Release Notes Archive

IMPORTANT NOTE: 

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.

Release Notes Archive PDF

Legend

v5.17.2 Release                             Release Date: 8/3/2023

• [PEP-7057] ~Installer

Fixed issue where licensing failed during the installation process because it could not read/write configuration settings properly.

• [PEP-7044] ~ControlPanel ~Notifications ~UI/UX

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] ~Documents ~Workflows

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] ~Authentication ~Integrations ~UI/UX

Fixed issue where the ADFS login page would not load correctly.

• [PEP-7013] ~Forms

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] ~Emails ~Notifications

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] ~Groups ~UI/UX ~Users

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] ~Workflows

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] ~Documents ~Workflows

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] ~UI/UX ~Workflows

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] ~Documents ~Transactions

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.

v5.17.1 Release                             Release Date: 7/17/2023

• [PEP-7004] ~Workflows 

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] ~UI/UX ~Workflows 

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-6994] ~API/WebServices 

Fixed issue where errors were seen with some firewalls due to patch requests not contain anything in the request body.

• [PEP-6973] ~WorkflowActions ~Workflows 

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

• [PEP-6970] ~Installer 

Fixed issue where the Configuration application would paste items twice, inserting at the cursor and at bottom of text box.

• [PEP-6660] ~API/WebServices ~ControlPanel ~Workflows 

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

• [PEP-6657] ~Installer 

Fixed issue where outdated security protocols, TLS 1.0/1.1, were being used in the installer. Deprecated TLS 1.0/1.1 for the installer.

• [PEP-6476] ~API/WebServices 

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] ~Signing ~UI/UX 

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] ~UI/UX 

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] ~Authentication ~ControlPanel ~Workflows 

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.

v5.17.0.1 Release                             Release Date: 7/5/2023

• [PEP-6953] ~Authentication ~Integrations

Fixed issue where Experian out-of-wallet authentication was failing for product code 18. Please see the image below for the referenced integration setting. 

v5.17.0 Release                            Release Date: 6/29/2023

New Features

---

• [PEP-6538] ~API/WebServices ~Transactions ~WorkflowActions

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] ~Authentication ~Notifications ~Security

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] ~Emails ~EventSubscriptions

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] ~ControlPanel ~Reports ~UI/UX

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-6643] ~Documents ~UI/UX ~Workflows

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] ~ControlPanel ~UI/UX ~Workflows

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] ~Documents ~Workflows

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] ~Access/Permissions ~ControlPanel ~Users

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] ~Access/Permissions ~ControlPanel ~Users

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] ~ControlPanel ~UI/UX ~Users

Added support for displaying errors on unselected tabs in the Profile Editor. Please see the image below for an example.

• [PEP-6151] ~ControlPanel ~Emails ~Notifications

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] ~ControlPanel ~Forms ~WorkflowActions

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-6118] ~ControlPanel ~Logging

Added new log settings, added max logs display to 3 days, added option to not show logs in the CP UI in case using Splunk or some other log aggregator. Please see the image below for more information.

• [PEP-6026] ~ControlPanel ~Documents ~UI/UX

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] ~UI/UX ~Workflows

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] ~Forms ~UI/UX

Redesigned the Web Forms page for more consistent UI across the platform. Please see the image below for more details.

• [PEP-5933] ~Signing

Removed the old Signing UI from the ProntoConfig.ini. The new Singing UI will automatically be used. The ability to revert to the old Signing UI will no longer be available. For additional details, please reference Jira, PEP-5497.

• [PEP-5903] ~ControlPanel ~Infrastructure

Moved the location of the shared config settings to the database and removed the settings from the prontoconfig.ini using the installer. The prontoconfig.ini is no longer used and a new desktop app will be used in its place. These settings will be stored centrally in the database and will update all servers when any changes are saved. Please see the images below for more details. Please note: The database update needs to run before the installer runs in order for the configuration conversion (from ProntoConfig.ini file to database) to complete successfully. Please see the image below of the new desktop app.

• [PEP-5826] ~Infrastructure ~Installer

Moved the stats update from the SQL update script to a separate optional script.

Bug Fixes

---

• [PEP-6906] ~Authentication ~Metadata ~Signing
  

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] ~BrandSets ~Documents ~Forms ~Notifications ~UI/UX

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] ~BrandSets ~Documents ~Notifications ~UI/UX

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] ~Logging ~Signing 

Fixed issue where the content security policy would block log rocket from consistently recording.

