sign documents using an Qualified Electronic Signature (QES). This is required by law for Employment documents or certain contracts. The current solutionsTemplate Folders in Zoho Sign to Help with Organization
Hey There Zoho Team, Problem: I am a Zoho Partner and I have been helping out a customer who has MANY templates in zoho sign. The problem is it has become difficult to quickly find the template as they have so many. Solution: We would like the abilityhow 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!Zoho: Sign: date field entry. Why can't I just type it in?!
Zoho: Sign: date field entry. Why can't I just type it in?! Maybe I'm missing something, but I can not figure out how to set up a date field that allows a user to simply type in the date. Currently must use the mouse to select. This is not only awkwardNext Page
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Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, whereZUG eCommerce virtual meetup: Improving vendor and customer experience with Zoho Sign
Hello, Are you looking for a reliable solution to secure the paperwork aspect of all your ecommerce transactions? In today's ever-evolving landscape of ecommerce, the security and integrity of transactions are crucial. Zoho Sign integrates with severalFree webinar: Zoho Sign's life sciences module for 21 CFR Part 11 and EU GMP Annex 11
Hello everyone! Are you aware that food and healthcare companies must follow stringent rules and regulations when transforming their workflows for the digital space? Zoho Sign's compliance with the FDA's Code of Regulations (CFR) Title 21 Part 11 andText summarization and field detection with Zia, Zoho's AI assistant
Have lengthy documents that take forever to read and sign? Tired of placing fields into hundreds of pages? Here's a single solution to solve both challenges: Zia, Zoho's AI assistant. With Zia's integration with OpenAI, you can summarize long documentsFree webinar: Transform your digital work experience with Zoho Workplace and Zoho Sign
Hey there! Are you tired of coordinating documentation across multiple teams, such as legal, finance, sales, and marketing? Zoho Sign's integration with Zoho Workplace can alleviate this hassle. By integrating Zoho Sign with Zoho Workplace apps, you can
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Zoho Sign is a SCAM!
Zoho Sign is a SCAM! I signed up for the trial version and was using Zoho Sign to figure out how to use the product. Take note that during that time, the documents you create with Zoho Sign cannot be used as it is water marked. After signing up for theHow to associate a document sent in Zoho Sign with an deal in the CRM?
Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the documentHow to replace a file via API/Integrationtask?
Hi, hope may you help me. I want to know how can I replace a file that is part of a request via integration task or via API call. The use case: I've created a request (identified with a request_id) with two pdf files (every one with a document_id), bothCross Module Fields Merging between Zoho Sign and Zoho CRM for custom module
Hello everyone, I've been exploring custom integration between Zoho Sign and Zoho CRM, and I've encountered some interesting findings and would need advanced help. To integrate Zoho Sign with Zoho CRM, there are two primary methods: Installing the extensionZoho 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 just
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Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, whereZUG eCommerce virtual meetup: Improving vendor and customer experience with Zoho Sign
Hello, Are you looking for a reliable solution to secure the paperwork aspect of all your ecommerce transactions? In today's ever-evolving landscape of ecommerce, the security and integrity of transactions are crucial. Zoho Sign integrates with severalImportant: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these usersIntroducing user groups, roles, and profiles in Zoho Sign
Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:Renaming automation credits as complimentary Zoho Sign credits
Hello everyone, As you may already know, Zoho Sign offers complimentary automation credits to Enterprise and Zoho One users. These credits are consumed when uploading documents for signature request using Zoho custom functions (DRE), receiving submissions
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