Updated modal dialog for adding a new user to a Team
Users can add new team members from their contact list and assign their membership role (Member/Admin). Once a new team member is invited, their role can be changed via the dropdown instead of the actions menu.
Improved Signature Invite Page
The following changes were made to the Signature Invite Page:
The document name was removed from the header.
The signing order activation toggle was replaced with a checkbox.
The type of invite (email or SMS) is now specific to each recipient.
The logic for recipient avatars was improved to display the initial letter of an email address specified in the recipient field or the initial letter of a recipient’s name.
Optimized default email subject and message for a document viewer
The default texts for an invite email subject and message were optimized to prevent possible confusion for the recipient. The previously suggested action of signing a document has been replaced with viewing a document.
Team management improvements
New users and existing users who don’t own any teams or belong to other teams now get a default team titled “My first team”.
User interface enhancements:
The new SHARED TEAM FOLDERS block was added to the left-hand sidebar
Information about a user’s current team is now displayed at the top of the dashboard UI
The central section of the dashboard UI now features the list of templates, documents, and Document Group Templates shared within a user’s current team.
The buttons in the top right corner of the dashboard UI now provide additional options:
User management
Leave a team
Maximum character limit prompts
Allow recipients to see character limits applied to specific fillable fields during a signing session.
Hidden accessibility button
The accessibility button that appeared during a signing session in the control panel is now hidden. Signers can now access the button by pressing Tab on their keyboard once they begin their signing session (or by enabling the button in the action menu).
Updated UI for a signing session
A new action panel has been added below the progress bar. The panel includes the following actions/buttons:
Show sender’s message
Download
Enable accessibility mode
The zoom-in/zoom-out controls and pagination buttons have been moved to the bottom of the screen. Once all the fields in a document are filled out, the complementary Finish bar appears at the bottom of the screen alongside the button in the top right corner of the editor.
API Releases
Create a copy of a Document Group
Copy a Document Group (regardless of its current status) and rename it.
Duplicate a template
Create a new template by making a copy of an existing template and editing it.
New endpoints to manage CRM users
GET a list of CRM users: Retrieve a list of CRM users with access to their contacts and permissions.
GET users by contact: Retrieve all users sharing specific CRM contacts.
PUT Share contact with other users: Share specific CRM contacts with multiple users.
DELETE Revoke access to shared contact: Remove shared contact permissions for specific users.
Set signer language
Set the language of a signing session and notification emails (“en” – English, “es” – Spanish, “fr” – French).
New attributes are available for the POST Invite to sign (Field Invite), POST Create DG invite, POST Create Embedded invite, and POST Create Embedded invite for DG endpoints.
Mobile Releases
New folder empty states (iOS)
Enjoy improved user experience with redesigned empty states.