Restrict Access/Shared Access
Sometimes access to documents that go out from Zoho Sign need to be restricted or shared. For example: 1) HR department send out employment contracts. Any Zoho Sign admin can view them. Access should be restricted to those that HR would allow to view
Free webinar : Integrating Zoho Sign with Zoho Finance apps for effortless transactions
Hello everyone, Does your business operations involve getting various invoices and estimates signed? Do you find yourself chasing people down for signatures and payments? In either case, we have you covered! Zoho Sign's integration with the Zoho Finance
Issue when requesting api embedtoken
I am making an api request. /api/v1/requests/{REQUEST ID}/actions/{ACTION ID}/embedtoken And I get an error {\"code\":1011,\"message\":\"This account does not have the permission to sign the document\",\"status\":\"failure\"} I have a trial account What
HTTP Code : 400. The selected document type does not exist
my code is this ``` $templateObject = new TemplateObject(); $actions = new Actions(); $actions->setActionType(Actions::SIGNER); $actions->setPrivateNotes($request->input('template_name','')); $actions->setRole(Actions::SIGNER); $actions->setSigningOrder(0);
Is it possible to redact fields after signing?
We sometimes send contracts that have a place for clients to leave sensitive information like social security numbers or credit card numbers. Is there a way to redact these fields after they are filled in by the signer?
I am getting invalid data entry when i use zoho sign api i didnt get detail information
I am getting invalid data entry errror when i use zoho sign api i didnt get detail information
Free webinar - Getting started with Zoho Sign
Thank you for taking the first step toward digitizing your paperwork. Join us on our upcoming interactive webinar session to know more about how Zoho Sign can help your business streamline your document signing process and make most out of your Zoho Sign
I am not receiving the certificate merged with the document upon completion
I have it set in "upon document completion", see attached image, but I am not getting the merged document. Is there another setting i need to select?
Zoho Sign: Request for FDA’s 21 CFR Part 11 regulatory requirements pertaining to electronic signatures
We have a potential client in the pharmaceutical industry who need to have their digital signature solution to be compliant to FDA’s 21 CFR Part 11 regulatory requirements pertaining to electronic signatures. Zoho Support confirmed that they are working
Zoho User Group Mumbai Meetup - Zoho Sign + Zoho Contracts in Zoho CRM
Hello! Are you a Zoho user that uses Zoho CRM to manage your customer data, and Zoho Sign & Zoho Contracts to send out business documents, agreements, and contracts for signatures on a daily basis? Here's a chance for you to meet, connect, and network
Zoho Sign - Zoho CRM Mailmerge - Prefill by you
Hello, I'm currently exploring sending a Zoho Sign from a mail merge template in Zoho CRM. I have found this resource: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/mail-merge-templates#Folders I don't see
Can you disable sign type?
When requesting for client signatures, is it possible to disable the type option? So only a drawn signature or upload can be used.
Free webinar: Getting business documents digitally signed on your mobile devices with Zoho Sign
Hello everyone, Do you often conduct business on the go? With the Zoho Sign mobile app, you can carry all your business documents with you to close deals and sign digital agreements! As more and more businesses adopt electronic signature workflows, we're
Is it possible?
Is it possible to have a signer/approver enter email addresses after they approve the document? Here is the scenario: Realtor has a couple of home buyers, buyer #1 and buyer #2. Realtor fills out an offer to purchase contract and sends it to buyer #1
Healthcare Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello! Are you a Zoho user that works in healthcare or with businesses operating in the healthcare industry? Here's a chance for you to connect and network with other users like you, from your industry or geography, and learn from each others' Zoho experiences.
Pulling field data from template for api use
I am using Zapier to integrate Zoho Sign and Dotloop, when one of my
documents is complete it will create a new loop in our account at
Dotloop. How can I pull specific field data from the document (which is
a template) For instance, when the document
Can we add zoho sign to a custom module?
i understand out of the box it works with 8 modules. is it possible to add it to a custom module?
ZOHO SIGN SUDDENLY DISABLES ACCOUNT
Can't login to our Account. They disabled our account without any notice!
Zoho Sign for ISVs and OEMs : Integration, bundling and white labelling options
Zoho Sign can be a great fit for original equipment manufacturers (OEMs) and independent software vendors (ISVs) that need to collect digital signatures and automate e-sign workflows in their existing applications. We offer: Powerful APIs and white labelling
Free webinar: Digital certificate-based signatures with USB token and PFX files in Zoho Sign
Hello, In some regions and regulated industries, business signatories and signing authorities are required to use digital signature certificates issued directly to them or their organizations. These are typically held in the form of USB-based physical
How to Do a List in a Zoho SIGN Drop Down Field with 50 Options?
