Zoho Sign - Release Notes
TIMELINE
2024
Dec
New Feature
Features- Signer groups: Administrators can now create and manage signer groups in Zoho Sign, with each group accommodating up to 10 recipients. These groups can be included as recipients in a signature workflow. While all group members have access to the document, only one member is required to sign it. Once a member signs, the remaining members will retain access to the document but will no longer be able to sign.
New Integration
Integrations- Integration with Zoho Bigin: Zoho Sign now integrates with Zoho Bigin, a simple yet powerful CRM solution designed by Zoho CRM for small and micro businesses. This integration enables users to sign, send, and manage contracts and agreements directly within the Bigin interface.
Nov
New Integration
Integrations- Digital signatures via Evrotrust: Organizations based in our US data center can now digitally sign documents with a qualified electronic signature (QES) in the European Union (EU) and an advanced electronic signature in Kenya and other countries. These digital signatures are issued to signers by Evrotrust, a qualified trust service provider (QTSP) in the EU, which also issues digital certificates in other countries. Documents signed using these signatures are legally valid under the eIDAS regulation (EU 910/2014) and other prominent e-signature laws worldwide. This integration requires organizations to be registered with Evrotrust as a vendor and incurs an additional cost.
Feature Enhancement
Enhancements- New email templates: Zoho Sign now allows administrators to customize additional email templates used to notify recipients of various document activities in their accounts.
Interface Enhancement
Enhancements- Product tour for new users: We’ve introduced an interactive product walkthrough to guide new users through the platform. This feature offers helpful tips that explain the purpose and functionality of each element on the screen, making it easier for users to get started and navigate the product.
New Feature
Features- Witness signing: Users now have the option to include a witness for their signer. The witness will be able to observe the signer and then sign the same document to confirm they were present. This helps enhance document security, prevent fraud, and provide proof when needed. To use this feature, users should select "Sign with Witness" from the recipient action dropdown after adding the signer.
Oct
Updated Module
Updates- Control measures for the life sciences and healthcare industries (v1.2): The control measures have been extended to cover features such as creating user groups, defining custom roles and permission profiles, and assigning them to individual users in Zoho Sign; merging documents uploaded to Zoho Sign into one or more files within the same envelope or document signature request; setting up custom predefined reasons for visible signatures; and exporting reports and organizational activity history in PDF format, while also encrypting the exported files with a password.
Feature Enhancement
Enhancements- Triggering webhooks based on criteria: Users can now specify trigger criteria to be applied to webhook callback events. Callbacks will only be triggered for events that match the specified criteria. If no criteria are set, callbacks will be triggered for all selected events.
- Support for multiple recipient groups in bulk send: Users can now create CSV files containing role emails and role names based on the signer's role, then import them when adding recipients in bulk. The roles defined in the template will automatically appear in the drop-down menu in the bulk import recipients dialog box, and recipients will be matched with their corresponding roles. This feature allows users to add up to five recipient groups when using templates instead of the previous limit of just one per envelope.
- Grouping for checkbox fields: Users can now group checkbox fields added to documents or templates, allowing them to specify the required number of checkboxes signers must select.
Sep
Feature Enhancements
Enhancements- Recipient name filter option in documents view: Users can now choose to display the name of recipients in an additional column in the documents list view. This also enables filtering documents using recipient name.
New Integration
Integrations- Digital signatures via emdha for Saudi Arabia: Organizations based in our Saudi Arabian data center can now get their documents digitally signed with digital signatures issued by emdha, a trust service provider regulated by the Kingdom's Digital Government Authority (DGA) and licensed by the Communications, Space and Technology Commission (CST). It requires users and signers to enter their national ID or Iqama and perform authentication via the Nafath app to receive the digital signature certificate. Documents signed using this service carry an embedded timestamp and are fully compliant with the Saudi law governing electronic signatures. This integration incurs additional cost, and can be used by both users of Zoho Sign and external signers.
New features
Features- Custom fields: Users can now create dynamic, reusable signer fields customized to their needs within documents. This also allows them to define a variety of properties for the data being collected in these fields, such as field type, validation, and formatting.
- Conditional fields: Senders can now add additional signer fields, as well as remove and manage existing ones, depending on signer inputs in previous fields. This functionality allows them to collect and present data conditionally within documents based on the information entered by signers.
- Formula fields: Senders can now automate field value calculations based on signer inputs in other previous fields. This helps update field values dynamically, reduce calculation errors, and ensure consistent data throughout the document.
Partner-Related Service
New Service- Refer and earn program: Users can now invite others to try Zoho Sign and earn Zoho Wallet credits. For every qualified referral signup, users will instantly receive a $3 Zoho Wallet credit. When the referred individual becomes a paying customer, the user will earn 15% of their subscription fee in Zoho Wallet credits, valid for one year. Each referred individual will also receive $100 in promotional Zoho Wallet credits upon signing up. These credits can be used to purchase new Zoho products, renew subscriptions, and add user licenses.
Aug
Updated Integration
Updates- More providers and eID procedures in QES via EU eID: Zoho Sign has now added support for the following providers and eID procedures in generating qualified electronic signatures (QES) via eID-based signer authentication - ID Austria via A-Trust and Infocert in Austria. This service incurs additional cost based on the provider/eID procedure chosen. This integration can be used by both users of Zoho Sign and external signers.
Jul
Launch in new Datacenter
New Service- Launch of service from Saudi Arabian datacenter: Zoho Sign has launched its services from its new datacenters located in Saudi Arabia. This enables our customers in Saudi Arabia to store and manage their business documents digitally within the kingdom to ensure better compliance with its data privacy laws. Zoho Sign is available both as a standalone subscription and as a part of the Zoho One bundle.
Feature Enhancement
Enhancements- Option to export reports and activity history in a password-encrypted PDF format: Users can now export reports and organization activity history in the PDF format and encrypt the exported files with a password.
Service Enhancement
Enhancements- Debug info for documents: Users can now access debug information for envelopes from the document details page. This includes information such as the datacenter, organization portal ID, request ID, and document ID, which can be used in development and support-related operations for troubleshooting and other purposes.
Updated Integration
Updates- Option to add contact details for eStamping: Administrators can now add additional contact details, such as the name, email, and phone number of the point of contact, along with the mailing address for the delivery of the physical stamp paper generated during transactions.
Jun
New Integration
Integrations- NOM 151 certification via PSC World: Users based in our US datacenter can now get their signed documents certified under the Official Mexican Standard (NOM) with a conservation certificate, known as NOM 151. This certificate is issued by PSC World, a certification services provider (PSC) authorized by the Ministry of Economy in Mexico. These certificates denote data preservation and authenticity in the electronic format and ensure that the paperwork is fully compliant under Mexican law. This service incurs additional credits.
Feature Enhancement
Enhancements- Predefined reasons for visible signatures: Administrators can now set up to three custom predefined reasons for visible signatures. Additionally, they can also give users the option to add their own reasons when signing a document, making the process more flexible and personalized.
May
Feature Enhancements
Enhancements- Webhook security using hash-based message authentication codes (HMAC): Users can now secure webhooks created in Zoho Sign using HMAC-SHA256 (Hash-based Message Authentication Codes with SHA-256 encryption), an industry standard symmetric hashing mechanism. Enabling HMAC signature ensures the authenticity and integrity of the webhook callback. This option can be enabled by accessing the security settings of the preferred webhook on the Zoho Sign web app.
- Support for merging documents within envelopes: Users can now merge documents they upload to Zoho Sign into one or more files within the same envelope or document signature request before proceeding to sign them or send them out for signatures.
- Attachment file size: Signers can now add attachments up to 25MB in size using the attachment field.
- Option to merge multiple documents: Users can now merge multiple documents into one file after uploading them to Zoho Sign. This can be done by simply selecting the desired documents in an envelope and clicking the Merge Document button. However, documents with e-stamps can't be merged.
Module Enhancement
Enhancements- Option to disable life sciences control at the envelope level: Users now have the option to disable controls for life sciences at the envelope level when setting up the signature workflow to send documents out for signatures. This provides a hybrid system where administrators can let their users send specific documents without these controls while they are still enabled at the organization level.
Apr
Updated Module
Updates- Control measures for life sciences and healthcare industries (v1.1): The control measures have been extended to cover making corrections to documents and other workflow settings of envelopes that are in progress but have not been approved or signed by any of the recipients.
