Update v1.3.0

Overview

Transformation and development are the keys to success. We’re thrilled to unveil a host of transformative enhancements and bug fixes in the latest iteration of Sign Made Easy. 

These updated features mark a significant leap forward, poised to revolutionize your signing processes and elevate the overall functionality of the platform.

Major Feature Updates

Hide Audit Trail in Email

In Sign Made Easy, managing email notifications just got easier. With the latest update, users can now toggle off the audit trail directly from the setup page. Declutter your inboxes by hiding unnecessary audit trail information from email notifications related to signing transactions.

For a better understanding, please refer to the screenshot below:

Custom Object Linkage with Sign Transaction

With the latest enhancement, the app now supports seamless linkage between custom objects and sign transactions. This means that custom buttons within Salesforce can now seamlessly navigate users through the signing process without any interruptions.

Bug Fixes

Permission Set Assignment

Known Issue

Previously, access permissions were unnecessary for System Admin Users, resulting in added administrative burden.

Resolved

The requirement to assign permission sets to System Admin Users has been removed; instead, permission sets can now be assigned directly to org admin users.

For a better understanding, please refer to the screenshot below:

Recipient Tag Display Issue

Known Issue

When selecting two recipients—a signer and an in-person witness—the system displays the “Begin in-Person Signing” button. However, if the signer is deleted, the expected behavior is for the “Begin in-Person” button to persist. Instead, the system erroneously displays the “Send Now” button.

Resolved

Previously, if the signer was deleted, the system incorrectly replaced the “Begin in-Person Signing” button with the “Send Now” button. Now, the system functions as intended: even if the signer is deleted, the “Begin in-Person Signing” button remains visible, ensuring a seamless signing experience

For a better understanding, please refer to the screenshot below:

Recipient Tags

Known Issue

When adding three recipients to the document—assigning the first recipient as an in-person signer, the second recipient as CC, and the third recipient as a signer—the system should only display tags for the in-person signer and the signer, but not for the CC recipient. However, currently, all recipients’ tags are displayed on the preview and tag page.

Resolved

The functionality has been updated to accurately display tags for two recipients on the preview and tag page.

For a better understanding, please refer to the screenshot below:

Company Tag Update

Known Issue

The company tag, which should be updated in the recipient details, is not being properly reflected.

Resolved

After thorough testing, the functionality for updating the company tag in recipient details is working as expected without any issues.

For a better understanding, please refer to the screenshot below:

Initial Tag Update Know Issue

Known Issue

The first tags did not update properly in name tags for the recipients, leading to the inconsistency of the tagging.

Resolved

Resolved issues with first tag updates, maintaining the tag’s updatable and continuity.

Checkbox Field Tag Size Correction

Known Issue

There was a missing preview and icon file on the Preview & Tag page, which was not user-friendly.

Resolved

The problem with the visibility of the file icon was resolved, ensuring that there was no misalignment of the file icon in the Preview & Tag panel.

For a better understanding, please refer to the screenshot below:

Tag Dragging

Known Issue

Users experienced difficulties when dragging and dropping tags outside the designated area, causing inconsistency in tag placement.

Resolved

Addressed the issue with tag dragging, allowing tags to be moved within the designated area without any inconsistencies.

For a better understanding, please refer to the screenshot below:

Tag Size Inconsistency

Known Issue

Tags exhibited inconsistency in width and height at higher zoom levels, affecting tag placement accuracy.

Resolved

Resolved the issue with tag size inconsistency, ensuring tags maintain consistent sizing even at different zoom levels.

For a better understanding, please refer to the screenshot below:

Product Enhancements

With these enhancements and bug fixes, Sign Made Easy continues to provide a seamless and efficient platform for all your signing needs. We’re committed to delivering the best user experience possible, and we appreciate your continued support and feedback. Enjoy the upgraded features in version 1.3.0

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