Zoho Sign: Product Updates - Mid-2022

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 Zoho Sign's legal applicability and it is no different this time. As you will learn in this post, we have been actively identifying suitable regional authorities, trust service providers, and integrating with their services to keep up with evolving regulations.

We are also happy to share that Zoho Sign has once again been named a Gold Medalist and a Leader in the 2022 Electronic Signature Data Quadrant Awards by SoftwareReviews. We have now managed to earn this recognition for the second year running.

Here's an outline of all the additions we have made to Zoho Sign over the past six months, and also a quick peek at what's in our release pipeline for the rest of the year.

What's new?

  • Aadhaar eSign for India
  • Qualified Electronic Signatures for the European Union
    • via EU eID
    • via InfoCert
  • Sign with Singpass for Singapore
  • Payment integration with Zoho Checkout
  • Send documents for signatures/approval via SMS
  • Zoho Writer editor integration via Zoho WorkDrive
  • Bulk sign for documents with identical fields
  • New third-party integrations
    • HubSpot
    • Vtiger
    • Integrately
  • Organization activity logs
  • Export option for signer field data from signed documents in bulk send
  • Enhanced options for downloading documents
  • Enhancements to setting up webhooks
  • Option to unsubscribe from recipient reminders
  • New fonts for signer field data in documents
  • Launch of service in the Japan datacenter
  • Support for migration to other datacenters
  • Enhancements to the Zoho Writer integration
Aadhaar eSign for India
Organizations subscribed to the Enterprise plan and based in our Indian datacenter can now get documents signed via Aadhaar eSign. This integration allows residents of India and non-residing Indian nationals to digitally sign documents using their Aadhaar. Documents signed this way are legally valid and carry a recognized form of signature under Section 3A of the Information Technology Act, 2000. The signed documents also carry an embedded timestamp. This integration can be used by both users of Zoho Sign and external signers. Learn more



Qualified Electronic Signatures for the European Union
Organizations subscribed to the Enterprise plan and based in our EU datacenter now have more options and providers to choose from to sign their documents with Qualified Electronic Signatures (QES). QES carries the legal equivalence of wet signatures or signing documents with pen and paper.
  • via EU eID
    This allows residents of the European Union to digitally sign documents with a Qualified Electronic Signature (QES) generated by authenticating themselves through one of the supported European ID or eID procedures. Zoho Sign has integrated with an electronic signature aggregator called eID Easy to offer this service. The signed documents also carry an embedded timestamp. This integration can be used by both users of Zoho Sign and external signers. Learn more



  • via InfoCert
    Zoho Sign has also partnered with InfoCert, an authorized Qualified Trust Service Provider (QTSP) as per the eIDAS regulation 910/2014, and integrated with their services to offer QES. This integration can only be enabled for and used by users who have a Zoho account and are part of a Zoho Sign organization. It requires users to register with InfoCert to obtain the QES. The signed documents also carry an embedded timestamp. Learn more


Sign with Singpass for Singapore
Organizations subscribed to the Enterprise plan and based in our US datacenter can enable the Sign with Singpass service. This integration allows residents of Singapore and overseas users (SFA) to digitally sign documents with their Singpass digital ID, and it uses digital signature certificates issued by the National Certification Authority. Documents signed with Singpass are recognized as carrying secure electronic signatures under Singapore's Electronic Transactions Act. This integration can be used by both users of Zoho Sign and external signers. Learn more



Payment integration with Zoho Checkout
Users can now collect signatures in documents and any associated payments in a single workflow through Zoho Sign's integration with Zoho Checkout. Users can add a Payment field for signers in documents and integrate it with a payment page that they have set up on Zoho Checkout. This enables them to collect payments at the same time as signatures and thus helps organizations do business even more efficiently. This integration is available in our Enterprise plan. Learn more



Send documents for signatures/approval via SMS
Users can now send documents for signatures and approval not just via email but also SMS. Users can choose the option to deliver document signature requests via SMS for each recipient when setting up a sign workflow and enter the recipients' phone number(s). The SMS sent to the recipient(s) will contain a secure link for them to access the document and sign/approve/view it. This is available in all paid plans of Zoho Sign. Learn more



Zoho Writer editor integration via Zoho WorkDrive
Users can now edit documents directly from Zoho Sign while building sign workflows, if the documents have been imported from Zoho WorkDrive and their file format is supported by Zoho Writer. Clicking on the edit option opens the documents in a separate window to make the required changes. Once edited, users can sync the updated files back to the sign workflow using the sync option and send them out for signatures.



