Zoho Sign Integration
Overview
- Get the approval of multiple collaborators on a single document in an orderly manner and handle your documents in a better way.
- With this automated process, your documents will be approved with legally binding signatures in a matter of seconds. Now you can close business deals faster than before.
- Go green with digital documents that are stunningly easy to view and maintain. This also helps cut down on printing and transportation costs.
Integration Setup
To integrate your form with Zoho Sign,
-
Navigate to the Integrations tab and click Zoho Sign from the left menu.
-
Click Integrate.
-
Select a Template from the list of the templates that you have created in Zoho Sign.
-
Specify the Document Name manually or pre-fill from the existing form fields by clicking on the
button. If the field is left blank, the template name will automatically be used as the document name.
-
Map the Mandatory Zoho Sign fields with the corresponding Zoho Forms fields.
-
To populate more fields in your document, click the + Add Fields.
Note: Only the fields added under the Prefill by you section of the Zoho Sign template can be mapped with the Zoho Forms fields. -
Under the Recipient Details section, all the recipient roles which are not mapped in the Zoho Sign template can be configured as given below:
-
Select the recipient's Name and Email from the form fields. You can choose to enter the email address manually by clicking Add Input Manually.
Note: If you have already added the recipient's Name and the Email while setting up your Zoho Sign template, you cannot configure them here.
-
To view all the added recipients of the document, click Recipient List.
-
Choose from the following ways to send the Zoho Sign document for signatures to the corresponding recipients after the form submission as per your requirement.
-
-
Click Integrate to save your settings.
1. Zoho Sign accepts name values only upto 100 characters. If a field label is dynamically placed with values exceeding this limit, the value will be validated and truncated to the first 100 characters.
2. Zoho Sign allows the following special characters in name values:
Supported Field Types
Zoho Sign fields can only be mapped to specific fields in Zoho Forms.
| S.No |
Zoho Sign fields |
Supported Zoho Forms fields |
| 1. |
Signature |
-None- |
| 2. |
Initial |
-None- |
| 3. |
Company |
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
| 4. |
Full Name |
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
| 5. |
Email |
Email, Single Line |
| 6. |
Sign Date |
-None- |
| 7. |
Text |
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
| 8. |
Job Title |
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
| 9. |
Checkbox |
Decision Box |
| 10. |
Dropdown |
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions |
| 11. |
Date |
Date |
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