New features
1. Bulk signature projects
This new feature allows project initiators to send the same signature project to a list of signatories in a single click.
- You can import the list of signers using a CSV file
- You can add fixed participants to your bulk project, and they will appear on the individual projects launched (ex: signers, approvers, or persons to notify)
- A new page Bulk project’s has been added to the ConsignO Cloud sidebar, and can be used to manage your bulk projects
- Users on an Enterprise package can benefit from this new functionality
2. Annotations
This new feature allows users to add notes and highlight a section on a project document.
- The project initiator adding a note can be sure its signers will acknowledge the annotation, as the signatory must “mark as read” before being able to sign the document
- Annotations do not appear on the signed final document. However, their reading status is captured in the audit trail
- The contents of the annotations are not captured in the audit log, for this information remains private to the project initiator
- Annotations are visible and mandatory for all participants in a project
3. Email notification settings
A new section under the “Preferences” menu has been added, which allows users to customize their email notifications
- 3 preferences were added: By action, by project completed and limit notifications
- When the notification by action is selected (our default behavior), an e-mail is sent every time an action is completed by a participant in a signature project (ex: approved the project, added a text field, received a signature)
- When the notification by project completed is selected, an email is sent only when all steps are passed and the project has been set to status: completed
- The Limit my notifications option allows you to opt-out from receiving standard project notifications. However, you will still be notified when a project is rejected or when it is approaching its expiration deadline
Improvements
- The email notification sent to project initiators advising that it is his/her turn to sign now displays key information in bold
