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
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
Zoho Writer and Zoho Sign - Size Limit!?
Hi, I am developing a CRM mail merge template which we will be sending to clients to authorise using Zoho Sign. It is a big template. I can merge to a new document fine, but when merging for sign collection, it fails with: There was a problem initiating
Important: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these users
Zoho CRM Mail Merge Bug
Hi team, Ever since Friday (19/04/2024), the function to send Mail Merge documents from Zoho CRM to our clients utilising Zoho Sign is not working - error message "Unable to create document using the selected template. Please try again later or create
Free webinar: Simplifying data collection and document signing with Zoho Sign and Zoho Forms
Hello everyone, Are you still using paper forms and documents to collect critical data and execute business paperwork? If so, going digital can help you greatly reduce paper clutter and administrative costs. Zoho Sign, our digital signature app, integrates
E-stamping via API
Hi, Is it possible to add E-stamp to a document via API?
Zoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening Zoho
Zoho Sign API - How do I get action ID for actions?
I have a template document. I need to create a document from the template and send it to the customer. The api requires an action section for each recipient with action_id. How do I get this action_id? I need to add the recipients dynamically since
Can We Include Recipient Details Mail Merge Templates in the Zoho Sign Extension?
Ok, hear me out, because this is kind of a niche feature, but it would be SUPER nice: We use Mail Merge templates in CRM for our contract creation (we don't use a Zoho Sign template, for a variety of reasons). When we upload contracts from a mail merge
Developers ZUG Virtual meetup: Sign, send, and manage documents from your application with Zoho Sign’s APIs and SDKs
Hello everyone! Building a legally valid and secure digital signature app from scratch is time-consuming and requires expertise in multiple areas. Zoho Sign's digital signature API can help developers like you plug and play with your app or website with
Dynamic signers
Hi, Is there a way to, create dynamic and multiple Signers within ZohoSign Templates? Right now it seems that the list of signers is static and for that only way to achieve multiple signers is to create template for each of possibilities (1,2,3,4... n)
Zoho Sign in Australia - ZUG Meetups - May 2024
Hello! Are you a business owner who faces a lot of business paperwork on a daily basis and needs to get multiple documents signed to close deals? Here's a chance for you to meet, connect, and network with other Australian business owners in your city
Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, where
How can I create a multi-radio button, when user selects Other they must enter text for that selection?
How can I create a multi-radio button, when user selects Other they must enter text for that selection? Like this
Folders and document types
Hi. I would like to ask once again about one feature - we really needs to have an option to rename, delete folders and document types over here: Some time ago it turned out that we need to change the names and structure in documents within Zoho Sign but
Setting mandatory fields
Is there a way to set these fields as mandatory? I am looking to have all the documents classified under a folder.
Resending Signed doc
Hi, we sometimes end up having to send the doc to the client again but don`t want to send the whole doc. But we can`t send 1 of the 4 docs separately as the codes changes, and the banks then won`t accept the docs. anyway to resend the same doc so clients
How to replace a file via API/Integrationtask?
Hi, hope may you help me. I want to know how can I replace a file that is part of a request via integration task or via API call. The use case: I've created a request (identified with a request_id) with two pdf files (every one with a document_id), both
Suggestion: Remove checkbox for E-sign disclosure
This single suggestion could increase how many people use Zoho Sign by a significant margin. Not changing it may be costing you a lot of business. If anyone agrees, please speak up! I highly recommend you remove the checkbox next to the "I confirm that
Zoho Sign is a SCAM!
Zoho Sign is a SCAM! I signed up for the trial version and was using Zoho Sign to figure out how to use the product. Take note that during that time, the documents you create with Zoho Sign cannot be used as it is water marked. After signing up for the
Zoho Sign API query
Is there any way to extend a document which is already declined or expired? Not manually, I need an option of Deluge or Rest API.
