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: Cleaner E Signature Rendering & Improved Mergeable Clause Controls
Reference #: 260210.345.25920
We’ve improved the e‑signature experience to ensure signatures appear clean, consistent, and free from overlapping or cluttered information. This enhancement modernizes how signature metadata is handled and aligns the system with industry‑standard e‑signature practices.
1. Signing Reason Now Appears in the Completion Certificate
To improve clarity and ensure proper document formatting:
- When “Append reason to electronic signatures” = true, the signing reason will be shown in the Completion Certificate, not on the document itself.
- When the setting is false, the reason will not appear anywhere.
2. Date Handling Has Been Streamlined
- The date and time signed will always appear in the Completion Certificate.
- Clients can still include a date within the document by adding a date merge field placeholder. This date will appear on the generated document, and once the document is finalized, the system will automatically add a timestamp indicating when it was signed.
These changes ensure the final signature looks clean while all required metadata remains available in the official certificate.
Additional Enhancement: New Option for Mergeable Clause Content Controls
We’ve added a new configuration option that allows administrators to show or hide the Content Control Wrapper Settings when adding or editing Mergeable Clauses.
- When the new setting is enabled, the Content Control options will appear on the Mergeable Clause screen.
- When disabled, these options remain hidden for a simpler editing experience.
How will this affect users?
These enhancements:
- Prevent signature text overlap
- Improve readability of signed documents
- Reduce configuration complexity
- Ensure metadata is stored in the appropriate, industry‑standard location
- Provide more flexibility when managing mergeable clauses
DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS
RESOLUTION: Signature Placeholder Position Changes After IntelliSign Completion
Reference #: 260210.345.25261
When using IntelliSign Now, the signature placeholders positioned on a document were shifting after the signing process was completed.
We identified that this was occurring when pages within a document had different orientation settings, and the signing page’s orientation did not match the others. Because of this mismatch, placeholder positioning did not align correctly after processing.
We added new logic that checks page orientation during the IntelliSign process to ensure signature placeholders stay where users place them.
RESOLUTION: Clause Library References Not Merging Inside Mergeable Clauses
Reference #: 260210.1157.26063
When generating documents from templates, clause library references inside mergeable clauses were not merging correctly.
In these cases:
- The main mergeable clause would appear in the document, but
- Any clause library references inside that mergeable clause stayed as placeholder text instead of merging in the referenced clause content.
Clause library references outside mergeable clauses continued to work as expected.
We updated the logic so that clause library references are now recognized and merged properly within mergeable clauses.
- Clause references inside mergeable clauses now behave the same as standalone clause references
- All referenced content merges into the final document as expected
- No changes are required to existing templates