Release Notes

Bug Fixes

• SHRTEC-3769: Transaction No Longer Loses Public Launch Form Inputs
  We fixed an issue where transaction data entered in the Public Launch form was not being retained, ensuring your inputs are now saved correctly.

• SHRTEC-3988: 'Download CSV Data' Now Generates Properly Formatted CSV Files
  We resolved a problem with the 'Download CSV Data' feature that sometimes created improperly formatted CSV files, so you can now download accurate and usable data.

• SHRTEC-4004: Workflow Now Requires Complete Integration Name Before Saving
  We updated the system to prevent saving a workflow without a fully specified integration name, ensuring all necessary details are provided upfront.

• SHRTEC-4120: AlphaTrust Embedded - iGO - JH - Forms No Longer Jumbled During Signing
  We corrected an issue in the AlphaTrust embedded iGO system for JH-specific forms, ensuring fields display properly during the signature process.

• SHRTEC-4283: All DocForms Fields Now Display Correctly During Signing
  We fixed a bug where certain DocForms fields were not appearing during the signing process, so you’ll now see all fields as intended.

• SHRTEC-4299: Improved Behavior After Failed PIN/Password Authentication
  We addressed an issue causing incorrect system responses when PIN or password authentication failed, providing a smoother experience for you.

• SHRTEC-4300: Enhanced Behavior After Failed Mobile (OTP) Authentication
  We corrected unexpected behavior following a failed mobile One-Time Passcode (OTP) authentication, improving reliability for your login attempts.

• SHRTEC-4304: AlphaTrust Authentication - Added Configurable Passcode Timeout
  We introduced a new configuration setting for One-Time Passcode expiration, giving you control over how long passcodes remain valid.

• SHRTEC-4364: WebForm Date Field No Longer Changes Value on Reload
  We fixed an issue where the WebForm date field altered its value upon page reload, ensuring your selected dates stay consistent.

• SHRTEC-4381: AlphaTrust Authentication - Implemented Passcode Timeout
  We updated the system code to enforce One-Time Passcode expiration, enhancing security by ensuring passcodes time out as configured.

• SHRTEC-4491: AlphaTrust > DocForms - Auto-Scroll Now Targets Correct Field
  We corrected the auto-scroll feature in AlphaTrust DocForms to scroll to the first field instead of the first required field, improving your navigation experience.

• SHRTEC-4499: AlphaTrust - Resolved HTML Issue When Saving Content Page Templates
  We fixed a glitch that caused problems when saving HTML content page templates in AlphaTrust, ensuring templates save correctly.

• SHRTEC-4946: Config Update - OTP Settings Now Default Properly on Installation
  We updated the configuration process to automatically set One-Time Passcode (OTP) settings to their default values during installation, simplifying setup for you.

• SHRTEC-4956: Upgraded .NET Version of SignDoc2 in v5.19.11+
  We implemented changes to support the latest .NET version of SignDoc2 in v5.20 and above, transitioning from PDFTools 3-Heights to 4-Heights for improved performance.

• SHRTEC-5285: Transactions with Multiple Participants Now Close Correctly
  We fixed an issue where transactions involving multiple participants were closed by Workflow Action cancellation instead of Task cancellation, ensuring proper closure behavior.

• SHRTEC-4444: Improved Handling of Incorrect Mobile (OTP) Authentication

  We added a new setting to the One-Time Passcode (OTP) authentication page to better manage incorrect mobile authentication attempts, ensuring a smoother and more reliable experience when entering your passcode.

Bug Fixes

SHRTEC-3890: Resolved an issue where a transaction with multiple participants was closed by Workflow Action cancellation instead of Task cancellation.

SHRTEC-4106: Fixed an issue where the Option Link did not expand or collapse the box.

SHRTEC-4199: Addressed a problem where the PDF filename was not reflected in the transaction completion notification or status change webhook email.

Bug Fixes

SHRTEC-4034: Fixed an issue where, when a document contained multiple fields with a shared field name, only the first field was filled by a form.

Bug Fixes

SHRTEC-361: Resolved an error that occurred when attempting to launch an attached [Public] workflow.

SHRTEC-3639: Fixed an issue where mouse-drawn signatures were not displayed on the signed document.

SHRTEC-3656: Addressed a 500 error that occurred when attempting to download the Evidence Package.

SHRTEC-3692: Corrected an issue where form field font sizes were inconsistent.

SHRTEC-3693: Fixed an issue preventing the launch of a public-launch workflow.

SHRTEC-3770: Resolved a problem where radio button selections were sometimes inverted for subsequent participants.

SHRTEC-3771: Fixed an issue where mouse-drawn signatures caused a "process cannot continue" error.

SHRTEC-3883: Addressed an issue where checkbox values in WebForms were not being saved.

SHRTEC-3929: Resolved an issue where sending an audit report with completed documents generated an incomplete audit report.

Bug Fixes

SHRTEC-3610: Fixed issue where Radio buttons do not retain their values from previous WebForms. 

SHRTEC-3687: Fixed issue where the public launch workflow cannot be submitted with document uploads.

SHRTEC-4004: Fixed issue where the system allows saving a workflow without a complete integration name.

Bug Fixes

SHRTEC-3467: Resolved an issue where populating the "Custom Email Message" in Define Participant caused an error.

Bug Fixes

SHRTEC-361: Resolved an error that occurred when attempting to launch an attached [Public] workflow.

SHRTEC-525: Fixed a UI issue in AlphaTrust Control Panel > Workflow Designer that occurred under certain conditions when saving.

SHRTEC-632: Corrected an issue where manually updating Field Placement properties converted them from Integer to String, which caused side effects.

SHRTEC-658: Addressed an issue where focus jumped to the top of the document after completing a task.

SHRTEC-965: Fixed a problem where a 2-document, 4-signature workflow did not complete.

SHRTEC-1005: Resolved an issue where Web Form pre-fill failed when a date field from a document template was used.

Bug Fixes

SHRTEC-161: Fixed an issue where the signature task was showing on DocForm.

SHRTEC-165: Resolved an issue where checkbox selections were not retained on Feature Demo Document 2.

SHRTEC-269: Corrected permissions to ensure account-wide admin users could not switch to groups that are locked out.

SHRTEC-411: Addressed a problem in Signature Chrome where header and footer text were cut off.

SHRTEC-509: Fixed an issue where DocForm radio buttons were hidden when set to "read only."

SHRTEC-514: Resolved an issue where DocForm fields did not retain their mapping when "Selected" or "Initial Value" were used.

