How do I add a new user or remove an existing user license count?

1. Hover on Settings in the left navigation pane and click Subscription details from the drop-down.
   

1. The Subscription Details page will open. Click Modify plan to open a new window with the subscription details.
   

1. Click upgrade/downgrade user. If no users are present, only the upgrade user option will be available.
   

When a user leaves an organization, how do you swap or recover the documents?

How do I cancel my Zoho Sign subscription?

1. Hover on Settings in the left navigation pane and click Subscription details.
   

1. The Subscription Details page will open. Click Modify Plan to open a new window with the subscription details.
   

1. Click the Change Plan button under the Manage Subscriptions menu.
   

1. Click Cancel Subscription.
   

1. Enter your reason and click Confirm Downgrade.
   

Only the admin of the specific organization can cancel or change the subscription details. Please ask other users to make a backup copy of their documents.

When should I create an org account and when should I create an individual account?

1. If you are to be added into an organization account.
   
2. When you join such account, you will be a user by default. Your role can be changed by the admins of the org account.
   

1. If you are the only user who will be using Zoho Sign.
   
2. If you are planning to create an organization account to add other users in the future.
   
3. When you choose this option you will be the admin of the account by default.
   

How will I know in which datacenter my Zoho Sign account is in? What if I want to change my datacenter?

1. When a Zoho account (and a Zoho Sign account by extension) is created, all your information is stored in one of our datacenters (DC).
   
2. This DC is chosen automatically based on your location and IP address, and all your data will be exclusively stored in the assigned DC. 
   

1. There may be some scenarios where you want to migrate your personal account or the entire organization (if you are the admin) from your current DC to another DC. In such cases, your Zoho account along with the data present can be migrated from your current DC to the required DC upon request.
   

What is a digital signature certificate?

1. A digital certificate is a digital identification card that is issued to natural persons, legal entities, or services. This can be used to digitally sign files stored on electronic devices and is also often referred to as a digital signature certificate. 
   
2. Digital signature certificates are issued by entities known as Certificate Authorities (CA). CAs issue digital signature certificates only after undertaking stringent checks to verify the identity of the individuals and organizations seeking them.
   
3. The digital signature certificate itself is a pair of unique cryptographic keys, one private and one public, that are used in the process of signing the files and verifying their validity and data integrity.
   

When does a signer need their own digital signature certificate?

1. For most documents, the digital signature certificate issued to Zoho Sign can be used to sign the document, as it still ensures document validity and data integrity.
   
2. However, this may vary with respect to the legal regulations in each state, region, country, or continent. There are regional laws, such as the eIDAS regulations in the EU and the Information Technology Act (2000) in India, that mandate the use of a signer's own digital signature certificate to sign certain types of documents.
   
3. The most common example of this is when documents submitted to or belonging to public bodies, governmental agencies, banks, and financial institutions require signing, it must be done only using the signer's own digital signature certificate.
   

What are the different levels of electronic signatures?

1. An advanced electronic signature is a simple electronic signature with some additional elements to enhance a document's authenticity and security.
   
2. The requirements for an advanced electronic signature:
   
1. Must be uniquely linked to the signatory
   
2. Must be capable of identifying the signatory
   
3. Private key used to create the electronic signature must be under the control of the signatory.
   
4. Must be linked with the signed data so that data tampering is detected.
   

1. A qualified electronic signature is an electronic signature made using a qualified digital certificate generated by a Qualified Signature Creation Device (QSCD).
   
2. In the European Union (EU), a qualified electronic signature is considered the equivalent of a hand-drawn signature.
   

What is a Certificate Authority (CA)?

What is the complete list digital signature and identity providers with which Zoho Sign has integrated, along with its region of availability, steps on setting up this integration and the edition of its availability?

1. From the left navigation pane, click Settings then select Integrations. Toggle the digital signature provider to ON.
   
2. From your Zoho Sign dashboard, click Send for Signatures.
   
3. Upload the document, add the recipient details, and click Customize corresponding to each recipient.
   

1. Under Digital Signature Providers, click Selected Providers.
   
2. Select the needed digital signature providers, then click Save.
   
3. Once all the settings are completed, click Continue, add the document fields, and send the document for signature.
   

How can I renew the eMudhra, Uanataca, or InfoCert certificate?

1. From the left navigation pane, hover your cursor on Settings and click Integrations.
   

1. Click Manage Users and select the intended user. Then select More Actions > Renew Certificate.
   

How do I remove a digital signature provider integration for myself or another user?

1. From the left navigation pane, hover your cursor on Settings and click Integrations.
   

1. Click Manage Users and select the intended user. Then, select More Actions > Disassociate.
   

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When you associate the same user again, Zoho Sign credits will be consumed. 

Why haven't the signers received the document I sent for signature?

How do I add a common note for all the recipients?

How do I add information for a specific recipient?

1. Click the Customize button next to the delivery mode dropdown. 
   

1. This will open a pop-up where you can enter the private message. The max character limit is 1000 characters.

Why is the line break not working when I add text tags to my document?

How many checkboxes can be placed in a single document?

Is there a character limit when renaming uploaded documents?

What is the limitation while uploading the organization's logo?

How many fields can be added per attachment field, and are there any other limitations for attachment field?

Why am I unable to upload my signature image?