Vendors
Our company uses contracts for vendors. However, it doesn’t appear that Zoho sign installs a button in the vendors module. I assume the only way that I can add this to vendors is if I create a custom button. If so, what’s the url?
Zoho Sign webhooks
I'm trying to get a Zoho Sign webhook to work with a standalon REST API function in Zoho CRM. The webhook set up in Zoho Sign is calling the function, but I don't know what I need to name the argument in order to receive what Sign is sending. I looked at the documentation, but it's not clear what argument to give the name of the function so as to get the object that the webhook is sending. I looked at this help article but it's still not very clear what is sent. Does it send anything? If it does,
Sending bulk documents to signer
We generate a number of invoices/contracts a day, and these need to be by the director. Is there a way to upload these documents in a batch, have them signed and get a SEPARATE completion certificate for each document?
Zoho Sign - expire_by date format
Trying to write a function to extend the expiry date on Zoho Sign by 3 days. When reading data, the expiry date appears as follows: "expire_by": 1522866540000 Reading this and turning it in to a standard date format is fine. How can I take a standard date and convert it in to this format? Kind regards Matt
Zoho Flow / Zoho Sign - Null Values
I have a CRM webhook that passes data to Zoho Sign via Zoho Flow. If CRM fields are empty, the webhook passes null values to Flow. When the sign document is received, rather than showing empty fields, it leaves the field name in. This makes the document look unprofessional and causes the signer to have to delete information. Is this is a mistake I am making or is it a problem with integrating in this way?
Free webinar: E-Sign business paperwork using Zoho Sign and Google Apps
Hello, Despite the sudden prevalence of tools with remote working capabilities to help organizations practicing social distancing, business deals still hinge on a substantial amount of paperwork being carried out, which can prove to be a huge hurdle with the conventional pen-and-paper approach. Zoho Sign, our digital signature application, can help completely digitize paperwork in a hassle-free, legal, and secure manner while greatly reducing the associated costs and turnaround time. Furthermore,
Private Key in Zoho Sign
Hi, Zoho Sign uses Public Key Cryptography which means there is a pair of public key and private key involved in every signing. If I send a document for a non-zoho user to sign, what would be the private key of the non-zoho user? If authority comes and asks about the validity of the signature. what can we show? I check the signing certificate, it only has information like email, IP, timing but nothing on the public key or CA. I've asked Zoho Support but did not receive proper answer (probably because
Zoho Sign - Send Reminder
I would like to create a function that sends reminders for Zoho Sign documents that haven't been returned. I don't want automatic reminders turned on. I want it to form part of a workflow. Is there a way to do this from CRM, if I have the document id?
Introducing Zoho Sign’s integration with Integromat
Hello, We hope this announcement finds you in sound health amid the ongoing situation. The unprecedented global COVID-19 pandemic has cut off several physical links in the way businesses operate forcing them to go entirely remote. As a result, organizations, both big and small, are aggressively adopting digital applications and online tools to keep their wheels running. As you already know, Zoho Sign helps businesses collaborate and collect signatures on documents and manage the signed paperwork
Heirarcy folder stucture
It would be ideal to have a hierarchical folder structure so to able to classify document. ex. HR Documents Support Department Agent folder
Zoho Flow: Zoho Sign - Document Received - Template Fields
I have a Zoho Sign template that gets sent out by Zoho Flow. It has a number of fields on it. The default value of those fields is set via Zoho Flow from CRM. When the signer has completed the document, I want to be able to update the CRM with any amended fields, with an approval process in there too. I cannot seem to access the fields when the document has been returned though. Is this possible or do we have to have users manually checking signed forms to see if there have been changes?
Full Name vs. First Name / Last Name
Hi Is it possible to have two additional fields labelled First Name and Last Name to add to a Zoho sign Template? I have insurance forms that have two separate box fields labelled first name / last name Full Name doesn't cut it Can anyone help? Please see attached Ian
Important Change Suggestions for Consumer Signing Transactions
We have sought UK legal advice on esignatures. Whilst they are valid, the key we are told is to demonstrate that terms and conditions have been brought to a customer's attention. This is very important in B2C transactions in UK law. The big problem with Zoho Sign is that unlike Adobe Sign, it takes the customer straight to the signature box, so they may never see the other pages unless they scroll backwards. With Adobe, we know the customer has scrolled past those pages, so they cant say they werent
Error adding a user
We have 2 users in Zoho One, and we want to register the second user in sign. But we get the following error "The user is already present in another account" the user is not in that app ( image 2 ) How can we solve it?
