Assign a Folder to a Template
Hello,
I have a multi-tenant application in which I have setup the Zoho Sign API integration.
In order to separate documents in my multi-tenant application, I assign a folder to a tenant. This works great to separate the documents per tenant, but I need to be able to assign a folder to a template in order to separate template by tenant.
**I can already do this using the API when I create a template via the API - I can assign a folder like I would when creating a signature request.**
So it seems to be supported. There are scenarios in which I would like to use the Zoho Sign UI to create templates (mostly to use the drag and drop document creation for complex document which would require many text tags), but it does not allow me to assign a folder which is required in my use case, otherwise all tenants will see all templates created using the Zoho Sign UI.
When creating a template via the Zoho Sign UI, I would like the option to assign a folder under the 'More Settings' section like I can when creating a signature request.
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
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
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
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
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 CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.