Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, whereHow can I create a multi-radio button, when user selects Other they must enter text for that selection?
How can I create a multi-radio button, when user selects Other they must enter text for that selection? Like thisFolders and document types
Hi. I would like to ask once again about one feature - we really needs to have an option to rename, delete folders and document types over here: Some time ago it turned out that we need to change the names and structure in documents within Zoho Sign buthow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Zoho CRM Mail Merge Bug
Hi team, Ever since Friday (19/04/2024), the function to send Mail Merge documents from Zoho CRM to our clients utilising Zoho Sign is not working - error message "Unable to create document using the selected template. Please try again later or createRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanSetting mandatory fields
Is there a way to set these fields as mandatory? I am looking to have all the documents classified under a folder.Resending Signed doc
Hi, we sometimes end up having to send the doc to the client again but don`t want to send the whole doc. But we can`t send 1 of the 4 docs separately as the codes changes, and the banks then won`t accept the docs. anyway to resend the same doc so clientsGenerate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Zoho Sign Mobile Integration With Zoho CRM
Pretty sure I'm not the only one. But I've been experiencing issues with alignment when I use the Zoho Sign integration on Zoho CRM on mobile. Anyone else facing this issue? Submitted this as feedback to the Zoho team. But no reply. So I guess I'll justHow to replace a file via API/Integrationtask?
Hi, hope may you help me. I want to know how can I replace a file that is part of a request via integration task or via API call. The use case: I've created a request (identified with a request_id) with two pdf files (every one with a document_id), bothSuggestion: Remove checkbox for E-sign disclosure
This single suggestion could increase how many people use Zoho Sign by a significant margin. Not changing it may be costing you a lot of business. If anyone agrees, please speak up! I highly recommend you remove the checkbox next to the "I confirm thatZoho Sign is a SCAM!
Zoho Sign is a SCAM! I signed up for the trial version and was using Zoho Sign to figure out how to use the product. Take note that during that time, the documents you create with Zoho Sign cannot be used as it is water marked. After signing up for theZoho Sign API query
Is there any way to extend a document which is already declined or expired? Not manually, I need an option of Deluge or Rest API.Customize ALL Zoho Sign notifications
Zoho Sign allows to use Organization's email address and gives ability to customize SOME email templates, such as Sign a document. However, there are a number of notifications that can't be customized (recall, has been signed, reminder, etc). Similarly,Zoho Signature, "For Demo Purpose Only Powered by Zoho Sign"
How to disable this text on the documents for signature. "For Demo Purpose Only Powered by Zoho Sign"Cross Module Fields Merging between Zoho Sign and Zoho CRM for custom module
Hello everyone, I've been exploring custom integration between Zoho Sign and Zoho CRM, and I've encountered some interesting findings and would need advanced help. To integrate Zoho Sign with Zoho CRM, there are two primary methods: Installing the extensionUnable to use Sign "You have entereed some invalid characters"
Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshotPrefill "field_data" on Zoho Sign not populating
I'm trying to prefill some information from CRM Plus into a template using the zoho sign deluge task but for some reason, the data passed into the "field_data" object doesn't prefill the form. A few notes I've confirmed that the function is successfullyZUG eCommerce virtual meetup: Improving vendor and customer experience with Zoho Sign
Hello, Are you looking for a reliable solution to secure the paperwork aspect of all your ecommerce transactions? In today's ever-evolving landscape of ecommerce, the security and integrity of transactions are crucial. Zoho Sign integrates with severalHow to associate a document sent in Zoho Sign with an deal in the CRM?
Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the documentZoho CRM Quote sent via Zoho Sign. Template set up
Hi, I am trying to set up a Zoho CRM to send quotes via Zoho Sign to automate the process. I would like to set it up so that whenever a quote is sent to the client, I don't need to drag the various signature fields onto the document. I think I would usuallyFree webinar: Zoho Sign's life sciences module for 21 CFR Part 11 and EU GMP Annex 11
Hello everyone! Are you aware that food and healthcare companies must follow stringent rules and regulations when transforming their workflows for the digital space? Zoho Sign's compliance with the FDA's Code of Regulations (CFR) Title 21 Part 11 andEnable API
I currently have a professional plan but I used to have the API platform enable. Can you enable the platform and the API at the same time? I have credits available and would like to purchase more. Why I request this, is because I have people with accessPre-filling Client Data in Zoho Sign Without Editing the PDF
Hello! I've been using a contract generator created with Zoho Forms, and it's been fantastic. The template has a designated area at the top for client data, which is typically left blank for clients to fill in before they sign the document. On this occasion,Prefilling information before sending
I am trying to work out how I can complete certain details before sending a form for signing Basically we have an order form, so we can link company/contact details from the CRM no problem It comes to services/products that we are provding, that wouldAppend Completion Certificate with signed document
When the signature process is completed, an email is sent with 2 pdf, the actual fully signed document and the completion certificate. It would be ideal to have an option so that Sign merges both documents so that the completion cert. is always kept withText summarization and field detection with Zia, Zoho's AI assistant
Have lengthy documents that take forever to read and sign? Tired of placing fields into hundreds of pages? Here's a single solution to solve both challenges: Zia, Zoho's AI assistant. With Zia's integration with OpenAI, you can summarize long documentsFree webinar: Transform your digital work experience with Zoho Workplace and Zoho Sign
Hey there! Are you tired of coordinating documentation across multiple teams, such as legal, finance, sales, and marketing? Zoho Sign's integration with Zoho Workplace can alleviate this hassle. By integrating Zoho Sign with Zoho Workplace apps, you canHow can i make one checkbox out of a group required?