Updated Integration
Updates- Zoho Sign chatbot in Microsoft Teams: The Zoho Sign app for Microsoft Teams now includes a chatbot for easier usage. Users can conveniently send, sign, and access documents directly from the chatbot in Teams and receive notifications about document activity within their Zoho Sign account as messages from the bot.
Mar
Node.js SDK
New- Node.js software development kit (SDK) for development: Developers can now obtain a license to build integrations for Zoho Sign across platforms using our latest SDK for the Node.js runtime environment. Please write to support@zohosign.com for license requests.
Feature Enhancements
Enhancements- Allowing recipients to view activity history and recipient workflow details: Recipients of envelopes can now view the document activity history. This allows them to access the Document History tab in the Document viewer page to view a log of all other recipients who received the envelope, along with their corresponding email addresses, roles, actions performed with timestamps, and other envelope details such as name, name of the sender, organization name, and associated dates.
- Bulk sign using USB and PFX-based signatures: Zoho Sign now enables users to sign documents in bulk using USB tokens or PFX/P12 file-based digital signatures.
Launch in new Datacenter
New Service- Qualified Electronic Signatures (QES) via eID Easy available in all datacenters: Qualified Electronic Signatures (QES) via eID Easy through EU eID for the residents of the EU and through other aggregated providers in other countries and regions are now available for use to organizations and users based across all our datacenters.
- Qualified Electronic Signatures (QES) via itsme available in all datacenters: Qualified Electronic Signatures (QES) via itsme are now available for use to organizations and users based across all our datacenters.
Feb
New Feature
Features- User groups, roles, and permission profiles: Administrators can now create user groups, define custom roles and permission profiles, and assign them to individual users in Zoho Sign. This allows them to align document visibility and access to data with their organization structure for better control and data security.
New Integration
Integrations- Digital signatures via E-CSPs for Kenya: Organizations based in our US datacenter can now get their documents digitally signed with digital signatures issued by Tendaworld, a licensed Electronic Certification Service Provider (E-CSP) accredited by the Communications Authority of Kenya. It requires users to register with Tendaworld to acquire a digital signature certificate. Documents signed use these certificates are legally valid as per the Kenya Information and Communications Act, No. 2. This incurs additional cost.
Jan
Launch in new Datacenter
New Service- Launch of service from Canada datacenters: Zoho Sign has launched its services from datacenters located in Canada. This enables our Canadian customers to store and manage their paperwork digitally within Canada and ensure a higher degree of compliance with the country's data privacy laws. Zoho Sign is served from our Canadian datacenters both as a standalone subscription and as a part of the Zoho One bundle.
2023
Dec
Feature Enhancements
Enhancements- Support for additional languages: Zoho Sign now supports four new languages—Bahasa Indonesia, Thai, Chinese (Traditional), and Vietnamese—across the app interfaces and the email communication sent to recipients based on sender configurations.
- Control measures for life sciences and healthcare industries (v1.0): Organizations can now enable control measures for their users to operate Zoho Sign in compliance with various regulations and operational frameworks for life sciences and healthcare industries. Previously, this was restricted only to the United States FDA CFR Title 21 Part 11. But it has now been broadened to cover other frameworks such as the European Union Volume 4 Good Manufacturing Practice (GMP) Annex 11. Administrators can toggle this from Account settings to enable it across their entire organization.
Nov
New Integrations
Integrations- Integration with Zoho Billing: This Zoho Sign integration enables users to digitally sign invoices and credit notes before sending them to customers directly from Zoho Billing.
- Integration with Zoho Practice: Zoho Sign now integrates with Zoho Practice, a complete practice management software. This integration allows users to send and track documents directly from the Zoho Practice interface.
Updated Integrations
Updates- eStamping for the state of Maharashtra in India: Organizations based in our Indian datacenters can now pay stamp duty via SignDesk and generate e-stamps (e-SBTR) to be affixed to documents in the state of Maharashtra.
- Support for conditional recipients in the Zoho Writer integration: Users can now use conditions to dynamically assign and enable/disable signers when sending documents configured as fillable templates from Zoho Writer. This allows for enhanced document automation that ensures efficient use of templates.
Oct
New Feature
Features- Automatic reload of Zoho Sign credits add-on: Administrators can now enable automatic reload of the Zoho Sign credits add-on for their account when the credits start to run low. The payment owner of the Zoho Sign organization needs to have their credit card on file in the Zoho Store portal for the automatic reload to occur. Administrators can define the threshold below which the automatic reload occurs and the number of Zoho Sign credits to reload their account with in the Subscription details page.
New Integration
Integrations- Qualified Electronic Signatures (QES) via itsme: Organizations based in our EU datacenter can now get their documents digitally signed with qualified electronic signatures (QES) issued by itsme, a trusted digital identity provider and a Qualified Trust Service Provider (QTSP) from the Benelux region. Documents signed using this service carry an embedded timestamp and are considered legally equivalent to documents signed by hand under the the eIDAS regulation. This integration incurs additional cost, and can be used by both users of Zoho Sign and external signers.
Updated Integration
Updates- Purchase orders in Zoho Books and Zoho Inventory: Users can now digitally sign purchase orders using the Zoho Sign integrations in Zoho Books and Zoho Inventory before sending them to vendors.
Feature Enhancement
Enhancements- Correction of signature requests in progress until signed: Senders can now make corrections to the documents, recipients, recipient fields, and all other workflow configurations in document signature requests that are already in progress if they have not been approved or signed by any recipients.
Launch in new Datacenter
New Service- Digital signatures via TrustFactory available in EU datacenters: Digital signatures via Advanced Electronic Signatures (AES) and Adobe Approved Trust List (AATL) certificates issued by TrustFactory, are now also available for use to organizations in the EU datacenter.
- Control measures for FDA 21 CFR Part 11 compliance available in all datacenters: Organizations in all datacenters now have the option to enable administrative control measures for their users to operate Zoho Sign in compliance with the US FDA Code of Federal Regulations Title 21 Part 11.
Sep
Updated Mobile & macOS Apps
Updates- Zoho Sign for iOS 17, iPadOS 17, and macOS Sonoma: Users can now use interactive widgets on all three platforms to send, sign, and track documents, and also send reminders to signers and approvers, directly from their device Lock Screen and Home Screen. Users can also perform some of these functions when their device is in the StandBy mode. The new TipKit feature assists users by displaying helpful tips and prompts, enabling them to use the right features at the right time.
Feature Enhancements
Enhancements- Enhanced option to move documents to folders: Users can now select one or more documents from the list view on the All Documents page and quickly move them to a desired folder by simply clicking the Move to folder icon at the top of the page.
- Option to reject physically signed and uploaded copies and request signatures again: Users can now reject a physically signed and uploaded document copy if the signer has committed an error or uploaded an unsuitable copy. This would then trigger a fresh document signature request asking the signer to sign the document(s) again. This does not affect the rest of the signature workflow and the request is only triggered to the signer who uploaded the rejected copy.
Change in Edition Features
Changes- Automation credits replaced by complimentary Zoho Sign credits: The monthly automation credits provided to organizations in the Enterprise plan are now replaced with an equivalent amount of complimentary Zoho Sign credits. This helps administrators avoid confusion by standardizing credit consumption across all types of automations. Organizations will now receive 5 complimentary Zoho Sign credits for each automation credit they are eligible to receive. These complimentary Zoho Sign credits will be consumed for all internal automations and integrations with other Zoho apps. Third-party integrations do not consume complimentary Zoho Sign credits and will still require the purchase of add-on Zoho Sign credits from the Zoho Store.
Aug
New Integration
Integrations- Integration with Zendesk Sell: Users can now send documents for signatures with Zoho Sign and monitor their progress directly from Zendesk Sell. Users need to install the Zoho Sign app from the Zendesk marketplace to use this integration.
Updated App Interface
Updates- Revamped Integrations section: Users can now access a revamped Integrations section that presents a comprehensive list of all Zoho Sign integrations, including both Zoho apps and third-party apps and services. Additionally, the section also has a search functionality with the integrations categorised into different tabs based on the type of app or service for improved discovery and ease of navigation and access.
Feature Enhancements
Enhancements- Enhancement to the recipient limit in bulk send: Users can now send documents for signatures to up to 1000 bulk recipients at a time.
