Minor tweaks to the template setup process
The Prepare and Send button now reads Prepare Template
The second step of the editing progress bar was changed from Set Up and Send to Set Up and Save
Visual changes and prompts now appear when assigning roles and specifying CC’d recipients on the invite page
Accessibility of team member documents for team admins and owners
The improved accessibility includes the following:
A team owner can access the documents of team admins and members
A team admin can access the documents of other admins and members
A team member can only access their own documents
Improvements to mini contact cards
The latest fixes include:
A clickable name on a card allows users to go to their Contact List and make changes
Quickly add a new contact by clicking the corresponding button on a user’s contact card
View contact cards for both senders and recipients of eSignature invites
View your profile’s contact card
Page reloads not resetting document filters
Keep document filters enabled for the following folders:
Quick Filter: Inbox
Quick Filter: Outbox
Quick Filter: Completed
Quick Filter: Drafts
Quick Filter: Expiring soon
Quick Filter: Favorites
Documents + Custom Folders
Archive + Custom Folders
Templates + Custom Folders
Trash
Please note that filters are reset for shared folders.
Merged Document Group Templates
Edit, manage, and send a Document Group Template as a single merged entity inside one window.
View CC’d recipients in a Document Group’s history
Find CC’d recipients for a Document Group in the web app’s History or by downloading a history log.
Uploader improvements
Introduced enhancements that make the process of uploading documents more straightforward and give users more control over the various upload options.
Manual contact sharing
Share a contact and any associated documents (both signed and sent for signature) with another signNow user. This feature allows team members to save time when transferring contacts and sharing document transactions between each other’s accounts. Shared access to a specific contact can be canceled at any time.
Fillable fields panel redesign
The fillable fields selection sidebar and the “Fill out Myself” section of the editor received multiple UI improvements.
Simplified access to a Document Group’s history
You now have the option to view a Document Group’s history log in most directories, including Documents, Archive, Quick Access folders, and custom folders. This option is not accessible from the Contacts and My Teams menus.
Start user onboarding by creating a template
The updated tooltips now prompt new users to initiate onboarding by creating a template instead of a regular document.
Upload password-protected documents
Upload documents protected with a password one by one or in bulk and unlock them directly in signNow.
Set signer redirects for Document Groups and Document Group Templates
A sender of a Document Group or Document Group Template can now provide a redirect link for a recipient while configuring a signature invite using the Advanced Options menu. The recipient will be redirected to the corresponding URL after completing the Document Group.