Unlock Digital Signature Legitimacy for Administration in Canada

How to eSign a document: digital signature legitimacy for Administration in Canada

hello i'd like to extend a warm welcome to everyone present my name is rajiv and today i will be introducing you to the many advantages of zoho sign alongside me on the panel i have sai anand and padma priya from the zoho sign marketing team and they will be answering all your questions during this session while i present in this webinar we are going to introduce eSignatures and digital signatures discuss how they work and show you what zoho sign offers as a digital signature solution before we dive into the webinar let's take a quick look at the agenda i will start off by explaining what eSignatures and digital signatures are how they are different and why you should be using them then i will introduce zoho sci and briefly talk about the app's capabilities after that i will get into the main topics and walk you through the process of getting a document signed using zoho sign towards the end if there are any unanswered questions we can have an extended q a session to answer them the basic question that you need to ask yourself is this are you or is your business still using the old school method of signing documents consider this scenario an hr professional has to send an offer letter to a candidate first they have to draft the paperwork which will then need to be printed and sent to the candidate who will have to confirm their acceptance by printing out their own copy and signing it designed offer letter then has to be filled then has to be filed by the hexa professional for official record keeping on average this process takes about two weeks from start to finish but this turnaround time can be drastically reduced if the entire process is digitized further the pending paper approach has its own set of disadvantages like the fear of forgery and document tampering potential damage to documents and the huge expenditures on resources like manpower space money and labor that's not to mention how tedious repetitive paperwork becomes if you're looking for a way to remove these difficulties from your business and scale operations as you experience customer growth then eSignatures are a convenient solution so what are eSignatures they are simply a digital alternative to physical paperwork and there are more reasons to use them than what we have already discussed they are secure just as legal as physically signed documents provide ways to authenticate signers and offer a measure of non-repudiation by design they provide increased security by attaching a digital seal or fingerprint linked to the signup that becomes compromised if the document is altered before we learn how eSignatures differ from digital signatures let's take a quick poll it is good to see that many are already aware of the difference but for those who don't know an eSignature is nothing but a digital form of your signature added to a document however it's not necessarily secure because it can be tampered with and its authenticity is difficult to verify on the other hand digital signatures are a type of eSignature but by design they are more secure their authenticity and integrity can be verified through digital signature certificates and public key infrastructure methodology as a result digital signatures are widely accepted as a legal equivalent to hand-drawn signatures and stamp deal but they offer more inherent security and this brings us to zoho sign zoho sign is a complete distance signature solution that is used by tens of thousands of businesses around the world in over 100 different countries zoho sign helps you send sign and manage business paperwork using a simple but secure cloud-based signing process this software has already saved businesses millions of dollars in administrative costs by helping them digitize their documents and contract cycle zosine offers all the key functions and features of a digital signature solution along with several more sophisticated customizations that help improve overall productivity and efficiency the entire solution is built on top of its own rest apis which enables you to build custom integrations and in-house apps using apis and associated web books and sdks if you don't already use zoho sign you can click the link below to sign up for a free 14-day enterprise trial which will give you time to explore the app in full zoho sign is built for enhanced remote collaboration the app supports 12 different languages such as french german and spanish and allows you to share documents and templates with your organization's users you can also organize paperwork using folders and document types and setup automatic backup to integrated cloud service providers zoho sign offers custom branding options where you can add your company logo redesign and customize your email templates and establish a higher degree of trust with your signers you can also set your legal disclosure send documents from your organization's email address and customize the experience of signers by redirecting them to a different webpage after they have completed the document actions you can rest assured knowing that zohosein offers military grade encryption for all your documents and data we use the aes256 method for storage in our data centers and the tls ssl protocols when transporting data over the web zoo sign is compliant with eSignature loss and regulations in place across the globe to name a few the app complies with the e-sign act and ueta in the united states the p-i-p-e-d-a in canada e-i-d's in the european union the ita 2000 in india and the electronic transaction act in australia and southeast asia in addition we comply with common data security and privacy regulations such as the gdpr in