Release Notes
1.14.0
03/15/2023
General
  • Updated the link to the step-by-step tutorial PDF that is sent out in the "There is a document ready for you" email.
  • Updated the email address located on the "All Done" page.
1.13.0
5/16/2022
New Features
  • Added the ability for a Site Admin to transfer documents and templates between users.
1.12.1
11/04/2021
Bugs
  • The bounce code 5.1.351 (Remote server returned unknown recipient or mailbox unavailable) was added to the system.
1.12.0
10/23/2021
New Features
  • When a user clicks on a document link from an email and is not logged in, the system takes them directly to the document after logging in.
  • Created a new Settings area. Added the ability to manage email notifications to the settings.
  • Email Notifications. The system will now (if enabled for that document creator) send email notifications when the following actions take place for their document. Cancelled, Declined, Expired, Recipient Step Completed, Email Bounce.
  • Added a new section to the bottom of the user edit page. If a confirmation email has been sent but the user has not confirmed yet, there will be a line showing when the last email was sent and a button to resend the email. If the user has confirmed their email there will be a button to send a password reset email.
General
  • The alignment of the field names was fixed so they are centered vertically in the field.
Bugs
  • When using a template and assigning a recipient to a role, if the form is submitted without changing anything, the same user will be assigned to all roles. Changed the form to default to "Pick a User" in each user selection list and then checks to see if a user is selected upon form submission. This ensures each role is filled intentionally.
1.11.0
10/07/2021
New Features
  • Added new email codes to the system. It now identifies Invalid Email Addresses and Mailbox Full issues.
  • Modified the document view so when the document is completed the actual PDF is shown in a PDF viewer. It can be printed, downloaded or viewed with all the normal PDF viewer functions.
Bugs
  • When adding clients as recipients or users to companies, the system would sometimes create a duplicate user with the same email address. This was because that user was previously entered under another company. Resolved this so there is never a duplicate.
  • If a user uploads a document with a blank page as the last page of the PDF, it caused issues creating the final signed document. Added a check to the system that will reject documents with a blank page as the last page.
1.10.1
09/01/2021
New Features
  • The tutorial PDF has been removed and the new FAQ section has been added..
Bugs
  • When a document is first uploaded and is being processed, if you started to update one of the document settings during that time and didn't click off the field before the document was processed, the field content would reset back to the initial setting. To prevent this, the document properties fields are disabled while the document is being processed.
  • If you have a multi-line text field and enter part of a line, hit enter and type more, the line break will disappear when the final document is produced. Fixed it so the line break will be maintained and the intended layout of the information entered is maintained.
  • When a document is created and no recipients added, it would not show up under My Documents.
1.10.0
04/14/2021
New Features
  • Added the ability to add one additional recipient to a document. You can now have up to 9 recipients per document.
  • Added pages to the My Documents page, showing 10 documents per page.
  • Added the ability to filter the My Documents page.
Bugs
  • When an "Email Undeliverable" was encountered, then the email address was corrected and resent successfully, the document status was not changed back to "Awaiting Completion".
1.9.0
03/25/2021
New Features
  • Added the ability for the system to monitor the system mailbox and identify when a document notification email was undeliverable. Then update the document status showing the issue and emailing the document creator so they know there is an issue.
1.8.3
03/25/2021
Bugs
  • The ability to set the laserfiche document type was missing from the templates.
1.8.2
02/02/2021
Bugs
  • The old text fields (the ones that have set sizes) are not the proper color when filling out the form. They were showing as red instead of the color of the recipient filling out the form.
  • Special characters were causing issues when added into a text field.
1.8.1
01/26/2021
Bugs
  • The My Templates list was not limited to just templates for that person's company. Reworked the query so it only returns templates for that person and his/her company.
  • After adding a new template, the page would not auto refresh showing the document after it was processed.
  • The expiration field on the template would allow values outside of the set range.
1.8.0
01/24/2021
New Features
  • Added the ability to set an expiration for each document/template.
1.7.1
11/30/2020
General
  • Updated the tutorial documents and the information document.
Bugs
  • The font sized used to stamp the document was slightly different than the one used when filling out the form fields. In combination with the new resizable text fields this was sometimes resulting in text wrapping to a new line when it shouldn't. Modified the font sizes so they matched.
  • The list of users shown when selecting to use a template (in the "Pick a User" dropdown) was not accurate.
  • With the addition of checkbox groups. Existing Templates with checkboxes where not able to be used.
1.7.0
11/29/2020
New Features
  • Removed the different text field sizes and added a new text field that is resizable. The field can now handle multi-line entry.
  • When a field is selected to be added to a document, the field will be shown as the mouse is moved over the document. Giving you a visual reference of where it will be placed.
  • Now it is not possible to overlap fields. The system shows you where the field will be as you move the mouse around. If the field is over a spot that it would cause an overlap, it will turn red and not allow you to place it.
  • There are now properties for the document and each field. When the field is selected, the properties for that field show in the properties box and can be edited. When the document is clicked, the properties for the document are shown.
  • Each field has a tab index property. This allows the user to set the order the fields are presented to the client as they use the tab button. By defualt, this order is set in the order the fields are added to the document but can be edited.
  • Most fields now have a "Required" property. This set whether the field is required to be completed by that recipient.
  • Text fields can be set with character type limitations. Either "All" or "Numbers" can be set. The numbers setting includes all numbers and the following special characters (dollar sign, decimal, space, hyphen).
  • Checkboxes now have the ability to be grouped and have additional validation settings. Like "Select at least one" or "Select no more than two". The setting and number value can be set for each checkbox group.
  • The name field can now be set to First Name, Last Name or Full Name.
1.6.0
10/12/2020
New Features
  • Added basic reports to the Company Admin and Site Admin menus. Account Activity, User Activity, Document Recipient and Document Volume.
1.5.2
10/08/2020
General
  • Updated the email format to include a client tutorial link.
Bug
  • On occasion, there were duplicate emails being sent to recipients after the document was completed. Found this was due to the final recipient clicking the back button and resubmitting the document again. This put it back in the queue for processing. Made it so this is not possible.
  • After document completion, a logged in user was being redirected to the generic "All Done!" page. This page is meant for clients, not users. Fixed the redirection.
1.5.1
10/05/2020
Bug
  • The "Resend" function was not using the new email engine when a user that has not activated their account tried to login.
  • The number engine was using the wrong date to keep track of what documents were sent within a specific time period.
1.5.0
09/30/2020
New Features
  • Initial admin panels. Company and Site admin ability depending on user settings.
  • Active User Tracking. The system now knows what users were active during a specific billing period.
  • Billing Packages and the ability to track documents sent against the package limit.
  • Added the ability to add an add-on package to a user. Adding additional sends to that account for that period.
  • Summary of documents sent now can be shown on the user's home page. This shows how many they have sent and how many they can send during that period. This feature can be turned off by the admin.
  • Documents sent warnings and alerts. The system will now show a warning when a user hits 75% of their limit. Then an alert when they hit 90%. Then depending if the account is set to enforce the account limit, it will disable sending at 100% or show an "Over the Limit" alert. All alerts show once per login session. These warnings/alerts can be disabled by the admin.
  • User management. The admin can now add, enable, disable or edit a user.
1.4.1
09/22/2020
Bug
  • The Cancel button was not showing for the creator of the document if the creator was not also a recipient.
1.4.0
09/16/2020
New Features
  • Added the ability to edit a recipient's name. That name is specific to that document so if another document is done later and it is for another person (or couple) that use the same email address, another name can be used for that specific document.
  • Added the ability to edit the role names in a template.
  • The way the recipient status is shown has been changed to make it more clear. It also indicates the current task with a blinking notification. When the recipient hovers over that notification, a tooltip will appear explaining what they need to do.
General
  • Made it so a user could not set a blank document name.
  • Made it so a user could not use restricted characters in a document name.
  • Now when a template is edited, the "Last Change" field is updated.
  • Enabled the system to handle special characters in recipient names (like Bob D'Angelo).
  • Updated the "My Documents" page to show "Processing" for all documents currently being processed by the doc and mail engines. This way nobody can open a document and be presented with an incomplete or missing document.
  • Improved the look of the recipient area with hover colors and matching widths no matter how long the recipient name is.
1.3.0
09/14/2020
New Features
  • Added back the ability to resend the last email for a document. This function is now live and shows that the email is sending and then updates the information on the page automatically.
1.2.1
09/14/2020
General
  • The notification that the document was uploaded, but still processing, looked too much like an error and was confusing users. Updated this to look more like a positive informational message.
Bug
  • The document prep page was not loading when the document had no laserfiche document type set. Fixed this so it accomidated this situation.
1.2.0
09/12/2020
New Features
  • All email and document processing has been moved to the backend of the site. Now a user does not have to wait for a document to be processed or an email to be sent before the site moves on to the next page.
  • Added the ability to edit the Template Name of a template.
General
  • The recipient buttons can now be clicked anywhere on the button, not just the text in the button.
1.1.3
08/31/2020
New Features
  • Modified the "My Documents" page to show more information. It now shows date/time created and sent, your role in that document (creator or recipient) and a list of all the recipients of that document (in signing order) and their status. If a recipient cancels or declines a document, the reason they enter is available by hovering over the X next to their name in the recipient list.
1.1.2
08/30/2020
New Features
  • Added a real home page to the site with a Login button that takes you to the login page that was the home page. The new home page is bypassed for some clients.
General
  • Modified the references to assistance emails throughout the site and now all email is sent from a noreply mailbox.
1.1.1
07/14/2020
New Features
  • When adding fields to a document or a template, the action is now dynamic. The page does not reload when the document is clicked. Allowing the user to add multiple fields quickly.