SHRTEC-515: Corrected an issue where DocForm fields set to "Read Only" were still editable when assigned to a participant.

SHRTEC-527: Improved performance to reduce the time taken to upload specific documents.

SHRTEC-550: Enhanced upload performance for specific documents to meet expected standards.

SHRTEC-648: Fixed an issue where completion rates did not display pending transactions.

Bug Fixes

PEP-6297 When a bulk launch row is past single alphabets, we gradually increase the lettering eg: A->ZZ rather than repeating A-Z

PEP-7863 Updated the "Created By" column in the Workflows list to display red text for a User that has been deleted.

PEP-7892 Fixed an bug that would cause Doc Form rules involving checkboxes to not save properly within the control panel, nor act as expected during signing.

PEP-8322 Fixed issue where getting File Attachments via API using the DocumentID did not return the expected results. 

PEP-8609 Fixed a bug that would cause the text editor code view to show in a very slim text area, instead of filling the modal.

PEP-8642 Fixed a bug that would cause the completion rate pie charts to only draw the pending status'

PEP-8686 Fixed a bug that would cause transactions with "display all pages" enabled to not proceed as expected

PEP-8588 - Added the option to define unique transaction descriptions within the CSV when the workflow setting "Allow the Description to be edited at the time of launch" is enabled.

PEP-8595 - Resolved an issue allowing workflows that require a phone number to proceed without one.

PEP-8610 - Corrected issues that prevented workflows without placeholders from launching successfully.

PEP-8634 - Fixed an error that occasionally added _es_:<participant role> to PDF field names in bulk launch CSV templates.

Bug Fixes

PEP-7920 - Resolved a performance issue where PDFs with a large number of fields caused saving and ad-hoc sending issues.

PEP-8005 - Fixed issue where expiration notices were not sent for expired transactions.

PEP-8011 - Corrected duplication of integrations in the interface after updates.

PEP-8173 - Fixed bug where number range validation displayed the field's ID instead of its label.

PEP-8512 - Fixed issue where deleting failed transaction documents encountered errors when no documents were present.

PEP-8576 - Corrected issue where Date Form rules did not function as expected.

PEP-8577 - Fixed bug where unhiding a Web Form date picker displayed an invalid date error.

PEP-8578 - Resolved issue where date fields in WebForms were incorrectly marked as required.

PEP-8597 - Fixed an issue where the form field editor in Workflow Designer did not update as expected.

v5.18.13.1 Release                          Production Release Date: 9/5/2024

Bug Fixes

[PEP-7361] - Fixed issue where Web Form number fields, with a regex and min/max values, would not have all validation work as expected. Number fields do not support regex validation, and we instead use browser native number input to limit values to numbers. Please see the images below for the referenced settings.

v5.18.13 Release                          Production Release Date: 8/28/2024

Bug Fixes

[PEP-8344] - Fixed issue where when utilizing the Allow Multiple Document Uploads feature with the Document Upload Match RegEx option, documents that matched successfully would not be shown with an Upload Status. Please see the images below for the referenced settings and an example.

[PEP-8222] - Fixed issue where when utilizing the Allow Multiple Document Uploads feature with the Document Upload Match RegEx option, Zip files that contained more than one document that matched would not show the details of the multiple matches as it should. Please see the images below for the referenced settings. 

[PEP-8195] - Fixed issue where if a Launcher Participant exited and did not submit a required WebForm, the Transaction would not correctly cancel. Please see the images below for the referenced settings and an example. 

v5.18.12 Release                          Production Release Date: 8/29/2024

Bug Fixes

[PEP-8176] - Fixed issue where reassigned Participants did not have the signer location task properly reassigned. Please see the image below for the referenced settings.

[PEP-8174] - Fixed issue where regex validation would not work for the Number field in Web Forms. Please see the image below for the referenced settings.

[PEP-8163] - Fixed issue where, when utilizing Public Launch in combination with the Bulk Document Upload feature, if multiple documents matched conditions for a single document upload it would apply the match to both documents when it should only match for the first document. Please see the image below for the referenced settings. 

[PEP-8133] - Fixed issue where a first Participants’ participant-specific DocForm values are not mapped or shown on a DocForm when a second Participant enters to complete the same DocForm. Please see the image below for the referenced settings.

[PEP-8040] - Fixed issue where when updating a Workflow in the Control Panel, a user could exit the screen while changes are being saved. The changes would not be saved and the Workflow would end up in an errored state that could not be recovered from. Updated UI to include full screen saving modal to ensure changes to a Workflow are saved properly. Please see the image below for an example for the new saving modal. 

[PEP-7896] - Fixed issue where transaction description placeholders accepted participant index but not participant role. Added role to placeholder participant identifier for transaction description. New placeholders include: ParticipantFirstName, ParticipantLastName, ParticipantFullName, ParticipantTitle, ParticipantOrganization, and ParticipantEmailAddress. Please see the image below for the referenced settings and an example. 

[PEP-7538] - Fixed issue where a daylight savings name was being used for a time zone instead of the standard name causing problems when trying to identify the correct time zone.

[PEP-7297] - Fixed issue where task-specific content could no not be specified for Upload Additional Documents Workflow Actions. Added a custom content option for Upload Additional Documents Workflow Action. Please see the image below for the referenced settings. 

[PEP-6984] - Fixed issue where Participants were not able to skip optional documents when the Prompt Participants for Cancellation Reason setting was enabled. Please see the image below for the referenced settings.  

v5.18.11.2 Release                          Production Release Date: 7/17/2024

Bug Fixes

[PEP-8229] - Fixed issue where access order checks on Participants would cause emails to not send out as expected. 

[PEP-8119] - Fixed issue where a required attribute on a radio button was not properly applied to a PDF upon saving within the Control Panel. Please see the image below for the settings referenced and an example. 

v5.18.11.1 Release                          Production Release Date: 7/17/2024

Bug Fixes

[PEP-8196] - Fixed issue where fields would not appear on screen when a participant was assigned a Define Another Participant task. Please see the referenced settings in the image below.  

v5.18.11 Release                          Production Release Date: 7/17/2024

Bug Fixes

[PEP-8156] - Fixed issue where Workflow Actions would be incorrectly skipped when DocForms was enabled. Please see the image below for the settings referenced. 

[PEP-8148] - Fixed issue where the Social Security Number Field Mask would not work as expected and would fill in the spaces after the Participant entered the first number. Please see the image below for the referenced settings and an example. 

[PEP-8143] - Fixed issue where Participant emails fail to send if they are after a Carbon Copy Participant. Please see the image below for the referenced settings and an example.

