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 onZOHO 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?Multiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanWhat 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 wantFree 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 andSending 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/resendMeet 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 highlyZoho 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 informationVertrauliche 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 EinschränkungZoho Sign Roles
Is it possible to restrict the User Role so that users cannot add fields to a Zoho Sign Document?Free Webinar : End-to-end agreement management with Zoho apps
Hello, Are you still signing agreements and other business documents with pen and paper? The process can be time-consuming and cumbersome, and it often decreases productivity. A typical agreement process involves many steps, including document drafting,Sign/Writer Notification Custimization?
It seems as if there is an error in my notifications (emailed) since the document I sent (via Zoho Mail Merge) to be signed expired, but gave me a "document has been completed" notification when it did. This is horribly misleading and I'd to change thatFree Webinar: Using Zoho Sign to virtualize employee onboarding and lifecycle management
Hello, Getting physical signatures on offer letters, onboarding forms, policy documents, NDAs, and other employment-related documents can be a cumbersome process. Zoho Sign's integration with our human resource (HR) management apps like Zoho Recruit andIntroducing Automation Credits in Zoho Sign
Hello, We hope that you have all been keeping well. The popularity of digital signatures and paperless signing continues to surge, owing to its suitability in the current times, as more and more organizations are choosing to operate and do business remotely.Problem Trying To Pre Fill Template Fields
I'm trying to create a doc from a template prefilling the text fields existing in the template, but the doc is sent with all fields empty. This is the template: Trying with PHP SDK returns array index not found error $template->setPrefillTextField('CustomerEmail',Old Zoho Sign integrate into Zoho CRM
Hi Ive got some old Zoho Sign documents in Zoho Sign that I created before we started using the full integration with ZOHO CRM. I want the early oho sign Documents/events to be in the account repository attached to the correct account. Can this be done.E-Mailvorlage: Dokument zurückgerufen
Wir haben nun alle E-Mail-Vorlagen auf unser Firmendesign angepasst, jetzt erreicht uns sterben E-Mail "Dokument zurückgerufen" mit dem Zoho-Standard-Design. Kann diese Vorlage nicht angepasst werden?Zoho Sign Testing
How do I avoid using Zoho Sign credits when I am testing with Zoho Flow?Verify your signer's identity with EU eID methods
Hello, everyone! One of the most common concerns people have before using digital signatures is whether the intended individual is actually the one signing the document. Fortunately, digital signature services offer multiple options for verifying signerZoho Sign & Mail Merge - Template appears blank
I have a template for our contract that pulls data from the CRM, and when I preview it in the Mail Merge section, everything is fine. However, if go through "Send with Zoho Sign" and select it there as a Mail Merge template, it attaches a blank, singleIntegration with SharePoint Online
Is there an integration where we can add a Zoho Sign link to the context menu of a document in the SharePoint document library. Then, we could directly initiate a workflow of sending a document for signature from a document library in SharePoint onlZoho Sign: Do all signers receive a PDF copy of the completed document?
Hi all! Once a Zoho Sign document has been signed by everyone (and thus is complete), do all parties automatically receive the fully-signed document as a PDF attachment by email? Thanks! DSign your documents with qualified electronic signatures (QES)
Hello! Today, we are excited to announce Zoho Sign's integration with Infocert, one of the most trusted digital service providers in the European Union. This integration helps Zoho Sign users execute their documents using qualified electronic signatures.Free webinar : Qualified Electronic Signatures (QES) made easy with Zoho Sign
Hello, Did you know? There are three levels of electronic signature - simple, advanced and qualified electronic signature (QES). A qualified electronic signature is the highest level of compliance according to electronic Identification, Authentication,Send with Zoho Sign cannot be executed from CRM
Dear community! Since July 2nd we can´t use anymore Sign from the CRM. If i press "send with zoho sign" in the modul deals from crm the small window for the process opens a usual. The requiered datas and contacs are presently and i want to send the documentSubmit Zoho Sign Request
Hello, I am working on a creator app that triggers a workflow that gets a file and creates a document in Zoho Sign. Using that result, It adds recipient and fields and submits the request to send the document for signing. The first part works fine, IPHP SDK return inprogress with bulk_request_id = null
Hi, I'm currently having a issue on post https://sign.zoho.com/api/v1/templates/[Template Id]/createdocument response is "bulk_request_id": null this is the payload I'm sending "data" => "{"templates":{"field_data":{"field_text_data":{"surname":"Mendez","firstname":"Arnold","cellnumber":"0123456789545454","id":"2323232"},"field_boolean_data":{"POPIAAttachments
Hi I would like to understand the attacments feature. We use zoho sign for a project close or installation sign off. Workflow as follow. We use a temple that we created. Receipents - 1. me create template details 2. Tech - confirms and signs off the templateHow to get the URL when I send a template to sign ?
Hello, I want to know how can I get the URL of template who is send at the people. I have the code bellow : $requestData = '{ "templates": { "field_data": { "field_text_data": { "Prénom":"'.$nom.'",Prefill ZOHO Sign with data from ZOHO CRM - Deals
Is there any ability to map fields from ZOHO CRM (specifically from a DEAL) into ZOHO Sign? The button (Send with ZOHO Sign) is created and functions. However the only field that maps over from the "Deal" is the company name. Simple fields like AddressAutomatically sign a contract
The person creating the contract needs to sign it before the clients does (using Zoho Sign). We need the ability to automatically include creation date and creator's signature.Important: Update to the Dropbox integration authentication model
Hello, This is a formal notice to all Zoho Sign customers using the Dropbox integration for automatic cloud backup and to import/export documents. Dropbox has recently updated their authentication model and their new model will support backward compatibilityAsk the Experts: Live Q&A on All the New Updates in Writer 5
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better. To kickstart the series, we're hosting a live Q&AGiveaway: Sign documents across borders with free Zoho Sign credits
Hello, Thousands of businesses worldwide trust Zoho Sign to digitally sign their important business documents—in part because we always work hard to offer our users the highest standards of security, privacy, and regional compliance. To help our usersFree webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all atQualified Electronic Signatures (QES) now made easy with Zoho Sign
Hello! A Qualified Electronic Signature is an advanced electronic signature that has highest level of compliance according to electronic Identification, Authentication, and trust Services(eIDAS). It involves face-to-face identity verification of the signatoryApprover list for signing?
At our company, there is a list of persons who can approve Purchase Orders. The goal is to send a document to be signed to all approvers by email. If any 2 of those persons sign the document then it gets approved. Is there any way this flow can be achievedEarly access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and moneyNext Page
Announcements
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 signaturesFree 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 ZohoIntroducing 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 withZoho 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 beenExplore 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
Most Discussed Topics
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 limitEditing 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 toSending 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 theCreating 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, 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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
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 signaturesFree 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 ZohoIntroducing 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 withZoho 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 beenExplore 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
Top Contributors
Rajkiran RV
Shravan Athre M
Saravanakumar V
Roy Koeleman
Tommy Hyzdu