Zoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder namedZoho Sign - Links in Template
Zoho Sign allows you to put links in templates. When the sign document comes through, they are coloured/underlined as you would expect for a link. Sadly, you can't actually click the link from within the sign document. Please can you (ideally) allow linksHow can i make one checkbox out of a group required?
for example say I have a contract with two check boxes for "male" and "female". I want to make it so that one of the two options are required.Return signed PDF inside Zoho CRM - Custom module
Hi, Zoho tried to help me multiple times (thanks to them for that!) but the conclusion is that it's impossible to do what I want... is it really!? We have NDAs (non-disclosure agreements) to sign, and once signed, I want the PDF to return as an attachmentZoho Sign Templates in Zoho CRM
We are glad to announce the release of the templates feature within the Zoho Sign extension of CRM. With templates, put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the abilityGetting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED for some requests
Hello. I'm trying to retrieve the documents list and then get fillable fields information for each signed document. To do this, after retrieving documents list, I'm sending a GET request for each document to this url 'https://sign.zoho.com/api/v1/requests/'How to filter by date ranges in created_time in the /api/v1/requests api?
Hi, question, will anyone know how to filter by date ranges in created_time in the /api/v1/requests api? for example, get listing when the created_time is greater than one date and less than another date. best regards RobertoPrefilling information before sending
I am trying to work out how I can complete certain details before sending a form for signing Basically we have an order form, so we can link company/contact details from the CRM no problem It comes to services/products that we are provding, that wouldChange Send in Order for Recipients
Once a document has gone out, is there any way to change the sign in order of the recipients? With someone on vacation, it has stopped and is holding up the process. We'd like to have it move on rather than wait a week.Free Webinar: Getting started with Zoho Sign
Hi there! Are you exploring Zoho Sign or evaluating it for your enterprise? Then don't forget to join our upcoming free webinar - Getting started with Zoho Sign. In this webinar, we will help you learn the basic functions of Zoho Sign and also, provideFree webinar: Digital Signatures for Digital India- Powered by Zoho Sign
Hi there! Following government initiatives like Digital India and #StartupIndia, startups and established businesses in India have jumped on the digital-transformation bandwagon to increase their overall efficiency and stay ahead of their competitors.Zoho Sign Global Settings vs. Template and Document
Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their returnFree webinar: Digital signatures for digital contract management with Zoho CRM
Hi, Businesses globally rely on pen and paper to sign business documents and close deals. By using Zoho Sign's extension for our award-winning CRM platform, Zoho CRM, you can seamlessly send and collect signatures on important business documents likeHow to Change Sender Email Address ZOHO SIGN
Hello Team, Greeting of the day, I have a query related to zoho sign, Can we set any custom email address in zoho sign to send the sign document or set any kind of USER Email Address, if anyone have any kind of response please do the comment. Thanks &Zoho Sign API - Error while Sending document for signature
Using Zoho Sign API, I am trying to send the document for signature using curl. I get error code 9039. Request is attched in the file. Any solution will be apprciated. { "code": 9039, "message": "Unable to process your request", "status": "failure"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 paperworkOrganize 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 backPossible for first Signer of Sign Form to specify the next signer in the sequence
We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.Ability to Append or Prepend specific signer name field to all documents in an envelope
We use templates regularly and have a need to be able to rename the individual pdf documents contained in an envelope, such that a signer's name is appended or prepended (e.g. Form1 - SignerName). This is critical for us, because of how we process documentsZoho 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 createdZoho 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 initiatingImportant: 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 usersZoho 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 createFree 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, integratesE-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 ZohoZoho 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 sinceCan 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 mergeDevelopers 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 withDynamic 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)Get file content
Hi guys, How do I get pdf file content content as text string from the file variable below (Is this even possible?) file = zoho.sign.downloadDocument(zohoSignId,"zohosignattachment"); I need this because I need to push the document to an API in a POSTZoho 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 cityFree 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, whereHow 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 thisFolders 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 butSetting 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 clientsHow 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), bothSuggestion: 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 thatZoho 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 theNext Page
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Hi, Are you new to Zoho Sign or looking to brush up on its capabilities? This webinar will help you master Zoho Sign from the ground up, covering everything from the basics to the latest features. Whether you're an individual managing personal documents,Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign
As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)Introducing Zoho PDF Editor: Your free online PDF editing tool
Edit your PDFs effortlessly with Zoho PDF Editor, Zoho's new free online PDF editing tool. Add text, insert images, include shapes, embed hyperlinks, and even transform your PDFs into fillable forms to collect data and e-signatures. You can edit PDFsRestriction 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 mustZoho Sign Product updates - H2 2024
Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho
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How do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birthZoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices
Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of theBatch Download Completed Documents in Zoho Sign
I have thousands of completed documents that I need to download. There has to be a better way than individually clicking on each one?Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign
As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)Sign
My name is Dolores Houghton. I signed up for sign package by mistake. I can’t use the program and I want my money back. I have been sent various instructions on how to delete and ask for a refund. Nothing works. I am not able to get into settings for
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Zoho Sign Product updates - H2 2024
Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho
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