- Unknown email domain warnings for received documents: Zoho Sign now provides administrators with an option to warn internal users when they attempt to sign documents originating from unknown domains. Administrators can enable this under the Domains tab in the Account settings section where they can also specify domains for which the warning should not be shown.
- Customization of automatic signer field navigation: Administrators can now customize or disable the automatic navigation that occurs for signers across signer fields in documents. This can be done under the Recipient experience tab in the Account settings section.
- Addition of request parameters to redirected URLs: Zoho Sign now allows administrators to append the request_id and action_id parameters to the redirection URLs when recipients are redirected to custom landing pages. This enhancement enables organizations to identify the visitors redirected to these pages and profile them as the recipients of specific documents sent via Zoho Sign.
Jul
Updated Integration
Updates- Revamped user interface in Zoho CRM extension: The user interface of the Zoho Sign extension for Zoho CRM has been refreshed to allow users to customize recipient settings and additional workflow configurations in an easier manner when sending documents out for signature. This also introduces the ability to mandate the use of specific digital signature providers for each recipient across different documents and scenarios based on business and legal requirements directly from Zoho CRM.
Feature Enhancements
Enhancements- Option to add signer fields across multiple pages in one go: Users can now place signer fields such as Signature, Initial, and Sign date in the same position across multiple pages of documents in one go.
- Enhancements to custom branding: Addition of brand logo to the Organisation details page now displays the brand logo and the organization name as the favicon and the title of the browser tabs in which the Zoho Sign web app is open.
- Complete usage report for Zoho Sign credits and automation credits: Administrators can now view a more detailed usage history of their organization’s Zoho Sign credits and automation credits. This can be accessed from the Subscription details page, and the report can be generated for custom durations and also exported in the CSV format.
Changes in Edition Features & Trial
Changes- Organization activity history available across all paid editions: Administrators can now access a more detailed history of activity across users within an organization and generate activity reports across all the paid editions of Zoho Sign.
- Support for switching plans within the Zoho Sign free trial: Organizations can now switch between different subscription plans during the 14-day free trial duration in Zoho Sign. This enables them to compare features available in the app across different editions and determine the plan that best suits their business needs. By default, the Enterprise edition will be assigned at the time of trial activation but administrators can modify this to switch to other plans from the Subscription details page.
- Restricting on-demand emailing of documents in Free plan and free trial: The Email Document feature in the Document Details page is no longer available to users in the Free plan. Additionally, users in the free trial are now limited to using this feature to email documents to only one recipient per envelope.
- Option to cancel free trial and switch to the Free plan: Users in the free trial now have the option to cancel their trial and switch to the Free plan at any point during the trial from the Subscription details page.
Jun
New Integration
Integrations- eStamping for India via SignDesk: Organizations based in our Indian datacenter can now make payments of non-judicial stamp duty online across several Indian states to generate e-stamps before affixing them to documents being sent out for signatures. Offered via integration with SignDesk, a leading e-stamping service, this service incurs additional cost.
Updated App Interface
Updates- User assistance via contextual display of knowledge base articles: Users can now access relevant help documentation and articles from the Zoho Sign knowledge base based on their current page within the Zoho Sign web app by clicking the help icon at the bottom right corner.
- Message board for announcements: Users can now receive announcements and important updates sent by the Zoho Sign team directly on the web app through a new message board. Users can access this by clicking the announcements icon at the top of their screens and go through the messages to learn about the latest features, enhancements, integrations, and other updates.
Feature Enhancements
Enhancements- List view for expired documents: Users can now view a list of all documents in the Expired state from the Documents tab in the left navigation panel.
- Quick action icons in the list view for in-progress documents: Users can now select one or more documents from the list view for in-progress documents and quickly perform actions like recalling them or extending their deadlines by clicking on the respective icons at the top of the page.
- Option to view the template or SignForm used in creating document signature requests: Users can now view the templates or SignForms used for the creation of document signature requests under dedicated columns of the list view in the Documents tab. Clicking on the respective column entries will take them to the associated template or SignForm.
May
New Integrations
Integrations- Integration with OpenAI Platform via Zia: Zoho Sign now integrates with the OpenAI platform to make use of the generative AI capabilities of ChatGPT within the app. Facilitated by Zia, our AI-powered assistant, users can choose to share data from their documents in Zoho Sign with ChatGPT to generate relevant responses suitable for scenarios such as document summarization.
- Integration with Zoho Directory: Zoho Sign now integrates with Zoho Directory, Zoho's identity and access management platform. This integration enables administrators to add users to Zoho Sign and manage their access directly from Zoho Directory, facilitated by the Zoho single sign-on.
Feature Enhancements
Enhancements- Scheduled sending of document signature requests: Users can now schedule documents to be sent for signatures at a later time in Zoho Sign. This allows users to specify the time at which the signature workflow triggers its documents to be delivered to the first recipient and comes in handy when requesting signatures or approvals from recipients residing in other time zones.
- Support for merging templates: Users can now merge up to 10 Zoho Sign templates into a single document signature request to send them all out at once. Furthermore, users can now add documents to ad hoc document signature requests also from templates, in addition to local device and cloud storage, before sending them out.
- Templates import and export: Users can now export Zoho Sign templates to their local device storage as ZIP files and import them back into Zoho Sign. The imported ZIP file must be in the same format as it was when the respective template was exported.
- Prefill fields in all document signature requests: Users can now add prefill fields to all documents before sending them out for signatures. These fields allow senders to prefill data that they already have onto documents before initiating signature workflows. Prefill data can be fetched along with the rest of the signer field data upon document completion.
- Option to add documents to folders when using templates: Users can now choose a folder to add the generated documents to when document signature requests are triggered using templates. A default folder to save documents to can be set for each template but this can be overridden to choose a different folder at the time of using the template.
- Option to print documents directly from Zoho Sign: Users can now conveniently print documents directly from the Zoho Sign app without needing to download them. This action can be performed using the Print option from both the Document Details and the Document Viewer pages.
- Enhancement to save the changes made to workflows and request settings in draft: Users can now save the changes made to sign workflow, recipient settings, and other configurations prior to field mapping when a document signature request is still in the draft stage. The saved document signature request can then be modified and submitted for signature collection anytime later.
Apr
New Integrations
Integrations- Dynamic Knowledge-based authentication (KBA) via IDology: Organizations based in our US datacenter can now verify the identity of document recipients at the time of signing or approval using dynamic knowledge-based authentication. Zoho Sign has partnered with IDology, a global identity provider, to offer this service. This service incurs additional cost and can be used by both users of Zoho Sign and external signers.
- Qualified Electronic Signatures for Switzerland and the EU via Swisscom: Organizations based in our EU datacenter can now get their documents digitally signed with qualified electronic signatures (QES) issued by Swisscom Trust Services, an authorized Qualified Trust Service Provider (QTSP) in both Switzerland and the European Union. Documents signed using this service carry an embedded timestamp and are considered legally equivalent to documents signed by hand under the ZertES Swiss Federal law and the eIDAS regulation. This integration incurs additional cost, and can be used by both users of Zoho Sign and external signers.
Feature Enhancement
Enhancements- Addition of options in bulk to the Dropdown signer field: Users can now add multiple options in bulk for the Dropdown signer field. This enables the addition of up to 100 options separated by commas to a field at a time.
License-related Service
New Service- Support for multiple organisations/portals: Users can now create or be a part of multiple organizations or portals in Zoho Sign using the same email address or Zoho account. Profiles maintained across different portals would each require a separate user license under the respective subscription plan.
Mar
New Feature
Features- Embedded sending via API: Users can now embed Zoho Sign's e-signature workflow creation within their website and application interface via REST APIs to send documents for signing.
New Integration
Integrations- Integration with Freshsales: Users can now get their sales documents and contracts signed directly from Freshsales, a popular CRM and sales force automation solution. Users need to install the Zoho Sign app from the Freshworks marketplace to use this integration.
Feb
Feature Enhancements
Enhancements- Support for additional languages: Zoho Sign now supports two new languages—Arabic and Hebrew in their right-to-left orientations—across the app interfaces and the email communication sent to recipients based on sender configurations.
- Customization of date format in signer fields: Users can now specify custom date formats for the Sign Date and Date fields added to documents.
