Zoho 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 moneyFree webinar: Digitally signing business documents with the Zoho Sign extension for Zoho CRM
Hello, Do you still use pen and paper to sign your business documents and close deals? Are you concerned that this process is time-consuming, expensive, and will limit your company's growth in the future? We have a simple solution for you to fight theseZoho Sign - Integration send a document for signature, with a document from google drive
Hello, I am facing an issue experimenting ZohoSign module on integromat The process i am looking for, is that when we upload a document in our google drive, we want to send them for signature to specific emails Unfortunately, i can't manage to make thisAnnouncing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: RemovesAssign 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 needPassing URL Parameters
We are slowly migrating from an older crm that cannot connect to Zoho. With Zoho Sign how do you pass url parameters to a document? With docusign we format our URLs like this, https://example.com?FirstName=Jordan&InvoiceNo=123456 How can we achieve theZoho Sign "Unable to process request"
We have 3 SignForms, but accessing them via the URL now results in "Unable to process your request" when submitting the initial form, with no further information as to what's going on. The forms are active, and nothing looks out of the order in Zoho Sign,Free webinar: The basics of e-signatures and Zoho Sign
Hello, Signing documents using pen and paper is cumbersome, time-consuming, and incurs huge administrative costs to businesses. It's time to go digital with e-signatures and keep your business up and running around the clock. Thousands of businesses trustPopulate Signature field with value from API and Hide "skip optional fields" pop-up
Hello Team , We are sending the document for e-signature using template from API. Then how can we resolve the following 2 problems we are facing : 1) populate value to signature field from API , default is Your Signature ? 2) hide the "skip optionalFree webinar: Integrating Zoho Sign with Vtiger CRM to eliminate tedious paperwork in customer relationship management
Hello! As businesses around the world go digital at a rapid pace, a CRM or customer relationship management software is often one of the first tools that contributes to their digital journey and growth. CRM software helps businesses run their operationsError When making an API call via PHP SDK: zsign\SignException: [9031]: Ticket invalid
Using the PHP SDK I have setup a Zoho Sign integration with my application that allows me to manage and send documents and templates. This is all done with embedded signing. I recently put the integration into production, and after switching from developmentCalling /requests/:id/fielddata only returns 400 bad request
Hello, I'm writing a custom integration for Zoho Sign using an oauth app token. I'm trying to retrieve the prefilled field values after the document has been created. I believe the /requests/:id/fielddata endpoint from the API documentation is supposedNext Page
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Free webinar! The Zoho Sign Masterclass: The basics, latest features, and mobile apps
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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