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Sertifi Next Generation Release Notes

This article contains summaries of the bug fixes, feature enhancements, and new features for each version of Sertifi Next Generation.

Version 0.03.14 (July 2022)

Agreements
  • PDFTron no longer randomly changes document fonts when converting Word files. (ESIG-1175)

  • Users can no longer enter payment due dates that have already passed (ESIG-1172, ESIG-1159)

  • When re-arranging actions in the Configure Sending Actions window, the selected action would expand into a new window, making it more difficult to move. This no longer occurs. (ESIG-1263)

  • Stripe webhook processing has been added; users can now see if a payment was successful or not even if the customer closes their browser window while the payment is processing. (PAY-1931)

Version 0.03.12 (June 2022)

Agreements
  • Successful refunds were occasionally marked as Failed; this no longer occurs. (ESIG-1000)

  • The display for date and time information would sometimes not update with the corresponding local time. This has been fixed. (ESIG-1037)

  • Some Admin-level accounts were able to see folders for which they didn’t have permissions; this has been fixed. (ESIG-1038)

Version 0.03.09 (June 2022)

Agreements
  • When reviewing folder information, some email addresses would occasionally overlap. This has been fixed. (ESIG-1083)

  • Previously, the Replace Document feature would not accept any kind of documents except for PDFs. This problem has been resolved and users can now upload non-PDF document types. (ESIG-1003)

Version 0.03.07 (May 2022)

Agreements
  • Admins can now Expire All documents from the View Folder window. (ESIG-420)

  • A fix was implemented for a bug that would sometimes result when attempting to export a file to Excel. (ESIG-733)

  • Styling updates have been applied to the View Folder pages. (ESIG-983)

  • Animation in the Recent Activity section is smoother. (ESIG-990)

  • Admins can now view signer uploads that were uploaded via the Sertifi Classic interface. (ESIG-992)

Authorizations
  • Some email addresses would occasionally exceed the boundaries of a text bot, causing a visual big in the UI. This has been fixed. (AUTH-523)

  • The address book now allows for email addresses containing up to 100 characters. Previously, the limit was 50. (AUTH-602)

Version 0.03.04 (March 2022)

Agreements Platform (eSignatures, ePayments)
  • Previously, users would sometimes receive a 500 Error when attempting to add a new signer to the first signing level via Folder Maintenance. This no longer occurs. (ESIG-943)

  • When reviewing eAuthorization records, the user interface would occasionally collapse if a user scrolled down, making it difficult to see the record. This has been fixed. (ESIG-934)

Version 0.03.03 (March 2022)

Agreements Platform (eSignatures, ePayments)
  • In the Folder Maintenance window, the Event Date and Expire Date fields would occasionally cause a visual distortion depending on the user's device screen size. This has been fixed. (ESIG-879)

  • Previously, users could delete folders containing documents that were declined for signature by one or more signers. This is no longer possible; folders can only be archived if they have already been sent for signature. (ESIG-881)

  • Some users were able to clone and refund payments despite not having the permissions to do so. This has been fixed. (ESIG-908)

Version 0.03.02 (February 2022)

Agreements Platform (eSignatures, ePayments)
  • Entries on the View Folders page can now be sorted according to column headers. (ESIG-869)

  • Tiles displaying portal metrics on the dashboard would occassionally not render properly. This has been fixed. (ESIG-851)

  • When working in Folder Maintenance, email addresses are automatically validated after being entered. If the email is not valid, a warning appears. (EISG-880)

  • If a folder name is too long to be fully displayed in View Folders, admins can now see the complete folder name in a tooltip by hovering the mouse over the folder name. (EISG-871)

  • A UI update was made to clarify how to change a participant's role when configuring a folder. (ESIG-850)

  • Previously, users were able to add participants out of sequence (e.g. adding 2nd level signers after initially sending a folder with only 1st and 3rd level signers). This has been fixed. (ESIG-673)

Version 0.03.01 (January 2022)

Agreements Platform (eSignatures, ePayments)
  • Folder names can now be a maximum length of 150 characters. (ESIG-753)

  • When searching by File Name, search results are now listed alphabetically. (ESIG-468)

  • Participants can no longer resend invitations from expired folders. (ESIG-784)

  • If a participant was added as both a 2nd-level signer and a CC, they would sometimes receive reminder emails too soon after receiving the initial signature request. This no longer occurs. (ESIG-801)

Version 0.02.24 (December 2021)

Agreements Platform (eSignatures, ePayments)
  • Bug fix: In a workflow with multiple participant groups, a fully-signed document would sometimes appear as being only partially-signed. This has been resolved. (ESIG-814)

