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 ?
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
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
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
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 embedded iframe
Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options
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,
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
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?
What can be done after signing
I was wondering how do you change an email signature to an in person signature if possible after documents have already been signed by other signers? I know you can change it before documents are signed however if someone does want to switch it to in
Zoho REST API Create document issue
Is it possible to use api/v1/requests endpoint to create a PDF file by sending the PDF as an encoded blob data or any other string format? https://www.zoho.com/deluge/help/sign/create-document.html I'm trying to send the PDF data to Zoho Sign endpoint
Free webinar: E-signature legality in Latin America
Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures
Having trouble trying to send with a template
Hello, I'm trying to request a signature with a template that I have created. The template is very simple for demo, just a name and signature field. The swagger documentation seems to be incorrect for the "createdocument" endpoint here https://app.swaggerhub.com/apis/zohosign/zohosign_api/1.0.0#/Template%20Management/post_templates__Template_Id__createdocument
Create a link
How do I create a link to send to people to sign and fill out the document? I don't know the people's email.
E-sign
I added a document to be filled out with a player name, parent name, address, signature, date. I want to be able to send the document to multiple people. Currently when you go to fill out the form, the same name will be entered into all of the name fields.
Creating Document from Template with Zoho Sign API
Hello, I am using Zoho Sign API to create documents from a Template. I'm able to talk to the /createdocument endpoint and it appears to accept my field_data. However, it is not accepting my actions array. It says that there is an actions array size mismatch,
Zoho Sign API - How to Filter Completed Documents by Date?
Hi, I’m trying to retrieve a list of documents completed within a specific date range using the Zoho Sign API. Could anyone point me to the documentation that outlines the allowed parameters for search_column? Additionally, I’d like to know how to limit
Possible to adjust naming convention for files backed-up to Cloud Storage?
Is there a setting to append (or prepend) parameters other than the date to a document that gets backed up to a Cloud Storage Provider (using the in-built integration)? I'm specifically looking to append the signer's name (or a specific signer's name
Is there a way to set Document Owner/Sender via the API
When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
Zoho Sign - Radio Button
It would be extremely useful if Zoho Sign had radio buttons as an option. Hopefully a relatively basic request that could be really helpful.
Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps
Hello everyone, Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and Zoho
Editing a document after one or more signers have signed
I sent a document to six people, after several have signed I found out that one of the recipients email addresses had an error. If I use edit to correct the email address and save will it resend the email to that recipient? will all recipeints have to
Introducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents with
How do I change the Time Zone?
Can someone please tell me how to change my time zone on my email. Is it done trough admin or individual emails? Thanks
Zoho Sign, can't send signed document
Hello, I have received documents to sign through sign.zoho.com and it seems I am able to sign them. There are no form submission of any kind. The only choices are to download the documents or send them to my email, but these options will send the unsigned
Sending to multiple people but only require one signature
Does Zoho Sign have the functionality to send a document to multiple people and only requiring one individual to sign? DocuSign has Signing Groups that lets you send documents to a group of people, where any member of that group can open and act on the
Have completed Zoho Sign documents attach automatically to contact and/or account
Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER Why
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
Is there a way to bulk send Zoho Sign documents from CRM?
We use the Zoho Sign extension, and the documents are generated individually for each customer. The data is fetched by selecting the corresponding field from the drop-down. We have a need to bulk generate documents, pulling data from each related Contact
Zoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been
Conditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)
how to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
Explore the legality of electronic signatures worldwide with Zoho Sign
Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictions
Zoho Sign API Tools "No valid action"
Hello Im performing all steps regarding the following tutorial: https://www.youtube.com/watch?v=KGIkyUUHJAI My code is the following: import requests import json def send_zoho_request(): url = "https://sign.zoho.com/api/v1/requests" headers = { "Authorization":
Cloud Backup Based on Document Type
Is there a way to use the document type when saving to the cloud back up? We want to save a certain document type to a GoogleDrive folder for our team. They don't need to go through every single document signed. It seems the back up to cloud is all files
Zoho Sign Mobile Integration With Zoho CRM
Pretty sure I'm not the only one. But I've been experiencing issues with alignment when I use the Zoho Sign integration on Zoho CRM on mobile. Anyone else facing this issue? Submitted this as feedback to the Zoho team. But no reply. So I guess I'll just
Free webinar: The critical role of electronic signatures in HR
Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
Edit Document Name After Status is Completed
Hello, We use many templates to send documents and many times our employees forget to update the Document name from the Default Template Name. Once the document is signed there seems to be no way to edit the Document name any more. Is there a way to make
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