22.1.0 - Module: Document Collaboration & E-Signature

Optional Add-On Module for the collaboration of documents between internal and external users/participants. This module utilizes E-Approval (Electronic Approval) and/or E-Signature (Electronic Signature) processing to support full online negotiation via a secure online portal.

DOCUMENT COLLABORATION & E-SIGNATURE
ENHANCEMENTS

ENHANCEMENT: Add Sign Document(s) button to top of Invitation to Sign email
Reference #: 220916.509.4524

The Sign Document(s) link has been added to the top of the Invitation to Sign notification in addition to the link at the bottom of the notification. 

How will this affect users?
Recipients will be able to click the Sign Document(s) link without needing to scroll to the bottom of the notification.

ENHANCEMENT: Update IntelliSign Completed Notification
Reference #: 220916.570.4419

The IntelliSign notification sent once signing is completed has been updated to remove the “Sign your document(s) today” statement from the beginning of the email. Since the signature had already taken place, the statement may lead to confusion among recipients. 

How will this affect users?
Recipients will no longer see the “Sign your document(s) today” statement in the notification sent once the signing process is completed.

DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS

RESOLUTION: Unable to reset PIN to access a document on the E-Signing Portal 
Reference #: 220916.509.4216

When attempting to reset a PIN for the E-Signing Portal, users reported receiving an error and were unable to reset the PIN. This has been resolved so Approvers/Signers are able to reset their PIN as needed.

RESOLUTION: Uploading new file version on a template if no published version available     
Reference #: 221011.509.4640

Once all versions of a Document Template file were archived, users would receive an error message if attempting to upload a new file version. This has been updated so the Upload New Version button is disabled and a tooltip is provided stating there must be a published version before a new version can be uploaded.