• [PEP-6703] ~Authentication ~Signing ~WorkflowActions

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] ~WorkflowActions

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] ~Infrastructure

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] ~Notifications ~Workflows

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] ~UI/UX ~Workflows

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] ~Workflows

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] ~Authentication ~ControlPanel ~Signing ~Users

Fixed issue where Account-wide and System-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] ~Authentication ~ControlPanel ~Signing ~Users

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]  ~ControlPanel ~Documents ~Workflows 

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] ~UI/UX ~Users 

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] ~UI/UX ~Workflows

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] ~Authentication ~Workflows

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.

v5.16.8 Release                             Release Date: 7/12/2023 

• [PEP-6906] ~Authentication ~Metadata ~Signing

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.

v5.16.7 Release                             Release Date: 6/1/2023 

• [PEP-6728] ~Notifications ~UI/UX ~Workflows

Fixed issue where the toggle buttons within the Final Email Notifications section would not properly update for Send for Signature ad hoc Workflows. Please see the image below for additional information.

• [PEP-6722] ~ControlPanel ~Signing

Fixed issue where the signing UI could get hung indefinitely if it could not connect to an external resource. Added request timeout into the Control Panel and Signing UI to fix the resource issue.

• [PEP-6721] ~Logging

Fixed issue where the document service would report and log an error that was not an actual error. Updated the locking strategy so multiple services would not cause the error to be reported.

v5.16.6 Release                             Release Date: 5/18/2023 

• [PEP-6702] ~Forms ~UI/UX

Fixed issue where checkbox options could not be added to a Web Form. The default checkbox setting includes three options. The Add Options button would not add a new option as it should. Please see the checkbox and Web Form settings referenced below.

• [PEP-6701] ~API/WebServices 

Fixed issue where the CreateTransaction() API request would fail if it contained multiple actionable tasks with no placement information. The resulting error message seen stated “Can’t locate coordinates: Field ‘field_name’ not found”.

• [PEP-6691] ~WorkflowActions 

Fixed issue where Carbon Copy and Delivery tasks would appear on the Process Explanation screen when they should not. Please see the image below for the Workflow Action settings and an example of the Process Explanation Screen.

• [PEP-6685] ~Workflows

Fixed issue where transactions would be stuck in a pending status if a participant was assigned a Signature task followed by a Delivery task. Please see the image below for an example of the assigned tasks.

• [PEP-6681] ~Emails ~Transactions

Fixed issue where transaction emails would not load correctly within the Emails tab of the transaction details. Please see the image below for an example of the Emails tab referenced.

v5.16.5 Release                             Release Date: 5/4/2023 

• [PEP-6637] ~API/WebServices ~Documents

Fixed issue where transactions could not be created when encrypted PDF/A documents were uploaded or used. 

v5.16.4.1 Release                            Release Date: 4/24/2023 

• [PEP-6606] ~Signing

Fixed issue where the vertical location would be shifted down by two pixels when placing the signature or signature data using the search text functionality, Offset Start Position, set to “Left” or “Right”. This fixes the specific settings referenced in addition to what was fixed in PEP-6572. Please see the image below for the settings referenced.

v5.16.4 Release                            Release Date: 4/20/2023 

• [PEP-6594] ~Security ~Signing

Fixed issue in the new Signing UI which would cause performance issues on high-volume systems regarding the deletion of expired security tokens.

• [PEP-6589] ~Logging

Fixed issue where that can show up in Event Viewer under certain scenarios:

Document integrity check failed for DocumentID = ########## on SignatureID = ########## Document cannot be processed further - fatal error (SignDoc2-primary).

• [PEP-6572] ~Documents ~Signatures

Fixed issue where the vertical location would be shifted down by two pixels when placing the signature or signature data using the search text functionality. Please see the image below for the settings referenced.

• [PEP-6569] ~Documents ~Workflows

Fixed issue where read-only form fields would be editable if the field name contained spaces. Please see an example and settings referenced in the images below.  

• [PEP-6567] ~Security ~Integrations

Removed X-Frame-Options from Sign App as it is not required.