the europe union and ccpa and hipaa in the united states our complaints across borders is supplemented by additional measures such as multi-factor authentication and the ability to generate tamper-proof completion certificates and audit trails you can authenticate signers by sending them an otp or asking them to attach supporting documents we also offer broad verification enhancements such as blockchain based timestamping and trusted document timestamping as well as personal and third-party digital signatures linked to a regional national or local digital identity this means you can use qualified electronic signatures in the eu other esign in india and other regional identities through different service providers zosine offers all of this at a very transparent and affordable price point you can check out pricing details using the link at the bottom of the slide zoo sign has native mobile and desktop applications available across pop club platforms such as android ios mac os and windows that means you can carry your paperwork wherever you go and conduct remote business in a seamless and synchronized manner zoho on the whole has a powerful suite of applications to power your business zoo sign is a real value addition to the ecosystem and your stock of zoho tools that's because zoho sign is one of the most tightly integrated apps within the zoho ecosystem so if you want documents such as sales agreements invoices and estimates to be signed across functions before they are sent out to customers you can use extensions of the respective apps like zoho crm and zoho finance similarly you can have your hr departments send and sign documents through apps like zoho people and zoho recruit and do similar tasks to improve productivity across apps like zoho writer and zoho forms you can access zoho sign right from the interface of all these integrated applications and start building out your workflows we do offer third-party integration with ecosystems for google workspace and microsoft 365 and with cloud providers such as dropbox box onedrive and google drive you can sign documents directly from your mailbox in outlook and gmail or your sales sub in hubspot and pi drive or simply connect xosin to thousands of other web applications via platforms like zapier and integromat here are the broad use cases across departments and functions where you can put those into use let's take a salesperson who has just been recruited by an organization for onboarding he will need to sign various documents starting with his employment contract and an nda once that's done he will be required to sign the organization's policy documents all this can be easily done online using an automated workflow in zoho sign this is especially useful if he's working remotely because he won't have to show up physically to sign documents i joined zoho in the middle of the pandemic in 2021 and my onboarding process was entirely virtual i was asked to sign all the necessary paperwork using zoho sign which reduced the risk of physical contact in short wherever there is a document during signature you can rely on zoho sign okay so now let's get into the demo part of this webinar i will start by showing you how to sign up for zosine if you don't already have a zosine account first visit our website at zoho.com sign from your web browser if you already have a zoho account you can log in using your credentials if not click on get started to create a new account so this is what your sign up and sign-in pages will look like in both instances that is when you have to create a new account or sign into your existing account you can do so by entering your credentials or alternatively you can simply sign in using your google linkedin microsoft accounts the advantage of this is that it helps you import your contacts and add users to zoho sign from your google workspace or microsoft 365 accounts additionally when you create a new account you can choose the data center for your account to ensure your data is processed ing to your regional policies once you sign into your zoho account or sign up for one you will arrive at this screen when you try to access osi if you are new to zoho sign and you would like to create an individual account you can do that by clicking the second button but if you are new however your organization has an existing account please ask your administrator to invite you before creating a account you should contact your itt to make sure there's no existing account for your email address this is because only one zoroassign account can be created per email address if all of this is done correctly you will find yourself in the zoho assign dashboard as you can see here on the left is the navigation pane where you can view and manage your documents templates sign forms and access reports for your documents or change the settings of your zoho sign account from the right side you can expand the activity feed where you can track all your document activity in real time to sign a document or send one out for signature you can use the buttons in the center of the screen if there are any documents you need of your signature you can view them as well so let's see how to upload a document and sign it yourself zoho sign supports all popular document file types such as pdf docx rtf txt and xls you can upload up to 40 files in the document signature request but the size of individual files can't exceed 25 mb and their combined size can't exceed 40mb click on the sign yourself button which will take you to a page where you'll be asked to upload the document to be signed here you can add the document in two ways either upload it from your local storage or import it from the one of the integrated cloud services provided you have an account with it and have authenticated