Free webinar! The Zoho Sign Masterclass: The basics, latest features, and mobile apps
Hi, Are you new to Zoho Sign or looking to brush up on its capabilities? This webinar will help you master Zoho Sign from the ground up, covering everything from the basics to the latest features. Whether you're an individual managing personal documents,
Zoho Sign API lacking clarity
I'm trying to use Zoho Sign to embed a document for signing into a web application, and the documentation is proving to to be lacking something. Some issues... 1) No clarity if the API only works with a document uploaded through the API -- it would be
Free Webinar - Overview of Zoho Sign and latest updates- May 2025
Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.
Zoho Sign / CRM integration - stop unsigned documents being attached
I'm using the the CRM/Sign integration to send documents for signature from Zoho CRM. I noticed that an unsigned copy of the document is added as an attachment in the CRM. Is there a way to stop this? I only want signed documents to be attached. The unsigned
New in Zoho Sign: Allow recipients to review and change associated recipients
Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensures
Free webinar: Zoho Sign in Q1 2025 - A quick walkthrough
Hi, The first quarter of 2025 has flown by, and the Zoho Sign team has been hard at work releasing enterprise-grade features to enhance overall collaboration. Join us for our upcoming webinar, where we'll discuss what's new and what's to come. What will
Update Zoho Sign Mobile View?
Hello, My clients have have difficulty seeing the Zoho Sign documents while viewing on their mobile devices. The font is small and it is difficult for them to navigate. My use cases for using Zoho Sign are almost exclusively completed on a mobile device
Zoho Sign & Analytics
Hi, Is it possible to import data from Sign into Analytics?
Meet Zoho Sign's AI answer bot!
Hi, Our goal has always been to ensure all our resources are readily available for our users. With this in mind, we're excited to introduce Zoho Sign's answer bot, a solution designed to help users instantly find relevant help articles by eliminating
how to enable multi DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?
how to enable multi-DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?
How to Send and Document for Signing using Power Automate?
Hello Everyone, I am looking for a way to send a document for signature using Power Automate. Specifically, I would like to automate the process of sending documents (such as contracts or forms) to recipients for signing and also track the status of those
Zoho Sign not working in Canada Feb 06, 2025
When logging into zoho sign a short while ago we are seeing gibberish in the standard buttons, and when clicked on nothing happens, rendering the service broken. Please update and advise soonest.
How to easily share and organize templates with users? We need template folders!
Greetings, I have many requests for features of this software. We have many Zoho / ManageEngine products, and they are all so close to being awesome if it weren't for some fundamental shortcomings that I have been told repeatedly to "kindly submit a request"
Detect previously signed PDF in package
When you include a previously signed PDF document in a package, if that document had text tags in it, Zoho Sign will add new signature fields on top of the real signatures. That should be a disfavored action for two reasons: (1) it's almost never going
Text tags by role
I'd like to recommend that you fully implement text tags as follows: (1) that are filled by role, not by signing order. Like this: client:S company:S company:SD (2) that allow all the zoho sign functions - approval, cc, etc. (3) Allow a templateto be
Create document & Update document end points for Zoho Sign API
Hi Zoho, Could you please help me. I am using the Zoho Sign API with python. I can upload documents fine. However, when trying to update said document the API seems to reject the json, despite it being the same as the Zoho Sign | API Reference. See below
Notification when document hasn't been signed
Hi there. When a document hasn't been signed within the given time, the status changes to "Expired" - is there a way to be automatically notified by email when this happens?
Mark Documents Folder as Private?
Can we mark a document or folder as private? We have multiple users in Zoho Sign. For the most part, our employees should be able to see most of the documents created by others. However, there are some sensitive documents that we don't want everyone with
How to associate a document sent in Zoho Sign with an deal in the CRM?
Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the document
Re-send document that's in process
I tried to send out a document for signature via Email & SMS. The email bounced and I didn't have any SMS credits, so that failed too. I now have SMS credits and want to re-send the same document to the same email address and phone number. How do I do
Zoho Sign's exclusive release notes for the life sciences module
Hey there, As you may already know, Zoho Sign rolls out frequent updates, including new features and enhancements, which are detailed on our release notes page. Through the life sciences module, we offer a package of validation documents for users requiring
Free webinar: Using Zoho Sign with Zoho Flow to streamline document workflows and signature collection
Hello, Do you find yourself constantly switching between different apps to simply get a document signed? Attend our free webinar to learn how you can streamline and automate this process by connecting Zoho Sign, our digital signature app, with other apps
How to integrate Zoho sign with Zoho CRM
Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we
Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices
Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the
Clarification on “Prefill by you” option in Zoho Sign
Dear Zoho Sign Team, I have been trying to understand how the “Prefill by You” option works when sending out a contract for signature. My use case is quite simple: I need to sign a contract alongside my client. As I understand it, I have two ways to proceed:
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.
Can I see what clients have filled out while signing is in process?
When I send a document to a client I often get phone calls
because the client is having trouble and unable to "finish" executing the
document. Is there a way that I can see from my end what hasn't been
filled in correctly by the client? I would like to
Get file content
Hi guys, How do I get pdf file content content as text string from the file variable below (Is this even possible?) file = zoho.sign.downloadDocument(zohoSignId,"zohosignattachment"); I need this because I need to push the document to an API in a POST
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?
How do I change the wording of the tile of SignForm?
When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at
How do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
Sign
My name is Dolores Houghton. I signed up for sign package by mistake. I can’t use the program and I want my money back. I have been sent various instructions on how to delete and ask for a refund. Nothing works. I am not able to get into settings for
Is it possible to select the methods of inserting a signature (Not provider)
Hi, I tried to search through the help pages and application interface trying to find if there's a way to limit the assigned signees, for example, allowing only images or drawing, and disallowing the automatic signature creator as per their name. It'll
GETTING ERROR
Update document template using zoho.sign.updateDocument
I can't find a complete example on the structure to update an existing document in Zoho Sign using zoho.sign.updateDocument. I am calling this function from a Zoho Creator Function. What I want to update is document data and they are text, boolean, and
Batch Download Completed Documents in Zoho Sign
I have thousands of completed documents that I need to download. There has to be a better way than individually clicking on each one?
Request for access to domain "palmonteproducciones.com" for DNS server configuration
Dear ZOHO team, I hope this message finds you well. I am reaching out to request access to the domain "palmonteproducciones.com," as we have contracted hosting services with a local provider and need to make changes to the DNS server configuration. We
Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign
As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)
Get Zoho Signed Document - Conditions
Sample Code datamap = Map(); datamap.put("row_count", 100); datamap.put("start_index", 150); datamap.put("sort_column", "recipient_email"); datamap.put("sort_order", "DESC"); finalmap = Map(); finalmap.put("page_context", datamap); GetAllDocument = invokeurl
Webhook when estimate is refused is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
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