iPipeline Internal Release Notes

UPDATE: As of 11/7/24 all future release notes will be posted here: https://developers.alphatrust.com/release-notes/saas.html

IMPORTANT NOTES: 

AlphaTrust release notes are specifically for the AlphaTrust product. All products that integrate with AlphaTrust will include any AlphaTrust updates that are applicable to them in their release notes.

Example: If you want to see if any AlphaTrust updates are included in an iGO release, please refer to the latest iGO release notes and not the AlphaTrust release notes.

The release dates listed for each version are not when they are released to the embedded environment.

Please reference the Embedded Release Calendar for release dates.

Older AlphaTrust versions' release notes can be found in the following article: Release Notes Archive   

Release Notes PDF

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v5.18.13.1 Release                             Release Date: 8/30/2024

• [PEP-7361] ~ControlPanel ~Forms ~UI/UX

v5.18.13 Release                             Release Date: 8/15/2024

• [PEP-8344] ~ControlPanel ~UI/UX ~Workflows 

• [PEP-8222] ~ControlPanel ~UI/UX ~Workflows 

• [PEP-8195] ~Forms ~Workflows 

v5.18.12 Release                             Release Date: 8/1/2024

• [PEP-8176] ~ControlPanel ~Workflows 

• [PEP-8163] ~ControlPanel ~UI/UX ~Workflows

• [PEP-8133] ~Forms ~Workflows

• [PEP-8040] ~ControlPanel ~UI/UX ~Workflows

• [PEP-7896] ~ControlPanel ~UI/UX ~Workflows 

• [PEP-7297] ~API/WebServices ~ContentSets ~Documents ~WorkflowActions ~Workflows

v5.18.11.2 Release                             Release Date: 7/16/2024

• [PEP-8229] ~Emails ~Workflows

• [PEP-8119] ~Forms

v5.18.11.1 Release                             Release Date: 7/12/2024

• [PEP-8196] ~ControlPanel ~UI/UX ~Workflows

v5.18.11 Release                             Release Date: 6/27/2024

• [PEP-8156] ~Forms ~WorkflowActions

• [PEP-8148] ~Forms 

• [PEP-8143] ~Emails ~Workflows 

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

• [PEP-8123] ~Forms ~Workflows ~WorkflowActions

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

• [PEP-8110] ~Forms ~Workflows

v5.18.8 Release                             Release Date: 5/23/2024

• [PEP-8048] ~Forms ~WorkflowActions ~Workflows

v5.18.7 Release                             Release Date: 5/14/2024

• [PEP-7991] ~Notifications ~Workflows

• [PEP-7977] ~Emails ~UI/UX ~Workflows

• [PEP-7974] ~Documents ~Workflows

• [PEP-7910] ~Forms ~Workflows

v5.18.6 Release                             Release Date: 4/23/2024

• [PEP-7943] ~Emails ~Workflows

v5.18.5 Release                             Release Date: 4/11/2024

• [PEP-7924] ~Forms

• [PEP-7884] ~API/WebServices ~Forms

• [PEP-7854] ~Forms

• [PEP-7853] ~API/WebServices ~Forms

v5.18.3 Release                             Release Date: 3/29/2024

• [PEP-7867] ~Signing ~Transactions ~Workflows

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] ~Signing ~Transactions ~Workflows

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] ~API/WebServices ~Signatures ~Signing

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

Fixed issue where license information was not being decrypted properly.

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                             Release Date: 3/14/2024

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.

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                             Release Date: 3/7/2024

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.

Fixed issue where when using the Multiple Document Uploads functionality, without RegEx, documents were required 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.

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.

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.

Fixed issue where a query for the Document Review page was running slowly. Updated a query to be more performant.

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.

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.

Fixed issue where SSO logins may fail due to duplicate keys in JWT.

Fixed issue where a typo was seen in Signature Block Data. Please see the image below referencing the fixed typo.  

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.  

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.

Fixed issue where document file links, for merged PDF’s, would show the documents in a different order than what is seen in the Control Panel. Added `OrderBy` to GetDocuments() DB call to preserve the original document order.

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.

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.

Fixed issue where if Signature Chrome was enabled at the server level but was disabled at the group level, the system would not handle signatures properly and signings would fail.

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.

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.

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.  

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.  

Fixed issue where there was no support for multi-subnet failover clusters. Added support for SQL Server multi-subnet failover clusters.

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.

Fixed issue issue where Delivery and Carbon Copy tasks would lose their page number value. Please see the image below for more information.

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.

Fixed issue where the Download Button was not shown on the Document Review page. Please see the image below for more information.

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.

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.

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.

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                            Release Date: 3/7/2024

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.

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.  

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.

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.

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.

Added New Relic Browser Integration. This integration adds additional monitoring and logging through New Relic. Please see the image and link below for more details.

• New Relic Browser Monitoring Information: https://docs.newrelic.com/docs/browser/browser-monitoring/getting-started/introduction-browser-monitoring/
  

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.

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.

Added the ability to utilize archive storage including AWS S3 Storage. These setting can be found in the config under ArchiveSettings. Please see the image below for an example.

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.

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.

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.

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.

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.

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

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.

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.

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'

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.

Improved the installer so that it will not overwrite X-Frame-Options and Content-Security-Policy for CP, InstallationTests and Sign vue apps.

Improved storage options by adding support for archive storage including AWS S3 Storage. These setting can be found in the config under ArchiveSettings. Please see the image below for an example.

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.

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.

Fixed issue where an expired license was preventing the application and service from running properly.

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.

Fixed issue where HTML signings were not functional.

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

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.

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

Fixed issue where workflows that were exported with missing content sets would not import as expected.

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

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.

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.

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.

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.

Fixed issue where expiration notices were not being sent for expired transactions.

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.

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.