I need to frequently add a dropdown field in Zoho Sign that has all 50 states in the US. Is there a way to copy/paste a list easily, rather than clicking the "+" 48 times and typing in each state? When I try to paste the list of states, they all just
Zoho Sign Reminder email template
Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template
Introducing Automatic Field Addition (Text Tags) in Zoho Sign
Hello, Today we are excited to announce the general availability of automatic field addition (text tags) feature in Zoho Sign. Now, you can now add text tags in the content of your documents and Zoho Sign will automatically add the corresponding fields when they are uploaded for the signing process. For example: when you add text tags to your sales orders, new employee contracts, and NDAs, Zoho Sign will add the corresponding fields when these documents are uploaded for the signing process. If you
Problem with zoho sign
i am using zoho flow to connect a zoho creator app with zoho sign here the error message i have: Zoho Sign says "Add atleast one field for a signer." Zoho Sign says "Add atleast one field for a signer."
Schriftart open sans nicht verfügbar
Wie so oft in Zoho Apps gibt es unterschiedliche vor allem nicht einheitlich in allen Apps verfügbare Schriftarten. Wie möchten Sie bitten, open sans als Schriftart zur Verfügung zu stellen.
how to save multiple e-signature for future use in zoho-sign?
how to save multiple e-signature for future use in zoho-sign?
Zoho Sign in 2022 - A recap of product updates
Signing more than one document at a time
Is it just my ignorance, is it not possible to sign more than one document at a time? If not, how do I deal with an addendum to a document?
Feature Announcement: Enhanced recipient customization settings
Hi Zoho Sign Community, We are happy to announce that we've made enhancements to the Send for Signature option in Zoho Sign to facilitate a better signing experience. These enhancements are readily available across all editions. Key benefits Users can
Free webinar: Zoho Sign in 2022 - A quick walkthrough and a live Q&A with our experts
Hello, Has Zoho Sign actively helped in your business's pursuit of digital transformation? Or does it play a big part in how you do business or transact in general? If so, we invite you to join us next Thursday, December 15, for an exclusive webinar and
Is it possible to embed where a field should go into a document?
I am using the Zoho Sign API to automate sending a file for signature. I am generating the base PDF in real-time and it can change based the content. I need the signature place to be on the last page in a specific location. The "requests/[Request Id]/submit"
Ask the experts at Zoho Writer: A 4-hour live discussion on their latest updates to automation templates
Hello, The Zoho Writer team have released a new set of updates to power up their automation templates: mail merge, fillable, and sign templates. They're conducting a discussion panel with their product experts to answer any questions you might have on
ZOHO Sign data merged back to CRM record
Can data collected in a ZOHO SIGN document be merged back into the CRM record. For example, if you collect an address in the ZOHO SIGN sign document, can the address be posted to the CRM record upon completion of the SIGN document?
What is action_id?
I am trying to integrate between Zoho Creator and Zoho Sign. I am facing an issue when running the code it shows the error: {"code":9008,"error_param":"action_id","message":"action_id occurs less than minimum occurance of 1","status":"failure"} I want
Free Webinar: Digitally signing documents with Aadhaar eSign for Indian businesses
Hello, Staying true to the Government of India's Digital India Initiatives, Indian businesses have started adapting digital signatures as an alternative to signing documents with pen and paper. With Zoho Sign's integration with both Aadhaar eSign and
Sending proofs to CRM clients w Zsign
I need to send 150 different PDFs to 150 of my CRM clients. The cover letter would be basically the same but may vary in 30% of the sends. Can I use my CRM contacts last to send each of them attached or cloud based PDFs for their review. Then get feedback/modify/resend
Meet Zoho Sign experts at Zoholics Australia
Hello, We're glad to share that we're bringing Zoholics A/NZ, our annual user conference, back to Sydney and Auckland this year. Come and meet our Zoho experts to learn how Zoho solutions can make your business more successful! Zoholics - Australia Location:
Free Webinar: Transforming CRM with digital signatures: A look into Zoho Sign's integration with CRM tools.
Hello! Today, nearly every company uses customer relationship management (CRM) software for their sales and marketing operations. From tracing a lead to tracking a sale's progress, every customer interaction can be done with CRM software. It's highly
Zoho sign - SMS message
Hi We sometimes send text messages to clients to remind them they have a document to sign - this is a great feature but is there any way to edit the text message that is sent out? At the moment it looks quite suspicious and doesn't provide enough information
Vertrauliche Dokumente schützen
Wie würde man Vorgehen, wenn man ein vertrauliches Dokument zur Signatur versendet, dass die übrigen Zoho Sign Benutzer nicht einsehen sollen / dürfen. In den Administrationseinstellungen gibt es den "Admin" und "Nutzer". Muss darüber die Einschränkung
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