Digital Certificate-based Signatures for Zoho Sign

Sign documents with the highest level of compliance

In some regions and regulated industries, it is preferred to use digital certificates, like USB tokens or PFX files, for higher identity assurance. Individuals can either use a common organization certificate or their own digital certificate to sign documents digitally.

Identity Assurance

A USB token or PFX file is a password-protected digital signature certificate. The signer has sole control of the certificate and the signing keys, which makes the document signing process highly secure.

Key Benefits

Popular Use Cases

Finance

Fund transfers
Tax Returns
Credit Reports

Legal

Shareholder agreements
Parent Filings
Non-disclosure agreements

Healthcare

Insurance Claims
HIPAA forms
Premium Receipts

How the Integration Works

Step 1

Zoho Sign admins will enable the PFX signing integration and choose from two certificate options.

Step 2

If admins have chosen the Organization PFX option, users in their organization can use a common digital signature certificate to sign a document.

Step 3

If admins have chosen the Individual PFX option, users have to upload their own PFX file to sign a document.

Step 4

If signers would like to sign the documents with their own digital signature certificate, they should select Sign via PFX after filling out the document's signature fields.

Step 5

Signers can download the certificate of completion from their Zoho Sign account.