zoho sign to access your storage once done you can enter a document name and click continue you can see the document in the document viewer and add your signature and other field of information to it from the bottom right corner just by dragging and dropping them if you have not done so already the signature wizard will help you create an electronic signature in your zoho sign profile after you have completed signing the document you can send a signed copy to a colleague or an associate via email now let's look at how you can send document out for signature click on the send for signatures button on your dashboard this will take you to a page where you have to add the document to be sent you can add the document using the same method as i showed you before then you can scroll down to setup the sign workflow for the collection of signatures here you can add the recipient details assign a role for each recipient and set a signing order if you want to send separate copies of the same documents to multiple recipients for their signatures you can also add up to 300 recipients in bulk we offer four roles that can be assigned to recipients needs to sign receives a copy in-person signer and an approver please note that if a recipient's role is chosen as receives a copy they will only receive the signed copy you won't be able to add any field for that particular recipient similarly approvers will only be able to see and approve a document and you can't add any fields for them to present contextual information to individual recipients and perhaps for additional security you can add personalized private message for each recipient you can also enable an additional measure of security by sending an authentication code to the recipient by email sms or an offline method following that you can also configure more settings for the documents such as request and document validity days to complete is similar to a deadline before which the document needs to be signed and returned once the deadline passes the request expires and the recipient needs to contact the sender or the administrator for an extension to access and sign the document another key setting here is automated reminders this setting is handy if there are multiple recipients as it sends periodic reminders to the recipients who haven't yet signed or approve the document based on the frequency set by the sender after all these are configured clicking the continue button will take you to the document viewer just like we saw earlier add the signing field using drag and drop for each signer something to note here is that except for the signature and initial fields you can also format and label the fields by double clicking them you can set the font default value field name and other formatting options like font size bold italics and etc once your added fields for all the signers click on send will bring up a pop-up for you to verify the number of fields added for every recipient once confirmed the document is sent out for sign a once a document has been sent out for signatures you can track its signing or approval status at any given time to do that click documents on your zoho assign dashboard in this window you can manage all your documents in a list view click on the actions icon to open a menu of actions you can perform on the selected document click on a document to track and manage it using the detailed view over here you can track the status of the document for each individual recipient and perform actions like downloading the signed document or completion certificate you can also mail a copy of the document transfer its ownership create a template or a new workflow using the document now let's quickly take a look at how you can create templates and use them to send documents for signatures this feature is very useful in situations where you have to send documents that are frequently reused such as offer letters and nda forms to different recipients with little change in its content or formats from your xosine dashboard click on templates from the left navigation pane over here you can see the list of existing templates if you want to perform additional actions to an existing template just click on the actions icon to open the menu of actions to create a new template click the create template button at the top right of the screen once you are at the template creation page you can add the document you wish to create a template out of in the same way you would add a document for signing or sending configure the e-signing flow by adding the recipient roles but please ensure that you have entered a value in either the role or email text box when creating the workflow the next step is to add your sign up fields and also the pre-fill fields which can be populated when you send the template out for signature you can also find the option to add a field template under the actions drop down menu this helps if you want to add or import fields to the current document from an existing template once all the necessary fields are added click save to save the template then from the template screen simply click on the template which needs to be sent out for signature now you just have to fill out the details for the pre-fill fields add the recipient details and quickly send the template out for signatures before we wrap up this session i want to speak about the various third-party digital signature integrations offered by zoho sign you can enable them in the integrations window under the settings menu from your xosine dashboard by default zoho sign offers standard electronic signatures or basic digital signatures but to meet certain local regulations you will need to use the third party signature providers to verify the signers identity or obtain personalized digital signature