- Additional email templates available for customization: Zoho Sign now allows administrators to customize several more email templates that are used to notify recipients for the various document activity that take place in their account.
Jan
New Feature
Features- Custom domain and white label options: Users can configure the Zoho Sign service to be operated from their business domains to sign or send documents out for signing. This enables users to use the domain registered for their business to build brand trust and awareness by mirroring and maintaining their identity across the service. Availability is subject to purchase conditions and may incur additional licensing cost depending on the kind of use and the degree of support needed. Please raise access requests here.
Updated Integrations
Updates- More providers and eID procedures in QES via EU eID: Zoho Sign has now added support for the following providers and eID procedures in generating qualified electronic signatures (QES) via eID-based signer authentication - SimplySign in Poland, Belgian eID card in Belgium. This service incurs additional cost based on the provider/eID procedure chosen. This integration can be used by both users of Zoho Sign and external signers.
- User certificate renewal for third-party digital signature providers: Administrators can now renew expired digital signature certificates issued by third-party digital signature providers to the associated users from their integration pages. Users are required to complete the renewal process with the respective providers separately, if any.
Font Enhancement
Enhancements- New font for signer field data in documents: Zoho Sign now supports the Open Sans font in the Document Viewer screen for signer fields. Users can set this font for text-based fields from the formatting options available.
Changes in Edition Features
Changes- Aadhaar eSign for India available across all paid editions: Users can now get their documents digitally signed via Aadhaar eSign across all the paid editions of Zoho Sign.
- Sign with Singpass for Singapore available across all paid editions: Users can now get their documents digitally signed via Sign with Singpass across all the paid editions of Zoho Sign.
- Advanced Electronic Signatures (AES) for South Africa available across all paid editions: Users can now digitally sign documents using Advanced Electronic Signatures (AES) or Adobe Approved Trust List (AATL) certificates issued by TrustFactory across all the paid editions of Zoho Sign.
- Conversion of unused legacy credits to Zoho Sign credits: Administrators can now convert unused API and SMS credits to Zoho Sign credits in the Subscription details page. Organizations will receive 5 Zoho Sign credits for each remaining API credit and 2 Zoho Sign credits for each SMS credit.
2022
Dec
New Feature
Features- Control measures for FDA 21 CFR Part 11 compliance in the US: Organizations based in our US datacenter can now enable control measures for their users to operate Zoho Sign in compliance with the United States Food and Drug Administration's Code of Federal Regulations Title 21 Part 11. Administrators can toggle this from Account settings to enable it across their entire organization. This restricts the usage of features and functions not permitted as per the regulations, and enforces several administrative controls, security measures, procedures, and defaults such as credentialing, explicit consent, visible signatures, enhanced audit trails, and reports at the level of each individual signature or signatory.
New Integration
Integrations- Advanced Electronic Signatures (AES) for South Africa: Organizations based in our US datacenter can digitally sign documents using Advanced Electronic Signatures (AES) or Adobe Approved Trust List (AATL) certificates issued by TrustFactory, a trust service provider accredited by the South African Accreditation Authority (SAAA). 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 TrustFactory to obtain the AES or AATL certificate. Documents signed use these certificates are legally valid as per the South African Electronic Communications and Transactions (ECT) Act. This incurs additional cost.
Feature Enhancements
Enhancements- Options for visible signature in signed documents: Administrators can enable visible signatures and choose to display additional signature attributes such as signer name, email, timestamp, recipient ID, IP address, signature reason, etc. next to the signature when getting documents digitally signed. Visible signatures are recorded in the Certificate of Completion as well and this metadata helps businesses operating in regulated industries meet industry standards.
- Enhanced sign workflow builder for recipient-level customization: The new enhanced workflow builder interface provides users the ability to customize details such as private notes, authentication, recipient vernacular, digital signature providers for each recipient in an easier manner.
- Enabling/disabling signature providers for specific recipients: Users can now enable/disable digital signature providers used for signing documents at the level of each individual recipient in a sign workflow. This can be used to mandate the use of specific providers by signers for different documents and scenarios based on business and legal requirements.
Nov
New Features
Features- Sign with PFX/P12 file-based digital signatures: Administrators can enable signing using PFX/P12 file-based digital signatures for users in an organization. This can be configured to allow users to either sign using a common certificate issued to their organization or personal certificates issued to each individual user.
- Embedded signing via API, SDKs, and SignForms: Users can integrate Zoho Sign with their websites and applications through SignForms, REST API, and SDKs to embed signature collection natively within their interface.
Language Enhancement
Enhancements- Support for additional languages: Zoho Sign now supports four new languages—Czech, Hungarian, Slovakian, and Danish—across the app interfaces and the email communication sent to recipients based on their configured vernacular.
Service Enhancement
Changes- Support for custom date range in on-demand bulk backup to cloud: Users can now specify a date range when requesting on-demand backup of their completed documents in bulk to one of the integrated cloud storage providers.
Oct
New Integration
Integrations- Integrations with Pabbly Connect: Users can integrate Zoho Sign with 1000+ online applications via Pabbly Connect to build advanced and automated workflows that can be triggered by e-sign actions.
Updated Mobile & macOS Apps
Updates- Zoho Sign for iOS 16, iPadOS 16, and macOS Ventura: Users can use the new enhancements included in iOS 16, iPadOS 16, macOS Ventura to enjoy a better experience on the Zoho Sign app for these platforms. Users can set up conversational Siri Shortcuts to autofill and sign documents, decline them, or assign them to someone else; add documents and frequently-used templates to Quick Notes to access them directly from the notes; customize and filter the notifications sent by Zoho Sign across different modes of Focus; add widgets to the lock screen to initiate document signing, view documents that need their signatures, and track the signing status of documents sent out; and customize widgets to perform quick actions on repeated tasks. The enhanced document scanner now also detects document titles automatically from paper documents.
Feature Enhancements
Enhancements- Automatic field detection in uploaded documents via Zia, Zoho's AI assistant: Documents uploaded to Zoho Sign containing fillable fields and blanks will now have the corresponding fields for signers automatically placed using AI-based field detection when imported into Zoho Sign. This is now available across all supported file-types for text and checkbox-based fields.
- Detailed add-on and credit usage log: Administrators can now view and track the usage and consumption of automation credits and the Zoho Sign credits add-on within their organization in a more detailed manner across users. This displays additional details for each credit consumption activity such as the activity type, the user performing the action, how many credits were consumed, credit type, and the time of the action. It also captures the organization's entire credit consumption history and allows the generation of custom reports for specific periods.
Sep
Feature Enhancements
Enhancements- Sign with USB token DSC via browsers on Windows: Users can now digitally sign documents with their USB token-based digital signatures directly from their web browsers on Windows devices. Administrators can enable this for their organizations from the Integrations section. This still requires the Zoho Sign USB Signer app to be installed on the device from the Microsoft Store to access the connected USB tokens and other local certificates, but the app need not be launched when signing documents from browsers.
- Support for upload via camera capture in Image fields: Recipients can now capture images using their device camera across both web and mobile platforms and upload them to Image fields at the time of signing documents.
Aug
New Integrations
Integrations- Recipient authentication for the European Union via EU eID: Organizations based in our EU datacenter can now verify the identity of document recipients at the time of signing or approval using eID-based authentication. This integration allows residents of the European Union to authenticate themselves through one of the supported European ID or eID procedures to access the document(s) sent to them. Zoho Sign has partnered with Signicat, a leading digital identity provider in Europe, to offer this service. This service incurs additional cost based on the eID procedure chosen. This integration can be used by both users of Zoho Sign and external signers. The eID procedures presently supported are National ID in Belgium (.beID) and Germany (Personalausweis), and iDIN in Netherlands.
- Integration with Microsoft Power Automate: Zoho Sign is now available on Microsoft Power Automate, a popular app part of the Microsoft Power Platform. This allows users to streamline business processes by connecting Zoho Sign with 600+ applications using low-code, automation workflows.
- Integration with Pipedrive: Users can now get their sales paperwork and contracts signed using dynamic and seamless e-sign workflows directly from their Pipedrive sales hub. Users need to install the Zoho Sign app from the Pipedrive marketplace to use this integration.