• [PEP-6560] ~API/WebServices ~Signing ~Workflows

Fixed issue where transactions with only a delivery task, and the Document Access Windows set to any value other than zero, would show a “process cannot continue” error message instead of properly loading the exit page. Please see the images below for the referenced settings.

v5.16.3 Release                            Release Date: 4/6/2023

• [PEP-6495] ~Documents

Fixed issue where when attempting to verify an HTML document the user would receive an error message and the document was unable to be verified. Please reference the Verify Document feature in the image below.

• [PEP-6481] ~Signing

Fixed issue where accessing license information was causing an “Index was outside the bounds of the array” error.

• [PEP-6480] ~Workflows

Fixed issue where if a user hit the session expiration limit, the timeout modal would not appear on screen. The timeout modal should appear on screen if the user exceeds the session expiration set. Please see the setting referenced in the image below.

• [PEP-6302] ~Documents ~Forms

Fixed issue where phone numbers entered in Web Forms would lose their formatting when transferred onto a document. Please see the example image below of a phone number keeping it’s formatting after being entered into a Web Form.

• [PEP-6056] ~Transactions 

Fixed issue where accessing license information was causing an “An item with the same key has already been added.” error.

v5.16.2.2 Release                            Release Date: 4/12/2023

Bug Fixes

• [PEP-6472] ~Documents ~Signing ~Transactions

Fixed issue where pages intermittently aren't saved to the database. Ensured that the signing process can continue if rows are missing from the Page table in the database.

v5.16.2.1 Release                            Release Date: 4/6/2023

• [PEP-6550] ~API/WebServices

Fixed issue where a transaction would not be created successfully when the CreateTransaction() API call would reference the Document Source via the FilePath property.

v5.16.2 Release                            Release Date: 3/29/2023

• [PEP-6424] ~Workflows

Fixed issue where when UseOldSigningUI was set to 1, you could not publicly launch workflows using ProntoNet. Please see the Signing UI location and public launch setting below. 

Setting Location: ProntoConfig.ini > PRONTO_MODE

• [PEP-6382] ~ContentSets ~ControlPanel ~Notifications

Fixed issue where when creating a Content or Notification set with a default language that is not English, the templates would not load correctly. Please see the example images below of a Content Set and templates using a non-English language as the default language.

• [PEP-6363] ~Security ~Workflows

Fixed issue where server information could be identified via headers. Modified headers to remove server information.

• [PEP-6353] ~Authentication ~Signing ~Transactions

Fixed issue where if mobile authentication was set as the first method of authentication in a two-factor authentication workflow, the second authentication method would be ignored and or skipped as if it was not set. Please see the example image below for more information.

• [PEP-6260] ~Workflows 

Fixed issue where bulk launch was not allowing optional participants, if defined by another participant. Please see the example images below for the Participant and Workflow settings referenced.

• [PEP-6249] ~Signatures ~Workflows 

Fixed issue where the Offset Start Position drop-down should have a default value set to Left but was blank. Please see the image below for more details.

• [PEP-6207] ~Signatures ~Workflows 

Fixed issue where signatures using Registered Image Application Type would not have the Signature Chrome frame when it should. Please note the Signature Chrome setting and reference the images on a user’s Signature Image (Registered Image), signature settings, and example signature that should have the Signature Chrome below. 

Setting Location: ProntoConfig.ini > PRONTO_MODE

Example setting: UseSignatureChrome=1

v5.16.1.5 Release                            Release Date: 3/27/2023

• [PEP-6483] ~Signing 

Fixed issue where when utilizing the Search Text functionality the signature would not be placed in the correct location on a document. Please see the image below for the settings referenced. 

v5.16.1.4 Release                            Release Date: 3/16/2023

• [PEP-6431] ~API/WebServices ~Workflows

Fixed issue where some text characters weren't being found when using the search text signature placement method when creating transactions.

• [PEP-6427] ~Documents ~Forms

Fixed issue where duplicate fields on documents were being incorrectly omitted from the DocForms page when signing.

• [PEP-6419] ~Documents ~Signatures ~Signing

Fixed issue where when using FormField_InstanceOfField property for signature placement some signatures would not be placed on the document correctly.

v5.16.1.3 Release                            Release Date: 3/7/2023

• [PEP-6413] ~Documents ~Workflows

Fixed issue to accommodate documents containing signatures or all required text fields.

v5.16.1.2 Release                            Release Date: 3/3/2023

• [PEP-6399] ~Documents ~Workflows

Fixed issue where if a workflow had a no action task as the first item, the system would not properly move forward to complete the signing process and the user would get stuck on a blank screen.

