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

        • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

          I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?
        • Digital publisher

          Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.
        • Time Zone Correction with Daylight Savings Time

          Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me
        • Load form in iframe without header

          I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any
        • Filter embedded report

          How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'
        • Creator Simplified #5: Set file upload restrictions in Zoho Creator

          Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize
        • Field Type: Address, Change District/State to Dropdown with picklist??

          Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.
        • cutomized fields are not showing up in zoho creator from zoho crm

          We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? Thanks
        • How to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit

          I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form
        • Open New Free Zoho Account

          Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,
        • 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

          554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL
        • Emails going back unread

          Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?
        • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

          it is really annoying.
        • Constraints on Tasks

          We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor
        • Moving Project Dependencies Not Moving Precedessors

          Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting
        • Can you set task due dates to be "x" days before the milestone?

          We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!
        • Default ticket template in helpcenter

          Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
        • Expanded data-capturing capabilities with enhanced tabular sections

          We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections
        • Integration of Business Hours in Email Templates

          Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email
        • Add Owner to deluge-created module record note

          Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
        • Blueprint - Field Validation Criteria (During)

          When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 
        • Delete Field that is used in a Zoho Flow connection

          I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
        • 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
        • Next Page