certificates to satisfy those regulations zosine has partnered with the following service providers for digital signature solutions presently for the indian data center we have emudra and other resign services and for the eu data center we have qualified electronic signatures provided by unataka a qualified trust service provider please note that these integrations can be enabled only by the administrator of your organization some of the upcoming features we plan to roll out soon include more third-party digital signatures such as qualified electronic signatures via infoset in the eu e-sign for singapore via sync pass qualified e-sign for the eu via eid based signer authentication we will also be supporting usb signatures which is presently only available on windows on other platforms such as mac os and web browsers we are also coming up with a feature that allows you to send documents for signatures via sms for compliance with the 21 cfr part 11 fda regulations in the united states additionally we are also adding many more integrations with our other zoho applications such as zoho directory a secure platform for workforce identity and access management and zoho checkout which helps you collect payments from your customers while signing a document we also have third-party integrations in the works with applications such as salesforce fibre sap and microsoft of power automate here are some important urls to get started with server sign if you are stuck at any point while setting up your zoho sign account you can always find related help docs in the first link we also have individual links for our solutions guide integrations and api guide we also have our very own youtube channel and video repository where we upload all webinar recordings along with how to videos for all our native applications if you have any other queries ideas or want to engage in discussions with our community of developers and users you can visit our forums and participate i have also given the links for you to read up on the legality of zoo sign in its pricing and request a personalized demo for your organization if you have any feedback or need any form of assistance you can always reach us by email emailing us at support zoo sign dot com you can also visit our social media pages for the latest announcements regarding our product and engage with us there if you are a social bug all right my colleagues have been answering all your questions as i was presenting but before i wrap up let's see if there are any further questions or if there's any follow-up to the questions we have already answered hi linda building a pca compliant is a part of our product roadmap we will be compliant by the end of 2022. is thousand part of zoho one yes jeff so sign is part of zoho one and all the users of zoo sign can access the enterprise edition of zoho sign hey hi rajiv uh there's actually a bunch of questions here so i figured i'd jump in and try and help you out answer them okay so i'm seeing a bunch of questions here let me just quickly take a shot at answering a bunch of them uh thank you all for the questions it's been very interactive i've been uh answering a lot of questions as rajiv was presenting and it really helps us to know that you know a lot of people uh need answers for these questions and uh we're happy to provide them so uh the first question that i am going to be answering orally is uh so from shane so she ain't saying they would like to see a feature that allows them to sign documents in their dashboard i'm guessing it's when you have multiple documents lined up in your dashboard and you would like to have a single button that helps you sign all documents in one shot so a version of this is already available which we call bulk sign uh that's something you can access if you are already in the hosting where you have documents which have similar fields or rather identical formats uh in that case you can sign documents in one shot but if you have various documents of different formats and fields unfortunately we don't have a provision for you to sign these documents in one shot at the moment but it is something that we are building we are looking to build as uh we understand it's a part of a it's a core requirement for a lot of businesses when they assign multiple documents uh with the same signer so yeah uh i can understand uh if it's something that you're looking forward to in zoho sign as you're looking to migrate from another vendor but uh it's something we don't presently have but i'm happy to let you know that we are building it uh and when we do release it we will uh make an announcement all right uh uh there's another question from peggy uh the question reads can we review what other staff has sent uh okay so i'm not really sure i understood the question but based on my understanding i'm thinking you're asking if somebody within the zoo is an organization can see what other users have sent other people if that is your question uh then the answer depends uh so if the person viewing the zoho sign documents is an administrator then they would have access to on uh sort of look at questions sent by other users as well but if it if it is just a user they don't have administrator permissions then they cannot see other people's documents or even other users documents however this can be changed if a particular user chooses to share their own documents with another user which would then mean that you know they would have to reach out to the administrator or the administrator would have to enable sharing of documents and templates across these users and so on so i hope that was a good answer to your question but if i misunderstood it please let me know uh and we'll try to answer what you have all right so another question uh comes from corey it