• [PEP-6397] ~Transactions ~Workflows

Fixed issue where a participant cancel comments would not properly save to the LastComment object in the database. Please see the cancel behavior setting referenced in the image below.

• [PEP-6388] ~Documents

Fixed issue where when uploading a document to a Workflow with all fields required, fields would not be imported properly.  None of the fields would appear on the document during the signing process. The fields should have appeared on the document for the participants to enter information and complete the signing process.

• [PEP-6383] ~Documents 

Fixed issue where when uploading a document to a Workflow, DigitalSignature fields were not being imported properly nor recognized when tagging the document.

v5.16.1.1 Release                            Release Date: 3/1/2023

• [PEP-6387] ~WorkflowActions ~Workflows

Fixed issue where upon completing a workflow with a custom Exit URL with capitals after the domain, the user would be incorrectly redirected to a lowercase URL instead. Example: "domain.com/Example" would be incorrectly changed to "domain.com/example". Please see the image below of the setting referenced.

• [PEP-6381] ~Forms

Fixed issue where comments were not properly rendering on Web Forms. Comments should be shown if entered. Please see the image below of examples of comments on a Web Form.

• [PEP-6380] ~WorkflowActions ~Workflows

Fixed issue where cancelling a transaction with a custom URL would not properly cancel nor redirect as expected.

v5.16.1 Release                            Release Date: 2/27/2023

• [PEP-6347] ~Transactions ~Workflows

Fixed issue where upon cancelling users were not shown the options to choose to either cancel or suspend the transaction when the cancel behavior was set to "Prompt Participant to choose status". Please see the setting referenced in the image below.

Fixed issue where if a participant has a custom exit URL set, any delivery task would not complete and stay in a Pending status. Please see the images below of the settings referenced.

Fixed issue where DocForm fonts during signing were being ignored in the final Document. The font size in the DocForm will now properly match the font size as styled from the control panel. Please see the example font size setting for a textbox in the image below.

Fixed issue where the Process Explanation screen would not display the correct tasks for each document in a transaction. Please see the referenced settings and example Process Explanation screen below.

Fixed issue where when attempting to update Signature Block Data, changes would not save. When using the "Edit More Data Item Properties" modal to edit a Signature Block Data element the element will now properly update and save. Please see the example Printed Name Signature Block Data in the image below for more details.

Fixed issue where the web form test pages API URLs were incorrect. Please see the image below of an example Web Form and test API URLs for more details.

Fixed issue where if a participant cancels on an optional task, the participant is taken to the Exit page and the transaction status is changed to Pending. The Participant should be taken to the next task instead of the Exit page. Please see the optional task setting referenced in the image below.

Fixed issue where if the cancel behavior is set to prompt for the cancellation reason, after the participant selects to cancel a task the participant is not prompted for the cancellation reason and moves to a suspended status. The participant should be prompted for the cancellation reason if the cancel behavior is set to do so. Please see the cancel behavior setting referenced in the image below.

• [PEP-6242] ~Documents

Fixed issue where if the Document ID entered for document verification had one extra digit an error and success message would display simultaneously on screen. The error message should be the only message that appears on screen. Please see the example image below.

Fixed issue where a Participant would see a blank screen with a logo after signing. The screen would go on to the correct next page, but the blank screen should not be seen. This was fixed by adding in a loading spinner and a prefetch on external exit screens to try and make the process more performant. Please see the example screen a Participant would see below.

Fixed issue where signing sessions would not properly expire if you started another one.

Fixed issue where outgoing email templates sometimes caused emails to be flagged as spam. Updated the email notifications to include proper HTML and a plain text alternative view in the sent emails.

Fixed issue where when adding a PDF with a read-only DocForm field, the field would not be read-only and could be edited by the participant. Please see the example image below for more details.

v5.16.0.2 Release                            Release Date: 2/25/2023

• [PEP-6355] ~AuditReport ~Transactions

Fixed issue where the incorrect Participant IP address was being recorded and logged on the Audit Report.

v5.16.0.1 Release                            Release Date: 2/23/2023

• [PEP-6336] ~Authentication ~Workflows

Fixed issue where when a participant defines another participants’ mobile authentication, it would not save the details correctly. Please see the setting referenced in the image below.

v5.16.0 Release                            Release Date: 2/9/2023

New Features

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• [PEP-5928] ~ControlPanel ~Documents ~Workflows

Added the ability to submit document form fields via the Bulk Launch feature. An example form field and CSV legend can be seen in the images below for more details.

