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Sandbox Release Notes

These release notes only pertain to the Sandbox environment. These updates are not yet released to production environments, and you may still encounter bugs when previewing these features in your sandbox. Sertifi releases bug fixes and enhancements to the Sandbox environment for at least one week before releasing the features into production. During this time frame, you can conduct your own testing of these features and report any issues you experience back to Sertifi.

Additionally, not every feature contained in a sandbox release will automatically appear in the production release at least a week later. If any bugs or other issues are discovered during the sandbox testing period, it can prevent a feature from entering into production. For the latest information about Sertifi production releases, see Release Notes.

If you have any questions about the sandbox releases or want to inquire about receiving your own Sertifi Sandbox, contact our support team.

Sandbox 2123 (October 2023)

  • Previously, the Payments Received column in View Folders would not always display an accurate count of payments received. This has been fixed. (ESIG-1928)

  • Admins can now enable a checkbox for acknowledgment on participant uploads. This lets admins require their users to confirm that they are uploading documents to the folder, and that they understand uploads are permanent and irrevocable. (ESIG-2234)

  • Folders can no longer be deleted if they contain a payment in the Processing status. (ESIG-2263)

  • A user would sometimes access a folder containing an expired signature document with a linked payment; as the document was expired, they would be directed to the payment request with no instructions on how to proceed. This no longer occurs; if a user accesses a folder with an expired document, they are immediately directed to the document so they can see it is expired and unable to be signed. (ESIG-2298)

  • Previously, clicking Resend Receipt in a folder with a payment in the Error status would trigger an email to folder owner saying that a payment had been authorized. This has been fixed and no longer occurs. (ESIG-2301)

  • External ID fields, when enabled in Sending Page Defaults, were not appearing in their workflows. This has been fixed. (AUTH-716)

  • UI updates and improvements have been made for the View Authorizations page. (AUTH-1429)

  • Previously, eForms would sometimes fail to push to Opera due to an error in the Arrival Date, even if the date itself was correct. This has been fixed and no longer occurs. (AUTH-1430)

Sandbox 2023 (October 2023)

  • Previously, the date stamp on the signing page for a folder was editable. This has been fixed; the date stamp is no longer editable. (ESIG-2275)

Sandbox 1923 (September 2023)

  • Minor UI improvements have been applied to the Add Payment function (ESIG-2227)

  • The Resend Invitations function has been renamed to Send Invitations. (ESIG-2269)

Sandbox 1723 (August 2023)

  • If a document containing an embedded signer tag is uploaded, then an accompanying participant upload task will be automatically created for the document. (ESIG-2122)

  • Some aspects of the portal navigation UI have been updated for clarity and ease of use. (AUTH-1177)

  • It's no longer possible to unlink payment details from an authorization or eForm. (AUTH-1202)

  • In the Resend Invitations window, the Send message button would sometimes appear as active despite no participants being checked, or marked to receive a new invitation. This has been fixed and no longer occurs. (AUTH-1337)

Sandbox 1623 (August 2023)

  • SertifiPay now supports data collection for Level 2 and Level 3. (PAY-2956)

  • Various bugs were causing metrics to be reported incorrectly, including metrics for Payments Expiring and Documents About to Expire. These have been fixed. (ESIG-2144, ESIG-2066)

Sandbox 1523 (July 2023)

  • It's no longer possible for a user to process deleted ACH transactions in Sertifi Classic. (PAY-3156)

  • Previously, authorizations would display an incorrect status if a 3DS verification had succeeded despite a tokenization failure. This no longer occurs. (PAY-3159)

  • Sertifi Pay now automatically declines transactions from a card that's failed an AVS check. (PAY-3129)

  • The card number validation library has been updated. (PAY-1617)

  • Occasionally, a cloned payment would fail to process in the Elavon gateway. This has been fixed. (PAY-3095)

  • Previously, if a signature tag was assigned to a participant, and that participant was later removed, the presence of the signature tag would in turn cause the document to fail to load for other participants. This has been fixed and no longer occurs. (ESIG-2085)

Next Gen
  • Certain metrics were being inaccurately reported with the previous day's metrics; this has been fixed. (ESIG-2065, 2067)

  • A bug was causing the Add another role button to sometimes become unclickable. This has been fixed. (ESIG-2089)

  • A bug resulted in users being unable to alter a participant's assigned tasks if the document was only assigned to 2nd-level participants. This has been fixed. (ESIG-2090)

Sandbox 1423 (July 2023)

  • The splash image on the login screen has been updated. (ESIG-889)

  • The first and last name fields on the ACH form for Stripe have been combined; now there is only a single field for First/Last or Business Name. (PAY-3104)

Next Gen
  • Admins can now assign participants to a particular document, or multiple documents, from the Folder Maintenance window. This will allow admins to add new documents to the folder after it's been sent for signature, or assign existing documents to new participants in case a previous participant is no longer able or willing to sign a document. (ESIG-1838).

    To access this feature, click the ellipsis icon under More Actions to the right of the document name, and then click Assign Participants.

  • In portals not configured to use the consolidated signing feature, a bug would sometimes cause signature stamps to disappear on partially-signed documents. This has been fixed. (ESIG-2043)

  • Admins can now submit ideas and suggestions for Sertifi via the Sertifi Ideas Portal, which is linked on the front page of the dashboard. (ESIG-2061)

  • UI/UX updates, including menu revisions and hover state improvements, have been made to increase accessibility and ease of use. (ESIG-2064)

  • When sending an authorization via adding an authorization request to a signature document, admins can now use View Payment Information in Folder Maintenance to see details about the authorization after the request is sent. (AUTH-1275)

Sandbox 0423 (March 2023)

  • Users can add their first and last name to an ACH payment. (PAY-2567)

  • Stripe reports now include "available on" data in reporting. (PAY-2643)

  • A bug fix was applied to; the bug was preventing approval numbers from appearing in the Payment Received notification email. (PAY-2661)

Sandbox 20222803

Agreements Platform (eSignatures, ePayments)
  • Sertifi Next Gen – Previously, a two-minute warning for a logout due to inactivity would appear after 17 minutes, when it should have been appearing after 13 minutes of inactivity. This has been fixed; a two-minute warning now appears after an admin has been idle for 13 minutes. (ESIG-561)

  • Sertifi Next Gen – A UI update has been applied that moves the Create Bulk Send feature to the main menu bar of the portal. (ESIG-890)

  • Sertifi Next Gen – Admins can now sort and view folders according to 1st participants and/or folder owners. (ESIG-911)

  • Sertifi Next Gen – Users would sometimes receive a null property error when changing the expiration date of a folder. This has been fixed and no longer occurs. (ESIG-918)

  • Sertifi Next Gen – The Payments Received column was missing from the View Folders page. This has been fixed. (ESIG-969)

  • Sertifi Next Gen – Wording updates have been applied to the portal; "Send Request" has been changed to "Send Authorization" (ESIG-970)

  • Sertifi Next Gen – Admins would sometimes receive a 500 error if they performed a search for a folder and no relevant folders were found. This has been fixed. (ESIG-981)

  • Sertifi Next Gen – If a participant's email address was particularly long, it would sometimes bleed outside of the email field and obsucre the "Last Accessed field". This no longer occurs. (ESIG-984)