A new feature has been implemented to prevent users from deleting documents that have been sent to the notary. Originally, the requirement included showing a warning notification indicating that the user must request the notary to reject the document instead.After review, the behavior was improved — the Delete button is now hidden when the document …
Restrict Deletion of Documents Sent to the Notary Read More »
A new feature has been implemented that requires users to enter a mandatory description for the notary before completing the notary flow.The text label has been updated to “Detalle para la notaría” for better clarity.This ensures that each process sent to the notary includes a detailed note or context, improving communication, tracking, and document accuracy …
Send a Mandatory Description to the Notary at the End of the Notary Flow Read More »
A new feature has been implemented to improve the user experience when encountering error or warning messages on the platform. Since around 80% of tickets originate from error notifications, this enhancement provides users with alternative, self-service tools through CloudIA, helping them resolve issues faster and reducing unnecessary ticket creation. The update includes: Informative text and …
Added a new feature that allows users to add a watermark within the Smart Document settings.Users can now configure and display a custom watermark directly in their Smart Documents, improving branding, security, and document control.
Added a Business Intelligence folder in the API V2 documentation to organize Power BI under a dedicated section.This structure prepares the documentation for future integrations, allowing additional business intelligence methods to be grouped consistently in the same place.
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 »
Added a new feature that requires users to enter a mandatory description for the notary at the final stage of the notary flow.This ensures that every process sent to the notary includes clear contextual information, improving traceability and communication.
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 »
Fixed an issue where the first field on the Data Capture page could be mistaken for the current date.The first field now correctly shows the form submission date, and the current date is displayed only in the “Current Date” field. Labels and UI copy were updated to remove ambiguity across the form, exports, and API …
Added a new README / documentation section in GitHub to clarify the use of the correct Base URL for Production vs Test environments.This improvement helps developers easily understand which environment to use, reducing confusion during API integrations.
