Document fields in Zoho Sign

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 formatting options, and other available configurations.


Field name

Field description

Formatting options

Font formatting options

No.of fields per recipient

Signature

  • Signature of the signer can be collected.
  • Signers can draw, upload, type (in case of guest signer), or fetch their signature from their Zoho Sign profile. Learn more



  • Resizable
  • Movable
  • Required


Default: Required, Resizable

NA

200

Initial



  • Can be used in instances where there is a space constraint for the signature field to be placed.
  • In those cases, you could sign your initials without signing your actual signature.


  • Resizable
  • Movable
  • Required


Default: Required, Resizable

NA

Stamp

  • Signer can either drag and drop or upload the document /image containing the company's stamp. 
  • Click here to learn how to add your organization logo in your Zoho Sign profile.


  • Resizable
  • Movable
  • Required


Default: Required, Resizable


NA

Image


Signer can upload an image
  • Resizable
  • Required


Default: Required, Resizable

NA

10

Company

  • Signer can enter their company details, or if the signer is a Zoho Sign customer, the details can be auto-fetched from their profile. 
  • Click here to learn how to set up organization details in your Zoho Sign profile.

Fixed width


Change font name, font type, font size, and font color.


NA

Full name

  • Signer's full name/first name/last name can be obtained.
  • The signer's name gets auto-fetched from the recipient details entered by the sender, but can be edited by the signer.





Fixed width

Change font name, font type, font size, and font color.

NA

Email

  • Sender can get their signer's email address in the document with this field.
  • Once the signer clicks this field, the email address is auto fetched and cannot be edited.





Fixed width

Change font name, font type, font size, and font color.

NA

Sign date



Refers to the date when the recipient has/had signed the document. 


 


Sign date format can be chosen from the dropdown or custom date format can be manually entered by the sender. Learn more.

Change font name, font type, font size, and font color

500

Date

  • Could be used wherever the sender wants a value related to date in their document.
  • The entry could be either a past date or a future date.
Date format can be chosen from the dropdown or custom date format can be manually entered by the sender. Learn more.

Change font name, font type, font size, and font color.

Text

  • Can accept 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. 

  • Fixed width
  • Read only
  • Required
  • Fixed height
  • Default value
  • Validation options can be enforced.
  • When data validation is enforced, sender has to ensure that they get the right input from the signer. Know how.


Default: Required, fixed height, character limit is 2048

Change font name, font type, font size, and font color.

750 combining text fields and split text fields

Job title

Similar to text field, but if the signer has added their job title, that information will be auto fetched while document signing.



Fixed width


Change font name, font type, font size, and font color.

NA

Checkbox

Signer can choose from multiple options provided by the sender.
  • Required
  • Read-only
  • Checkbox can be kept checked

NA

2000

Dropdown

Signer can choose an option from the list of options provided by the sender.
  • Read-only 
  • Default dropdown value can be set.
  • Dropdown options can be added in bulk.

Change font name, font type, font size, and font color.

500

Radio

Signer can choose only one option from the options provided by the sender.


Required option

NA

500

Payment

  • Sender can collect the payment and signature from the signer in the same workflow.
  • Document signing action is finished upon successful payment.
  • Sender's Zoho Sign account must be integrated with Zoho Checkout. Know how.
  • Checkout organization
  • Payment page
  • Currency code
  • Denomination can be entered.


NA

NA

Attachment

  • Signer can add any attachment according to sender's requirement.
  • Attachment will be present at the end of the document.




Required 


NA

20



Formula field

Allows the sender to create formulas and dynamically compute calculations based on the information entered by the signer. Learn more


NA


Change font name, font type, font size, and font color.



10

Checkbox group
Allows the sender to add multiple checkboxes for the signers to choose from that fulfill a specific criteria.

Default
: Required, Resizable

NA

500









Split text



  1. Available in the Enterprise plan
  2. Can be used to enter information across multiple individual character boxes
  3. Useful for structured inputs, such as one-time passwords (OTPs), verification codes, identification numbers, or formatted data where characters need to be separated


  1. Required
  2. Read only
  3. Adjustable split text dimensions: Width, height, character count (maximum of 100 per field), character space
  4. Default value
  5. Field name
  6. Data label
  7. Custom format
  8. Enforced validation options (sender has to ensure that they get the right input from the signer.)
  9. Description
  10. Conditions 
Default: Required, split text dimensions.





Change font name, font type, font size, and font color








750 combining text fields and split text fields


Notes

Note:

  • No two fields of the same type and same data label can have different values or properties
  • There must be at least one field for every recipient added to the document as a signer.
  • You can have a maximum of 2000 document fields in a single envelope request.

Custom date formats

Format
Description
Example
d*
Displays only single digit of the date
1
dd*
Displays two digits of the date. Single digit dates will be preceded with a zero.
01
M*
Displays only single digit of the date
1
MM*
Displays two digits of the month. Single digit month will be preceded with a zero.
01
MMM*
Displays the first three characters of the month
Jan
MMMM*
Displays the full name of the month
January
yy*
Displays the last two digits of the year
1994 will be displayed as 94
yyyy*
Displays the full year
1994
h
Displays single digit hours in 12-hours format
1
hh
Displays two digit hours in 12-hours format.Single-digit values are preceded by a zero.
01
H
Displays single or double digit hours in 24-hours format.
18 (6 PM)
HH
Displays double digit hours in 24-hours format. Single-digit values are preceded by a zero.
18 (6 PM)
m
Displays one or two digits of the minutes
2
mm
Displays two digits of the minutes. Single-digit values are preceded by a zero
02
s
Displays one or two digits of the seconds
3
ss
Displays two digits of the minutes. Single-digit values are preceded by a zero
03
a
AM or PM according to time
AM/PM
z
Displays the abbreviation of the time zone
IST/PT
Accepted Symbols
( - )  hyphen
( / ) slash
( _ )  underscore
(  ) space 
(@ ) At the rate sign
( $ ) dollar
( : )  colon
( , ) comma 
( . ) full stop


* - date formats supported for date field