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 abilityZoho: 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 awkwardThe many ways to use the new Date field options in Writer!
With the all-new date field options, you can forget about manually calculating your past, present and future dates and leave it all to Writer to automatically calculate it for you. 1. To insert today's date: If you're writing a letter, you'll likely wantZOHO Sign how to add the Recipient Name and email to the body of the email template
I need to add this fields into the body of the email template, but can't seem to get the right code.Extracting/automating sign link
Is there a way to copy the sign link to a specific recipient? And also, is it possible to automate the sending of the link to myself or external automation tools? In more details: It can sometimes happen that the recipient email is spelled wrong/unavailableNext Page
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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, provideZoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again beenFree 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.Free 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 likeHappy 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 paperwork
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Return 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 attachmentText 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 editingZoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again beenZoho 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 returnHow 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 Roberto
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Zoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again beenImportant: 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 usersRenaming 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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