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Can I bulk download signed documents from Zoho Sign?

Bulk download from the Zoho Sign web interface has been limited, and users have asked Zoho for a better option. The practical approaches are to connect Zoho Sign to cloud storage such as Zoho WorkDrive so completed documents are saved automatically, or to use the Zoho Sign API to download completed documents in bulk. Check the current interface first, as options change.

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For future documents, the easiest fix is automatic storage. Zoho Sign can connect to cloud storage, including Zoho WorkDrive and other services, depending on your plan, and save each completed document to a chosen folder. That gives you an organised archive without manual downloads.

For documents already signed, the Zoho Sign API can list completed requests and download each document and its completion certificate. A short script or a Zoho Flow or Deluge routine can loop through them and store the files. Watch API limits and run it in batches.

Also check the current web interface. Zoho updates Sign regularly, and multi-select download options may be available in your edition. Whatever method you use, keep the completion certificates with the documents, as they are the audit trail for each signature.

Key points

  • Check the documents list for current multi-select download options.
  • Connect Zoho Sign to WorkDrive or other cloud storage.
  • Set a folder structure for completed documents.
  • Use the Zoho Sign API to export past documents in batches.
  • Keep completion certificates with each document.

Common questions

Does the completion certificate download separately?

It can be downloaded with or separately from the document, depending on the option used. Keep both.

Can Zoho CRM store signed documents automatically?

Yes. When sending from Zoho CRM through Zoho Sign, signed copies can be attached back to the record.

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Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question

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