[PEP-8141] - Fixed issue where API calls would allow for double @ symbols in email addresses. Added validation check for double @ symbols in email addresses.

[PEP-8137] - Fixed issue where checkboxes in the Documents editor would be wiped after adding more than one. Please see the image below for more information. 

v5.18.10 Release                          Production Release Date: 6/14/2024

Bug Fixes

[PEP-8123] - Fixed issue where Web Forms, that were Workflow Actions on Document tasks, would be triggered out of order. The Participant would see all Web Forms at once instead of with each correlated task.  

v5.18.9 Release                          Production Release Date: 6/7/2024

Bug Fixes

[PEP-8110] - Fixed issue where a Participant could not navigate to the signing page if the Workflow used DocForms that contained no DocForm fields. Please see the image below for more details and an example. 

v5.18.8 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-8048] - Fixed issue where Task Workflow Actions would be skipped in certain scenario(s). Please see the image below for an example and the referenced settings and steps to add a Workflow Action to a Task.

[PEP-8038] - Fixed issue where workflows that could be launched publicly could not upload multi-file zip files. Please see the images below for the referenced settings.

[PEP-8034] - Fixed issue where emails for Carbon Copy Participants would not be sent. Please see the image below for the referenced settings.

v5.18.7 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-7991] - Fixed issue where participant reminder notifications were not being sent out. This was seen in versions 5.18.0 through 5.18.6. 

[PEP-7977] - Fixed issue where Carbon Copy tasks, and related emails, would be completed prematurely and not according to the access order. Please see the images below for an example and more information. 

[PEP-7974] - Fixed issue where large document uploads did not list the matched document name. Please see the images below for the referenced settings. 

[PEP-7954] - Fixed issue where Forms/Actions Workflow Actions, that were assigned to a task, would be skipped incorrectly. Please see the image below for the referenced settings and an example. 

[PEP-7935] - Fixed issue where after hitting the Save button, it would become prematurely clickable again even though a Workflow is still being saved. Please see the image below for more information.

[PEP-7910] - Fixed issue where Forms/Actions Web Form Workflow Actions, that were assigned to a task, would be skipped incorrectly and route the user to the Exit Page. Please see the image below for the referenced settings and an example.

[PEP-7906] - Fixed issue where a Participant could not reassign a task and would instead see an error. Please see the image below for the referenced setting. 

v5.18.6 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-7943] - Fixed issue where multiple emails are sent to carbon copy recipients. Please see the image below for the referenced settings. 

[PEP-7928] - Fixed issue where when using custom content sets the acknowledge Positive and Negative buttons would use the default text versus the custom content set. Please see the image below for the referenced settings. 

[PEP-7921] - Fixed issue where emails would not send out properly to a Participant if they only had a carbon copy task. Please see the image below for the referenced settings. 

v5.18.5 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-7924] - Additional fixes for text stamping in a specific customer document.

v5.18.4 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-7884] - Fixed issue where updating existing documents was only overwriting part of the previous document if the previous document was larger in size causing them to be corrupt.

[PEP-7854] - Fixed issue where required DocForm fields would not validate properly and a Participant could proceed to the next signing step even without answering the required fields. Please see the example below of a required field. 

[PEP-7853] - Fixed issue where transactions created through the Rest API would not have the DocForm field rules applied. Please see the image below of an example of DocForm field rules. 

[PEP-7505] - Fixed issue where logging request validation was creating errors when API logging was turned off.

v5.18.3 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-7867] - Fixed issue where Transactions with a carbon copy task assigned to the first Participant would get stuck in a Pending status. Please see the images below for additional details and an example.

[PEP-7866] - Fixed issue where Transactions containing Participants that have multiple carbon copy tasks assigned to them would get stuck in a Pending status. Please see the images below for additional details and an example. 

[PEP-7856] - Fixed issue where using the UpdateDocumentTextStamps() API call under certain use cases would cause a corrupted PDF document.

[PEP-7818] - Fixed issue where the Launch page would not load for the Launcher until all documents in the Workflow loaded successfully. Please see the image below for an example of a Launch page. 

v5.18.2 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-7791] - Fixed issue where PermissionSets were not updating in the database making it look like all of the settings were removed. Please see the image below for the referenced settings. 

[PEP-7785] - Fixed issue where when utilizing the Bulk Document Upload feature, documents contained within a zip file would not match all documents on launch when using the Document Upload Match RegEx. Please see the images below for the referenced settings. 

v5.18.1 Release                          Production Release Date: 6/6/2024

Bug Fixes

[PEP-7683] - Fixed issue where the Control Panel would not show which uploaded file was matched to a particular document when utilizing the Multiple Document Uploads functionality. Update the control panel UI to reflect which document is being used when uploading a document on the launch screen. Please see the images below for the referenced settings and an example of uploaded files being matched to documents on the launch screen.[PEP-7677] - Fixed issue where when using the Multiple Document Uploads functionality, without RegEx, documents were quired to match the File Name exactly (including the extension). Updated the file matching logic so that it will match the File Name field (minus the extension and ignoring case sensitivity) with the uploaded file when not utilizing the RegEx option. Please see the images below for the referenced settings and an example of the new logic. [PEP-7755] - Fixed issue where TinyMCE would not properly load on Define Participant Workflow Actions. Please see the images below of the referenced settings and an example of the TinyMCE. [PEP-7724] - Fixed issue where values in a Bulk Launching CSV would not update the workflow if the document was uploaded before launching. Please see the image below for the referenced settings. [PEP-7691] - Fixed issue where CSV exports would not be properly formatted due to commas. All strings are now wrapped in double quotes to ensure properly CSV exports. Please see the image below for an example of a CSV export. [PEP-7682] - Fixed issue where when utilizing the Bulk Document Upload feature, if a document matched both conditions for two document uploads it would apply the match to both documents when it should only match for the first document.  Changed how bulk document uploading is matched so that it will only match on a single document that is missing a file; so that one uploaded document doesn't match with multiple workflow documents. Please see the image below for the referenced settings. [PEP-7678] - Fixed issue where SSO logins may fail due to duplicate keys in JWT.