• [PEP-5497] ~Signing

Switched all new transactions over to use the new Signing UI. The new Singing UI will automatically be used. To force the usage of the old signing UI, please reference the settings below. Note: the old signing UI will be removed in version 5.17.0. 

Location of change: ProntoConfig.ini > PRONTO_MODE

Example setting: UseOldSigningUI=1

• [PEP-5346] ~Integrations

Replaced the drop-in Analytics.htm functionality with official Google Tag Integration to support downstream Google Tag-enabled services (e.g. Google Analytics, etc.). Please see the image below for more details.

• [PEP-5288] ~Signing ~Integrations

Implemented ADFS, Azure, and Okta SSO for the new Signing UI. Please see the image below for more details.

• [PEP-4977] ~Documentation

a new documentation website for developers to facilitate improved discovery and access to information. New Website: https://developers.alphatrust.com/. Note: Old website link will redirect to the new website.

• [PEP-4096] ~Signing 

Made improvements to the HTML Document Type Signing UI to be more consistent with the pdf Signing UI.

• [PEP-4090] ~API/WebServices ~Signing 

Added HealthCheck and ServiceHealthCheck endpoints to the new Public Signing UI. This gives administrators the ability to monitor individual service groups and receive alerts and action them independently. Please note that the /ProntoNet/HealthCheck.aspx and /ProntoNet/ServiceHealthCheck.aspx will be removed in 2023. More information can be found in the developers guide: https://developers.alphatrust.com/getting-started/installation/health-status-monitoring.html.

• [PEP-3870] ~Signing 

Created a new modernized Signing UI to increase the overall performance of a user’s signing experience.  

Improvements

---

• [PEP-5816] ~Documentation ~Installer

Updated the documentation folder in on-prem installations. Removed documentation pdf’s and changed them to links to the developers guide. Developers Guide Website: https://developers.alphatrust.com/. 

• [PEP-5779] ~WorkflowActions

Changed the max characters for Workflow Action URLs from 512 to 2083. Please reference the image below for more details.

• [PEP-5350] ~Integrations ~SMS

Removed Twilio Authy as an integration option as it was a form of second-factor authentication that has been deprecated by Twilio. Please reference the image below for more details.

• [PEP-5297] ~Reports ~UI/UX

Added additional Search Filter options (Entity Type) in the Status Reports. Please see the image below for an example of the search filter Entity Type referenced.

• [PEP-5278] ~Reports ~UI/UX

Made minor UI/UX improvements on the Trends and Completion Rates Reports. Please reference the images below for more details.

• [PEP-5037] ~Logging ~Signing 

Added LogRocket integration for the new Signing UI. Please reference the image below for more details.

• [PEP-4830] ~API/WebServices ~Signing 

Removed Authentication Requirement for RemoteSign() API. It now supports Password, Registered, and None. Please view the Signing Remotely developers article below for more information. https://developers.alphatrust.com/documentation/tasks/signing-remotely.html. 

Bug Fixes

---

• [PEP-6012] ~Emails ~Workflows

Fixed issue where when using the Bulk Launch feature, an email string could incorrectly have double quotations around the custom email message content. An example image of the CSV legend and issue can be seen below.

• [PEP-6008] ~Logging ~Signing

Fixed issue where events were not being logged in the Event History for the new Signing UI. Increased logging for new Signing UI transactions.

• [PEP-5944] ~BrandSets ~Signing

Fixed issue where the public launch page would not pull in custom branding or content from either the workflow or the group settings. Please see the settings referenced in the images below.

• [PEP-5904] ~Signatures ~Signing

Updated Aspose version to 22.11.0 to fix a transparency issue with Signature Chrome images.

• [PEP-5815] ~Workflows

Fixed issue where a user would see an internal error message after uploading a Bulk Launch CSV file. The error message would appear due to the CSV file not containing the expected header row. Added validation to the Bulk Launch CSV file to ensure the file uploaded is valid file with the expected header row. Please see the image below of the Workflow setting referenced and an example CSV file header row for more details.

