Overview
Sign Made Easy is one of the robust eSignature solutions, specially designed for Salesforce CRM that is committed to continuous improvement. The app focuses on driving advanced digital signing.
With the latest update, version 1.10, we have updated some key features and fixed a bug for streamlined & smooth functioning.
Here is a summary of what has recently been updated!
You need to reconfigure SME again at the time of upgrading your package.
Bug Fixes
Deleted Tags Reappearing After Saving Draft on Preview & Tag Page
Known Issue
In the earlier version of Sign Made Easy, the deleted tags reappeared even after adding & deleting tags on the preview & tag page during the time of accessing the transaction.
Resolved
The functionality is working as expected. The system correctly retains and displays the tags according to the user’s actions, ensuring that any tags deleted before saving the draft are removed as intended.
Major Feature Updates
Upload Document Preview
You can easily view the details after uploading and clicking on the existing document.
For a better understanding, please refer to the screenshot below:
Document Edit Option
You can edit, add, and remove details only in .docx files.
For a better understanding, please refer to the screenshot below:
Download Audit Trail
In the new feature update, you can easily download and print the audit trail as a PDF.
For a better understanding, please refer to the screenshot below:
Document Write-Back
You need to click on the checkbox in order to save the signed document back on the record.
For a better understanding, please refer to the screenshot below:
File Name
Document Name: The document will be the same as the original.
Once the transaction gets completed, the document name will be updated with “Document Name + Transaction Status” i.e., “Completed.”
We willl change the document name once the transaction is completed
For a better understanding, please refer to the screenshot below:
Transaction UUID
After Sending the transaction, the UUID will appear on the document.
For a better understanding, please refer to the screenshot below:
