Description:In the “Contacts” section, three new mandatory fields have been added to the contact form: Company Department Assigned User (to assign tickets individually) Additionally, the priority order of the fields has been improved to make the form easier to understand and complete. Behavior: Each user can only see the list of users assigned to them. …
Fixed an issue where not all files were included when downloading a folder, particularly when multiple files shared the same filename.The system now correctly handles duplicate filenames by renaming or differentiating them automatically, ensuring that all files are successfully downloaded from the selected folder.
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 »