[PEP-7675] - Fixed issue where a typo was seen in Signature Block Data. Please see the image below referencing the fixed typo.  [PEP-7669] - Fixed issue where certain scenarios may cause checkboxes to not properly uncheck when Participants revisit Web Forms and DocForms to update their selection before completing their assigned document tasks. Please see the images below for the referenced settings.  [PEP-7666] - Fixed issue where Field Name’s that contained a period could prevent DocForms from loading properly. Please see an example and additional details in the image below. [PEP-7642] - Fixed issue where Lexis Nexis “Match Data” functionality would not behave as expected when a match is not found. Instead of the user seeing a data mismatch error, no error is presented and the session expires right away. [PEP-7641] - Fixed issue where changing a Workflow Action Type from Generic to a different type caused the workflow to not function properly. The Workflow Action would stay as Generic even though it was changed. Please see the image below for the referenced settings.[PEP-7620] - Fixed issue where when utilizing the Bulk User Upload feature the Password field was required. The Password field is no longer required for Bulk User Upload, Inserts, and Updates. If you don't supply a password upon insert, one will be automatically generated. If you don't supply a password upon update, it will just keep the existing password in place. Please see the image below for the referenced settings. [PEP-7605] - Fixed issue where Carbon Copy emails would not send if they were a task assigned to the last Participant. The system will now only update Carbon Copy to a complete status once the email is sent. Please see the image below for the referenced settings. [PEP-7603] - Fixed issue where the Negative Button Text: label was missing in the User Experience settings under Edit Task Details. Please see the image below of an example where the label was missing.  [PEP-7590] - Fixed issue where an optional document’s File Name was not properly overridden with the uploaded file name when set in the workflow to do so. This was only seen with workflows that have multiple optional documents and where the File PDF File Name is set to Filename. Please see the images below for the referenced settings.  [PEP-7585] - Fixed issue where non-public workflows could still be launched publicly if it was previously available publicly. Please see the images below for the referenced settings and an example of a public launch page. [PEP-7568] - Fixed issue where Delivery and Carbon Copy tasks would lose their page number value. Please see the image below for more information. [PEP-7565] - Fixed issue where users would not be able to edit and customize a Groups multi-factor authentication email via the source code tool. Please see the image below for the settings referenced. [PEP-7512] - Fixed issue where the Download Button was not shown on the Document Review page. Please see the image below for more information. [PEP-7428] - Fixed issue where the Participant's access order would be calculated incorrectly after the transaction is launched. This issue would only occur when the second participant had a carbon copy task assigned to them. Please see an example and referenced settings in the images below. [PEP-7390] - Fixed issue where a Participant could enter only a space character for the Full Name on the Define Participant workflow action. The validation for Full Name on the Define Participant Workflow Action will no longer accept only a space character. Please see the image below for the referenced settings. [PEP-7275] - Fixed issue where Signature Block Data placement was not respecting the default Offset Start Position of "Left" for the Placeholder Type Search Text. Please see the images below for additional details and the settings referenced. [PEP-6292] - Fixed issue where when utilizing a Workflow with an Is Upload document and selecting a Registered User at launch, the required fields of Title and Organization of the Registered User are not populated properly and the Workflow is unable to be launched. Please see the images below for the referenced settings.

v5.18.0 Release                          Production Release Date: 6/6/2024

New Features

[PEP-7485] - Added the ability for checkboxes to be automatically selected for matched optional documents when ‘Allow Multiple Document Uploads’ is enabled. Please see an example and the referenced settings in the images below. 

[PEP-7479] - Added the ability to collect the Participant's Signing Location on the Signer Information page that can also be used in Signature Block Data stamped on the document with the signature. Please see the images below for the settings referenced. 

[PEP-7448] - Added the ability to enable bulk document uploads in which the system will match files based on file name or custom regex set. Please see the images below for an example and the settings referenced.  

[PEP-7382] - Added Document File size to the Reports > Status > Transaction Details > Documents section. The value is based on the source document provided when the transaction was created. Please see the image below for an example transaction. 

[PEP-7374] - Added an option to route a Participant to a ‘Custom Session Timeout URL’. Added a SessionTimeoutUrl parameter to the Participant (Workflows and API) so the Participant can be redirected to a custom web page when their signing session expires. Please see the image below for more information. 

[PEP-7307] - Added Group Transactions (transactions not created by you) and document download access options on permission sets for Reports. Also added the option to deny download access for system-wide or account-wide admins. Please see the images below for details on the settings referenced.  

[PEP-7050] - Added the ability to specify and display the time zone to be stamped onto documents either via API or workflows. These updates include adding the following: DefaultTimeZoneID to the config, TimeZoneID property for API calls, the ability to include the Time Zone in Signature Block Data Signature Date, and the ability to set the Default Time Zone for a Group. Available Time Zones options can be found in the developers guide: https://developers.alphatrust.com/documentation/references/time-zone-ids.html. Please see the images below for the settings referenced. 

[PEP-6939] - Added a link to the Developers Guide in the Developers section in the footer of the Control Panel. Please see the image below for more details. 

[PEP-6570] - Added Read-Only field type to Web Forms. This field type cannot be edited by any participants in a transaction. Please see the image below for additional details. 

[PEP-6262] - Added validation options into DocForms. This includes the following: added support for rules via API, the ability to insert specialized field types onto a DocForm, the ability to manage DocForm validation properties, increased validation rules when editing DocForm fields, and the ability to manage Rules for inputs in DocForms. Please see the images below for the settings referenced and an example of field validation. 

[PEP-6150] - Added the ability to refresh the participant access link when resending the notification from the Reports > Status > Transaction Details > Participants section. This will allow the user to update the Participant information and resend the Participant Notice with a new link. This new feature will also invalidate the original signing link once the new link is sent. Please see the image below for more details.

Improvements

[PEP-7499] - Improved the drop-down options for Participant selection. Added Email Address, Title, and Org to participant selection list on the launch page. Please see the images below for more information and an example. 

[PEP-7365] - Improved the Profile and Group Switcher by consolidating and moving the Profile and Group Switcher links to a standard Account Button. Please see the image below to compare the old and new Profile and Group Switcher.

[PEP-7356] - Improved the Participant’s organization name by increasing the character limit for the organization on Participants and Users from 64 to 128.

[PEP-7352] - Improved webhooks by adding the ability to include custom header information in Event Subscription HTTP requests. Please see the example below for more information. Please see the example image below for more details.  

[PEP-7282] - Improved the ability for a participant to form fill without needing another separate task by adding a Forms / Actions task type to the Workflow Designer > Workflow > Task Setup options. Also reorganized the Delivery, Carbon Copy, and the new Forms / Actions task types into their own section called ‘Other Tasks’ and moved them to the bottom of the list. Please see the image below for more details. 

[PEP-7191] - Improved the precision of timestamps on filenames for JSON logs by adding seconds to the API JSON logs filename. 

