Author name: Sebastian Valencia

Warning Notification When Deleting Documents Sent to the Notary

Added a new feature that displays a warning notification when users attempt to delete documents that have already been sent to the notary.Since users cannot delete these documents directly, the notification informs them that they must request the notary to reject the document in order to proceed.This improves user guidance and prevents confusion during the …

Warning Notification When Deleting Documents Sent to the Notary Read More »

Conditional Rules for Workflow Steps Associated to a Form

Added support for conditional rules within workflow steps to dynamically control whether a step should be executed, and under which logic, based on form responses and CSV data. This feature enables advanced automation scenarios where signer assignment and step execution depend on the data collected through electronic forms or previously defined in CSV files. Data …

Conditional Rules for Workflow Steps Associated to a Form Read More »

Default Option in List-Type Field to Remove Selection

Added a default option to remove an unwanted selection in List-type fields when configuring Smart Documents.This functionality was already available during the CSV configuration stage, and has now been extended to Smart Document forms. When a List-type field is used in a Smart Document, the form now includes by default an option that allows users …

Default Option in List-Type Field to Remove Selection Read More »

Scroll to Top

Contact Us

contact with an agent

Use this form to reach our agent quickly. We're here to assist you.


Learn how we handle your information in our Privacy Policy.