Updated Integration
Updates- More providers and eID procedures in QES via EU eID: Zoho Sign has now added support for the following providers and eID procedures in generating qualified electronic signatures (QES) via eID-based signer authentication - eParaksts eID and eParaksts mobile in Latvia, Chave Móvel Digital in Portugal, sign-me (D-Trust) across various countries, CertEurope USB (InfoCert) in France, certSIGN USB in Romania. This service incurs additional cost based on the provider/eID procedure chosen. This integration can be used by both users of Zoho Sign and external signers.
Jul
New Feature
Features- Send documents for signatures/approval via SMS: Users can now send documents for signatures and approval through SMS in addition to email. 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 incurs additional cost.
New Integration
Integrations- Sign with Singpass for Singapore: Organizations 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, 2010. The signed documents also carry an embedded timestamp. This integration can be used by both users of Zoho Sign and external signers.
Feature Enhancement
Enhancements- Automatic fillable field detection for documents uploaded via Zoho Writer: When documents prepared using Zoho Writer containing fillable fields and blanks are imported into Zoho Sign, the corresponding fields for signers are now automatically placed using AI-based field detection.
Change in Edition Features
Changes- Trusted document timestamping available across all paid editions: Users can now add trusted timestamps from timestamping authorities to signed documents across all the paid editions of Zoho Sign.
Jun
New Integration
Integrations- Qualfied Electronic Signatures (QES) for the European Union via InfoCert: Organizations based in our EU datacenter now have the option to sign their documents with QES issued by InfoCert, an authorized Qualified Trust Service Provider (QTSP) as per the eIDAS regulation 910/2014. Documents signed using this service also carry an embedded timestamp and incur additional cost. 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.
Feature Enhancements
Enhancements- Organization activity reports: 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 sent using bulk send: In the case where copies of documents have been sent to many recipients using bulk send, 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 and forwarding documents: Users now have multiple options to choose from when downloading and forwarding documents from Zoho Sign. Users may choose to download and forward just the documents in a request (in a ZIP file if more than one), or just the completion certificate, 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.
Launch in new Datacenter
New Service- Launch of service from Japanese datacenters: Zoho Sign launches its services from our datacenters in Japan. Previously, Japanese customers were served from our US datacenters. 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 datacenters also includes digital document timestamping via SEIKO Cyber Time, an officially certified timestamping authority (TSA) in Japan. Zoho Sign is served from our Japanese datacenters both as a standalone subscription and as a part of the Zoho One bundle.
May
New Integrations
Integrations- Payment integration with Zoho Checkout: Zoho Sign now integrates with Zoho Checkout to enable users to collect signatures in documents and an associated payment in the same workflow. Users can add a Payment signer field to documents and integrate it with a payment page that they have set up on one of their Zoho Checkout portals. This allows them to collect a payment at the same time as signatures and helps organizations do business more efficiently.
- Qualified Electronic Signatures (QES) for the European Union via EU eID: Organizations based in our EU datacenter now have more options and providers to choose from to sign their documents with QES. This integration allows residents of the European Union to digitally sign documents with a QES generated by authenticating themselves through one of the supported European ID or eID procedures. Zoho Sign has partnered with eID Easy, an electronic signature aggregator, to offer this service. The signed documents also carry an embedded timestamp and incur additional cost based on the provider/eID procedure chosen. This integration can be used by both users of Zoho Sign and external signers. The providers and eID procedures presently supported are Evrotrust across various countries; National ID in Estonia, Lithuania, and Finland (Varmennekortti); Mobile ID in Estonia and Lithuania; Smart ID in Estonia, Lithuania, and Latvia.
Support-related Service
New Service- Support for migration to other datacenters: Zoho Sign now supports migration of organizations/portals from one datacenter to another. Whenever users create a Zoho/Zoho Sign account, all their information is stored in one of our datacenters which is either automatically assigned to them based on their location or chosen by them. All user data stored in a datacenter is 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 such scenarios cases, users can write to migrations@zohoaccounts.com to request for datacenter migration and assistance. Learn more
Apr
Updated Integration
Updates- Improvements 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 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.
Feature Enhancement
Enhancements- Option to unsubscribe from recipient reminders: Recipients now have the option to unsubscribe from reminders for documents awaiting their signatures or approval. Recipients can avail this from the emails they receive from Zoho Sign. This can prevent recipients from receiving too many emails during the paperwork turnaround period and also serves as a spam prevention measure. This is available to both users of Zoho Sign and external signers when they receive document signature requests.
Mar
New Integration
Integrations- Integration with Integrately: Zoho Sign is now available on the popular automation platform Integrately. This allows users to connect Zoho Sign with 725+ online applications to build advanced and automated workflows that are triggered by e-sign actions.
Feb
New Feature
Features- Bulk sign for documents with identical fields or only profile 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 can be used when a user has to sign/approve many documents internally within an organization and when these document requests have been generated in bulk through bulk send, templates, or via integrations with other Zoho apps. Users can use this feature only to sign documents from the requests that originate from their own Zoho Sign organization.
New Integrations
Integrations- Aadhaar eSign for India: Organizations 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. Offered in an integrated partnership with eMudhra, a leading certifying authority (CA). 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 and incur additional cost. This integration can be used by both users of Zoho Sign and external signers.
- Integration with 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.
- Integration with 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.
Jan
Updated Integration
Updates- 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. The edit option opens the documents in a separate window for users to make the required changes. Once edited, the sync option allows the updated files to be synced back to the sign workflow and sent out for signatures.
Font Enhancement
Enhancements- 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. Users can set these fonts for text-based fields from the formatting options available when adding them to documents.
2021
Dec
API Collections
New- API collection on Postman: Build and deploy integrations for Zoho Sign using our API collection on Postman. Developers can quickly compose and test API queries in real-time using the short documentation and tools provided.
- API collection built according to the OpenAPI specification on SwaggerHub: Build and deploy integrations for Zoho Sign using our API collection on SwaggerHub. This provides developers with a platform to quickly compose API queries that are compatible with the OpenAPI specification, and test them in real-time.
Nov
App SDKs
New- Software development kits (SDKs) for mobile and web development: Developers can now obtain licenses for our software development kits to quickly build integrations with Zoho Sign's services and serve them via custom mobile and web applications. SDKs are available for iOS, Android, and PHP. Please write to support@zohosign.com for license requests.
New Feature
Features- Image upload: The Image signer field allows signers to add images to documents by uploading them at the time of signing. This can be used to request signers to add any additional information which is needed in the form of an image.
Updated Feature
Updates- Revamped blockchain timestamping: Users can now capture document signing events in the public Bitcoin blockchain. This creates an immutable public record for verification of document integrity. Offered through the third-party service called OpenTimestamps. With this update, blockchain timestamping on the Ethereum blockchain has been discontinued but the older documents timestamped using the Ethereum network can still be verified from the Zoho Sign app.
Feature Enhancements
Enhancements- Offline signing in mobile apps: Users can now download documents for offline access in our iOS, iPadOS, and Android mobile apps when they are connected to the internet. This allows them to open and sign these documents later even if internet connectivity is unavailable and enables field agents to collect signatures in person from signers in remote areas without internet connectivity. Documents signed offline will be synced with the Zoho Sign servers when the user reconnects to the internet and their workflows will continue as intended.
- Movable field property in Document Viewer: A new field property—Movable—allows signer fields to be moved or repositioned by signers in the Document Viewer screen at the time of signing.
Oct
Updated Integration & macOS App
Updates- Sign templates in Zoho Writer: Users can now set up templates for sending documents out for signature within Zoho Writer using the Automation Template option. This allows users to compose and create a sign template from scratch, or upload a document to Zoho Writer and convert it into a sign template, and collaborate with peers on field properties and placement. Zoho Writer's new AI is also capable of automatically scanning, detecting, and adding signer fields to the PDF documents that users upload.
- Zoho Sign for macOS Monterey: Users can now enjoy all the features of the Zoho Sign apps for iOS 15 and iPadOS 15 along with other popular features such as Siri Shortcuts in their desktop/laptop with Zoho Sign for macOS Monterey.
Feature Enhancement
Enhancements- Revamped certificate of completion: The certificate of completion is now available in a refreshed design that neatly summarizes all the document signing activity and recipient information.
