The Data Management module has been enhanced to improve document tracking, filtering, and data visibility. Advanced Filters A new filtering section allows users to easily locate records using multiple criteria, including: Smart document Start date / End date Request status Entity type Category File name Description Request compliance Comment These filters help users quickly find …
Added a new “WhatsApp Sign” option to the Sign method filter in Profile → Contracted products → Sign history. Users can now filter and view signature records generated through WhatsApp Sign, just like other signature methods. The filter works consistently with the existing table, summary counters, and export functionality. Key improvements: WhatsApp Sign added to …
New Feature – Add “WhatsApp Sign” Filter in Sign History Read More »
Fixed an issue in CSV Automation → Workflow where the WhatsApp signature method was incorrectly displayed as productName_whatsapp. The method is now correctly labeled “WhatsApp”. Additionally, when selecting WhatsApp as the signature method, the system now automatically displays a Phone field, allowing users to configure the recipient’s phone number. The phone field supports: Mapping a …
Bug Fix – Incorrect WhatsApp Signature Method Name in CSV Automation Read More »
Fixed an issue in the Alarm configuration UI where recurrence settings were not displayed correctly.Previously, the “Get date from CSV” option appeared incorrectly in this section, and enabling Recurring did not properly show the recurrence configuration fields. The “Repeat every” layout was also misaligned. Now: The “Get date from CSV” option no longer appears in …
Bug Fix – Alarm Configuration UI Recurrence Fields and Layout Read More »
Fixed an issue where accessing the platform from a tablet device shared with multiple users caused a service error, preventing the account from loading.Previously, the platform only worked correctly when the tablet was shared with a single user. The platform now works correctly regardless of how many users the tablet device is shared with.
Added a new Forms permission group in User Roles to control access and actions within the Forms module. The new permission group includes: Create Forms Share Forms Edit Forms Delete Forms These permissions allow granular control over form management actions. Buttons and actions within the Forms module now respect the assigned role permissions (e.g., Create, …
Fixed an issue where shared users were unable to successfully use the Resend notification action on documents with remote signature.Previously, the resend appeared to trigger but no email was sent. Now, shared users can resend notifications correctly, and emails are delivered as expected.
Fixed an issue where adding a URL/link attachment in Smart Document displayed a service error even though the link was saved successfully.Additionally, the attachment modal could appear stuck in a loading state. The modal now loads correctly, and saving a link no longer shows an erroneous service error, ensuring the UI response matches the actual …
Bug Fix – Service Error When Adding Link in Smart Document Read More »
Fixed an issue where completing a FEA signature displayed a success message, but the signature was not applied to the document.Previously, the document remained Ready to sign, the signature quota was not consumed, and the workflow did not advance. Now, the signature is correctly applied, the quota is consumed, and the document status updates properly …
Bug Fix – FEA Signature Shows Success but Document Remains Pending Read More »
Added a new signing method that allows documents to be sent for signature via WhatsApp.Users can now trigger signature requests through WhatsApp, enabling recipients to receive and complete the signing process directly from that channel.