Current Filename Format: 'CreateTransactions-Request-<machinename>-yyyyMMddHHmm'

New Filename Format: 'CreateTransactions-Request-<machinename>-yyyy-MM-dd-HH-mm-ssSSS'

[PEP-7140] - Improved the resend participant option by adding the ability to refresh the participant access link when resending the notification from the Status Reports Participant section. Please see the image below for more details. 

[PEP-6615] - Improved the Email Message field on the Define Participant Workflow Action to use a rich-text editor instead of a plain text input box. Please see the image below for more details. 

[PEP-5751] - Improved the document upload functionality by replacing (or adding to) the standard file upload controls with drag & drop file upload controls. Please see the image below for an example of the drag & drop file upload control. 

Bug Fixes

[PEP-7577] - Fixed issue where checkboxes and radio buttons selected by a prior participant were hard to see when the next participant was signing. Read-only field data is now more clearly visible in the DocForms UI. Please see the image below for an example. 

[PEP-7576] - Fixed issue where HTML signings were not functional. 

[PEP-7567] - Fixed issue where Web Form rules involving required fields logic would not compute properly. Please see the example image below for more details.

[PEP-7553] - Fixed issue where Task Workflow Actions would not properly save when adding them to a Forms / Actions task. Please see the image below for an example and the referenced settings and steps to add a Workflow Action to a Forms / Actions task.

[PEP-7504] - Fixed issue where workflows with blank templates would not launch properly. Please see the image below for the setting referenced. 

[PEP-7494] - Fixed issue where workflows that were exported with missing content sets would not import as expected.

[PEP-7486] - Fixed issue where when editing a duplicated rule, the original rule would also update. Please see the image below for the settings referenced. 

[PEP-7483] - Fixed issue where when using the Prompt Participant to choose status workflow action, the status would not update and the signing would be suspended instead of correctly prompting the participant to select the status. Please see the image below for the setting referenced. 

[PEP-7460] - Fixed issue where number fields in a Web Form would not properly validate the set min/max values and a user could type in a number higher or lower than the min/max values. Please reference the image below for an example. 

[PEP-7445] - Fixed issue where the Sub-Groups table would not resize in a responsive manner when a user zooms in on the screen. Please see the image below for the table referenced.

[PEP-7439] - Fixed issue where an incorrect French translation was seen in the default Workflow Actions (Explanation) Content Set. Changed the French translation from "heures" to "fois". Please see the image below for more details.

[PEP-7436] - Fixed issue where expiration notices were not being sent for expired transactions.

[PEP-7372] - Fixed issue where the failed login attempt status code could cause confusion when received. Changed failed login attempt status code from 400 to 403 to provide the forbidden response. 

[PEP-7226] - Fixed issue where when attempting to void a document, in the Reports > Status > Transaction Details > Documents section, it fails when you are voiding a document that exists in a transaction that was created in a group that is other than the group the user is currently logged into. The document should successfully void since the user has permissions to both groups. Please see the image below for an example. 

[PEP-7026] - Fixed issue where the Groups page was missing the pagination bar when using the search filter. Please see the image below for an example. 

[PEP-6927] - Fixed issue where HTML documents could not be verified in the control panel. Please see the image below for the referenced setting.

[PEP-2348] - Fixed issue where a Participant's suffix would appear as a digit instead of a Roman numeral when authenticating via Experian. Please see the images below for an example and reference to the integration setting. 

v5.17.15 Release                          Production Release Date: 3/21/2024

Bug Fixes

[PEP-7718] - Fixed issue where a query for the Document Review page was running slowly. Updated the query to return fewer field properties to increase database query performance. 

v5.17.14 Release                          Production Release Date: 3/20/2024

Bug Fixes

[PEP-7718] - Fixed issue where a query for the Document Review page was running slowly. Updated a query to be more performant.

v5.17.13.1 Release                          Production Release Date: 3/20/2024

Bug Fixes

[PEP-7736] - Fixed issue where SSO logins would fail on a workflow when it is Ad-Hoc launched. The participant would see a “Process Cannot Continue” error when they opened the SSO link. Please see the image below for the referenced settings.

v5.17.13 Release                          Production Release Date: 2/22/2024

Bug Fixes

[PEP-7672] - Fixed issue where the "Test Document Only" banner was being applied to HTML document transactions. Please see the image below for an example of the issue seen. 

v5.17.12 Release                          Production Release Date: 1/25/2024

Bug Fixes

[PEP-7482] - Fixed issue where users were unable to add Workflow Actions to participants. When the user attempted to click on the Add Workflow Action button nothing occurred. Please see the image below for more details.

[PEP-7343] - Fixed issue where Signature Block Data would not appear where it was originally placed on the document. This issue occurs if the user was zoomed in over 100% on the page when placing the Signature Block Data in the Task Editor. Please see the image below for more information.

[PEP-7105] - Fixed issue where invalid characters in the role field would cause launch issues. Roles may now only contain Alphanumeric, dashes, underscores, spaces or #. Please see the image below for an example and more information.

v5.17.11 Release                          Production Release Date: 12/14/2023

Bug Fixes

[PEP-7112] - Fixed issue where the Audit Report would incorrectly show a document’s type as HTML. Please reference the image below for an example and more information.

v5.17.10 Release                          Production Release Date: 11/30/2023

Bug Fixes

[PEP-7407] - Fixed issue where closing transactions could cause 502 Gateway Errors. 

[PEP-7401] - Fixed issue where a signers IP address would not be displayed in the signature annotation and signature block data when it should have been included. Please see the image below for an example of the correct signature block and annotation containing a signers IP address. 

[PEP-7396] - Fixed issue where if a participant declined to complete an optional signing task, the system would incorrectly navigate the participant to the participant's custom exit URL if it was set. Please see the image below for an example and the settings referenced.

[PEP-7376] - Fixed issue where final emails would not properly be sent when a transaction was manually closed. Please see the image below for an example and the setting referenced.

[PEP-7331] - Fixed issue where if a participant cancelled an optional task, they were not routed to any subsequent task workflow actions. Please see the image below for an example and the settings referenced.

[PEP-7330] - Fixed issue where if a participant had a custom exit URL and they cancelled an optional task, they were incorrectly taken to the custom exit URL instead of the next task. Please see the image below for the settings referenced.

[PEP-7309] - Fixed issue where when attempting to update the Email Sender the setting would revert to the default Sender Option instead of the Sender Option that was selected. Please see the image below for the referenced setting. 

[PEP-7308] - Fixed issue where bulk launch headers would be incorrect when utilizing the Bulk Launch feature. Please see the image below for the settings referenced.

[PEP-6603] - Added database index to prevent performance issues when querying for transaction token data.