Bulk sign for documents with identical fields
Users can now sign multiple documents in bulk when they all have identical fields or just fields that can be auto-filled from the signers' Zoho Sign profile data. This is commonly sought when a user has to sign/approve many documents within an organization, and these documents are typically generated using bulk send, templates, or via integrations with other Zoho apps like Zoho People and Zoho Writer. Users can use this feature only to sign documents internally within their Zoho Sign organization i.e. only when the documents they have to sign originate from their own Zoho Sign organization. This is available in our Enterprise plan. Learn more



New third-party integrations
  • HubSpot
    Users can now create and send documents for signatures using Zoho Sign and track them directly from their sales hub on HubSpot. Users need to install the Zoho Sign app from the HubSpot marketplace to make use of this integration. Learn more

  • Vtiger
    Users can now create e-signature workflows to send documents for signing and track them in real time directly from Vtiger CRM. Users need to enable the eSign add-on in Vtiger and integrate it with Zoho Sign by creating a client on Zoho API console for use. Learn more

  • Integrately
    Users can now connect Zoho Sign with 725+ online applications via Integrately to build advanced and automated workflows that are triggered by e-sign actions. Learn more
Organization activity logs
Administrators can now view a more detailed history of activity across users within a Zoho Sign organization. In addition to sender and recipient activity in documents, many other administrative actions such as addition and removal of users, creation of templates and SignForms, sharing of documents and templates, changes to contacts, folders, and document types, and changes to document signature requests and some general settings and account configurations are now audited within Zoho Sign. These activities can be monitored by administrators by visiting Reports >> Activity log from the Zoho Sign dashboard.



Export option for signer field data from signed documents in bulk send
In the case where documents have been sent to many recipients in bulk, users can now export the document field data entered by signers at the time of signing in a CSV file. Users can access this option by visiting Documents >> Sent >> Bulk send and opening the desired bulk send request.



Enhanced options for downloading documents
Users now have multiple options to choose from when downloading documents from Zoho Sign. Users may choose to download just the documents in a request (in a ZIP file if more than one), or just the completion certificate, or all of them in a ZIP file, or all of them merged into a single PDF file. In the case of the merged PDF file, the file will only contain the common digital signature certificate issued to Zoho Sign and the signatures of the individual signers will be captured merely as visible signatures.



Enhancements to setting up webhooks
Users now have the option to send a sample payload to the callback URL when setting up a webhook. This can be used to test the payload delivery and verify the webhook's configuration and connectivity. Learn more



Option to unsubscribe from recipient reminders
Recipients now have the option to unsubscribe from further reminders for documents awaiting their signatures or approval. This can prevent recipients from receiving too many emails during the paperwork turnaround period and also serves as a minor anti-spam measure. This is available to both users of Zoho Sign and external signers when they receive document signature requests.

New fonts for signer field data in documents
Zoho Sign now supports two new additional fonts—Lato and Poppins—in the Document Viewer screen for signer fields. Senders can set these fonts for text-based fields from the formatting options available when adding them to documents.