Sep
New Feature
Features- Trusted document timestamping: Organizations can now add immutable third-party timestamps to digitally signed documents. This makes the signed documents indisputable even if the digital signature certificates on the documents expire in the future and reinforces non-repudiation. Offered in partnership with multiple timestamping authorities (TSA) - Uanataca for qualified timestamps in the EU, SEIKO Cyber Time for Japan, and GlobalSign for all other countries and regions. Document timestamping incurs additional cost that varies with the provider chosen.
New Integrations
Integrations- Qualified Electronic Signatures (QES) for the EU: Organizations based in our EU datacenter can now digitally sign documents with Qualified Electronic Signatures. This carries the legal equivalence of wet signatures or signing documents with pen and paper in the EU. Offered in an integrated partnership with Uanataca, an authorised Qualified Trust Service Provider (QTSP) as per the eIDAS regulation 910/2014. Documents signed with QES also carry an embedded timestamp and incur additional cost.
- eSign for India via e-KYC-based signer authentication: Organizations based in our Indian datacenter can now digitally sign documents via e-KYC-based signer authentication. Offered in an integrated partnership with eMudhra, a leading certifying authority (CA). This conforms to the e-sign service specifications defined by the Controller of Certifying Authorities (CCA), India's root CA, in accordance with the Information Technology Act of 2000. Documents signed using this service also carry an embedded timestamp and incur additional cost.
Updated Mobile Apps
Updates- Zoho Sign for iOS 15 and iPadOS 15: Users can add Zoho Sign to their SmartStack widget, set up larger widgets and focus notifications to track time-sensitive paperwork, print documents from anywhere, drag and drop text from other apps to create text fields, and do more with enhanced pointer actions and keyboard shortcuts.
Feature Enhancement
Enhancements- Reason for document recall: Users can add a reason when recalling documents sent out for signatures or when moving documents in progress to the trash. The reason for recall is mentioned in the notification email sent to the signers and other recipients of the document(s).
Aug
Zoho Sign Credits
New- Zoho Sign credits: Organizations must now purchase Zoho Sign credits, a common add-on, to use features and integrations that incur additional cost. This replaces our previous add-ons - the API credits and the SMS credits, which have been discontinued - to establish a standardized credit consumption system. This only applies to integrated services facilitated by third-party providers and high-volume automation features subjected to fair use to prevent their abuse. Learn more
Updated Integration
Updates- Integration with the Google Docs editor: Users can now edit documents supported by the Google Docs editor directly from Zoho Sign when building sign workflows. Users must either add Zoho Sign to their Google account from the Google Workspace Marketplace or set up and authenticate the integration with Google Drive to enable this. Once enabled, every time a supported document is opened with or imported into Zoho Sign from Google Drive, users can edit them using the Google Docs editor and sync the updated files with the associated sign workflow to send them out for signatures.
Jul
Windows App
New- Zoho Sign USB Signer app: The USB Signer app for Microsoft Windows enables users to digitally sign documents using a USB token for digital signature (DSC). Users can, therefore, sign documents using a digital signature certificate that is self-acquired from a regional certificate authority or identity provider in the form of a physical USB device. This type of signing is also known as advanced electronic signatures (AeS) in some legal contexts. The USB Signer app can be downloaded on devices running Windows 10 or later from the Microsoft Store.
New Integration
Integrations- Integration with Zoho Contracts: Zoho Sign integrates with Zoho's contract management software, Zoho Contracts, to allow users to build contracts, send them out for signatures and approvals, and comprehensively manage their overall lifecycle to improve the efficiency of their legal operations.
Feature Enhancements
Enhancements- Document sharing: Administrators can now enable document sharing between users across the organization, allowing users to access and track the documents of other users that have been shared with them. This enhancement can be accessed by visiting the Users section and selecting the desired users to share documents between.
- Template sharing: Administrators can now choose the users whom they want to share each template with as templates are no longer readily accessible to all the users upon creation. However, the users with whom a template is shared can only view and use it. Template creation and management is still only accessible to the administrators.
May
Feature Enhancement
Enhancements- Document type and folder management: Users can now manage their document types and folders by accessing the respective tabs in the Account settings section. Users can edit or delete existing document types and folders or create new ones. Deleting a document type or a folder will not delete the documents associated with them.
Apr
Feature Enhancements
Enhancements- Uploading spreadsheets: Users can now upload spreadsheet documents for signing and sending for signatures. The supported file formats are XLS, XLSX, and ODS.
- Email bounce notifications: Users now get an email bounce notification when an email sent from Zoho Sign is not delivered to its recipient. This notification is received by the user in their mailbox and will carry a reason identifying the cause of failure.
Mar
New Feature
Features- Print and sign: Signers can now download the documents sent to them for signature, sign them physically, and then upload a scan of the signed paper documents back onto Zoho Sign to complete the digital signature process. Zoho Sign will attach its digital signature certificate onto the scanned copy that was uploaded and then proceed with the sign workflow as defined by the sender. Alternatively, senders may also upload a scan of the signed paper documents they receive from signers, physically or via fax, on behalf of the signer and mark their signing activity as completed to advance the workflow onto the next recipient.
Feature Enhancements
Enhancements- Field properties in Document Viewer: We have introduced new properties that can be set for signer fields in the Document Viewer screen - Resizable, Fixed width, Fixed height, and Character limit. Users can now duplicate a custom text field to create multiple occurrences of it by simply selecting it and then copy-pasting it onto the document and repositioning it wherever it needs to appear again. All the occurrences of the field will share properties and have the same data. Alternatively, users can add multiple text fields and set a common data label to make them share properties and data. Once a signer inputs the data in the first occurrence of a duplicated field, it is automatically filled in the subsequent occurrences.
- Data merge in Bulk send: Users can now merge recipient data onto custom text fields in documents when sending them for signatures using the bulk send feature. The data for the custom text field must be included in the bulk recipients CSV file in additional columns with the columns carrying the same headers as the respective fields' data labels. Similarly, a private note can also be added for each recipient by including the data in a column titled 'private_notes' in the CSV file.
Feb
Feature Enhancement
Enhancements- Limiting SignForm responses: Users can now disable duplicate responses from the same email address in SignForms. When disabled, anybody trying access a SignForm document by entering an email address already used in a response made in the last 7 days, will, by default, be asked to contact the form owner. However, users also have an option to allow signers to resume signing the SignForm document if their previous response was incomplete.
Support-related Service
New Service- On-demand bulk backup to cloud: Users can now back up all their completed documents in bulk to one of the integrated cloud storage providers on-demand. This saves a copy of all the completed documents belonging to their organization to the location specified in their cloud storage and sends an email notification containing a summary of the backup activity once it is complete. Due to its potential to create a greater load on our servers, this feature is presently activated for organizations only at the request of their administrators. Administrators can write to support@zohosign.com to request for its activation.
Jan
Feature Enhancement
Enhancements- Short-hand text tags: Users now have the option to use much shorter text tags in place of the older text tags. An example would be using {{FN:R1}} instead of {{First Name:Recipient1}}. Users can write to support@zohosign.com for assistance and documentation where necessary.
2020
Dec
New Feature
Features- Stamp field: The Stamp signer field allows signers to add an image of their personal or company stamp to documents. This helps signers reinforce their authority as an individual or organizational signatory. Similar to their e-signature, users can now also add their stamp to their Zoho Sign profile and re-use it when self-signing documents.
Updated Integration
Updates- Bulk offer letters in Zoho Recruit: Users can now select multiple records associated to a job opening and generate offer letters in bulk directly from the Candidates module.
Feature Enhancement
Enhancements- Validation for Text field input: The Text signer field which can accept any type of character input can now be limited to accept only certain types of data. Users can specify a format for each field which can be used to validate the signer input in real-time and prevent invalid entries. Users can also customize this validation by specifying a user-defined regex.
Nov
New Integration
Integrations- Add-in for Outlook: Users can add email attachments to Zoho Sign to set up sign workflows for obtaining signatures and approvals, or self-sign them, directly from their Outlook inbox.
Updated macOS App
Updates- Zoho Sign for macOS Big Sur: Zoho Sign brings all the features of the iOS 14 and the iPadOS 14 apps to the macOS app along with a refreshed user interface containing a new sidebar, updated menus, photo picker, and date picker in style with Big Sur.
Updated Integration
Updates- Zoho Sign for Microsoft Teams: An updated user interface with sleek menu options allows users to seamlessly switch between Zoho Sign and other tabs within the Microsoft Teams app.
