Introducing custom fields, formula fields and conditional fields in Zoho Sign

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 data precision and improved efficiency. Your signing workflows can automatically perform calculations based on field values and adapt to signer inputs in real time. They can also dynamically present data across documents while reducing errors and saving time.
  • Custom fields allow administrators to create new reusable fields, making the sender experience more efficient.
  • Formula fields allow users to automate field value calculations based on the inputs of the recipient in other previous fields.
  • Conditional fields allow users to insert additional fields and remove and manage existing fields based on the inputs of the recipient in other previous fields.
Key benefits:
  • Improved efficiency via automation
  • Increased accuracy in data collection
  • Enhanced flexibility and personalization
  • Dynamic field insertion
  • Reusable customized fields
Want to learn more about this? You can find our detailed help documentation links below.


Try these features and share your feedback with us. 

Happy Zoho Signing!
Cheers,
Shri

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      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

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方