Zoho Sign: Product updates - Mid - 2024

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​.


Here's a list of features and enhancements that have gone live in Zoho Sign over the past six months, along with a list of what we have in pipeline for the rest of the year.

Whats new?

  • Custom roles and profiles
  • Self-learning API resources
  • Webhooks security
  • Controls for US FDA's 21 CFR Part 11 and EU GMP Annex 11
  • Digital signatures via E-CSPs for Kenya
Custom roles and profiles

Zoho Sign administrators can now define granular access controls for their users by creating user groups, custom roles, and profiles. This offers an easy way to manage document visibility within their organization.


New API resources

With the improved API documentation, developers can now easily ​embed​ Zoho Sign's functionalities within their applications or websites to send and collect signatures from recipients.


Webhooks security

Zoho Sign offers an option to secure your webhooks using HMAC-SHA 256, an industry-standard hashing mechanism.


Control measures for life science and healthcare companies

Organizations subscribed to the Enterprise plan can now enable control measures for users operating in the life science and healthcare industry. These controls keep Zoho Sign in compliance with the FDA's 21 CFR Part 11 and Eudralex GMP Annex 11.


Digital signatures via E-CSPs for Kenya

Zoho Sign subscribers in the US data center can now get their documents signed via Tendaworld, a licensed Electronic Certification Service Provider (E-CSPs) in Kenya. Documents signed using this integration are legally valid according to the Kenya Information and Communications Act, No. 2.


What’s coming?

  • Conditional fields
  • Formula fields
  • Availability of Zoho Sign in the Saudi Arabia data center
  • Advanced electronic signatures for Saudia Arabia via emdha
  • eWitness
  • Checkbox grouping
  • Signing groups
  • Zoho integrations
    • Bigin
    • Projects
  • Third-party integrations
    • Salesforce

Some of these features are already in the release-ready state and awaiting launch, while some are in the development stage with plans to release them by the end of the year.

Watch this space for the official announcements. If you have any other queries or feedback, feel to comment below or write to ​support@zohosign.com or​ support@eu.zohosign.com​ (for EU region).

Happy Zoho Signing!

Cheers,
Rajeev Sivaraman



        • Recent Topics

        • Use image on img HTML tag

          Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,
        • ZOHO Compain emails going to spam after authentication is successful

          Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.
        • Security Policies

          To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling
        • Zoho CRM functions editor is not in the programming language deluge

          I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.
        • "Age in Days" calculation in Advanced Analytics

          Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you
        • Automatically set quotes to "lost" if deal is set to lost

          Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!
        • Subdomain

          How can i make subdomain in my zoho website
        • A/R Aging Details shows wrong aging days

          In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.
        • Global Choice List share ownership

          I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
        • Domain Transfer

          I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.
        • Project Templates & Reminders

          I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from
        • Kaizen #126 - Circuits in Zoho CRM - Part 1

          Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
        • Create customized SLAs for your customer base with support plans

          Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending
        • Zoho Flow or Schedules

          I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times
        • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

          Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
        • Workflow - Execute Based on Date

          Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date].  Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearly
        • Can we set a BCC address as default to show while sending emails?

          Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC address
        • Make collecting payments from your customers in Bigin easier with payment links

          Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets
        • Send email is not authenticated

          Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".
        • Inbox Preference - Saved replies based on message repsonse with specific word

          Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message contained
        • Basic Price List Functionality Still Missing

          I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that
        • How do I hire employees????

          Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,
        • Automate data upload process like reports

          I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
        • Greylisted, try again after some time

          Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost
        • Emails linked to Deal

          Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receive
        • How to transfer all my mails from Zoho to Gmail or Office 365

          is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 
        • Inquiry Regarding Image Display Issue in Campaign Duplication

          We are currently using Zoho Campaigns for email distribution to our clients. I would like to inquire about an issue we encountered. When duplicating a previously created and sent campaign from the "All Campaigns" section, the images used in the header
        • New integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation

          Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leaving
        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
        • What is Attendee Status 0 and 1?

          Hi there, I recently stumbled upon the API to get the attendee list and in the return value, there is a parameter called "status", and 0 supposed to mean not_attending, and 1 means attending. I cannot find this representation anywhere in the attendee
        • ZOHO BackStage

          How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?
        • Request For Quotation (RFQ) module

          Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
        • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

          Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.
        • Calculate hours between 2 date/time fields

          Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael
        • External ID validation.

          I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the
        • Sales Order, what are the statuses under Confirmed and Closed

          Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Remove Address from credit card payment

          I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.
        • Next Page