- Credit notes in Zoho Finance: Users can now digitally sign credit notes before sending them to customers.
Oct
Updated Mobile Apps
Updates- Zoho Sign for iOS 14: Users can now access and manage their SignForms on the mobile app and add widgets to track and manage their paperwork from the home screen. In addition, the App Clips feature enables any iOS 14 user to quickly sign SignForm documents via a lightweight workflow, even if they don’t have the Zoho Sign app installed.
- Zoho Sign for iPadOS 14: Users can access all the functionalities of iOS 14 on their iPad and also use their Apple Pencil to write on text fields when signing documents or sending them out for signatures. iPadOS's built-in Scribble OCR technology then automatically converts the handwritten inputs to text.
- Zoho Sign for Android: A brand-new stylish user interface, with a wide array of menu and accessibility options, allows users to enjoy an improved mobile signing experience on their Android devices. In addition, the app now supports Dark Mode.
Updated Integrations
Updates- Cloud import in Zoho CRM: You can now import files from cloud storage services when creating sign workflows using the Zoho Sign extension.
- Cloud import and signer redirection in Zoho People: Users can now import documents from cloud storage services when creating e-signature workflows. The workflows can also be configured to redirect the signers to custom URLs upon performing specific document actions.
Sep
Automation Credits
New- Automation credits: Organizations in the Enterprise plan will now receive automation credits, an amount proportionate to their licensed user count, on a monthly basis. This will enable users to explore, build, and automate custom Zoho Sign document workflows across apps within the Zoho ecosystem at no additional cost. Learn more
Updated Integration
Updates- Client estimate signing in Zoho Finance: Users can now send estimates that can be accepted and signed by clients directly from the emails they receive. This enables clients without client portal access to accept and sign estimates, while clients with client portal access no longer need to sign in to do so. Estimates accepted and signed this way can still be accessed by clients from their client portal at a later time.
- Tighter integration with Zoho Writer: A tightly integrated interface now allows for neat field addition and easy workflow configuration. Users can set signer vernacular, format the email message, add attachments to the documents being sent for signatures, save workflow configurations for repeated jobs, and recall the documents that have already been sent out. Additionally, the workflows can also be configured to automatically save the signed documents back to Zoho WorkDrive and execute custom functions upon completion.
Aug
Updated Integration
Updates- Bulk send and email templates in Zoho CRM: The Zoho Sign extension now allows users to select multiple records in the supported modules and initiate a bulk send sign workflow directly from the respective module screen. In addition, the extension also allows users to make use of a CRM email template associated with the respective module in the place of the Zoho Sign email template when sending documents out for signatures.
Feature Enhancement
Enhancements- Sending options for completed documents: Users can now choose to send the completed documents to the recipients either as file attachments or via a document link in an email. This can be configured in the Account settings section.
Jul
Updated Integration
Updates- Action modules in Integromat (now Make): You can now connect Zoho Sign with 600+ external apps via even more action modules to build advanced automated workflows or Scenarios. You can send a document, get the details of a document, get the signer field data from a signed document, and download a document using the new action modules.
Jun
Feature Enhancement
Enhancements- Request and file size: Users can now add up to 40 files in a document signature request and up to a total size of 40MB.
May
Updated Integration
Updates- Recipients in Zoho CRM sign workflows: The Zoho Sign extension 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.
Feature Enhancements
Enhancements- Complete customization of email templates: 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.
- 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 testing: 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 with third-party apps and websites. Users can send up to 50 test documents per month by passing 'testing=true' as a parameter in API calls without having to purchase API credits.
Apr
New Feature
Features- 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 Integrations
Integrations- 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.
- 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. The Zoho Sign extension can be added to Zoho Desk from the Marketplace.
Updated Integration
Updates- File upload in Zoho Mail: The Zoho Sign extension for Zoho Mail now allows users to upload documents from their device in addition to using email attachments in sign workflows.
Feature Enhancement
Enhancements- Signing interface: Zoho Sign now offers a revamped signing interface that reduces the number of steps and clicks required to sign documents. This has been designed to offer a much more seamless and intuitive experience for guest signers and eliminate the need for additional assistance.
Mar
New Feature
Features- Radio field: The radio signer field allows users to add a field with multiple visible options from which signers can choose only one.
New Integration
Integrations- Integration with Integromat (now Make): Zoho Sign is now available on the advanced workflow automation platform Integromat (now Make). This allows users to connect Zoho Sign with 350+ other popular and powerful web applications by building Scenarios using a variety of modules.
Feb
New Feature
Features- 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.
Feature Enhancement
Enhancements- Language localization: SignForms and 'Date' field information entered into documents will now be automatically displayed in the regional language and format, if supported by Zoho Sign, based on signer location and browser settings.
Jan
Updated Integration
Updates- 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.
Feature Enhancement
Enhancements- Account settings interface: A brand-new, modular, and more streamlined Account settings section in Zoho Sign 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.
2019
Dec
New Feature
Features- Custom landing pages: Users can customize the experience of the document recipients by redirecting them to specific URLs instead of the default Zoho Sign page upon completing an action in the Document Viewer.
Feature Enhancements
Enhancements- Recipient actions customization: Users can select and limit the actions available for document recipients to perform inside the Document Viewer. Recipients can be restricted from assigning the document to someone else, skipping the signing or approval process, and downloading or emailing a copy of the document.
- Trusted domain options: Users can add and authorize domains in which they want to allow embedded signing actions through SignForms or API to take place.
Nov
New Integrations
Integrations- Integration with Zoho Finance apps: This Zoho Sign integration enables users to digitally sign invoices and estimates before sending them to customers from the respective apps, and collect signatures from customers on estimates in their Client Portals to confirm their acceptance. Users can use this integration in Zoho Books, Zoho Invoice, and Zoho Inventory.
- Integration with Zoho Mail: Users can sign documents received as email attachments or use them to set up sign workflows to collect signatures and obtain approvals, and create legally binding business documents directly from their Zoho Mail inbox. The Zoho Sign extension can be accessed by toggling the collapsible eWidget inside Zoho Mail.
- Integration with Zoho Scanner (now Doc Scanner): Users can scan their physical paper documents, be it handwritten or printed, to create digital copies that can be signed securely with Zoho Sign in the Zoho Scanner (now Doc Scanner) app, available on the Google Play Store.
Oct
macOS App
New- macOS app: An exclusive Zoho Sign app for macOS with enhanced input options such as drag and drop, keyboard shortcuts, hover actions, Touch Bar controls, menu bar controls, and dock menus. Users can access their documents through Spotlight Search, secure them using Touch ID, print documents directly from the app, and sync document data across all Apple devices.
New Integration
Integrations- Import from and export to Zoho WorkDrive: Zoho Sign allows users to import files from and export them back to Zoho WorkDrive, our new collaborative cloud-based file management tool for teams. Users can use the CloudPicker tool to import documents and send them out for signatures, and conversely, save the signed documents back to the cloud.
Sep
New Features
Features- Blockchain-based timestamping: Blockchain-based timestamping allows Zoho Sign to offer an additional measure of document verification and publicly establish signer accountability.
- Webhooks: Set up webhooks to provide their in-house applications, third-party software, and websites with real-time information based on document actions happening in Zoho Sign.
- Approver role: Add approvers to sign workflows in addition to signers, viewers, and in-person hosts.
- Custom organization email: Add custom organization email addresses using which Zoho Sign can be configured to send mails to the signers.
- Signer attachments: Request signers to upload attachments when signing documents by adding the new Attachment signer field.
New Integrations
Integrations- Integration with Zoho Workerly: Zoho Sign can now be added as an extension inside Zoho Workerly from the Marketplace. Using this extension, users can collect signatures in business and administrative paperwork from their temporary workforce and contacts.
- Integration with Orchestly: Zoho Sign integrates with Zoho's very own workflow management software, Orchestly, to allow users to add documents to business workflows and get them digitally signed during transitions in job activities.
- Integration with Zapier: Zoho Sign has now been added to the popular and powerful integration platform Zapier. This allows users to connect Zoho Sign with 1500+ external web applications by creating Zaps based on Zoho Sign's triggers and actions.
