All integrations
Zoho Sign
E-SignaturesZoho
Electronic signatures. Send files and templates for signature, track, remind, extend and recall them, and download signed documents and completion certificates.
20 actions
Actions
Steps your workflow can run in Zoho Sign.
List documentsList the account's documents (signature requests), newest first, optionally only those with one status or matching a search.
Get documentGet a document's status, files and recipients, with each recipient's progress.
Create documentUpload a file as a draft document with one recipient (and optionally people who get a copy). Send it with 'Send document for signature'.
Update draft documentChange a draft's name, message, expiry, reminders, folder, type or signing order. Blank fields keep their current value.
Send document for signatureSend a draft to its recipients, placing a signature field for each signer. Positions are in points from the page's top-left (an A4 page is 595 wide and 842 tall); further signers' fields go below the first. Uses 5 Zoho Sign credits unless in test mode.
Remind recipientsEmail a reminder to the recipients who have not acted yet.
Extend document expiryGive the recipients of a sent document until a later date.
Recall documentWithdraw a sent document so its recipients can no longer sign it.
Delete documentMove a document to the Zoho Sign trash.
Download documentDownload the document as a PDF (a ZIP when it holds several files), optionally with its completion certificate.
Download one fileDownload one file of a document as a PDF.
Download completion certificateDownload the certificate Zoho Sign issues once every recipient has completed a document.
Get filled-in fieldsGet what each recipient entered in the document's fields, and every value by field label.
List foldersList the account's folders.
Create folderCreate a folder to file documents in.
List document typesList the document types (categories) documents can have.
Create document typeCreate a document type (category) to give documents.
List templatesList the account's templates, newest first.
Get templateGet a template's recipients (roles) and prefill fields, whose labels are the keys for 'Send template'.
Send templateCreate a document from a template and send it, or keep it as a draft. Recipients are filled in signing order; any left blank keep the recipient saved in the template. Sending uses 5 Zoho Sign credits unless in test mode.
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