says when saving documents to a folder where does that folder go all right so zoho sign has folders and document types to help you organize your documents these are essentially just labels so we don't really have an actual folder like structure like how you would see in a document management application like say zoho workdrive or google drive as uh zoho sign is yet to sort of uh build that into the application itself since we are more uh you know uh towards integrating with these cloud applications and helping you bring in documents and exporting them back to these locations but inside zoho sign the folders and the document types what they ideally do is they label documents so that you can then uh sort of go to your documents list and filter them by these folders or document types to sort of see which documents have been tagged to a particular folder or a particular document type but i understand that this might sound a little insufficient at this point but we are actually actively building a proper organization mechanism where you can access folders you can have document types and sort of sort sift through your files sort them ing to folders and uh sort of go up and down navigate through these folders and so on so that is something in in the works but for now it's not quite there the way you would want to uh see it but like i said we do integrate with various cloud storage providers so if you have documents over at say one drive google drive zoho work drive box dropbox and so on you can do that there and then you can bring it into zoho sign get it signed and then export it back to these locations for you to keep your documents let's see what other questions alok has a question how does the commercial go uh look i'm i'm assuming you're referring to our pricing uh so we do have uh the links to pricing in our in the previous slide rajiv could you just go back to the previous slide you can click on the link uh from uh you know there's a slide that's up on your screen right now and see how uh zoho sign is priced and uh yeah i hope that answers your question so pete has come up with a question once all contracts are signed possible to store them in a google workspace file structure automatically yes of course so we do have an enterprise feature that is automatic cloud backup where if you go and enable it all the documents that are being signed inside so sign can be automatically backed up to a folder within your google drive uh as you have configured it so i urge you to check out that feature just you can just uh uh you know sort of just search for automatic cloud backup uh for zoho sign uh you will find it in our youtube channel the links are on the screen as you can see uh we will it has sort of a mini tutorial on how to get that done all right okay there's a lot more questions i'm just i'm just taking my time to answer these questions uh and try and sort of give you guys a good enough answer so that uh you know you don't have to go hunting for a proper explanation later on okay does zoho sign provide an approvals workflow that is users create folders for signature but they go to an approver before they are sent oh all right uh this this comes from pete again all right so this question i'm assuming what you're saying is you want a folder to which the documents you send out all land up in and somebody who has access to that folder say a supervising authority takes a look at each of these documents one after the other approves them and only if they approve these documents go out all right so uh this is something it's not available as you have described it meaning there is no folder to which documents land and somebody has to approve it and then they go out rather what you can do is you can build the workflow in a way where the first person that is signing a document doesn't sign it but rather approves it that way you can always send documents out to an approver first and only if they approve it the workflow carries it on to the next person who's actually the first signer in the document so that is something you know you can just build just by just sort of playing around with the workflow i think that's fairly self-explanatory if you uh learn how to uh sort of build workflows with zoho sign but uh yeah not uh that's what you are exactly asking for is not something we have available all right uh next question again comes from pete thank you pete for all these wonderful questions i hope my answers are helping you out can you only create a document template by importing a word or a pdf document or can you build the document in zoho sign like creating an email template in zoho crm alright so this is a very good question so right now zoho sign does not have its own document editor because like i said uh the application helps you sign documents but what we do have is integration with google docs we have an integration with zoho writer where you can build out these documents we do have an integration with zoho crm as well where within crm there's an integration with writer for you to build documents and templates so if you have documents prepared in writer or in google docs or in crm then you can you know make use of our integrations with these applications to start a workflow for collecting signatures assigning documents directly from these applications we do have these integrations uh published with help documentation so you if you just explore our integrations tab you will find out how to go about it uh so yeah and you can uh especially in the case of uh you know google docs or zoho uh writer you can always make changes to the document when a workflow is in progress to sort of try and make changes uh based on whatever negotiations that happen and then try and reinitiate the workflow uh which is not something you can do