For developers: Auto-filling and embedding SignForms
While SignForms make the sender's job easier by allowing them to collect digital signatures through a public link, the sender can make the recipient's signing process shorter and simpler by pre-filling the signer fields for which they already have the data with them. The sender can do this by appending the field data in the SignForm URL.
Zoho Sign also provides an option to embed SignForms in your own applications and websites to provide the signers with a native experience. This way your users can view the SignForms and sign the documents without switching or navigating away from your apps and services.
For example, let's say you create a SignForm to register users for an event to share in your website. You can use the autofill option to pre-fill certain signer field data, such as the name, email, registration amount, and billing address of the users who have signed up and embed the SignForm in the event page
Prerequisites:
Zoho Sign enterprise subscription with adequate Zoho Sign credits.
How to autofill SignForms by sharing URL:
Note: Only the fields added under 'Prefill by you' in the SignForm template can be auto-filled. - Log in to Zoho Sign.
- Click SignForms in the left navigation panel.
- Select your desired SignForm and copy its URL.
- Append the prefill field values to the URL in the following format
"<URL>&datalabel1=+value1+&datalabel2=+value2..." - Use this URL for sharing with recipients, or for embedding in your application/website.
How to embed SignForms
- Navigate to Settings > Account Settings > Domains.
- Select + Add domain under Trusted Domains.
- Enter your domain name including https:// and click
.
- Navigate to your application/website in which you want to embed the SignForm.
- Embed SignForm's URL in frame.
Use the example code below by replacing the signform URL to embed the SignForm in your application/website.
- <div>
- <iframe src="https://sign.zoho.com/signform?form_link=234b4d535f4956e0c510c394e229d#&first_name=John&last_name=smith" name="SignForm" scrolling="yes" width="80%" height="80%"></iframe>
- </div>
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