Author name: Sebastian Valencia

Conditional Rule Improvements (CSV Automations → Data to API)

We introduced several enhancements to the Conditional Rule system inside Automations → CSV → Data to API, improving how conditions are configured and how values are transformed before being sent in the callback. 1. UI Adjustments for Conditional Rule “Value compare” now appears before “Conditional Word”. “Conditional Word” is now a free-text input instead of …

Conditional Rule Improvements (CSV Automations → Data to API) Read More »

Attachments now preview correctly when opened from the email signature link

Fixed an issue where attachments would not preview when the signer accessed the document through the email “View and Sign” link. The affected workflow was: The document had attachments correctly configured under “Attached file”. The signer accessed the document from the email → View and Sign. In the document viewer, the attachments appeared under “Attachments”. …

Attachments now preview correctly when opened from the email signature link Read More »

Subusers with full permissions can now resend notifications on “In progress” documents

The Resend option has been enabled for subusers who receive a shared document with all permissions granted from the administrator account. Previously, even with full permissions enabled, the subuser could not view or use the “Resend” button in the In progress document view, while the administrator could. With this update, subusers can now resend signer …

Subusers with full permissions can now resend notifications on “In progress” documents Read More »

Verification View Available for “Finished” Documents

Added the Verification option for documents with the “Finished” status.Previously, once a document reached this status, the Verification button/option disappeared, preventing users from viewing evidence such as document details, signers, GUID, Doc ID, and more. With this update, verification remains accessible even after the signing workflow is completed, ensuring transparency, traceability, and post-signature validation, just …

Verification View Available for “Finished” Documents Read More »

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 …

Change “ERROR” Label to “WARNING” for Minor Service Messages Read More »

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 …

New API Method – Power BI Endpoint by Document Type Read More »

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 …

UI & Text Improvements – Field Configuration, Profile, and Tickets Read More »

Scroll to Top