Zoho Sign: Product Updates - Year-end, 2020

Zoho Sign: Product Updates - Year-end, 2020

Hello!

The end of 2020 is finally here. As we look back, this year has undoubtedly been a challenging ordeal for both businesses and households. We hope that you and your loved ones are in good health and that this holiday season brings you nothing but cheer.

At Zoho Sign, our team was called upon by the prevailing circumstances to respond to tens of thousands of businesses transitioning to contactless digital signing overnight. And respond we did, albeit remotely, as we worked round the clock ramping up development and support activities to help our users get their paperwork signed online.

The upcoming months appear to promise a return to normalcy but it is safe to say that changes like the adoption of digital signatures are here to stay for good. Before we set foot in 2021, let me take a few minutes to outline all the updates from Zoho Sign's journey in the second half of 2020.

What's new?
  • New signer stamp field
  • Validation for Text field input
  • Automation credits
  • Enhancement to sending completed documents
  • Streamlined signing interface
  • Increased signature request and file size
  • Updated mobile apps for Apple devices
    • Zoho Sign for iOS 14
    • Zoho Sign for iPadOS 14
    • Zoho Sign for macOS Big Sur
  • Improved mobile app for Android
  • Add-in for Outlook
  • Enhanced integrations
    • Cloud import, bulk send, and email templates in Zoho CRM
    • Bulk offer letter generation in Zoho Recruit
    • Cloud import and signer redirection in Zoho People
    • Tighter integration with Zoho Writer
    • Client estimate signing and credit notes in Zoho Finance
    • More action modules in Integromat
    • Updated interface in Microsoft Teams
New signer stamp field
The new Stamp signer field allows signers to add an image of their personal or company stamp to documents. This helps signers reinforce their authority as an individual or organizational signatory. Similar to their e-signature, users can now also add their stamp to their Zoho Sign profile and re-use it when self-signing documents.



Validation for Text field input
The Text signer field which can accept any type of character input can now be limited to accept only certain types of data. Users can specify a format for each field which can be used to validate the signer input in real-time and prevent invalid entries. Users can also customize this validation by specifying a user-defined regex.



Automation credits
Organizations in the Enterprise plan now receive monthly automation credits, an amount proportionate to their licensed user count. This will enable users to explore, build, and automate custom Zoho Sign document workflows across supported apps within the Zoho ecosystem at no additional cost. Learn more



Enhancement to sending completed documents
Users can now choose to send the completed documents to the recipients either as file attachments or via a document link in an email. This can be configured under Sending options in the Account settings section.



Streamlined signing interface
A revamped signing interface now reduces the number of steps and clicks required to sign documents. This has been designed to offer a much more seamless and intuitive experience for guest signers and eliminate the need for additional assistance.



Increased signature request and file size
Users can now add up to 40 files in a document signature request and up to a total size of 40MB.

Updated mobile apps for Apple devices
  • Zoho Sign for iOS 14
    Users can now access and manage their SignForms on the mobile app and add widgets to track and manage their paperwork from the home screen. In addition, the App Clips feature enables any iOS 14 user to quickly sign SignForm documents via a lightweight workflow, even if they don’t have the Zoho Sign app installed.
      
  • Zoho Sign for iPadOS 14
    Users can access all the functionalities of iOS 14 on their iPad and also use their Apple Pencil to write on text fields when signing documents or sending them out for signatures. iPadOS's built-in Scribble OCR technology then automatically converts the handwritten inputs to text.


  • Zoho Sign for macOS Big Sur
    Zoho Sign brings all the features of the iOS 14 and the iPadOS 14 apps to the macOS app along with a refreshed user interface containing a new sidebar, updated menus, photo picker, and date picker in style with Big Sur.


Improved mobile app for Android
A brand-new stylish user interface, with a wide array of menu and accessibility options, allows users to enjoy an improved mobile signing experience on their Android devices now. The app also supports Dark Mode now.



Add-in for Outlook
Users can now add documents from their email attachments and create sign workflows to collect signatures and obtain approvals directly from their Outlook mailbox. This add-in is available in Outlook only via Microsoft Exchange or Office 365.