[PEP-3116] - Fixed issue where when a user attempted to upload an unsupported file type in the Documents section, the Documents uploaded successfully message displayed when it shouldn’t have. When unsupported file types are uploaded, an error message will now appear stating that the file type is not supported. Please see the image below for the settings referenced.

Bug Fixes

[PEP-7440] - Fixed issue where participants were being incorrectly prompted to set a Pin/Password, when defining another participant, when the field was not selected to be requested. The Pin/Password field should only appear during the Define Participant Workflow Action when selected in the Workflow Action settings. Please see the image below for the referenced settings.  

v5.17.9 Release                          Production Release Date: 11/16/2023

Bug Fixes

[PEP-7348] - Fixed issue where users were unable to use and save changes made in the Task Editor if they were working in a Sub-Group. Please see the image below for more details.

[PEP-7327] - Fixed issue where API calls that were reusing document templates, that also pass in form field data merged into the document, were being incorrectly read from cache.

[PEP-7278] - Fixed issue where Task Workflow Actions would not properly redirect the Participant to a custom ULR from the document tasks page under certain conditions. The conditions included that the task on the first document had a Workflow Action, DocForms was not enabled for the participant, and if the Status Page was set to off for the Participant. Please see the images below for the settings referenced.

[PEP-7228] - Fixed issue where when uploading HTML documents into the Documents section, an error would display even though the file was uploaded successfully. Please see the image below for the referenced settings.

[PEP-7199] - Fixed issue where users would see an unhelpful error message in a Web Form if the error message was set to null or not set. Please see the image below for an example and the referenced settings.

v5.17.8 Release                          Production Release Date: 11/16/2023

Bug Fixes

[PEP-7325] - Fixed issue where when utilizing bulk launching, field names containing square brackets, [], were being removed incorrectly. Please see the image below for the settings referenced.

[PEP-7313] - Fixed issue where Font-Stamped Signatures would default the font to Jenna Sue regardless of the actual font setting. Please reference the image below for an example and more information. 

[PEP-7303] - Fixed issue where when updating a radio button’s Option Value, in the sidebar, additional values would be added in an attempt for the system to ensure unique values. Please note that if the value is updated in the Form Field editor modal, which can be access by clicking on the Edit More Field Properties button, the issue would not occur. Please see the image below for the settings referenced and an example. 

[PEP-7283] - Fixed issue where Task Workflow Actions would be incorrectly skipped under certain conditions. The condition was if more than one document was included in the transaction and the task on the first document had a Workflow Action. Please see the settings referenced in the image below. 

[PEP-7279] - Fixed issue where when defining a participant’s phone number for mobile authentication, the phone number entered would not be properly saved. Please see the settings referenced in the images below. 

[PEP-7261] - Fixed issue where when attempting to download the Source Document a user would receive an error message and the source document would not download. The Source document should be available to be downloaded. Please see the image below for the settings refenced. 

[PEP-7253] - Fixed issue where Task Workflow Actions would be incorrectly skipped under certain conditions. The conditions included DocForms being enabled for a document or participant, and if the Status Page was set to off for the Participant. Please see the images below for the settings referenced. 

[PEP-7250] - Fixed issue where Delivery and Carbon Copy tasks were showing with locations on document pages while tagging a document. They now are only accessible from the right Tasks side bar and will not show on the document. Please see the image below for the settings referenced and an example. 

[PEP-7144] - Fixed issue where when attempting to utilize Bulk Launch for a second time with a Workflow, errors would appear that did not appear when using Bulk Launch the first time. Please see the image below for the settings referenced.

[PEP-6750] - Fixed issue where DocForms were intermittently being skipped on a particular workflow.

[PEP-5183] - Fixed issue where a webhook status of “Unknown” was misleading users. Changed Event Subscription status of 3 from “Unknown” to “Active” to convey that the system is currently attempting to update the third-party endpoint.

v5.17.7.2 Release                          Production Release Date: 10/26/2023

Bug Fixes

[PEP-7346] - Fixed issue where DocForms images would not appear during the signing process. Participants would see the fields on screen, but the document itself would not appear as it should. Please see the example images below of what was seen and what should have been seen in DocForms.

v5.17.7.1 Release                          Production Release Date: 10/19/2023

Bug Fixes

[PEP-7346] - Fixed issue where Lexis Nexis KBA integrations would not work for sub-groups if the integration was not set to System-Wide. Please see the image below for the settings referenced. 

v5.17.7 Release                          Production Release Date: 10/19/2023

Bug Fixes

[PEP-7238] - Fixed issue where errors were occurring on repeated Bulk-Launches of the same Workflow. Please see the image below for the settings referenced.

[PEP-7202] - Fixed issue where Launch Domain Restrictions were preventing Workflows, with Public Launch, from launching. Please see the images below for the settings referenced.

[PEP-7111] - Fixed issue where when attempting to bulk upload users, utilizing the Firefox browser, computers with Microsoft Office installed would see an error reporting a bad file type. Please see the image below for the bulk user upload feature referenced.

[PEP-6642] - Fixed issue where a user could edit a Content Set and freely switch between sections before saving any changes that were made. If a user switched sections while making changes, the editor would only save the last section that was edited. The Content Template editor will now prevent switching sections if changes are made, and an option was added to keep the editor open so a user can make multiple changes before leaving the editor view. Please see the image below for additional details. 

[PEP-5873] - Fixed issue where Workflows would launch successfully even when invalid phone numbers were entered for mobile (One-Time Passcode) authentication. Added regular expression validation for phone number form fields in the Control Panel and Signing UI. The validation will allow the following: numbers, ( ), +, -, ., and spaces. Please see the images below for the referenced setting and an example.

v5.17.6 Release                          Production Release Date: 10/5/2023

Bug Fixes

[PEP-7230] - Fixed issue where if an SSO option was deleted from a user’s profile, other SSO options would not load on a user’s detail page. Please see the example image below for the SSO settings referenced. 

[PEP-7229] - Fixed issue where an HTTP status code of 500 was occasionally returned when creating transactions under load. 

[PEP-7213] - Fixed issue where under certain authentication pairings the Edit Participant Details editor would not open after being set. Please see the image below for an example and the settings referenced.

[PEP-7211] - Fixed issue where users were not able to edit the properties of a delivery or carbon copy task. Please see the image below for an example and the settings referenced.

[PEP-7177] - Fixed issue where the Reassigned Participant ID & Name are missing from SMS and Email Event Notifications. Please see the image below for the referenced settings.