Launch of service in the Japan datacenter
Zoho Sign has now launched services from our Japanese data centers. Previously, Japanese customers were served from our US data centers, but now the ability to store and manage their paperwork digitally within Japan will help them comply better with the strict domestic security requirements. The service in the Japanese data center also includes digital document timestamping via SEIKO Cyber Time, an officially certified timestamping authority (TSA) in Japan. Zoho Sign is available in Japan both as a standalone subscription or as a part of the Zoho One bundle. Learn more

Support for migration to other datacenters
Zoho Sign now supports migration of organizations from one data center to another. Typically, when users create a Zoho account, and a Zoho Sign account by extension, all their information is stored in one of our data centers automatically assigned to them, corresponding to their location and based on their IP address. All user data is strictly stored in the assigned datacenter and restricted from being moved to other geographical locations. However, due to evolving regional regulations and geopolitical developments, scenarios may arise where users will want to migrate their accounts and data from one datacenter to another. In these cases, users can write to migrations@zohoaccounts.com and our team will guide them through the process. Learn more

Enhancements to the Zoho Writer integration
Our integration with Zoho Writer now provides users with additional options when setting up Sign templates. In addition to being able to send the documents out for signatures, users can also self-sign them now and track the signing progress for documents sent out by simply clicking on the document status pane. Users also have the options to set the email language, add a private message, and enable authentication for recipients directly from Writer when setting up a sign workflow now. Additionally, users can also have a copy of the signed document automatically emailed to their associates upon completion.

​

Please give these new updates a try and let us know your thoughts and feedback!

What's coming?

  • Control measures for FDA Title 21 CFR Part 11 compliance
  • Recipient authentication for the EU via eID
  • Integrations with more regional trust service providers
    • Advanced Electronic Signatures for SouthAfrica
    • Qualified Electronic Signatures in Switzerland for ZertES compliance
    • Signing with personal AATL certificates from a US-based certification authority
  • Knowledge Based Authentication (KBA) for the United States
  • Options for visible signature in signed documents
  • Automatic field detection in uploaded documents
  • Support for multiple organizations/portals
  • Support for additional languages - Czech, Slovakian, Hungarian (and more)
  • Enterprise add-ons for popular Zoho bundles
    • Zoho PeoplePlus
    • Zoho Contracts
  • Third-party integrations
    • Microsoft PowerAutomate
    • Pipedrive
Some of these upcoming features are already in the release-ready state awaiting confirmation from both internal and external stakeholders for their launch. Several others are in an advanced development stage and we hope to release them before 2022 ends.

Do keep tracking this space and follow us for the official announcements when we introduce these features. If you seek any clarification on the information presented in this announcement, or if you have any other queries or feedback, feel free to comment below. For all other support and assistance, please write to support@zohosign.com.

Happy Zoho Signing!

Cheers.
Sai

    • Recent Topics

    • Amazon Integration

      Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

    • Link project tasks to tasks in CRM and/or other modules.

      Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks

    • Count the NUMBER of Contacts for an Account automatically

      Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,

    • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

      Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called

    • geographic search filter in map view

      Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the

    • Announcement: Upcoming changes to the permission grant flow for OAuth apps

      This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant

    • Add Google Workspace Module to Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and

    • How do i remove the Powered by Zoho logo from my careers page

      Can I remove this? ​

    • Totals on Pivot Table

      Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

    • Team Inbox is not working AGAIN

      I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable

    • HOW TO USE ZOHO

      IDK

    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Can Wisestamp email signature be use with Zoho mail?

      Does a Wisestamp email signature work with Zoho mail?

    • WiseStamp

      WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim

    • Power BI connector (Zoho Creator) to Zoho Projects

      How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

    • Update your Google connection with Zoho TeamInbox

      Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who

    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Integrating Quotes with leads Information

      Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes

    • Flow to follow up on trade fair contacts

      Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

    • Unknown error occurred

      Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

    • Zoho one

      I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?

    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

    • Emailing lookup field but placing this as an ID or number rather than text

      Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • User Emails Blocked

      Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.

    • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

      The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

    • 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.

    • API (v2) Search Criteria using CONCAT

      With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

    • Weekly Tips: Stay Focused with Email Snooze!

      New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right

    • Schedule Zoho CRM reports only on Business Days

      Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

    • Zoho Payroll's Year in Review 2024

      As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Multiplying Weight of product by Quantity

      I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • Frontal interview scheduling - room availability in office using Google Workspace?

      Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability

    • Add and Remove Agents from Departments and Groups in Zoho One

      Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

    • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

      J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

    • Next Page