Enhanced integrations
  • Cloud import, bulk send, and email templates in Zoho CRM
    The Zoho Sign extension now allows users to import files from cloud storage services when creating sign workflows. Users can also select multiple records in the supported modules and initiate a bulk send sign workflow directly from the respective module screen. In addition, users can use a CRM email template associated with the respective module in the place of the Zoho Sign email template when sending documents out for signatures.

  • Bulk offer letter generation in Zoho Recruit
    Users can now select multiple records associated to a job opening and initiate bulk offer letter generation directly from the Candidates module.

  • Cloud import and signer redirection in Zoho People
    Users can now import documents from cloud storage services when creating e-signature workflows. The workflows can also be configured to redirect the signers to custom URLs upon performing specific document actions.

  • Tighter integration with Zoho Writer
    A tightly integrated interface now allows for neat field addition and easy workflow configuration. Users can set signer vernacular, add additional attachments to the documents being sent for signatures, save workflow configurations for repeated jobs, and recall the documents that have already been sent out. Additionally, the workflows can also be configured to automatically save the signed documents back to WorkDrive and execute custom functions upon completion.

  • Client estimate signing and credit notes in Zoho Finance
    Users can now send estimates that can be accepted and signed by clients directly from the emails they receive. This enables clients without client portal access to accept and sign estimates, while clients with client portal access no longer need to sign in to do so. In addition, credit notes can also be digitally signed before being sent to customers.

  • More action modules in Integromat
    You can now connect Zoho Sign with 600+ external apps via even more action modules to build advanced automated workflows or Scenarios. You can send a document, get the details of a document, get the signer field data from a signed document, and download a document using the new action modules.

  • Updated interface in Microsoft Teams
    An updated user interface with sleek menu options now allows users to switch between Zoho Sign and the other tabs within the Microsoft Teams app seamlessly.


Feel free to explore these updates and enhanced integrations, and please share the news with your customers. You can keep watching this space for more news on our upcoming releases - we have got some big ones lined up!

Do comment below if you need any other details on the updates presented above. For any other support and assistance, please write to support@zohosign.com.

Happy Zoho Signing! Happy Holidays!

Regards,
Sai Anand

    • Sticky Posts

    • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

      Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

      • Recent Topics

      • Exported Slide Image Lacks Portion of the Background Image

        This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available

      • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

        Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

      • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

        I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

      • Piss poor service in Support in Domains and email

        Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

      • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

        Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

      • Zohomail does not support additional fields in mailto links

        Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

      • Emails not being received from a particular domain

        Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

      • Email address for forwarding is not saving and there's no confirmation ema

        Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

      • Auto CC - Moving Departments

        We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

      • unable to send message reason 554 5.1.8 Email outgoing blocked

        unable to send message reason 554 5.1.8 Email outgoing blocked

      • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

        Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

      • SMTP email sending problem

        Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

      • unblock my zoho mail account. outlines@zoho.com

        please unblock my zoho mail account, outlines@zoho.com

      • Unable to see free plan option

        Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

      • Outgoing blocked: Unusual activity detected.

        I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

      • How to remove some users in zoho accounts

        How to remove some users in Zoho accounts.

      • Forwarder

        Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

      • Forwarder

        Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

      • DKIM cannot be enabled for the domain as no verified default selector present

        Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

      • I can't log in to my account on Thunderbird

        I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

      • Sorten the domain of zoho mail ids

        I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

      • Weekly Tips : Customize your Zoho Mail Notifications

        In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

      • How to move emails to Shared Mailbox?

        Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

      • Email task creator when task is updated/marked complete

        I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

      • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

        Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

      • Download API file contents from browser

        Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

      • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

        I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

      • Adding a Channel to SalesIQ

        I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

      • How Do I Refund a Customer Directly to Their Credit Card?

        Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

      • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

        Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

      • Important Features Missing

        Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

      • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

        Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

      • Currency selector (based on variable) usage in comparsion

        Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

      • Customize Column in Projects - Default View for Template?

        Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

      • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

        Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

      • Multi-Page Forms in Zoho Creator!

        Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

      • Email login error

        Login successfully but email page error

      • Shared Mailboxes Disappeared

        Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

      • Remote Server is misconfigured

        Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

      • Next Page