directly from sign but rather from these applications through the integration that is powered by the whole sign all right uh good question here from colton can you add individual disclaimers to be displayed conditionally on the specific all right okay so i'm going to split this into two parts so if it is about adding disclaimers to the email communication that is being sent out uh that is something i believe you can customize the email templates where you can add your own information but if you're talking about the disclaimer of the footer that's something that comes with zoho sign and that cannot be modified but like i said you can customize the email template itself so you can add whatever information you need to add there but if you're talking about the contents of a document where in the document you want to have clauses and conditions based on the decision of assigner to appear and sort of move around that is something that zoho sign does not offer but what i would be able to uh suggest is you can try zoho contracts which is our legal contract signing product uh that helps you manage your contract lifecycles build contracts and send them out and i say this because contracts uses zoho sign to get your documents signed so contracts is an end to end contract lifecycle management application that helps you draft and maintain contract send them out execute them and so on but it integrates with zoho sign to sort of help you send them out and collect signatures and in that process you can actually have the contracts be conditional and so on uh the clause is pre-conditional and so on so yeah i hope that answers your question um okay so here's a question uh how is hello sign different from zoho sign look uh we uh uh so we do have a comparison page on our website if you go to dot com sign at the very bottom in the footer we'll have a comparison sheet of sorts that you can take a look out uh take a look at and not decide for yourself as to what suits you the best okay so here's a question will there be a function to send sms via ring central messaging is there a way to use custom domains within zoho sign all right great grids of questions james uh so uh okay so right now zoho sign does not offer integrations with a telephonic or telecom applications that allow you to send out sms's or make calls but you can uh in the very future in the in the coming weeks we are actually planning to roll out a feature that allows you to send documents via sms but that is through an internal service that we have so you don't really have the option to pick the provider but uh that's just something that we feel might be useful to you but if you want to sort of send this out using your own provider that is not something we have in active development at the moment but it is in our roadmap so some you know somewhere down the line we will have it uh once we are done building what we are building right now and uh the other question being is there a way to use custom domains within zoho sign yes there is uh the option to have custom domains implemented with zoho sign it is currently in closed beta so uh some of our customers and partners have access to it with whom we are trialling the future but if you would like to be a part of that better beta participation program as well then do write to support zoho sign and we'll uh you know activate it for you to try out all right uh so pete you just asked if i mentioned zoho right it's called zoho writer so writer is an application it's a word processor similar to google docs microsoft word and so on so that's part of the zoho suite of applications that helps you build dark documents you know craft beautiful ones it has it also comes in with its own set of templates and so on that you can start sort of start with and build your business documentation out with so yeah uh it's called zoho writer i'm just responding to your question with the name of the app so you can try it out all right i'm looking at questions to see if there are any unanswered questions okay uh can you explain folders option a little bit all right so again as i was saying earlier folders is just a label inside zoho sign that allows you to make it look like you're adding documents to a particular folder but at the moment it's simply tagging it as part of a folder there is no explicit option available inside zoho sign to open up a folder and see what documents are a part of it but it is in the works that we are building that view where you can see it sort of like an explorer a file explorer to allow you to see that but what you can do instead is to go to your documents tab and in your documents tab all your documents are listed and you will have different columns so for the columns you can set filters and use the filter to sort of see documents belonging to a particular type particular email particular owner and so on so there you have a folders filter as well which you can then use to filter documents that have been tagged as a part of one folder or one document type and use it for your own reference all right uh here's a question from jeremy is it possible to make pixel perfect signature forms in zoho sign say using an existing government pdf form and importing this as a base template and then adding signature fields on top of it absolutely jeremy this is possible all you have to do is just get the pdf document into zoho sign and it decodes it in a perfect manner without actually you know messing up the document design or template or the formatting and just lets you add fields on top of wherever you need them to place and then send them out for signatures so we don't really like i said we don't touch the document contents or the document design in itself rather what we add to the document is just the fields of information and the