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
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.)
how to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
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
Zoho Sign API Tools "No valid action"
Hello Im performing all steps regarding the following tutorial: https://www.youtube.com/watch?v=KGIkyUUHJAI My code is the following: import requests import json def send_zoho_request(): url = "https://sign.zoho.com/api/v1/requests" headers = { "Authorization":
Cloud Backup Based on Document Type
Is there a way to use the document type when saving to the cloud back up? We want to save a certain document type to a GoogleDrive folder for our team. They don't need to go through every single document signed. It seems the back up to cloud is all files
Zoho Sign Mobile Integration With Zoho CRM
Pretty sure I'm not the only one. But I've been experiencing issues with alignment when I use the Zoho Sign integration on Zoho CRM on mobile. Anyone else facing this issue? Submitted this as feedback to the Zoho team. But no reply. So I guess I'll just
Free webinar: The critical role of electronic signatures in HR
Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical
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
Edit Document Name After Status is Completed
Hello, We use many templates to send documents and many times our employees forget to update the Document name from the Default Template Name. Once the document is signed there seems to be no way to edit the Document name any more. Is there a way to make
Signature missing from signed document
When I download a document which I have asked two people to sign one of the signatures is not appearing and both parties have already signed. How can I resolve the missing signature?
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
How to change those 3 horrible Zoho Sign signature fonts ?
Hi guys, As stated in the title, I try to change the 3 horrible Zoho Sign signature fonts : Zoho Sign Default Fonts If anyone could explain how to change those default fonts, that would be highly appreciated. Regards,
Zoho Sign Extension for Inventory Modules (Zoho CRM) with Mail Merge Templates
Hello, Since the mail merge option has been released into the Zoho CRM inventory modules (Quotes, Sales Orders etc), when will the send with Zoho sign extension be updated to allow the use of these templates? This is already possible in other modules,
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
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
Condition to skip recipient signature
Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integration
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
Update zSIGN Document name via API
Hello, Based on the following request : // Change Ownership api call resp = invokeurl [ url: "https://sign.zoho.com/api/v1/requests/"+requestId+"/changeownership" type: PUT parameters: data connection: "<Use Connection Name Here>" ]; found here https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/how-to-change-the-ownership-of-the-document-to-an-admin-irrespective-of-who-sent-the-document
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?
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
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:
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
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.
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/'
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
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 &
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