Zoho Sign: Product Updates - Mid-2020

Zoho Sign: Product Updates - Mid-2020

Hello!

We hope that this post finds you, your loved ones, and your business in good health.

We are halfway through 2020, and therefore, would like to provide an update outlining the changes we have introduced in Zoho Sign over the past six months.

What's new?
  • Streamlined account settings interface
  • Enhanced email templates customization
  • Vernacular signing experience
  • Spouse signing
  • API quick setup and enhancements
  • Automatic cloud backup
  • New signer radio field
  • New integrations
    • Integration with Zoho Desk
    • Integration with Integromat
    • Add-on for Gmail
  • Enhanced integrations
    • File upload in Zoho Mail extension
    • Recipient options in Zoho CRM sign workflows
    • Deeper integration with Box
Streamlined account settings interface
A brand-new, modular, and more streamlined Account settings section grants users improved control over document defaults, recipient experience, security, accessibility, and account management. Users can now control who receives the completed documents and the Certificate of Completion, who can view attachments uploaded by signers, and toggle signer hint box to help signers navigate documents.



Enhanced email templates customization
For the emails being sent from Zoho Sign to signers and other recipients, users now have the capability to edit the entire template formats in HTML and customize them to suit their organization's branding and style guidelines. However, placeholder tags for mandatory information may only be re-positioned and cannot be omitted.



Vernacular signing experience
Users can now set a specific language, from the list of supported languages, for communication emails and the signing interface for each recipient when setting up a sign workflow. Furthermore, SignForms and 'Date' field information entered into documents will now be automatically displayed in the regional language and format, if supported, based on signer location.



Spouse signing
Users can now add the same email address twice in a sign workflow as two separate recipients provided the name entered in each instance is different. This facilitates the inclusion of a signer's spouse as a supporting signatory without having to send the paperwork to two separate email addresses.



API quick setup and enhancements
Users can now quickly set up an API client, generate OAuth access tokens, and obtain JSON formats to send document templates for signatures, directly from the Zoho Sign web app interface for testing and deploying integrations. Furthermore, we have added a testing mode for API that can be utilised by passing testing=true as a parameter in API calls allowing developers to send up to 50 test documents per month without having to purchase API credits.



Automatic cloud backup
Users can now connect Zoho Sign with their cloud storage to set up automatic backup of their signed documents and the Certificates of Completion. Users can choose their storage service using the Cloud Uploader tool in the Account settings section and select a specific location to back up their documents.



New signer radio field
The radio signer field allows users to add a field with multiple visible options from which signers can choose only one.



New integrations
  • Integration with Zoho Desk
    Users can add documents to Zoho Sign from their device or their ticket thread attachments and sign them or send them out for signatures and approvals. This extension can be added to Zoho Desk from the Zoho Marketplace.

  • Integration with Integromat
    Zoho Sign is now available on the advanced workflow automation platform Integromat. This allows users to connect Zoho Sign with 350+ other popular and powerful web applications by building Scenarios using a variety of modules.

  • Add-on for Gmail
    Users can add documents from their email attachments and set up sign workflows to collect signatures and obtain approvals. This add-on enables users to create and manage legally binding business documents directly from their Gmail inbox.


Enhanced integrations
  • File upload in Zoho Mail extension
    The extension for Zoho Mail now allows users to upload documents from their device in addition to using email attachments in sign workflows.

  • Recipient options in Zoho CRM sign workflows
    The extension for Zoho CRM now allows users to add the associated record to sign workflows from the recipients dropdown without having to browse through all the records of the module. Users can also add other CRM agents as recipients in sign workflows. Additionally, for sign workflows triggered from custom modules, the recipient email field is auto-filled if the associated record contains email address data.

  • Deeper integration with Box
    Users can now initiate sign workflows for files directly from their Box cloud storage and have the signed files automatically saved back to Box. Users can enable this on their Box account by adding and authorizing Zoho Sign from the App Gallery.


Do explore these new updates and share them with your peers. And, as we always say, there's more where these came from and watch this space for our future posts on upcoming releases.

Feel free to comment below if you need further details on any of the updates presented above. For any other support and assistance, please write to support@zohosign.com.

Happy Zoho Signing!

Regards,
Sai Anand

    • Recent Topics

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Account Owner Field From Accounts Module to be Displayed in Contacts module

      I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

    • Update a field in the ZOHO Form, basis numeric value in another field in the same form

      I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Meet up de Zoho en Bilbao

      Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

    • Picklist reference value in REST

      picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

    • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

      In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

    • Marketing Tip #2: Recover lost sales with abandoned cart emails

      Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

    • Billing Management: #9 Usage Billing in IoTs

      We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

    • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

      I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Can no longer upload my own Notebook cover

      I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

    • Zoho Desk - Cannot Invite or Register New User

      Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

    • Reports: Custom Search Function Fields

      Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

    • Custom domain issue

      I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified

    • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

      TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

      Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for

    • Zoho Editor

      Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

    • The present is a "present"

      The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this

    • Zoho Sheet Autofit Data

      While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Search in Zoho Community Not Working

      I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • Market cap

      Market cap formula?? Kaise nikale

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

      Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

    • Direct Integration Between Zoho Cliq Meetings and Google Calendar

      Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

    • Zoho as an ERP, CRM, and more for a Manufacturing company?

      We are looking at solutions for ERP versus an off the shelf ERP system. Our hope is to use much of the full suite of Zoho apps along with some custom build-out for our manufacturing company. I was wondering if there are users or developers on here with

    • Zoho sheet

      Unable to share zoho sheet with anyone on internet with editer option only view option is show

    • Mail and OS

      Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user

    • Personal account created under org account

      Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization

    • Add another account

      How to add another mail account to my zoho mail.

    • Recover deleted user

      Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.

    • No connection to the server

      Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys

    • Next Page