signature which are super imposed on top of the document based on where you want them to be and then built and sort of signed so yeah this is absolutely perf uh possible uh it's just down to you to sort of you know add the fields align them customize them and make them look neat and tidy rather than you know sort of just dragging and dropping them and uh expecting the application to you know do its own thing we are working on some ai capabilities that would do that in the future but presently we have given uh the option for users to set the formatting set the design set the alignment of sorts for all the feeds that are being added and then making that work within the application with the document all right uh mark has a question uh when i forget to add some text on a document it would be handy to be able to add that instead of regenerating the document and uploading it again uh i understand uh this difficulty mark so as i was saying uh since zoho sign does not have its own document editing capability what i would suggest is you can probably add this document to zoho writer or google docs depending on what uh ecosystem you're using and then use the zoho sign integration to initiate a workflow from there so in that case if you have something to add to the document you can still do it inside writer or inside google docs and then re-initiate the workflow uh then uh you know sort of having to do it on your computer and then creating a new document and uploading it to server sign all right uh there's a question from susan all right it appears susan missed most of the webinar due to some technical difficulty i'm very sorry sorry susan that happened that it happened to you but the second part of the question is i hope so signs well integrated with zoho crm and zoho flow can be used with zoho sign absolutely uh zoho sign integrates with zoho crm in a very deep and contextual manner that it allows you to sign documents from eight different modules integrated with custom modules create custom functions workflows and so on so please access our help documentation and uh you know try and try it out in a way that suits your business better if you need help you can always reach us at our support email and we will have our engineers uh get in touch with you same goes for zoho flow as well we have all the necessary triggers and actions that require you to connect zoho sign with different applications to sort of uh build seamless workflows it helps data flow from one application to another and have you you know use it to your best abilities all right uh robin uh has a question in a template is there any way to pre-fill some fields with data and save it so these fields are already populated every time you need to send out the form as far as like uh so far i can only save the information but have to paste it in each time i send uh robin so in the zoho sign application itself whenever you create a template when you're adding fields there's pre-fill fields which allow you to add information to the field to fill it in as you're setting the document out and there are also normal fields for signers now the advantage of prefix fields is that it can be mapped with other applications integration through integrations to pull data and fill in to these fields but if you want some default information to be present in these fields all the time what you can do is you can just simply click on whatever field you're adding and there's a default value box that shows up on the right in the field properties where you can enter this information that way the fields are added and there's always a default information that's present in that field which if you want the signer to edit you can enable editing or you can mark it as read only so that the signers always see the fields it is already filled with some default information but they can't edit it so this is just something that you can try it's it's very simple just add the field click on the field and then add the default value on the right side and the field properties and then yeah you're done you can use the template how many other times as you would like to do so all right let me just quickly give all the questions a read so that i make sure i haven't missed out anything oh that's a quick question from james is there a way to remove the zoho logo from the mail templates absolutely uh you can just go to your settings on the left side and you can go to your email templates before you can do that you can even add your logo instead of the zoho logo to the emails so what you can do is go to settings and under settings you have organization details go to organization details and then you will see this option to add your company's logo you can click on that upload an image of your company's logo and instantly that replaces all the logos across the email templates that you send out from zoho sign so you can just go to zohos then you can go to email templates under settings account settings and you will find that the email templates all now carry the organization logo that you've added to your organization page and it's replace the zoho sign logo so this is something you can do and you can customize the rest of the template as well all right um just taking a look at the other questions that have come up making sure i haven't missed out any questions um all right mark's asked a question will you add a feature to where we can add a text to a document before we send it out for signature i believe this is the same thing as the question that you asked about pre-fulfills so yeah you can add fields and give them default values so that they have those values filled in already when you send a document out so i hope that answers the question but if your requirement is something else do let us know all right chirag