Sending a Document
Split text field in Zoho Sign
Only available in the Enterprise plan A split text field allows signers to enter information across multiple individual character boxes within a single field. Each box captures one character, making it ideal for collecting structured data where ...
Document creation in Zoho Sign
Available in all plans and in all data centers Document creation in Zoho Sign allows users to draft or generate documents using AI without having to switch between applications. Let us assume you are a sales executive who wants a customised proposal ...
PDF editing in Zoho Sign
Available in the Enterprise edition and in all data centres PDF editing in Zoho Sign allows users to make last-minute adjustments to documents while they configure the signing workflow. This eliminates the need to switch back to a word processor, ...
Sending documents for signature via WhatsApp
Available in all paid plans and data centers Zoho Sign now offers users the ability to deliver document links or authenticate their recipients by sending document signing link directly to their WhatsApp number, apart from the standard email and SMS ...
Recipient role - Manages recipients
Available in all paid plans Zoho Sign now allows you to add a "recipient manager" to review and add recipients for your document when you don't know the recipient details while sending the document for signature. Consider a scenario in the real ...
Witness signing
Available in all paid plans Witness signing is a procedure involving a witness to observe the document signing and proceed to sign the same document to confirm they witnessed the document signing. Witness signing helps in verifying the document's ...
Custom fields
Available only in Enterprise edition Zoho Sign now offers senders the ability to create dynamic, reusable fields that are customized to your needs within documents, and define any combination of field properties, such as field type, validation, and ...
Conditional fields
Available in the Enterprise edition Zoho Sign's conditional fields empower users to build interactive and intelligent signature workflows, simplifying the signing process while enabling dynamic field insertion and data collection. This functionality ...
Formula fields
Available only in Enterprise edition Zoho Sign's formula fields allow users to automate calculations based on the information entered by the signer in other document fields. By leveraging these fields, businesses can dynamically update values, ...
Support for prefill fields in Send for Signature
Zoho Sign now supports prefill fields in all documents that you send for signature. Prefill fields can be selected from the document viewer when adding signer fields. Data entered in your prefill fields can be retrieved along with other form data. ...
Placing fields on multiple pages of a request
Zoho Sign also permits users to place a field in the same position across multiple pages of a document in one go. Fields such as signature, initial, and sign date are typically required in multiple or all pages of documents. This allows senders to ...
Scheduled sending
You can now schedule your documents ahead of time to collect signatures, instead of sending them out right away. This will help users to plan better and save time with their daily operations. For example: if you are based out of the US and sending ...
Automatic field detection
A fillable PDF is an interactive PDF with form fields that can be filled in with information by the reader when opened on compatible applications. When a fillable PDF is uploaded to Zoho Sign, it detects the form fields in the PDF and converts them ...
Document fields in Zoho Sign
When you upload a document in Zoho Sign, you can add a wide range of fields, such as name, email, signature, payment, and much more, to collect information from the signer. This document will give you an overview of all the available fields, their ...
Sending documents for signature via SMS
Modern mobile devices are used to gather and stay on top of information. This is why it's important for companies to communicate via multiple channels, such as email and SMS, to collect signatures on important documents such as sales agreements, ...
Data Validation for text fields
In general, a text field accepts any type of character as an input. However, when data validation is enforced, it ensures that the sender gets the right input from the signer. Zoho Sign offers two options: standard validation and custom validation. ...
Adding document fields automatically using text tags (field addition)
Zoho Sign helps users to add corresponding fields automatically to the document with text tags during the document signing process. This helps users send out the document for signature more quickly than manually adding the fields every single time. ...
Sending documents for signatures
You can upload documents and send them to one or more recipients to request their signatures, using the Send for Signatures section in Zoho Sign. Log in to your Zoho sign account and click Send for signatures on your dashboard. Alternatively, click ...
Sending documents in bulk
Available only in the Enterprise edition The bulk send and group bulk send options in Zoho Sign allow users to send multiple copies of documents to a combination of dynamic recipients and fixed recipients in their signature request at one go, saving ...