Fixed issue where the AlphaTrust installer incorrectly configured the Startup Type for specific AlphaTrust services as 'Automatic' rather than the intended 'Automatic (Delayed Start)’.

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

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

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                             Release Date: 3/21/2024

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                             Release Date: 3/20/2024

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                             Release Date: 2/26/2024

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                             Release Date: 2/15/2024

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                             Release Date: 12/14/2023

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. 

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] ~ControlPanel ~Transactions

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                             Release Date: 11/30/2023

Fixed issue where Font-Stamped Signatures would default the font to Jenna Sue if no font was provided in the API call, regardless of the actual font setting. Added functionality to use the Default Font set in the config if the font is not provided in the transaction. Please reference the image below for an example of the Default Font set in the config.

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                             Release Date: 11/16/2023

Fixed issue where closing transactions could cause 502 Gateway Errors.

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] ~Workflows

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] ~Notifications ~Transactions

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] ~Documents ~Signing ~UI/UX ~WorkflowActions

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] ~Documents ~Signing ~UI/UX ~WorkflowActions

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] ~UI/UX ~Workflows

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] ~ControlPanel ~UI/UX ~Workflows

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] ~Installer 

Added database index to prevent performance issues when querying for transaction token data.

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.

v5.17.9.1 Release                             Release Date: 11/20/2023

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                             Release Date: 11/3/2023

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.

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.

Fixed issue where when installing on a new multi-server with a shared database, the license request file generation fails for one server.

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.

Fixed issue where on the first attempted install, the installer would use an incorrect connection string causing a database connectivity error. Please note that running a ‘fresh’ install or running the installer again, after ensuring the DUL file contains the correct information, would resolve the issue.

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.

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.

Fixed issue where participants were able to attempt to authenticate multiple times even after failing authentication. The config setting, AuthPINPasswordBadLoginLimit, was being ignored and allowing a user to continue to attempt to authenticate past the set limit.

v5.17.8.1 Release                             Release Date: 10/31/2023

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.

v5.17.8 Release                             Release Date: 10/23/2023

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.

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.

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.

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.

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.

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.

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.

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.

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.

Fixed issue where DocForms were intermittently being skipped on a particular workflow.

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                             Release Date: 10/26/2023

• [PEP-7375] ~Forms

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                             Release Date: 10/18/2023

• [PEP-7346] ~Authentication ~Groups ~Integrations ~UI/UX

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                             Release Date: 10/5/2023

• [PEP-7238] ~ControlPanel ~UI/UX ~Workflows 

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] ~ControlPanel ~Workflows

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] ~ControlPanel ~Users

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] ~ContentSets ~ControlPanel ~UI/UX

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] ~Authentication ~SMS ~Workflows 

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.

v5.17.6.2 Release                             Release Date: 2/12/2024

• [PEP-7710] ~Infrastructure

Fixed issue where IIS Worker Processes were getting hung during signing. This was seen as a spinner on the Sign UI for users.

v5.17.6.1 Release                             Release Date: 10/26/2023

• [PEP-7375] ~Forms

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.

v5.17.6 Release                             Release Date: 9/21/2023

• [PEP-7230] ~ControlPanel ~Integrations ~Users

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] ~API/WebServices

Fixed issue where an HTTP status code of 500 was occasionally returned when creating transactions under load.

• [PEP-7213] ~ControlPanel ~Workflows

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] ~ControlPanel ~Documents ~UI/UX ~Workflows

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] ~EventSubscriptions

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] ~API/WebServices ~Documents ~Forms

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.

v5.17.5 Release                             Release Date: 9/5/2023

• [PEP-7192] ~API/WebServices ~Documents ~UI/UX

Fixed issue where PDF documents were not being merged properly.

• [PEP-7186] ~Forms

Fixed issue where copied DocForm elements would not be positioned correctly. Please see the example image below for additional details.

• [PEP-7180] ~API/WebServices ~Metadata ~Transactions ~Workflows

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] ~Integrations ~Logging

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] ~Workflows

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] ~ContentSets ~ControlPanel ~UI/UX

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.

v5.17.4 Release                             Release Date: 8/25/2023

• [PEP-7141] ~Signing ~WorkflowActions

Fixed issue where required Custom Task Workflow Actions would cause Workflows to get stuck at the Custom Workflow Action. Please see the image below for the Custom Workflow Actions settings referenced.

• [PEP-7141] ~ContentSets ~Notifications ~UI/UX

Fixed issue 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-7123] ~Installer ~Signing

Fixed issue where a security fix caused the denial of X-Frame-Options from the web.config. Removed the DENY setting in the Sign application to allow iframing.

• [PEP-7118] ~ContentSets ~ControlPanel 

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] ~Integrations ~UI/UX

Fixed issue where the Integrations tab would periodically fail to load. Please see the image below for the Integrations tab referenced.

• [PEP-7065] ~EventSubscriptions

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] ~Authentication ~ControlPanel ~UI/UX ~Workflows

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] ~Forms ~Documents ~Workflows

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] ~ControlPanel ~Documents ~UI/UX ~Workflows

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.

v5.17.3 Release                             Release Date: 8/10/2023

• [PEP-7096] ~API/WebServices ~Logging

Fixed issue where a misleading InvalidOperationException was thrown when async operations didn’t finish correctly.

• [PEP-7084] ~Groups ~UI/UX

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] ~Reports ~UI/UX

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] ~ControlPanel ~UI/UX ~Workflows

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

• [PEP-6949] ~Authentication ~Security ~Forms

Fixed issue where auto-complete would not be fully disabled when turned off. Added autocomplete="off" properties to all login and data collection fields during signing process in workflows.

• [PEP-6851] ~UI/UX ~Workflows

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] ~ControlPanel ~Metadata ~Workflows

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.