has asked a question ndas often have different sections for different customers is there a way to upload one nba template add remove sections of text before sending them out all right so this is something i uh i spoke about earlier so we don't have documents which have conditional clauses uh that can be sent depending on the type of the customer or the type of the deal that is something uh that is available in zoho contracts which is our contract lifecycle management application so you can probably try that and that uses zoho sign to collect signatures so you can try zoho contracts build out your templates in a conditional manner for all the counterparties to sign the documents and then initiate a workflow from contracts using assign integration to send documents out all right uh basil i'm sorry if i'm mispronouncing your name this has asked a question is there no way to customize the pop-up message that a customer receive when they enter a wrong email address all right um i'm not sure as to what you mean by the pop-up message when a customer enters the wrong email address could you please elaborate more uh so that we can try and uh give you an answer that helps you all right i think i've answered pretty much every question that i've gotten uh okay we've just received a couple more questions so i'll quickly answer them uh james is asked can we have multiple organization logos uh yeah james this is something that we are building right now uh so i understand it's not available in zoho sign at the moment if you have noticed but we are introducing a feature that would let you have multiple portals multiple organizations uh within zoho sign and multiple profiles as well that way you can sort of customize things every time you send a document out this is very important i understand for people who are part of say multiple entities so uh it's not presently available but i can assure you that you know it is being developed and it should be available very soon all right um okay so curtis has a question in zoho sign settings my time zone is set for uh us central standard time but the signature date on my forms continues to show uh pacific standard time how can i change this all right a very good question curtis uh to be fair i'm not unders i'm not sure as to why this is occurring uh maybe uh uh the date is being fetched from your computer which is on a different time zone from the time zone in the profile or if that's not the case if the time zone in both your profile that is in your settings and in your computer are both the same but it's showing a different time uh then please check with your administrator to see if they've enforced a common time zone across the organization because that is something that can be done in the general zoho settings through zoho one so uh uh if that is not the case and you still seem to have this issue which persists do write to support at zoho sign and will help you try and investigate this issue okay uh basil just explained to me the question that i couldn't understand when a customer adds their email address to the signature if the address is wrong they get a pop-up that is hard coded all right um you mean to say when you are adding an email address to a document that you're signing and the address is wrong then they get a pop-up that says it's wrong okay i can somewhat understand why this would occur so in zoho sign when you add a field the field is uh sort of validated against some common formats so when an email format email field is added to a document what zoho sign expects from the signer is that they would enter an email address over there and if the email that and it carries a certain format that is it carries the uh the at the rate symbol it carries a dot something a domain in it if this format is not satisfied in the field uh and in the information entered by a signer in that field then it automatically invade invalidates that field and says that you know they haven't entered the right email address so so so long as they enter an email address there it should it should work just fine but if that is not the case then it might throw an error and that is not something that is up to us to correct it's more like the sender of the document wants you to enter something in a specified format so it's something that normally you take up with the center but if it is not quite what i've explained and i misunderstood this do write to us with an example or a screenshot so we can understand this further and help you out okay yeah i got it so you're saying they get a message saying please contact your provider uh so all right all right so yeah i understand this so this is something where the center of the document is expecting a very specific response and it doesn't seem to match with what the signer has ended and as a result zoho science not letting them proceed uh so yeah i'm i'm really sorry to say that in this case it's not really up to us to decide uh you know how this is acceptable or it's not and rather they should be contacting the document provider who are probably expecting something very specific and don't want to see something else in that field so yeah the provider in this case is a document sender so i hope that answers your question i feel like i've answered pretty much every question that's come up all right so i don't think there are any further questions uh all right so i think i'll pass this session back to rajeem so yeah rajiv take it away from here thanks sal for jumping in i think we can wrap up the session for today with that thank you all for participating i hope you all had a lot to learn and take away from this webinar do watch out for future webinars and join us to learn more until then this is rajiv taking live on behalf of zoho sign take care and have a great day