[PEP-7170] - Fixed issue where DocForm checkboxes would lose their checked value in the document if its ExportValue or Checked Value was not "Yes", "Off" or Null. Checkboxes will now be able to support custom values rather than just "Yes", "On", "Off" or Null. Please see the image below for the referenced settings.

Bug Fixes

[PEP-7192] - Fixed issue where PDF documents were not being merged properly.

[PEP-7186] - Fixed issue where copied DocForm elements would not be position correctly. Please see the example image below for additional details. 

[PEP-7180] - Fixed issue where Participant’s Titles were not being updated during the Signer Information step in a workflow. Please see the image below for the referenced settings and example Signer Information Page.

[PEP-7164] - Fixed issue where after failing to validate the client’s SSO token, the software is returning null and providing no further detail, making it difficult to troubleshoot. Added additional logging and error messaging to the SSO login. Please see the image below for the referenced settings.

[PEP-7138] - Fixed issue where when attempting to saving large Workflows the exit warning message “Are you sure you want to leave without saving?” would appear. If you then clicked on the Cancel option, document save errors would display. 

[PEP-7121] - Fixed issue where Content Page Templates were failing to retrieve successfully under certain conditions such as when attempting to overwrite in a different language. See the example image below for more detail.

Bug Fixes

[PEP-7166] - Fixed issues where required task Custom Workflow Actions would cause Workflows to get stuck at the Custom Workflow Action. Please see the image below for the Workflow Action setting referenced.

[PEP-7141] - Fixed issues where when a user pasted images from their clipboard into template editors, it wouldn't save the images properly. This affected editors such as Content Editor and Email Template Editor. See the example image below for more detail. 

 [PEP-7118] - Fixed issue where Content Editor values would be copied from one section to another, when switching from a HTML field to a non-HTML field. Please see the image below for more details.  

 [PEP-7106] - Fixed issue where the Integrations tab would periodically fail to load. Please see the image below for the Integrations tab referenced.

[PEP-7065] - Fixed issue where Event Subscription notifications were not being sent for Participant Reassigned event. Also fixed issue where Skipped Document event notifications were being sent out incorrectly as Status Changed Event notifications. Please see the image below for the referenced settings.

[PEP-6972] - Fixed issue where when upgrading software versions, older Workflows utilizing One-Time Passcode (previously known as Mobile) would see the participant validation (Send As) not properly set in the UI. Please see the image below for additional details.

 [PEP-6524] - Fixed issue where duplicate fields with the same name would incorrectly have their values duplicate in the fields when utilizing the Bulk Launch feature. Please see the image below for an example.

 [PEP-6312] - Fixed issue where a Document Title and File Name was not required in the Workflow Designer even though it is required in the Document Details. A Document Title and File Name will now be required in the Workflow Designer. Please see the image below for more details.

Bug Fixes

[PEP-7096] - Fixed issue where a misleading InvalidOperationException was thrown when async operations didn’t finish correctly.

[PEP-7084] - Fixed issue where validation for Document Integrity would not allow for any value to be set. The setting would only accept a blank value. Please see the image below for the referenced setting. 

[PEP-7067] - Fixed issue where the label text may cause confusion in the Transaction Details Participants tab. Changed Participants tab text from `in this document` to `for this participant`. Please see the image below for a comparison of the changes.

[PEP-7029] - Fixed issue where the Custom Email Message would not display on the Launch Page if there was no other required fields for a Participant. Please see the images below for the referenced setting and an example of the Launch Page.

[PEP-6851] - Fixed issue where a typo was seen in one of the Input Type options on the Participant Details pop-up. Please see the image below for the referenced settings. 

[PEP-6313] - Fixed issue where when deleting Metadata, the values of the first Metadata name-value pair would be deleted instead of the selected Metadata name-value pair. This issue only occurred on the Workflow Details pop-up. Please see the example image below for additional details.  

Bug Fixes

[PEP-7044] - Fixed issue where some placeholders were not being shown or shown incorrectly as options in the Workflow Designer > Notifications editor. Please see the image below for the referenced setting.

[PEP-7034] - Fixed issue where document saving and preset application indicators were not showing. Please see the image below for an example of the saving indicator referenced. 

[PEP-7015] - Fixed issue where the ADFS login page would not load correctly.

[PEP-7013] - Fixed issue where Multiline Textboxes, in a Web form, would not save correctly when clicking on the Save Changes button. Please see the image below for more details.

[PEP-7012] - Fixed issue where final email notifications were not being sent out when the Audit Report was set to be included. Please see the image below for the referenced setting.

[PEP-7011] - Fixed issue where a users’ group could not be updated and or changed to another group or sub-group. Please see the image below for the referenced setting.

[PEP-7009] - Fixed issue where when editing a workflow, the save button would prematurely be available. Please see the image below for the save button referenced.

[PEP-6987] - Fixed issue where there were intermittent issues of documents failing to save in the one-minute timeout. Increased the saving timeouts for documents to reduce the chance of timeout errors.

[PEP-6977] - Fixed issue where additional border dividers appeared for participants that aren't displayed on the Workflow Launch page. Please see the example settings and Launch page below that appear without additional dividers. 

[PEP-6943] - Fixed issue where a transaction with a delivery-only document would not complete if the digital signature process failed. Please see the image below for the referenced setting.

Bug Fixes

[PEP-7004] - Fixed issue where when clicking on the Final Email Notifications toggles, some workflows would show a 'Vue is not defined' error, and users were unable to add email recipients from the workflows page. Please see the image below for more details. 

[PEP-6996] - Fixed issue where if a request timeout occurred when editing a workflow, the buttons on the page would incorrectly disable permanently. Please see the image below for the buttons referenced.

[PEP-6973] - Fixed issue where tasks in a workflow would not navigate correctly if they all had NotRequiredAfterFirstOccurrence set to true.

[PEP-6660] - Fixed issue where non-launchable workflows can be retrieved via the GetWorkflowsList() API call. 

[PEP-6476] - Fixed issue where users were getting permission errors when using ProntoIDs that aren’t identical to the values in the database. Removed case sensitivity of the ProntoID in the GetWorkflowList() API call. 

[PEP-6359] - Fixed issue where loading animations may cause confusion for Participants in the Signing UI. Added subtle "arrow" inside the loading spinner indicating that you are leaving the signing UI website.

[PEP-5333] - Fixed issue where date formats selected in the User Profile were not reflected on audit reports. Applied profile date formats and AM/PM to Audit Report PDF dates. Please see the image below for the referenced setting.

[PEP-1676] - Fixed issue where multiple participants PIN/Passwords would show after clicking on the show PIN/Password option after launching a workflow. Only the selected participant’s PIN/Password should appear. Please see the image below for the referenced setting and an example of the participant PIN/Password.