Customize ALL Zoho Sign notifications
Zoho Sign allows to use Organization's email address and gives ability to customize SOME email templates, such as Sign a document. However, there are a number of notifications that can't be customized (recall, has been signed, reminder, etc). Similarly,
Cross Module Fields Merging between Zoho Sign and Zoho CRM for custom module
Hello everyone, I've been exploring custom integration between Zoho Sign and Zoho CRM, and I've encountered some interesting findings and would need advanced help. To integrate Zoho Sign with Zoho CRM, there are two primary methods: Installing the extension
Prefill "field_data" on Zoho Sign not populating
I'm trying to prefill some information from CRM Plus into a template using the zoho sign deluge task but for some reason, the data passed into the "field_data" object doesn't prefill the form. A few notes I've confirmed that the function is successfully
ZUG eCommerce virtual meetup: Improving vendor and customer experience with Zoho Sign
Hello, Are you looking for a reliable solution to secure the paperwork aspect of all your ecommerce transactions? In today's ever-evolving landscape of ecommerce, the security and integrity of transactions are crucial. Zoho Sign integrates with several
Zoho CRM Quote sent via Zoho Sign. Template set up
Hi, I am trying to set up a Zoho CRM to send quotes via Zoho Sign to automate the process. I would like to set it up so that whenever a quote is sent to the client, I don't need to drag the various signature fields onto the document. I think I would usually
Free webinar: Zoho Sign's life sciences module for 21 CFR Part 11 and EU GMP Annex 11
Hello everyone! Are you aware that food and healthcare companies must follow stringent rules and regulations when transforming their workflows for the digital space? Zoho Sign's compliance with the FDA's Code of Regulations (CFR) Title 21 Part 11 and
Enable API
I currently have a professional plan but I used to have the API platform enable. Can you enable the platform and the API at the same time? I have credits available and would like to purchase more. Why I request this, is because I have people with access
Pre-filling Client Data in Zoho Sign Without Editing the PDF
Hello! I've been using a contract generator created with Zoho Forms, and it's been fantastic. The template has a designated area at the top for client data, which is typically left blank for clients to fill in before they sign the document. On this occasion,
Append Completion Certificate with signed document
When the signature process is completed, an email is sent with 2 pdf, the actual fully signed document and the completion certificate. It would be ideal to have an option so that Sign merges both documents so that the completion cert. is always kept with
Free webinar: Transform your digital work experience with Zoho Workplace and Zoho Sign
Hey there! Are you tired of coordinating documentation across multiple teams, such as legal, finance, sales, and marketing? Zoho Sign's integration with Zoho Workplace can alleviate this hassle. By integrating Zoho Sign with Zoho Workplace apps, you can
Education Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello! Are you a Zoho user that works in education or with businesses operating in the education sector? Join us for our Education Zoho User Group (ZUG) virtual meetup titled "Document management and e-signatures with Zoho", featuring experts from Zoho
zoho-sign pachage
Which zoho-sign package is suitable for my work? I have about 50 signers for one document at least 5-10 times monthly. Thank you for your useful reply
Decline to sign
Is there a way for a signer to decline to sign a document? We send out proposals, and unfortunately, clients sometimes go a different way. Since they're not proceeding, they're not going to sign the proposal, which indicates acceptance of our offer. What
Recipients cannot load documents sent through Zoho Sign
Hi, I'm hoping someone can help me troubleshoot an issue a couple of our clients seem to be experiencing with documents we send them through Zoho Sign. Some of our clients have reported that the document becomes stuck on a black loading screen. We have
Combine documents into single doc sent to client
Good morning, Currently for our quoting process, we have it setup to build the quote in the CRM, then use the Send for Zoho sign button in the CRM to send out the quote as well as a signing page with ancillary fees. The issue is we'd like to have the
2024 Healthcare Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello everyone! Digitization of paperwork and workflow automation are crucial for businesses operating in the life science industry and healthcare, as they deal with a large volume of sensitive data. Mishandling of this data and records can result in
SignForms
We just created a template to collect signatures from our clients, seems like we reached the limit, I wonder what is the limit for this feature and how can we get a higher limit and continue sending this template. Please as soon as you can reply to this
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