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 »
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.
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 »
Implemented support for using Advanced Cloud Signatures. These signatures now work like cloud certificates, using the FEA enrollment configured in Settings. This allows users to sign documents through their advanced cloud signature directly from the platform.
The position of the QR code has been slightly adjusted upward to match the new referential design, ensuring better visual alignment and a cleaner layout.