for example say I have a contract with two check boxes for "male" and "female". I want to make it so that one of the two options are required.Zoho SignForm In Progress But Cannot Be Completed
If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?Education Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello! Are you a Zoho user that works in education or with businesses operating in the education sector? Join us for our Education Zoho User Group (ZUG) virtual meetup titled "Document management and e-signatures with Zoho", featuring experts from ZohoZoho Sign Custom Domain
Any plans for Custom Domain?Conditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)zoho-sign pachage
Which zoho-sign package is suitable for my work? I have about 50 signers for one document at least 5-10 times monthly. Thank you for your useful replyImportant: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these usersPre filling SignForm field values by URL field alias's in Zoho Sign
Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/Decline to sign
Is there a way for a signer to decline to sign a document? We send out proposals, and unfortunately, clients sometimes go a different way. Since they're not proceeding, they're not going to sign the proposal, which indicates acceptance of our offer. WhatRecipients cannot load documents sent through Zoho Sign
Hi, I'm hoping someone can help me troubleshoot an issue a couple of our clients seem to be experiencing with documents we send them through Zoho Sign. Some of our clients have reported that the document becomes stuck on a black loading screen. We haveCombine documents into single doc sent to client
Good morning, Currently for our quoting process, we have it setup to build the quote in the CRM, then use the Send for Zoho sign button in the CRM to send out the quote as well as a signing page with ancillary fees. The issue is we'd like to have theNext Page
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Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, whereZUG eCommerce virtual meetup: Improving vendor and customer experience with Zoho Sign
Hello, Are you looking for a reliable solution to secure the paperwork aspect of all your ecommerce transactions? In today's ever-evolving landscape of ecommerce, the security and integrity of transactions are crucial. Zoho Sign integrates with severalFree webinar: Zoho Sign's life sciences module for 21 CFR Part 11 and EU GMP Annex 11
Hello everyone! Are you aware that food and healthcare companies must follow stringent rules and regulations when transforming their workflows for the digital space? Zoho Sign's compliance with the FDA's Code of Regulations (CFR) Title 21 Part 11 andText summarization and field detection with Zia, Zoho's AI assistant
Have lengthy documents that take forever to read and sign? Tired of placing fields into hundreds of pages? Here's a single solution to solve both challenges: Zia, Zoho's AI assistant. With Zia's integration with OpenAI, you can summarize long documentsFree webinar: Transform your digital work experience with Zoho Workplace and Zoho Sign
Hey there! Are you tired of coordinating documentation across multiple teams, such as legal, finance, sales, and marketing? Zoho Sign's integration with Zoho Workplace can alleviate this hassle. By integrating Zoho Sign with Zoho Workplace apps, you can
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Zoho Sign is a SCAM!
Zoho Sign is a SCAM! I signed up for the trial version and was using Zoho Sign to figure out how to use the product. Take note that during that time, the documents you create with Zoho Sign cannot be used as it is water marked. After signing up for theHow to associate a document sent in Zoho Sign with an deal in the CRM?
Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the documentHow to replace a file via API/Integrationtask?
Hi, hope may you help me. I want to know how can I replace a file that is part of a request via integration task or via API call. The use case: I've created a request (identified with a request_id) with two pdf files (every one with a document_id), bothZoho CRM Mail Merge Bug
Hi team, Ever since Friday (19/04/2024), the function to send Mail Merge documents from Zoho CRM to our clients utilising Zoho Sign is not working - error message "Unable to create document using the selected template. Please try again later or createZoho Sign Mobile Integration With Zoho CRM
Pretty sure I'm not the only one. But I've been experiencing issues with alignment when I use the Zoho Sign integration on Zoho CRM on mobile. Anyone else facing this issue? Submitted this as feedback to the Zoho team. But no reply. So I guess I'll just
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Free webinar: Customizing user roles and permissions in Zoho Sign for granular document access control
Hello! Do you have a lot of users in your organization that use Zoho Sign? Are you finding it difficult to segment or limit their access to relevant documents and data? If so, we invite you to join us on Tuesday, April 23, for an exclusive webinar, whereImportant: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these usersIntroducing user groups, roles, and profiles in Zoho Sign
Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:Renaming automation credits as complimentary Zoho Sign credits
Hello everyone, As you may already know, Zoho Sign offers complimentary automation credits to Enterprise and Zoho One users. These credits are consumed when uploading documents for signature request using Zoho custom functions (DRE), receiving submissions
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