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
Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations
Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must
Zoho Sign Product updates - H2 2024
Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho
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
Unable to upload document error on zoho sign
i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_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
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
Multiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, Tristan
Introducing signer groups in Zoho Sign: Streamline signature collection and make it even faster
Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can open
Send To Zoho Sign not Showing
The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?
"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
Something went wrong. One or more fields contain errors
I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It
New feature alert: Witness signing is now available in Zoho Sign
Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures
Introducing the Zoho Sign and Bigin integration
Greetings, We're thrilled to announce that Zoho Sign has integrated with Bigin by Zoho CRM, bringing a seamless signing experience directly into your small business CRM. You can now sign, send, and manage your contracts and agreements directly from your
Zoho Sign "Create" Template button no visible. Admin
I just recently got promoted to Admin access for Zoho One, and in our Zoho Sign account; the create template button is no longer available to my view? I've tried multiple browsers and even Windows and Mac. Any thoughts?
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