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

    • Allow us to disable the Reopen Ticket button after a ticket is closed

      Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business

    • How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

      Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed

    • Admin Control for Default Email Templates in Zoho Desk

      Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

    • Lock out of account after password update

      This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • Multibrand Help Center - Share knowledge base catgories between multiple departments

      Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we

    • Unable to upload document error on zoho sign

      i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');

    • Cloud to cloud folder migration from Sharepoint to Workdrive

      I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder

    • Zoho Sign / Prefill By You - Editable by Them!

      Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them

    • Kiosk Studio wrap-up | How our community used kiosks in 2024

      Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

    • Zoho Crm - Inventory Integration

      Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.

    • Inventory Valuation Method Feature

      Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

    • Where is the customization and extendibility of zoho inventory?

      After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

    • Organization Variables - Restrict Access

      Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

    • Zoho takes too long to load...

      I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?

    • Modules are continuously loading

      Hi! We are not able to open the task modules, it keeps continuously loading

    • Execution failure when fetching a Name field from another app

      In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

    • Accessing Subform Data using getRecordByID

      I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

    • Allow customer to select meeting duration

      I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.

    • Can you internally tag/categorize posts for campaigns?

      Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Connect multiple Facebook ad accounts to Zoho Social

      Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

    • Assign task owner using Deluge

      Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

    • Meta and Facebook data report discrepancy

      I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

    • Links in Instagram

      Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

    • If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

      Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

    • Enter dates in tasks with just "tue" or "+10" or "5d" ???

      Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.

    • Multiple time zones in zoho projects

      We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance

    • Zoho Desk : Field for 'Layout'

      I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.

    • Customize Zoho One Dashboard and URL?

      Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]

    • JOB Sheet can not send PDF as service rapports and more info needed other topic

      Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

    • Tax Deduction at Source (TDS)

      I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure

    • UNAPPROVED record management

      When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

    • Zoho mail filter Add to WorkDrive doesnt't work

      Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email

    • Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

      Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our

    • Add blueprint buttons to listview and kanban

      Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

    • Deleted message in SPAM

      In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Multiple Facebook Pages under Single Brand

      Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we

    • Next Page