URGENT: Quota Increase
We are using Zoho SignForm and launched it on our website as well as social media and now it says we have reached the limit and need to upgrade our plan. We are already on Zoho Enterprise plan. PLease assist/advise urgently we need to fix this. awaiting your soonest assistance. Fatima Khan
Free webinar: Zoho Sign use cases in HR and temporary workforce management
Hello, At Zoho, our goal is to build a comprehensive and tightly integrated suite of business apps that serve as an operating system to assist growth and digitization. We presently offer 45+ customizable apps across major business categories, providing a digital backbone that suits organizations' perpetually expanding list of operational needs. Zoho Sign, our digital signature app, was launched to help businesses securely sign, send, and manage legally-binding business documents from anywhere. Zoho
Free webinar: Zoho Sign's integration use cases with a dozen Zoho apps
Hello, At Zoho, we’re building one of the most comprehensive and tightly integrated suites of business apps. We currently offer 45+ apps in all major business categories, including finance, human resources, sales, marketing, customer support, and back-office operations. Zoho Sign, our digital signature app, was launched to help businesses securely sign, send, and manage legally-binding business documents from anywhere. Staying true to our company’s vision, Zoho Sign now readily integrates over a
Sign Date to CRM Date field?
Is it possible to have the date a Sign documented is completed pre-populate a CRM date field? Example, customer signs document in Sign and that date pre-populates a CRM date field called "date agreement signed" Because next, I want to set up a Writer template that pulls that CRM date field into that template.
Upload Signed Documents to OneDrive using APIs
Is it possible to get the PDF file of a signed document and upload it to OneDrive using APIs. I want to indicate with code the destination folder when a document is signed. I'm trying using the OneDrive API. I'm able to create txt files, and a PDF file, but not with the Zoho Sign Document Content. Can you help me please?
New Integration: Zoho Sign - Microsoft Office 365
Today we are happy to announce the general availability of Zoho Sign's integration with Microsoft Office 365. With this integration, users can now directly login to Zoho Sign with their existing Office 365 credentials, enjoy single sign-on access, import users from Office 365 into Zoho Sign in a couple of steps, get documents signed effortlessly, and export/import documents easily into OneDrive. This integration will also help administrators to improve productivity, security and overall user experience
Custom Z.CRM Fields
in the contracts we can add fields that are in the CRM such as telephone, company address ...? Thank you
Zoho sign scopes in authtoken
Hi, I would like to create an authtoken for ZohoSign (I would need just to read the signed documents) but I cannot create the authtoken, I always get INVALID_API_AUTHTOKEN_SCOPE error. I'm making a HTTP Post to: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoSign/signapi&EMAIL_ID=******@*****.it&PASSWORD=*******&DISPLAY_NAME=*** Obviously the scope is wrong so which are the scopes in the ZohoSign? Thank you
Free webinar: Zoho Sign integration with Zoho Finance apps
Hello, Zoho Sign, our complete digital signature solution for signing business documents quickly and securely, now has a slew of integrations with Zoho Finance apps that includes Books, Invoice, and Inventory. E-signatures save your business time and money while allowing you to scale operations without any hassles. In this webinar, we'll demonstrate how Zoho Sign's integration with these Zoho Finance apps can help you create and send digitally signed invoices and estimates to your customers, as well
User Specific Automation WITHOUT API
Hi - We keep encountering this road block. Not sure if its by design, user error, or a bit of both. We have tried custom function, zoho flow, zapier, and whatever else we can think of to automate something fairly simple. The automation itself is working, the only issue is that the sign document requests are all going out from the administrator. We have many sales reps, the automatic zoho sign document that we want to send needs to go out from their specific accounts. I have this working in both
Zoho Sign API - Error while getting the documents list
I am trying to get the documents list. I use PHP curl request to call the api. $data_string = urlencode('data={"page_context":{"row_count":10,"start_index":1,"search_columns":{},"sort_column":"created_time","sort_order":"DESC"}}'); $url = "https://sign.zoho.com/api/v1/requests?" . $data_string; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_FAILONERROR, false); curl_setopt($ch, CURLOPT_HTTPHEADER,
Setting up default fields when selecting "Send to zoho sign"
Hi I had sent an email to support a few weeks back but never got an answer. Is there a way we can set up a custom button so that when we click on "send for zoho sign" on a deal it will do the following automatically: 1) Set a mail merge template 2) Set 2 contacts pre-selected based on the deal details (The deal will have the 2 contacts) 3) Set the sign session to "in person signing"
Request Type Id
Hello, According to the official documentation of the Zoho Sign API, in the Create document endpoint, there is some field called request_type_id, curl https://sign.zoho.com/api/v1/requests \ -H "Authorization: Zoho-oauthtoken <Oauth Token>"\ -F 'file=@Path to file' \ -F 'data={ "requests": { "request_type_id": "2000000322040", "request_name": "NDA ", "actions": [ { "recipient_name": "S**********", "recipient_email": "s*******@***.com", "recipient_phonenumber":
Free webinar: Zoho Sign in 2019 - A Live Q&A with our experts
