How to prefill a multi-select Zoho CRM field in Zoho Sign template

How to prefill a multi-select Zoho CRM field in Zoho Sign template

Greetings, 

I have a few multi-select fields in Zoho CRM that I woud like to prefill a template in Zoho Sign. Placing a prefill Text field on the template in Sign shows the multi-select field when trying to link fields, but it doesn't populate the box and get an error. Is there a way to do this? It can be done with text tags, it seems, on a merge, but there are limitations on the mail merge that make that not a desireable route for us. 

Thanks!


      • Sticky Posts

      • Free webinar: E-signature legality in Latin America

        Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures

      • Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps

        Hello everyone, Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and Zoho

      • Zoho Sign: Product updates - Mid - 2024

        Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been

      • Explore the legality of electronic signatures worldwide with Zoho Sign

        Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictions