Update v1.13.0

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 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.