Unified modal dialog for field mapping and recipient editing alerts
The pop-up alerts for unassigned fields and recipient editing were combined into one with the same properties and logic.
Unified document list in Contacts
All stand-alone documents and documents from Document Groups are now displayed in a single list on the Contacts page.
Add recipients from Contacts when sending a document copy
Select recipients from the Contacts list when using the Email a Copy option.
Renamed the “Upload or create” button
Improved the clarity and readability of the button for uploading and creating a document.
Improved visualization of the signNow default branding theme
The default signNow branding theme has been locked in the Branding and Customization settings. A pop-over was added to inform the user that the default branding theme cannot be edited or deleted.
Single list for Templates and Document Group Templates: Compatibility with Merged Document Group Templates
Minor changes to the renaming workflow for Document Group Templates inside the Templates folder.
Removed the option to move Document Group Templates to shared folders. A Document Group Template can only be moved to subfolders inside the Templates folder.
Changed the redirection logic for the Invite to Sign/Prepare and Send pages. If a Document Group Template does not contain fillable fields, the user is redirected to a page where they can add fields. If a Document Group Template contains fillable fields, the user is redirected to the Invite Page.
Users are redirected to the editor when they click on a Document Group Template’s name.
Privacy notification for new team members
Users added to an Organization as Members are notified that the Organization’s Admins can view all the documents associated with their account.
Search contacts by company name
Add a company name to your contact’s info and filter search results based on this parameter.
View shared contacts’ Documents and Document Groups
The document list for shared contacts now includes both Documents and Document Groups.
Removed persistent document management tutorial popups
To ensure an uninterrupted user journey inside the product, we removed the following onboarding popup modals:
Manage displayed documents
Check invite statuses
Refresh to update invites
Add documents to Favorites
Pin templates
Renamed personal and team (shared) workspaces
The workspaces previously known as 'personal folders' and 'shared folders' were renamed to 'Personal Space' and 'Team Spaces', respectively. The new terminology implies a broader scope of functionality for these workspaces. We also updated team invitation notifications to reflect these changes, ensuring a consistent user experience across all interfaces.
Prepare documents and templates with the new editor toolbar
Add fillable fields and fill out documents and templates using new tabs in the editor.
Instantly copy a Document Group
Added the Duplicate button that allows users to copy a Document Group directly from the Documents page.
Instantly copy a Document Group Template
Added the Duplicate button that allows users to copy a Document Group Template directly from the Templates page.
Search for a Document Group Template by name
When the “Search by name” parameter is enabled, search results will include corresponding Document Group Templates located in the user’s personal and shared folders.
Renamed quick access folders
Changed the following folder names:
Inbox → Waiting for Me
Outbox → Waiting for Others
Completed → Signed
The URLs of these folders remain unchanged.
Fixed filters for the Last Login Report CSV
Previously, the login report feature exported data for every user within an organization, with no option to apply any filters. With this update, the system now upholds the filters set by an organization's Admin or Moderator when exporting a login report, allowing for a more targeted and efficient data extraction process.
Mobile Releases
Improved text fields (iOS)
Fill out fields faster with updated text tools.
Improved date picker (iOS)
Add dates to your documents with greater convenience.
Improved text formatting (iOS)
Customize text size, font, color, and more with improved text formatting options.
API Releases
New endpoints for managing CRM Contacts
Create a CRM contact: Create a new CRM contact object.
Get a list of CRM contacts: Retrieve a list of CRM contacts.
Get CRM contact info: Retrieve details for a specific CRM contact by its ID.
Update a CRM contact: Update details for a specific CRM contact.
Remove a CRM contact: Delete a CRM contact.
Brand Template
If you’re looking for a faster way to create a custom brand theme without having to adjust every detail or resource individually, a pre-made Brand Template can save you the hassle of starting from scratch. A Brand Template contains up-to-date branding settings, allowing you to create a brand theme with a single API request.
New endpoints:
Create a Brand from a Brand Template: Upload a template that contains the brand settings and resources you need as a JSON/XML file.
Get a Brand Template: Download a Brand Template file with every customization object set to default.
Upload a brand logo from a URL: Add a logo to a brand theme using a specific link.
Upload an email brand logo from a URL: Add a brand logo that appears in eSignature emails.
Create a Document Group from a Document Group Template
Generate a Document Group directly from a Document Group Template.
Copy a Document Group Template
Create an exact replica of a Document Group Template, which includes copies of every individual template contained within it.
Customize a Decline Invite message
Set a custom message to be displayed in a pop-up for signers who choose not to sign a document.
The parameter is applicable to the endpoints:
Decline Redirect URI and Redirect Target
“decline_redirect_uri”: Set a specific URL to which the signer will be redirected if they choose to decline a signing session.
“redirect_target”: Decide whether a redirect link should open in a new browser tab or in the current one. You can select from two possible values: 'blank' which opens the redirect link in a new tab, and 'self' which opens the link in the existing tab (the default value).
These parameters are applicable in the following endpoints: