June 2025

Custom Fields

A faster way to reuse your frequently used fields with preset values and settings across documents.

You can now save fillable and simple fields with pre-filled values, sizes, and validation rules, then reuse them in future documents without recreating from scratch.
Note: Position, assigned role, formula, and payment data are not preserved in the preset.

Preview Mode

What’s new:

Clearer entry point for previewing documents
A quick animation when switching to Preview Mode to help indicate you’ve entered a new screen
Updated layout and labels, including a “Back to Editing” button
Emulated signing experience across desktop, tablet, and mobile views, so you can preview documents exactly as your recipients would see them
A clear message that fields filled in preview won’t be saved

These updates make it easier to confidently review documents before sending them.

Approver Flow

The Approver Flow feature enhances document approval processes, ensuring that documents requiring approval do not proceed to further signing steps without explicit approval. This addition improves regulatory compliance and enhances workflow transparency, making it essential for organizations operating in compliance-heavy industries.

The "Approver" role is clearly identified with an icon and description.
Approvers can navigate through all fields in the document.
Previously filled fields are displayed as static, while unfilled fields remain interactive.
Approvers must either Approve or Decline the document to proceed.

Improved Contact Display on Document Cards

We’ve enhanced how signer information appears on document cards:

Full Name Display: When available, a contact’s full name is now shown instead of their email address.
Contact Mini Card: For signed documents, you can now click the arrow next to a signer’s name to view a mini contact card — just like you can for pending signers. This mini card is informational only and does not include any actions.

These updates make it easier to identify signers at a glance and improve consistency across statuses.

Enable Payments in Correction Mode

Users can now edit or add Payment Requests in Correction Mode for recipients who have not completed signing.

Ensures proper validations to prevent changes for completed steps.

This update improves flexibility in payment management while ensuring compliance with signing validations.

Ability to Filter Out Password-Protected Documents

We are introducing a new feature that allows users to view password-protected documents with a "Waiting for Me" status directly in the document list.

What’s Changing

Document Visibility:
- All password-protected documents with "Waiting for Me" status will now appear in the document list.
- These documents will be represented by a document icon instead of a preview thumbnail.
No Preview on Hover:
- There will be no hover preview for these documents.

This update enhances the user experience by making it easier to manage and interact with password-protected documents, even when they are in a "Waiting for Me" state.