  • Bug fix: A single participant added at multiple signing levels would occasionally not see all of their required signature fields. This no longer occurs. (ESIG-802)

  • Performance logging was added to consolidated document signing; this will help Sertifi ensure that the consolidated signing feature is functioning properly. (ESIG-800)

  • Bug fix: When using the Consolidated Signing feature, users would sometimes not receive a Discard Changes? pop-up window if they attempted to navigate away from the signing page before clicking Next Task/Finish, which could result in undoing their actions on the document. This no longer occurs. (ESIG-813)

  • The endpoint URL for the US Bank API was updated in both global settings and custom sites/settings. (PAY-1421)

  • A code refactor was performed for the Braintree integration to prevent a new customer being generated after every new payment submission (PAY-1406)

Authorizations Platform (eConfirmations, eAuthorizations)
  • If a failure occurs during a record push to Opera, the error thrown for the failure will now be displayed on the View eAuthorizations page (AUTH-365)

  • If an eAuthorization record fails to push to Opera due to incorrect information, admins can now update the erroneous information and re-push the record back into Opera. This new information is also updated in the back end so that a re-push is validated against correct information. (AUTH-366)

  • Previously, new eForms would be set to Public by default. This has been fixed; new eForms are set to Private upon creation. (AUTH-294)

  • Previously, Power Admins and Admins could update eForms created by Super Admins. For security purposes, this is no longer possible. (AUTH-342)

  • eForms now support notes of unlimited length. This is an improvement over the previous limit of 250 characters. (AUTH-336)

  • When changes are applied to eForms, the fields for "Created By", "Updated By", and "Updated On" now immediately refresh themselves in order to display the most accurate information. (AUTH-333)

  • Admin+ users can now hide Request information from public-facing eForms. (AUTH-293)

  • When editing CSS for an eForm, Admins can now enjoy an expanded editing modal, letting them easily scroll through the full CSS and make edits on the fly. (AUTH-292)

  • Admin+ users can now see payment information for eAuthorizations without having to go into the Folder Maintenance page. (AUTH-252)

  • Users would occasionally receive a 404 error when attempting to view folder details for eAuthorizations. This has been fixed. (AUTH-318)

Version 0.02.22 (November 2021)

  • Performance enhancements for added reliability and speed.

  • Development work continues on the Next Generation signing interface.

Version 0.02.21 (November 2021)

  • Performance enhancements for added reliability and speed.

  • Development work continues on the Next Generation signing interface.

Version 0.02.20 (October 2021)

  • Performance enhancements for added reliability and speed.

  • Development work continues on the Next Generation signing interface.

Version 0.02.19 (October 2021)

  • Development work continues on the Next Generation signing interface.

  • Bug fixes and performance improvements

Version 0.02.18 (September 2021)

  • Development work continues on the Next Generation signing interface.

  • Bug fixes and performance improvements

Version 0.02.17 (September 2021)

  • Development work continues on the Next Generation signing interface.

  • Bug fixes and performance improvements

Version 0.02.16 (August 2021)

  • Development work continues on the Next Generation signing interface.

  • Bug fixes and performance improvements

Version 0.02.15 (August 2021)

  • Development work continues on the Next Generation signing interface.

  • Bug fixes and performance improvements

Version 0.02.14 (July 2021)

  • Development work continues on the Next Generation signing interface.

  • Bug fixes and performance improvements.

Version 0.02.13 (July 2021)

  • Development work continues on the Next Generation signing interface.

  • Bug fixes and performance improvements.

Version 0.02.10 (May 2021)

  • Admins are now able to view a receipt for a failed payment in Folder Maintenance.

  • Performance enhancements for added reliability and speed.

  • Development work continues on the Next Generation signing interface.

Version 0.02.08 (April 2021)

  • Previously, folders would expire at the incorrect time due to a bug related to the portal’s timezone settings. This has been fixed; folders now expire only after passing their expiration date based off the portal’s designated timezone.

  • When replacing a document, the option for "Transfer signing locations” now correctly transfers locations from the original document to the replacement document.

  • Performance enhancements for added reliability and speed.

  • Development work continues on the Next Generation signing interface.

Version 0.02.07 (April 2021)

  • In folders with multiple participants, documents were incorrectly being marked as fully-signed even if there were signatures missing from one or more participants. This has been fixed; partially-signed documents are now marked accordingly.

