Conditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
Free webinar- Getting started with Zoho Sign: September 2024 edition
Hello there! Are you currently exploring Zoho Sign? Do you need a quick guide on how to set it up and use it effectively? Then don't miss out on our upcoming webinar- Getting started with Zoho Sign: September 2024 edition happening on September 10, 2024
One document with 2 different client signature
Is this possible that using Soho sign I can request a single document to be signed by two different customers and then the document can be merged into one document? Is possible to remove the soho signature footnote that appear after document signature?
Introducing enhanced document collaboration in Zoho Sign
Hello, We are delighted to introduce a couple of highly-requested collaboration enhancements in Zoho Sign. Efficient collaboration is undoubtedly the key to ensuring quick turnarounds in digital paperwork, and is often the difference between business
Test Aadhar, eMudra, 3rd party DSCs on trial Sign API
Is it possible to test out Aadhar eSign, eMudra eSign, eMudra eStamp etc. on Zoho Sign API while using the Enterprise trial plan, without buying any credits? Or do we still have to buy credits on trial plan to test the above via API? I got an error when
Zoho Sign - Disable sending a document for viewing
Dear Community, I'm looking to change the following behavior: Currently when a user signs a document, he currently receives 2 emails from Zoho : - An email with as an attachment the completed document - as per the email template "Notifying when a document
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
Introducing user groups, roles, and profiles in Zoho Sign
Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:
Is there a way to set Document Owner/Sender via the API
When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
Remove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan
How to make prepopulate signature Empty from Zoho Sign API?
Hello Everyone I'm new zoho sign developer, I have an issue in my document flow. I want to make pre-populate signature field to empty value from Zoho Sign API, but when user click the signature it's always filled with (recipient_name). How to make this
Webhooks logs and resend
Hi! I propose to add, within the reports section, the record of the sent webhooks with the details of the payload sent and the response obtained. Also, as a bonus track, it would be great to have the ability to resend the webhooks. Thanks in advance,
Zoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named
Free webinar: Navigating global e-sign laws with Zoho Sign
Greetings! Do you use electronic signatures for your business documents? Are you uncertain about their legal validity in your country? We have the answers! Join us on Thursday, August 29 for an exclusive webinar, where we'll explore the legality of electronic
Zoho Sign - Links in Template
Zoho Sign allows you to put links in templates. When the sign document comes through, they are coloured/underlined as you would expect for a link. Sadly, you can't actually click the link from within the sign document. Please can you (ideally) allow links
How can i make one checkbox out of a group required?
for example say I have a contract with two check boxes for "male" and "female". I want to make it so that one of the two options are required.
Text Tags owner in Zoho Sign
Hello, I am using Text Tags for a document in CRM, I need to complete some details on the document before sending it via Zoho Sign. I have used the text field tag. Is a way to set the person who is updating these fields as the user? When I am editing
Zoho Sign Custom Domain
Any plans for Custom Domain?
Return signed PDF inside Zoho CRM - Custom module
Hi, Zoho tried to help me multiple times (thanks to them for that!) but the conclusion is that it's impossible to do what I want... is it really!? We have NDAs (non-disclosure agreements) to sign, and once signed, I want the PDF to return as an attachment
Zoho Sign Templates in Zoho CRM
We are glad to announce the release of the templates feature within the Zoho Sign extension of CRM. With templates, put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the ability
Getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED for some requests
Hello. I'm trying to retrieve the documents list and then get fillable fields information for each signed document. To do this, after retrieving documents list, I'm sending a GET request for each document to this url 'https://sign.zoho.com/api/v1/requests/'
Zoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave them
How to filter by date ranges in created_time in the /api/v1/requests api?
Hi, question, will anyone know how to filter by date ranges in created_time in the /api/v1/requests api? for example, get listing when the created_time is greater than one date and less than another date. best regards Roberto
Prefilling information before sending
I am trying to work out how I can complete certain details before sending a form for signing Basically we have an order form, so we can link company/contact details from the CRM no problem It comes to services/products that we are provding, that would
Change Send in Order for Recipients
Once a document has gone out, is there any way to change the sign in order of the recipients? With someone on vacation, it has stopped and is holding up the process. We'd like to have it move on rather than wait a week.
Free Webinar: Getting started with Zoho Sign
Hi there! Are you exploring Zoho Sign or evaluating it for your enterprise? Then don't forget to join our upcoming free webinar - Getting started with Zoho Sign. In this webinar, we will help you learn the basic functions of Zoho Sign and also, provide
"Send with Zoho Sign" broken
Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the
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
Free webinar: Digital Signatures for Digital India- Powered by Zoho Sign
Hi there! Following government initiatives like Digital India and #StartupIndia, startups and established businesses in India have jumped on the digital-transformation bandwagon to increase their overall efficiency and stay ahead of their competitors.
Zoho Sign Global Settings vs. Template and Document
Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return
Free webinar: Digital signatures for digital contract management with Zoho CRM
Hi, Businesses globally rely on pen and paper to sign business documents and close deals. By using Zoho Sign's extension for our award-winning CRM platform, Zoho CRM, you can seamlessly send and collect signatures on important business documents like
How to Change Sender Email Address ZOHO SIGN
Hello Team, Greeting of the day, I have a query related to zoho sign, Can we set any custom email address in zoho sign to send the sign document or set any kind of USER Email Address, if anyone have any kind of response please do the comment. Thanks &
Zoho Sign API - Error while Sending document for signature
Using Zoho Sign API, I am trying to send the document for signature using curl. I get error code 9039. Request is attched in the file. Any solution will be apprciated. { "code": 9039, "message": "Unable to process your request", "status": "failure"
Happy National ESIGN Day!
Happy National ESign Day! Today marks the day the ESIGN Act was passed in the US 24 years ago, making electronic signatures legally valid and equivalent to wet "inked" signatures. Thanks to this piece of landmark legislation, enterprise and business paperwork
Organize and Archive Templates?
Is there a way to organize and or archive templates without deleting them? We have so many templates that the list becomes unruly and difficult to navigate. Also it would be extra helpful if when using a template to send an envelope the screen goes back
Unable to use Sign "You have entereed some invalid characters"
Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
Possible for first Signer of Sign Form to specify the next signer in the sequence
We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.
Ability to Append or Prepend specific signer name field to all documents in an envelope
We use templates regularly and have a need to be able to rename the individual pdf documents contained in an envelope, such that a signer's name is appended or prepended (e.g. Form1 - SignerName). This is critical for us, because of how we process documents
Zoho Writer and Zoho Sign (signer field management)
Hi, We have a CRM mail merge template in development for sending to clients using Zoho Sign. This is a big template, with a lot of signer fields. I have a problem with a few fields repeating on the template when merged, so I think there are fields created
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