Unified list for Document Group Templates and single templates
When a Document Group Template is created, its duplicate is automatically placed in the Templates root folder.
Document Group Templates that already exist in the Document Group Template root folder (but not in team folders) are available in the Template root folder.
Templates that are a part of a Document Group Template are still shown in the list as a separate template.
Uploader improvements
Introduced enhancements that make the process of uploading documents more straightforward and give users more control over the various upload options.
Blocking disposable email addresses
The system now includes additional validation methods to confirm whether an email address in use is disposable, serving as a preventative measure against potential spamming activities.
Update an attachment during a signing session
Improved the attachment field pop-up for signers by adding the ability to replace attachments once uploaded.
Improved signing session pointers
Redesigned pointers and pointer labels that appear during a signing session.
View a data report in Templates
A template owner can now review data filled in by signers on the Templates page. The data can also be exported in CSV format.
Data reports are only available for the latest version of a template. For earlier versions, the user can generate a CSV report.
The following filters can also be applied to sort out invite-specific data:
Document ID
Document Name
Invite Status (Waiting for Others, Waiting for Me, Signed + expired markup)
Sent Date
Status Updated (includes time stamps for changes made to a signature invite)
Sender
The report consists of 50 columns and 500 rows max. For more data, the user has to generate a CSV report.
If a template was used in a Document Group or Document Group Template invite, the data from this template will not be displayed.
If the text inside a field is too long, it will be hidden by default but can be viewed by clicking it.
The data from the report can be exported in CSV format by selecting one or multiple rows.
Create a template from a Document Group with any status
Turn any Document Group displayed in your Documents list into a Document Group Template, regardless of its status (Sent, Signed, etc.).
Join an Organization via One Tap Sign-up
Users invited to an Organization can now sign up via Google in a couple of clicks.
Create a Document Group Template by selecting multiple Templates
Added the ability to create Document Group Templates by selecting multiple templates in the Templates folder. Please note, this functionality is exclusive to templates owned by a single user and does not apply to shared templates.
Added a modal to invite a logged-in user to join an Organization
Improved the visibility of an invitation to join an Organization for users upon creating a signNow account and logging in.
View recipients of documents via the Admin Panel search tool
Organization Admins can now view recipients associated with specific documents when using the document search tool inside the Admin Panel.
New animated loading/sending pop-up for Templates and Document Group Templates
A new animated pop-up will appear every time a user successfully sends an eSignature invite generated from a Template or Document Group Template. Information provided in the pop-up aims at improving users’ awareness of templates and their essential role in streamlining document workflows.
Changed the color of the Favorites icon in the Quick Access section of the dashboard
Changed the color of the Favorites icon in the Quick Access menu to #e15554 so that it matches the status icon of documents marked as favorites.
Bulk-invite users to an Organization
Invite users to an Organization in bulk
Assign Organization roles to users in bulk or individually
Add up to 200 users at a time with the Free Trial plan
Add up to 500 users at a time with any paid plan
Access templates from invite cards
Invite cards now feature the name of a template from which a document was created and sent. Click it to quickly access a specific template.
Add email addresses from Contacts when setting a signing order
Add signers from your Contacts list when arranging the signing order for a specific template.
Improved field validation logic
When a user incorrectly completes a text field that has a validation rule in place and then clicks the Done/Finish button, they are redirected back to that specific field. A prompt also appears to guide them in making the necessary correction.
Mobile Releases
Tool duplication (iOS)
Copy and place tools faster using the new tool duplication feature.
Profile completion highlight (iOS)
Made user profile improvements and added a profile completion progress bar.
API Releases
Create webhooks in the API UI
Set up webhooks directly from your account via the API dashboard.
Manage API notification settings in the API UI
Set up notifications about API usage and performance for multiple email addresses in the API dashboard (API > Email Notifications). Choose the types of notifications each recipient will receive from the list of events.
New webhook events for FreeForm Document Groups
Set up ‘Create’/‘Resend’/‘Signed’/‘Cancel’ webhook events for FreeForm Document Group invites.
New “check_fields” attribute for ‘Upload’ and ‘Upload from URL’ requests
If the “check_fields” parameter is set as ‘true’, you can upload a document that contains simple text tags using basic upload requests.
Documentation:
New folder for FreeForm Document Group invites
Added a new folder for FreeForm Document Group invites along with corresponding endpoints: Create / Get / Cancel / Resend.
New folder for FreeForm invites