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
RESOLUTIONS
RESOLUTION: Mergeable Clause With Request Task Details Table Not Populating Values
Reference #: 260226.1157.22816
Some document templates that included Request Task Details failed to merge with an “Invalid Request ID” error. Templates using these fields inside a Mergeable Clause merged without error but did not populate the expected Task information. We updated the logic that validates Request Task Details within templates so merges complete successfully and pull the expected Task information.
RESOLUTION: Finalized Signatures Smaller
Reference #: 260226.345.25986
After clicking Accept and Finalize on a Signature Process, the signatures would appear much smaller than when originally placed - especially when multiple signing placeholders (not prefilled signatures) were used. Signatures now display at the proper size on finalized documents, regardless of how many signing placeholders are used.
RESOLUTION: Document Version State Not Updating As Expected
Reference #: 260226.1157.26003
When changing a document version from archived to published, the previously published attachment sometimes stayed published, resulting in two “published” versions (or two “archived” versions) at once. This occurred when using the Update button in the Manage Version Information. The Manage Version Information popup now updates version states correctly so only one attachment remains published at a time.
RESOLUTION: “Update fields” Crashes While Merging a Document
Reference #: 260226.1157.26421
Some templates - especially those with ~60–70+ mergeable clauses and Word cross‑references (including broken “Error! Reference not found” items)—caused errors/crashes during the merge process. Templates with many mergeable clauses and Word cross‑references now merge reliably; cross‑references are updated as expected.
RESOLUTION: Merge External Template Option Generating Error
Reference #: 260226.1157.26704
The Merge External Template option generated an error when templates/mergeable clauses used linked‑type fields; the rules engine produced incorrect filter expressions. Merging with external templates that use linked fields now works as expected.