Version 0.02.06 (March 2021)

  • Fixes for a bug in which a folder would display incorrect information about recent participant activity (Last Invited date/time, Last Visited date/time)

Version 0.02.05 (March 2021)

  • When adding a payment to a folder, the "add payment" button is now disabled after the payment is added.

  • Payments can no longer be deleted if they've been paid.

  • Bug fixes for the Replace Document feature.

  • If a document was declined for signature, the activity would display two or more times in the Recent Activity section. A similar issue would also occur when a payment was submited to a folder containing multiple payments. The issue has been fixed and the Recent Activity section on the Dashboard should now accurately reflect folder activity.

  • Admins who don't have permission to edit payments can no longer delete payments in Folder Maintenance.

  • Performance improvements for added reliability and speed.

Version 0.02.04 (February 2021)

  • Performance enhancements for added reliability and speed.

  • The removal of a user from a folder will now be recorded and displayed in the Activity Log.

  • Development work continues on the Next Generation signing interface.

Version 0.02.02 (January 2021)

  • The functionality for Duplicate Folder has been restored. In folders where duplication is enabled, users can locate the Duplicate Folder action on the Folder Maintenance page under Folder Actions.

  • Development work continues on the Next Generation signing interface.

Version 0.2.01 (January 2021)

  • Bulk Send is now available. Power Admins and Super Admins can now mass create signature documents and folders for sending to participants. To explore this feature, hover the mouse over Create New and then click Bulk Send. If you’d like to enable Bulk Send for your portal, contact your Customer Success Manager.

  • A notice was added to clarify that Sertifi Next Generation is only available for portals using eSignatures or ePayments. Access to eAuthorizations in NextGen will be added later in 2021.

  • Previously, if a user clicked the More Actions menu option on an archived folder, they would see a Delete Folders action. This has been fixed. Now, if a user can no longer take any action on a particular folder, the More Actions menu option will no longer appear.

  • When reviewing the metric for Documents requiring your signature, users would see documents or folders for which they were a participant, but not a signer. This no longer occurs.

  • Users would see a blank page when attempting to navigate to Folder Maintenance while not logged in. This no longer occurs. If a user isn't logged in when trying to access Folder Maintenance, they're taken to the login page and can then log in normally. Afterward, they will be navigated to the Folder Maintenance page.

Version 0.23 (November 2020)

  • Previously, an error would occur if uploading a document larger than 4MB.

  • You can now upload documents larger than 4MB and up to 20MB.

  • The Sign Now button no longer appears in Folder Maintenance for a document that the folder owner has to countersign if they have already signed the document. Also, the option no longer displays if it's NOT yet the folder owner's turn to sign.

  • A caching issue in Internet Explorer would result in a user having access to profile information for a different user. This no longer occurs.

Version 0.21 (November 2020)

  • Previously, some admins would be returned to the portal selection screen upon logging out, or being returned to the portal without actually logging out. This has been fixed, and admin accounts now fully log out when the user elects to log out.

Version 0.20 (October 2020)

  • When clicking on the Documents About to Expire metric on the Dashboard page, View Folders will now display the correct results.

Version 0.17 (August 2020)

What's Been Fixed

  • Some admins were unable to switch between Next Generation and Classic due to an issue in their My Profile settings. This has been resolved, and admins should be able to switch freely between Next Generation and Classic (if switching is enabled by an admin).

  • After sending a folder for signature, certain participants that were removed from the workflow would reappear from time to time at random stages of the workflow setup process.

  • When trying to select a payment method for a payment request, users would receive an error saying “The request is invalid."

What's New

  • Super Admins now have access to an interface choice setting for their portal. This setting allows Super Admins to select the interface their portals will use - Classic, Next Generation, or Admin Choice. Admin Choice enables individual Admins to determine which interface they would like to use. This setting can be found in Account Settings.

  • Users can now directly access Next Generation support documentation from the Next Generation Portal by clicking on either the Help & Support icon in the upper right OR using the link in the "WE'D LOVE TO HEAR FROM YOU" section.

Version 0.13 (July 2020)

  • User interface updates were made to the toggle links, making it easier for users to switch between Sertifi Classic and Sertifi Next Generation.

  • For eSignature and ePayment portals, Super Admins can now choose for their portals to use either the Sertifi Classic or Sertifi Next Generation user interfaces. Super Admins can also give Admins the ability to choose between Sertifi Classic or Sertifi Next Generation. This functionality will become available in eAuthorization portals later this year.

Version 0.12 (July 2020)

  • Previously, Admins would see the same email template when previewing emails, regardless of the group selected. This has been fixed; admins will now see the correct email template for the selected group when previewing the email before sending.