1. Integrating Zoho Sign with other applications like CRM, HRMS, Finance and much more
   
2. Integrating Zoho Sign with in-house apps via API
   

1. A text tag is a unique identifier that is associated with a field.
   
2. You can add the respective text tag to add the corresponding field to the document.
   
3. To add a signature field to your document, you can just type {{Signature}} or {{S}} instead of manually adding the signature field in Zoho Sign.
   

1. Longhand tags that are more descriptive
   
2. Shorthand tags that are more brief
   

Tags for choice fields

Radio button	{{(Radio1):Recipient1:RadioA}} {{(Radio2):Recipient1:RadioA}} {{(Radio3):Recipient1:RadioA}} {{(Radio4):Recipient1:RadioA}}	Radio button is assigned to Recipient 1. Radio A refers to the Radio button group and Radio 1, Radio 2 are the options. Radio buttons under the same group must be placed on the same page.
Dropdown	{{DD:R1:Text(options="option 1, option 2, option 3")}}	Dropdown field with 3 options being assigned to recipient 1.
Checkbox group	{{CBG:Recipient1:checkboxgroup-1[checkbox1]}} {{CBG:Recipient1:checkboxgroup-1[checkbox2]}}	Two checkboxes will be placed under same the field where Field Name is checkboxgroup-1

You can also edit font related options. To do so:

{{<field type>:recipient<n>:<field name in case of text field>*(font="<Font Name>":fontsize="<font_size>":fontcolor="<color_code>")}} 

For example: {{Textfield:Recipient1:Address*(font="Roboto";fontsize="24";fontcolor="ff0077")}}

Zoho Sign supports only those font types that are available in the font formatting list.

General format to automatic field addition: {{<field type>:Recipient<n>:<field name in case of text field>*}}

General format for date fields: {{SignDate: Recipient1: (dateformat="<desired date format>")}} (or) {{SD:R1: (dateformat="<desired date format>")}}

 

Eg:  {{SD:R1:(dateformat="MMM dd yyyy HH:mm z")}}

Note:

1. If the recipient number is not mentioned in the document, it will be assigned to the first recipient by default. 
   
2. You can mark a text fields and checkboxes as mandatory fields using "*".
   
3. You can add text tags for documents less than 75 pages.
4. You can also increase the width of the field by adding space in between the text tag and braces. Remember that the tags must be in a single line and the spacing must be added only at the end of the text tag and not at the beginning.
   For example: {{S:R1          }}  or  {{S:R1*                  }}
                          {{S                     }} or {{S*                }}

You can find the examples of how these tags can be used in the document attached at the end of this help doc.

Sample document on how the automatic field addition needs to be added:

This is how the document will reflect the tags once uploaded for signature.