Author name: Sebastian Valencia

Bug Fix – Admin Change Now Transfers All Settings and Shared Items

Description:Fixed an issue where, after changing the system administrator, several configurations and shared elements remained associated with the previous administrator instead of transferring to the new one. Result:All related items — notifications, shared files, reports, signature settings, and automations — are now correctly transferred to the new administrator during the change process.

Removed Citation Markers from Chat Responses ( Cloudia)

Description:The chat interface no longer displays internal citation markers such as [68:1†source].These were used internally for debugging but added unnecessary technical noise for users. Result:All citation markers are now hidden from the user interface, remaining available only for internal logging or diagnostics.This update delivers a cleaner and more professional chat experience in Cloudia.

Change “ERROR” Label to “WARNING” for Minor Service Messages

Description:Adjusted the label for non-critical system messages.Previously, minor or expected situations (such as incorrect passwords, validation errors, or temporary connection issues) were shown with the label “ERROR”, which could make users think a serious failure had occurred. Proposal Implemented: Replaced the label “ERROR” with “WARNING” (or “Notice”) for minor, recoverable conditions. Critical system failures still …

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New API Method – Power BI Endpoint by Document Type

Description:A new API method was added to provide a Power BI–ready endpoint by document type.This method returns all existing Excel fields plus the following additional ones for richer reporting and analytics: Tablet where the document was sent to sign (device or tablet identifier). Stage of the signature in the tablet (current status of the signing …

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UI & Text Improvements – Field Configuration, Profile, and Tickets

Description:Several visual and text improvements were applied across different modules: Field Configuration: visual enhancements and improved color contrast for better readability. Profile (Company): corrected a mislabeled field in the Company section. Tickets: changed the field label from “Sujeto” to “Asunto” for consistency with the language interface. Result:Improved visual consistency, color harmony, and text accuracy across …

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Reorder Workflow Steps (Move Up / Move Down) in “File Name – Workflow”

Description:Added the ability to reorder workflow steps within the “File Name” section, allowing users to move steps up or down without deleting and recreating them. Previously, when modifying workflows, users could not change the order of steps — every step had to be deleted and recreated manually.This was inefficient, especially for workflows with many configurations …

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Bug Fix – “Compare values from” Field Not Persisting Data in Workflow CSV

Description:Fixed an issue where, in the Workflow configuration for CSV, the “Compare values from” field failed to retain its assigned values.After saving, the interface incorrectly displayed “No data”, and the configured values were not visible or stored.This affected rules requiring two comparison values (e.g., range or reference pair). Expected Result: The two configured values now …

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CSV Data to API (Conditional Rules & Connectors)

Description:Add support for multiple conditional rules when configuring fields in CSV → Data to API.Each condition should allow selecting the data source, logic condition, and comparison value, with the ability to combine them using connectors. 1. Functional Additions Add a new section titled “Value comparison from” with two options: Smart Document → displays Variable (Smart …

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Force Uppercase to Lowercase Conversion (.CSV → .csv)

Description:Some files are generated or uploaded with uppercase extensions (e.g., .CSV), causing Legale to reject them.The system must automatically convert any uppercase or mixed-case extensions to lowercase (.CSV → .csv) in all scenarios — including file generation, upload, and validation. Proposed Solution: Detect files with .CSV or mixed-case extensions (e.g., .Csv, .CsV). Automatically rename the …

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