Zoho Sign in Australia - ZUG Meetups - May 2024
Hello! Are you a business owner who faces a lot of business paperwork on a daily basis and needs to get multiple documents signed to close deals? Here's a chance for you to meet, connect, and network with other Australian business owners in your cityFree 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, whereHow can I create a multi-radio button, when user selects Other they must enter text for that selection?
How can I create a multi-radio button, when user selects Other they must enter text for that selection? Like thisFolders and document types
Hi. I would like to ask once again about one feature - we really needs to have an option to rename, delete folders and document types over here: Some time ago it turned out that we need to change the names and structure in documents within Zoho Sign butSetting mandatory fields
Is there a way to set these fields as mandatory? I am looking to have all the documents classified under a folder.Resending Signed doc
Hi, we sometimes end up having to send the doc to the client again but don`t want to send the whole doc. But we can`t send 1 of the 4 docs separately as the codes changes, and the banks then won`t accept the docs. anyway to resend the same doc so clientsHow 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), bothSuggestion: Remove checkbox for E-sign disclosure
This single suggestion could increase how many people use Zoho Sign by a significant margin. Not changing it may be costing you a lot of business. If anyone agrees, please speak up! I highly recommend you remove the checkbox next to the "I confirm thatZoho 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 theZoho Sign API query
Is there any way to extend a document which is already declined or expired? Not manually, I need an option of Deluge or Rest API.Customize ALL Zoho Sign notifications
Zoho Sign allows to use Organization's email address and gives ability to customize SOME email templates, such as Sign a document. However, there are a number of notifications that can't be customized (recall, has been signed, reminder, etc). Similarly,Zoho 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"Cross 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 extensionPrefill "field_data" on Zoho Sign not populating
I'm trying to prefill some information from CRM Plus into a template using the zoho sign deluge task but for some reason, the data passed into the "field_data" object doesn't prefill the form. A few notes I've confirmed that the function is successfullyZUG 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 severalHow 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 documentZoho CRM Quote sent via Zoho Sign. Template set up
Hi, I am trying to set up a Zoho CRM to send quotes via Zoho Sign to automate the process. I would like to set it up so that whenever a quote is sent to the client, I don't need to drag the various signature fields onto the document. I think I would usuallyFree 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 andEnable API
I currently have a professional plan but I used to have the API platform enable. Can you enable the platform and the API at the same time? I have credits available and would like to purchase more. Why I request this, is because I have people with accessPre-filling Client Data in Zoho Sign Without Editing the PDF
Hello! I've been using a contract generator created with Zoho Forms, and it's been fantastic. The template has a designated area at the top for client data, which is typically left blank for clients to fill in before they sign the document. On this occasion,Append Completion Certificate with signed document
When the signature process is completed, an email is sent with 2 pdf, the actual fully signed document and the completion certificate. It would be ideal to have an option so that Sign merges both documents so that the completion cert. is always kept withText 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 canZoho 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?Education Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello! Are you a Zoho user that works in education or with businesses operating in the education sector? Join us for our Education Zoho User Group (ZUG) virtual meetup titled "Document management and e-signatures with Zoho", featuring experts from Zohozoho-sign pachage
Which zoho-sign package is suitable for my work? I have about 50 signers for one document at least 5-10 times monthly. Thank you for your useful replyPre 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#/Decline to sign
Is there a way for a signer to decline to sign a document? We send out proposals, and unfortunately, clients sometimes go a different way. Since they're not proceeding, they're not going to sign the proposal, which indicates acceptance of our offer. WhatRecipients cannot load documents sent through Zoho Sign
Hi, I'm hoping someone can help me troubleshoot an issue a couple of our clients seem to be experiencing with documents we send them through Zoho Sign. Some of our clients have reported that the document becomes stuck on a black loading screen. We haveCombine documents into single doc sent to client
Good morning, Currently for our quoting process, we have it setup to build the quote in the CRM, then use the Send for Zoho sign button in the CRM to send out the quote as well as a signing page with ancillary fees. The issue is we'd like to have the2024 Healthcare Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello everyone! Digitization of paperwork and workflow automation are crucial for businesses operating in the life science industry and healthcare, as they deal with a large volume of sensitive data. Mishandling of this data and records can result inSignForms
We just created a template to collect signatures from our clients, seems like we reached the limit, I wonder what is the limit for this feature and how can we get a higher limit and continue sending this template. Please as soon as you can reply to thisComply with 21 CFR Part 11 and EU GMP Annex 11 using controls for life sciences
You can now enable controls for life sciences in Zoho Sign to stay compliant with FDA 21 CFR Part 11 in the US and Volume 4 GMP Annex 11 in the EU. Compliance with these guidelines ensures data privacy, security, and regulated use and maintenance of yourIs there a relationship between a the documents of a template and the documents of a request?
I have a requirement to handle signed documents dynamically. I was hoping to upload a template containing multiple documents, of which I would store the document_id of each in our database along with the appropriate action our system should undertakeUpload 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.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 publicNext Page
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Announcements
Free 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 signaturesFree 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 ZohoIntroducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents withZoho 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 beenExplore 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 jurisdictions
Most Discussed Topics
Having 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__createdocumentZoho 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 limitE-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.Create 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.Editing 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 to
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Sticky Posts
Free 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 signaturesFree 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 ZohoIntroducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents withZoho 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 beenExplore 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 jurisdictions
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