Author name: Sebastian Valencia

New Feature – Forms Permissions in User Roles

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, …

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Bug Fix – Service Error When Adding Link in Smart Document

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 …

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Bug Fix – FEA Signature Shows Success but Document Remains Pending

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 …

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New Feature – Automatic Signing Activation from CSV Automation and Folder Structure

Added the ability to activate Automatic Signing directly from: CSV Automation → Folder Structure configuration A new button has been added to allow users to explicitly enable Automatic Signing when creating or configuring folders.This provides greater control and flexibility over signing behavior without requiring additional configuration steps afterward.

Bug Fix – CSV Automation Incorrectly Enables Automatic Signing and Skips Workflow

Fixed an issue where CSV Automation implicitly enabled Automatic Signing when creating folders and launching signing flows with a Cloud Certificate. Previously, documents were automatically signed with the Legal Representative’s cloud certificate, skipping the remaining signers in the workflow and incorrectly marking the document as Signed. Now: Automatic Signing is disabled by default when folders …

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