Updated Mobile Apps
Updates- Zoho Sign for iOS 13: The updated application enables users to scan physical agreements, sign documents with Siri, manage digital paperwork with Context Menus, and take advantage of the Dark Mode.
- Zoho Sign for iPadOS: Users can access all the functionalities of iOS 13 on their iPad while also being able to create their own e-signature using PencilKit, view multiple documents in one screen, and sign in with their Apple ID.
Feature Enhancement
Enhancements- Signer field customization and bulk operations: Users can customize signer fields by adding a name, description, and changing formatting options. Users can also select multiple fields at the same time and perform operations such as repositioning, alignment, and deletion in bulk.
Launch in new Datacenter
New Service- Launch of service from Australian datacenters: Zoho Sign launches its services from our datacenters in Australia. Previously, Australian customers and other customers in the region were served from our US datacenters. Now, the ability to digitally store and manage their paperwork within Australia will help them comply better with local and regional regulations. Zoho Sign is served from our Australian datacenters both as a standalone subscription and as a part of the Zoho One bundle.
Aug
Feature Enhancement
Enhancements- SignForm auto-fill with URL parameters: Users can automatically pre-fill signer fields in SignForm documents by passing the signer data as URL parameters.
Jul
New Integration
Integrations- Integration with Zoho Doc Scanner: Scan your paper or handwritten documents and securely sign them using the Doc Scanner app by Zoho, available on the App Store.
Jun
iPad App
New- iPad app: Zoho Sign has released an exclusive app for the iPad on the AppStore. This app can greatly help those who like closing deals and conducting their business on the go using an iPad.
New Integration
Integrations- Integration with Formstack Documents (formerly WebMerge): Users can generate smart documents, either by building them from scratch or by fetching data from 150+ third party applications, and automatically send them out for signatures using Zoho Sign, straight from the Formstack Documents interface.
Updated Integration
Updates- Zoho Sign in Zoho CRM mobile app: Users can now access the functions of the Zoho Sign extension inside the Zoho CRM mobile app to send out documents for signatures and close deals on the go.
Feature Enhancements
Enhancements- Data merge in Bulk send: Users can merge recipient data they already possess onto signer fields in documents being sent for signatures by including it in the recipients bulk CSV file as additional column data.
- Email alerts for add-ons: Users can now set up email alerts for SMS and API add-ons. Users need to specify low and critically low thresholds and alerts will be sent out when the add-ons remaining in the account falls to these values.
Apr
Updated Integrations
Updates- Quick Send in Zoho CRM: The Quick Send feature available with templates inside the Zoho Sign application is now also available for use inside Zoho CRM when using the Zoho Sign extension to send documents for signature.
- Deeper integration with Zoho Recruit: The Zoho Sign extension for Zoho Recruit now supports adding documents to sign workflows by importing mail merge and Zoho Sign templates. With these enhancements, you can further accelerate your signing processes and also achieve better automation.
- Embedded signing via Zoho Forms: Zoho Sign's integration with Zoho Forms now supports automatic form redirection to the document requiring signature. Upon form submission, this feature redirects those filling out the form to the document that needs to be signed by them.
Feature Enhancement
Enhancements- Field templates: Import signer fields from existing templates directly onto freshly uploaded documents. This will eliminate the need to add signer fields via dragging and dropping from scratch.
Mar
New Feature
Features- Dropdown and custom date fields: The dropdown signer field allows users to add a text field with text options from which the signer has to choose one. The custom date signer field allows users to add an empty date field in which the signer can enter any calendar date in the specified format.
Feb
New Integration
Integrations- Extension for Microsoft Teams: You can now access all of Zoho Sign's functions and features directly from the Microsoft Teams application.
Jan
Updated Integration
Updates- Signing workflows in Zoho Writer: You can now create documents, add signers, insert and customize signature fields, send documents for signatures, and track the documents sent all from the document editor screen in Zoho Writer. You can also add text tags for automatic field-mapping and build custom signing workflows for your documents.
2018
Dec
API Edition
New- API Edition: With this new plan, developers can now easily incorporate digital signatures and workflows into their own apps and systems. They can also purchase the API plan directly online and roll out their integration in a few minutes.
New Feature
Features- SMS authentication: Regarding email and offline authentication codes for signers, we now support SMS authentication as an additional level of security.
New Integration
Integrations- Integration with Zoho Forms: Users can map the responses they receive in Zoho Forms onto specific Zoho Sign templates to automatically trigger signing tasks and workflows or manually send documents out for signature.
Nov
New Feature
Features- SignForms: Create a self-service digital signature process through a secure URL without any coding. For example, if your company wants to get their NDA signed by new hires, the human resources team can create a SignForm and embed its URL in your company's onboarding email for new hires to sign and submit.
Oct
New Feature
Features- Text tags: Add text tags in the content of your documents and Zoho Sign will automatically add the corresponding fields when they are uploaded for the signing process.
New Integration
Integrations- Integration with Zoho Flow: Users can set up automated digital signature workflows with Zoho Sign's triggers and actions by connecting it to 40 other Zoho apps and 330+ popular external apps.
Sep
Zoho Sign API
New- REST API: Option to integrate any application with Zoho Sign programmatically.
New Integration
Integrations- Integration with G Suite (now Google Workspace): Users can now enjoy single sign-on access, log in to Zoho Sign with G Suite (now Google Workspace) credentials, and import the required users from G Suite (now Google Workspace) into Zoho Sign in a few steps. You can also open documents stored in Google Drive with Zoho Sign and perform the document signing process.
Jul
Feature Enhancement
Enhancements- DKIM verification: Zoho Sign now leverages the DKIM technology to help administrators verify their domain ownership and ensure emails sent from the product always reaches their recipients' inbox.
New Integration
Integrations- Integration with Office 365 (now Microsoft 365): Users can now directly log in to Zoho Sign with their existing Office 365 (now Microsoft 365) credentials, enjoy single sign-on access, import users from Office 365 (now Microsoft 365) into Zoho Sign in a couple of steps, and get documents signed effortlessly.
May
Enterprise Edition
New- Bulk send: Allows you to send one or more documents with the same form fields to multiple recipients in one go.
- In-person signing: Get your digital documents signed from across the table. Simply meet with your signatories, host an in-person session, and allow your signers to directly sign from your laptop/tablet.
Feb
Updated Integration
Updates- Zoho Sign templates in Zoho CRM: Ability to access Zoho Sign templates in the Zoho Sign extension of CRM. Using this option, you can put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the ability to merge CRM data to your Zoho Sign documents, significantly streamlining the signing workflow.
Jan
New Feature
Features- Rebranding: Option to carry the image of your brand across signatories by customizing the logo and the content of emails sent from Zoho Sign.
New Integration
Integrations- Integration with Zoho Creator (via Deluge): Users can add logic to actions in their Zoho Creator apps and trigger signing tasks and workflows that automatically send out documents for signatures, using Deluge, our own online scripting language.
2017
Oct
New Integrations
Integrations- Integration with Zoho People: Organizations and users can send out personal files and employee documents such as employment contracts, payroll documents, and appraisal letters for signatures straight from their modules inside Zoho People with the Zoho Sign integration. Additionally, employee forms can be used to generate work certificates, expense claims, and approval documents that can also be sent out for signatures automatically.
- Integration with Zoho Recruit: Organizations and users can dispatch interview invitations and offer letters to candidates, and send out other onboarding documents for signatures directly from their Zoho Recruit modules, and track the completion status with the help of the Zoho Sign extension.
Aug
New Integrations
Integrations- Integration with Zoho CRM: Users can send documents out for signatures directly from eight Zoho CRM modules and track the completion status with the help of the Zoho Sign extension.
- Integration with Zoho Writer: Users can import their newly created documents into Zoho Sign directly from Writer and set up signing workflows to send them out for signatures.
Jul
Product Launch
New- The official launch of Zoho Sign on web, iOS, and Android. Users can get business documents digitally signed by either self-signing them or sending them out for signatures by setting up sign workflows, and manage their documents on the cloud. Users can use the CloudPicker tool to import documents from or export documents to their cloud storage in Dropbox, Box, Google Drive, OneDrive, and Zoho Docs (now discontinued). Users can also set up reusable document templates, track documents in real-time, fetch documents or document lists through contextual filtered searches, and generate reports for all document signing activity. Zoho Sign's services are available to users from our datacenters in the United States, European Union, and India.