We're just a month away from the 2020s, and Zoho Sign, our digital signature solution, has come a long way in helping businesses around the globe go paperless. Time has indeed passed by quickly, and the Zoho Sign family has grown to include several thousand businesses across multiple domains. Our goal for the new decade is to help even more organizations adopt digital signatures. Our upcoming webinar will highlight Zoho Sign's 2019 additions and facilitate an exclusive live discussion between members
Zoho Sign: Product Updates - Q4, 2019
Hello, The holiday season is upon us and we are just over a month away from the 2020s! While time has indeed flown by quickly, we would like to take a few minutes here to outline the recent highlights in Zoho Sign's journey as a digital signature app. We had ended our last update post by stating that there were some major exciting integrations lined up for release in this quarter, and we are not here to say otherwise. Over the past couple of months, Zoho Sign has had some of its most awaited integrations
Zoho CRM Zoho Sign extension - Missing add Workdrive document
Hi, Zoho Sign has recently received an integration with Workdrive, which means you can import a Workdrive document into Zoho Sign before setting it up for e-signature. (Screenshot 43). The problem is that this new integration is not available for the Zoho Sign Extension for Zoho CRM. The only options available for adding a document are: Desktop, CRM attachments, and CRM documents. (Screenshot 41). Can you please update the Zoho Sign extension for Zoho CRM? That would be awesome. Thank you!
Language of the email/general conditions/instruction
Hi, I have client with different language (english/german/french/italian), and to send the right type of contract, I select my template but how do zoho sign detect the language of the receiver of my contract ? Like the base automatic email, the general condition and the instruction ? When I automaticly send a contract in Italian (with the right template that i select), I want my client to have everything in Italian and in the same time, if I send it to a english client, i want also him to have everything
Difficulty viewing sent document when trying to sign on phone
Hello, We are just getting started on Zoho Sign. I am experiencing no issues sending a document to myself, or completing a document when I view it on a computer. However, when I try to complete the same document while viewing on my phones email inbox,
How to populate form fields from the api
I have a document that has text tags i.e {{Textfield:Recipient1*:totalMontlyRent}}. Is there a way I can populate this field from the API so that the resultant document is dynamic? Please, this is urgent. Thanks
Unable to add contact (to sign) on Ipad Air (Ipad Air
Hello, i am having issue with being unable to add contacts to sign when using Zoho Sign. This only happens when using tablet. I have tried using the Zoho CRM (Version 3.5.2) app (from ios store), as well as the latest safari and latest chrome browser. Using Ipad, I am creating a session in Zoho CRM, and after selecting "send for zoho sign", it opens an "extensions.zoho.com" link, and then it gets to the next screen to add contacts to sign, the contact search box is completely unresponsive. I am
Free Webinar: Expedite business paperwork with smart document automation using Zoho Sign + Formstack Documents
Zoho Sign–our complete digital signature solution for business signatories–now integrates with Formstack Documents (formerly WebMerge), a cloud-based document generation and automation tool that leverages an extensive list of integrated services with over 150 third-party applications spanning categories such as payments, accounting, CRM, HRMS, and online forms to help streamline paperwork. In this webinar, experts from both Zoho Sign and the Formstack Documents team will explore how you can use Formstack
How to obtain link instead of sending mail to client
Hello again, my newest inquiry is regarding the email that is sent to the client to get them to sign. Is there a way for me to obtain the link that is sent in that email, so that the client never receives an email from zoho and i can instead send an email form my company?
Refresh token not appearing
Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so, which of course is highly inconvenient, plus i'm trying to incorporate zoho sign into an app, and so this is a no go. Is there another way to generate access/refresh tokens or am I doing something wrong? Below is a picture of what results from a refresh
What's wrong with this JSON?
Can't seem to figure out what's wrong with this JSON i'm using to update a document before sending it to be signed. I'm currently trying to figure out how zoho works so I can integrate it with my platform but I'm out of luck. here's my file: { "requests": { "request_id": "114619000000011181", "request_type_id": "114619000000000135", "actions": [ { "recipient_name": "*****************", "recipient_email": "******************", "in_person_name": "***************",
Zoho Sign API - Create a document from template.
1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using the credits?
When creating "In hosting" session, it sometimes emails rather than show the "pass control" screen
Hello, I am having a problem that seems to be random. I am creating a deal, when selecting the "send for zoho sign" button, i make sure I add the contacts and select "In person sign" options. It sometimes does show the "pass control" screen that effectively allows the parties to sign in person, however it sometimes doesnt and instead sends via email. Sometimes I have to do 2 or 3 times before it finally shows the "pass control" screen. Is there a way to just always show the "pass control" screen
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