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 CRM
- Group bulk send
- Signer group
- Digital signatures for Saudi Arabia
- Digital signatures for Kenya
- Checkbox grouping
NOM 151 for Mexico
Users can now get their document signed with NOM 151, a conservation certificate issued by PSC World, a certification services provider (PSC) authorized by the Ministry of Economy in Mexico.
Witness signing
Zoho Sign now lets users add witnesses to their recipients for documents that require the need for an additional witness's signature.
Formula, conditional, and custom fields
Users can now automate field value calculations based on the signer's inputs, show/hide fields based on the signer's inputs, or even create a dynamic, reusable signer field fully customized to their needs.
Zoho Sign's extension for Bigin by Zoho CRM
Zoho Sign's extension is now available in Bigin to help small businesses easily send, sign and manage their documents directly from their Bigin dashboard.
Group bulk send
The group bulk send feature in Zoho Sign is for businesses who have more than one dynamic recipient in their signature request, along with other fixed recipients.
Digital signatures for Saudi Arabia
Zoho Sign now helps Saudi Arabia businesses to digitally sign documents by integrating with emdha, a certified trust service provider recognized by the Kingdom's Digital Government Authority and licensed by the Saudi Communications, Space, and Technology Commission.
Digital signatures for the European Union and Kenya via Evrotrust
Organizations based out of the European Union or Kenya can now get their business documents or contracts signed with Zoho Sign. The digital signature certificates are issued by Evrotrust, a qualified trust service provider in the EU issuing qualified electronic signatures certificates, and also issues advanced electronic signature certificates for Kenya.
Checkbox grouping
Users can now add group checkbox fields to their documents or templates in a single click.
Signer group
Users can now send documents to a group of recipients and have any member of the group sign the document.
Read about the list of features that were added in the first half of 2024
here. You can find the complete list of changes and additions made to Zoho Sign in 2024 in our
release notes.
We also have some features in the release-ready state, but here's what you can expect in 2025:
- Integration with more regional trust service providers
- Document library, commenting, and collaboration
- WCAG compliance
- Intelligent document management and automation via Zia
- Document key term extraction
- Document chat bot
- Dynamic API throttling for enterprise customers
- More language support
- Sharing document link via WhatsApp
- Sending documents from a custom SMTP
- Managing your recipients
- Zoho Integrations
- Zoho Projects
- Zoho WorkDrive
Happy Signing!
Cheers,
Rajeev Sivaraman,
Zoho Sign - User Education
Recent Topics
Social Media Simplified with Zoho Social: Make the best out of the publishing calendar
Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or
Custom function daily limit and procedural programming
Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies
New enhancements: Changing portal users' email addresses and new customization options for templates
Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link
Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq
Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion
New Built In QR/Barcode Generator Print Settings
I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The
Zoho One. Client Script
Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?
Calendar View for Zoho Tickets
Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
Delete / Modify Default Career Site - Zoho Recruit
Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only
Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?
I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available
Is it possible to hide Developer Space for all user in Zoho Projects
Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.
Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
Introducing automation and utility conversations in WhatsApp marketing
We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
Extracting data from cells in zoho sheets for zoho books
I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow
Você já viu os cursos do Zoho Mind?
Pessoal, Tem uma plataforma da Zoho chamada Zoho Mind, muito interessante os cursos e vídeos tutoriais que lá possui. Para a turma do Zoho Creator, tem uma dica de Buscar dados em Formulário, segue o link e clique em Zoho Creator. https://www.zohomind.com.br/#/videostutoriais
Como gerar gatilhos para pagamento de impostos no Zoho Books?
Olá Pessoal, boa tarde! Gostaria de saber como vocês estão escriturando os impostos a pagar no Zoho Books. Vi que temos a opção de Bills, porém se eu escriturar nesta aba do Zoho Books para gerar lembretes de tempo de vencimento por exemplo vai refletir
Subform Time field to string.
Good afternoon All. I have a Subform 'Delivery_Receiving_Hours' that captures Day (Dropdown), Time_Open (Time), and Time_Close (Time). I need to capture this data and send it to a multiline field in the CRM. The code, posted below, below will capture
Este domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
Data export
I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please
Zoho Marketing Plus : Un outil tout-en-un pour la création de pages, la collaboration et la gestion du calendrier marketing
Nous sommes ravis de vous présenter trois nouvelles fonctionnalités puissantes de Zoho Marketing Plus s’enrichit désormais d’un page web (l'éditeur de pages), qui vous permet de créer des pages attrayantes et à fort taux de conversion pour vos campagnes
Grouping payments to match deposits
Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
Employees can not add some expenses suddenly
Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and
Zoho email setup in office365
When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my
iOS 10: Caller ID new feature?
Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?
Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?
I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from
Bank reconciliation. Match Transaction -filter
When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date? As an example, I would like the date to be +- 3 days, Thanks.
Added new staff but does not appear in other organization list
Hi, I added the new staff under Sales Manager in the contacts, but it does not appear in the other organization list where I need to create a contact, and I can't select the newly added Sales Manager
Integrating Calendly with Zoho Calendar in Zoho Mail
I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration
Map fields from module X to a lookup field in subform in module Y
Hi there In the 1st screenshot attached, you can see a subform in myLeads module. You can see that there is a number already filled there - that is the 'Property ID' and it is a single line field. It is the 'Property ID' of an entry I have in another
how to create a new line in string in Client Script?
I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");
Surely it's time Inline editing from views
I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.
!! URGENT My sent mail goes to spam
I tested a few times and every time I send mail out it goes the recipients spam box. Why is it marking my mail as spam? please help me ! thanks
Multi branding issue with sender addresses
Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations
How to Replace an Assessment in a Job Opening on Zoho Recruit
Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting
Is there API Doc for Zoho Survey?
Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
Email Campaigns overview page is missing SENT DATE and # people sent to!
I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss
SEO recommendation of H1 tag for website tittle
The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know
How to choose other payment methodes than creditcards
We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with
Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
How to call a Creator function which is in a different Creator application?
How to call a Creator function which is in a different Creator application?
Can the code in my "Successful form submission" WF be invoked from a function?
Can "Successful form submission" be invoked from a function? Data gets into a form manually and programatically. My code in "successful form submission" is good and I want to reuse it/call it, from another function which does Insert Into How to achieve
Next Page