  • For a Laserfiche Integration enabled company, when creating a template, it asks for the laserfiche document type. (not required)

  • When editing the Document Name, File in LaserFiche, DICE Subscriber Number or Document type in both Document or Template views, the action is automatically recorded. No need to click a submit button.
1.1.0
07/07/2020
New Features
  • When a company has the Laserfiche Integration enabled, it will ask for the DICE Subscriber Number and Document Type for each document before allowing it to be sent.

  • Added the ability to send copies of completed documents to a Laserfiche monitored mailbox.

  • Add a check that ensures the Laserfiche fields are completed and there is at least one field added to the document before allowing it to be sent.
1.0.1
05/18/2020
New Features
  • Changed the "Add Recipient" process to identify if a client being added to a document has an email address of an existing user. Now the system does not create a new client, it just adds the existing user to the document instead. This prevents email address conflicts.

  • Changed the "Add Recipient" process to identify if a client being added is already in the system. If it is, just add that client to the document without adding a new client. This will enable the ability to give access to clients in the future. Giving them the ability to see all documents they were recipients of.

  • Changed the "Add User" process to identify if a user being added was previously a client. If so, just update the old client account to a user and send that new user an activation email. This will allow this person to retain access to all previously signed documents and will prevent email conflicts.
1.0.0
04/29/2020
Initial Version This is the initial version release of the eSign Platform.