Overview
In the latest version of Sign Made Easy 1.13.0, we have upgraded to a new feature and fixed two bugs for a better user experience.
Here’s a summary of what’s new!
Need to reconfigure Sign Made Easy at the time of upgrading your package.
Need to add “Parent_Record” picklist value in type on sign document object
Major Feature Updates
Migrate Feature
When you are upgrading a package below 1.10 then you need to migrate all your transactions by clicking on the migrate button.
For a better understanding, please refer to the screenshot below:
Page layout
Create a custom button and click on the ‘Go to Page Layout’ button to be redirected to the object layout.
For a better understanding, please refer to the screenshot below:
Permission set
In the General Settings tab, Show 3 users: Admin, System, and Guest. You can click the ‘Permission Set’ option to be redirected to the users.
For a better understanding, please refer to the screenshot below:
Digital Signature
A digital signature on a PDF ensures document authenticity, integrity, and non-repudiation by embedding a cryptographic certificate.
Secure your documents with our digital signature feature, ensuring authenticity, integrity, and tamper-proof verification directly within PDFs .
Edit recipient
You can edit the recipient and make changes to it.
For a better understanding, please refer to the screenshot below:
Create custom Field Date, Date/Time & Time
Sign Made Easy now supports customizable date and time inputs for added flexibility.
Transaction complete email received
We can add 3 recipients and send an email. If all 3 recipients have not completed the signing, no one receives the completion email.
Resend Email feature
The sign recipient status, you can see ‘Viewed,’ ‘Draft,’ and ‘Sent.’ You can resend the email to the same recipient.
For a better understanding, please refer to the screenshot below:
Adding 4 new Url Parameter
- Subject = &sub
- Message = &msg
- FileName = &fn
- Save completed documents back to the Salesforce Record = &sb =true
- Business Unit = &bu
Example:
flow/hic_signeasy/Sme_AddAndUploadDocument?recordId={!Account.Id}&sub=Please sign the document&sb=true&fn=NameTransStatus&msg=Please review the document&bu=A4MBVrTmRmPNl56r4VeZZMpu94IMjrf7
Bug Fixes
Business unit storage limit exceeded error
Known Issue
The storage limit of the org is exceeded, but no error message is shown.
Resolved
This issue has been fixed, and now all functionalities working correctly.
Document Cloning issue from Sign Template
Known Issue
Enable Cloning toggle button is disabled, and ‘Save Completed Documents Back to the Salesforce Record’ checkbox is ticked. Document status is not updated in the account.
Resolved
This issue has been fixed, and now all functionalities working correctly.
Permission Set For standard & Guest user
Known Issue
When we do not assign a permission set to a standard user, the error message shows ‘SME is not configured’ instead of ‘SME permission set is not assigned.
Resolved
This issue has been fixed, and now all functionalities working correctly.
Cancel Transaction
Known Issue
When we create a transaction with one recipient and send an email, click on ‘View Document,’ and cancel the transaction from Salesforce, then complete the email without refreshing the page, the transaction is completed
Resolved
This issue has been fixed, and now all functionalities working correctly.
You need to reconfigure SME again at the time of upgrading your package.