New Features

[PEP-6538] - Added the ability to allow listing and updating participant and task workflow actions via new Rest and Soap API endpoints. Please see the new API calls below and additional information in the developers guide. https://developers.alphatrust.com/documentation/code-samples/workflow-actions.html. 

•    GetTaskWorkflowActionsUpdateable() 

•    UpdateTaskWorkflowAction() 

•    GetParticipantWorkflowActionsUpdateable() 

•    UpdateParticipantWorkflowActions() 

[PEP-5550] - Added the ability to send a One-Time Passcode to signing Participants in an email. Mobile Authentication has been renamed to One-Time Passcode. Please see the image below for more details. 

[PEP-5424] - Added the ability to use placeholders for emails within Event Subscriptions. The new placeholders and Event Subscription settings referenced can be seen below. Also, please see the example image below using the Participant emails address index placeholder. 

•    {{LAUNCHER_EMAILADDRESS}} - The email of the user who made the transaction

•    {{PARTICIPANT_EMAILADDRESS:[Index]}} - The email of the participant at [Index], this index starts at 1

•    {{PARTICIPANT_EMAILADDRESS:[Role]}} - The email of the participant who has the [Role] as their role, this index starts at 1

Improvements

[PEP-6901] - Improved the Quick Stats page by adding links to the Color Status blocks. The links will navigate the user to the Status page with the filter of the Color Status block selected. Please see the example image below for more details.

[PEP-6643] - Improved and added new functionality to the Tasks Editor. Users can select multiple fields by dragging the mouse and adjust alignment and sizing when you have multiple fields selected. Please see an example of the new functionality in the image below.  

[PEP-6554] - Added Error indications in all editor modal tabs to notify the user when there's an error on active and inactive tabs. This allows the user to see there's an issue and where to go to resolve it when attempting to save any updates. Please see the example image below for additional details.

[PEP-6473] - Added the ability for the uploaded document file name to override the Document File Name set in the Workflow Document Details. Please see the image below for additional information.  

[PEP-6245] - Centralized bulk user editors into one location and added a Bulk SSO Logins option. Bulk Permissions, Bulk User Upload, and Bulk SSO Logins are now located in the Bulk Editors section. Please see the image below for more details. 

[PEP-6194] - Moved Permissions and SSO Logins for Users from the User Edit modal to the User details page. The Users details page can be accessed by clicking on the Username or the View Details button for the user. Please see the image below for additional details.

[PEP-6153] - Added support for displaying errors on unselected tabs in the Profile Editor. Please see the image below for an example.

[PEP-6151] - Added additional placeholders for notifications. More information can be found in the developers guide. https://developers.alphatrust.com/documentation/participants/notification-placeholders.html. 

[PEP-6149] - Added the ability to reorder Workflow Actions for Participants and Document Tasks. This ability was also added to Web Form options for Radio Buttons, Checkboxes, and Dropdown Lists. Please see the examples for Workflow Actions and Web Form options in the images below. 

[PEP-6026] - Enabled editing of PDF Documents in the Workflow Designer > Documents tab. This includes options to add/edit fields within the PDF, save changes directly to the PDF file, and the ability to optimize and flatten PDFs. Please see the image below for the settings and options referenced.

[PEP-6025] - Updated the UI for Workflow Setup, Content, Notifications, Web Forms, and Brand pages to be more consistent with other new UI updates. Please see the image below for more details.

[PEP-5974] - Redesigned the Web Forms page for more consistent UI across the platform. Please see the image below for more details.

Bug Fixes

[PEP-6906] - Fixed issue where Participant metadata used to authentication via KBA wasn't properly overwriting the initial Participant metadata. Please see the images below for the settings referenced.

[PEP-6759] - Fixed issue where if a user closed an upload modal without completing an upload, the previously selected file list would remain instead of being cleared once the modal was closed. This issue was seen when importing Web Forms, Documents, Content, Notifications, and Brands. Please see the image below for more information.

[PEP-6752] - Fixed issue where a user would not be returned to the Notifications, Documents, or Brands main screen after changing Groups.  The user will now be redirected to the main list tab if the item doesn't exist in the content, notifications, brands, or documents tabs after switching Groups. 

[PEP-6751] - Fixed issue where the content security policy would block log rocket from consistently recording.

[PEP-6703] - Fixed issue where when exiting from an authentication screen, the next workflow action would be incorrectly cancelled. Please see the images below of the referenced settings and additional details.

[PEP-6669] - Fixed issue where Custom Field Labels were not being shown when defining another participant in a transaction. This affected all information that could be requested for another participant. Please see the image below for the settings referenced.

[PEP-6667] - Fixed issue where a user could enter an organization name longer than 64 characters. Added max character length check for the participant organization property. 

[PEP-6608] - Fixed issue where the “Add Placeholder Value” button would not appear at the bottom of the Notifications section in the Edit Workflow Details pop-up. Please see the image below for more information.

[PEP-6564] - Fixed issue where Workflows may not appear when switching from the Group Workflows filter to My Workflows filter. Workflows would appear after navigating away and returning to the My Workflows filter. Please see the image below for more information.  

[PEP-6561] - Fixed issue where the copy button would be disabled if the user who created the Workflow was deleted. Please see the example Workflow, which was created by a deleted user, in the image below.

[PEP-6559] - Fixed issue where Account-wide admins that do not have explicit open-signing permissions would be able to see and sign open-signing transactions. Please see the images below for an example transaction with open-signing and the referenced User and Workflow settings.  

[PEP-6558] - Fixed issue where the Allow Pending Signatures Queue setting was mislabeled and would only appear after selecting the Allow Open Signing setting. Please see the image below for more information.

[PEP-6371] - Fixed issue where fields would not properly populate for an uploaded document when bulk launching. Please see the referenced settings in the image below.

[PEP-6231] - Fixed issue where the Profile Editor would keep the Updated Password checkbox enabled and would reopen on the Password tab after a user clicks on the cancel button. The Profile Editor will open on the Basic Information tab every time it is opened.

[PEP-6218] - Fixed issue where when the Final Email participant toggle is enabled the Include Docs toggle should also be enabled automatically but is not. When the Final Email participant toggle is enabled, the user should be able to enable or disable the Include Docs toggle. Please see the referenced setting in the image below.

[PEP-6173] - Fixed issue where phone validation would intermittently stop working for Mobile authentication when setting it for a new participant. Mobile Authentication has been renamed to One-Time Passcode. Please see the image below for an example of phone number validation working correctly.