New features: It is now possible to generate an audit trail without including the original and final documents signed. Improvements: A confirmation message is displayed to the user when they click on the “Trash” button of a document shared from the dashboard. Users with an account without a validated email address see a clear message…
Improvements: Emails informing of the deletion of document sharing projects are sent to the project initiator when the document sharing is completed and the retention period defined by the organization has expired, or when the expiration date of the sharing project is reached. The names of shared documents are displayed in the shared document information…
Bug fixes: It is again possible to re-invite a contact to the organization if they already have a Notarius account. The models are again accessible to all members of the same group.
New features: Document sharing allows you to transfer files securely. Accessible with Business 2, Business 5, Business 20, Enterprise (and trial) plans as well as API plans. Configuration possible at organization level. Bug fixes: For bulk projects, assigning a text field for a signer is now functional again. API A more explicit error message appears…
Improvements: Changed the location of the UTC time and date in emails sent to signers. Bug fixes: The link to download signed documents, sent by email to the signatories, remains active for a retention period defined by the organization. Only the last 4 digits of the phone number are visible in the confirmation message when…
Improvements: It is possible to configure the default role assigned to a project initiator within an organization. In templates, a text field can be quickly assigned to a signer via the options menu. A maximum size limit per signature project is effective on the plan offered. An error message appears when the maximum size of…
New features: Signing in person In-person signing allows a project initiator to require that the signature be executed in person in a signing project. Available for Business 5, Business 20, Enterprise (and trial), and API plans Configurable by organization Improvements: The first and last name of a contact holding a CertifiO digital signature cannot be…
New features: A signer can be added several times to a signature project from the address book. Improvements: Business plan administrators can specify their organization’s email domains to take advantage of custom format signature appearances for signers in their domains. For Enterprise plans, the date format in the audit log can be configured on demand…
Improvements: The project initiator can replace a signatory in a project with a signatory already present in the project. Tooltips for text fields associated with a recipient group are responsive on the project creation page or on the document. Bug fixes: Ending viewing a help tutorial on the project creation page keeps the data on…
New features: Recipient group This function allows a project initiator to assign a signature to a group of recipients but only one group member signature is needed: Available for Business 5, Business 20, Enterprise (and trial), and API plans Configurable by organization: enabled by default Improvements: The signature appearance customization area is expanded to make entering a…