• [PEP-5812] ~Workflows

Fixed issue where the Bulk Launch Status screen would hang and never update if a CSV file that only contained header row was used. Added CSV validation to ensure more than just a header row is in the CVS file used. Please see the images below of an example CSV with header row only and the Launch Status screen.  

• [PEP-5775] ~Notifications

Fixed a typo in the Notifications placeholders. Changed “Participant First Namee“ to “Participant First Name“. Please reference the image below for more details.

• [PEP-5670] ~ControlPanel ~Workflows

Fixed issue where when using the Bulk Launch feature, the custom SendFromName and SendFromEmail would not be recognized and the system default SendFromName and SendFromEmail would be used. Please see the images below for an example of a SendFromName and SendFromEmail with Bulk Launch and the Workflow setting.

• [PEP-5540] ~ControlPanel ~Workflows

Fixed issue where the Participant Setup and Final Email Notification toggle options such as In-Person, Final Email, and Send If Completed would not update correctly when sending a Sign & Send workflow. Please see the images below referencing to the affected Workflow type and toggles settings.  

• [PEP-5535] ~Signatures ~Signing

Fixed issue where the Printed Name Block Data, relating to an Initials task, would appear as initials on the document when it should appear as a printed name. Please see the image below for more details.

• [PEP-5488] ~Forms

Fixed issue where another user could take ownership of a Web Form and move it to a Sub-Group by editing and saving the Web Form.

• [PEP-5486] ~API/WebServices

Fixed issue where when calling GetWorkflowLaunchRules() the Sub Group API credentials could not find any shared Workflows when they belonged to the Parent Group. The call should have returned information on shared Workflows that were owned by the Parent Group or Sub Group. Please see the Workflow settings referenced in the images below.

• [PEP-5483] ~Access/Permissions ~API/WebServices ~Workflows

Fixed issue where when calling GetWorkflowLaunchRules() for a Workflow that does not exist, the API permission check would return the incorrect response. If no Workflow exists, the API call should return false with a message stating that the Workflow either doesn't exist or you don't have the correct permissions to access it.

• [PEP-5442] ~WorkflowActions

Fixed issue where when selecting Mobile Authentication integration for a participant the Integration Name dropdown would not populate with selectable integrations. This issue would specifically affect users that did not have permission to Integration Administration. Please see the image below for the referenced permission and more details.

• [PEP-5440] ~Workflows

Fixed issue where some of the options buttons would not appear on the Workflows page for certain Workflows. This issue affected Workflows where the Created By user was deleted. All options will now render on the page but will be disabled if the current user is not allowed to click/use them. Please reference the image below for more details.

• [PEP-5421] ~EventSubscriptions ~Workflows

Fixed issue where after reassigning a task to a new participant the Event Subscription for an Authentication Failed Event would not carry over to the reassigned participant. Please see the referenced setting in the image below.

• [PEP-5240] ~Authentication ~Transactions

Fixed issue where phone number validation would not allow for + country codes. Please see the example phone number with a country code below for more details.

• [PEP-4984] ~WorkflowActions

Fixed issue where the Document Review workflow action on a task would show all documents in the participants workflow instead of only the document that the task was in. Please reference the example setting and image below for more details.

• [PEP-4322] ~UI/UX

Fixed issue where a user would be unable to un-check a DocForms dropdown option while in the task editor. Please see the image below for more details.

• [PEP-3438] ~Signing

Fixed issue where when a page in a PDF document is rotated 90 or 180 degrees, the calculation for the signature placement is off when its position is near search text. Please see the example signature image below.

• [PEP-2979] ~Signatures ~Workflows
  

Fixed issue where the RemoteSign() API call would fail validation if the participant name wasn't set on creation. Please view the Signing Remotely developers article below for more information. https://developers.alphatrust.com/documentation/tasks/signing-remotely.html.

• [PEP-2555] ~Groups

Fixed issue where the User Password Change setting could be set to a negative number. Please see the image below for an example of the setting referenced.

• [PEP-2554] ~Documents ~Groups

Fixed issue where the Document Retention setting could be set to a negative number. Please see the image below for an example of the setting referenced.

• [PEP-1643] ~ControlPanel ~Users

Fixed issue where the password change field was no longer a number field when set to never. Please see the image below for an example of the setting referenced.

v5.15.10 Release                            Release Date: 11/3/2022

• [PEP-5715] ~Forms

Fixed issue where participants would see a required validation error for pre-selected checkboxes when prepopulating checkboxes from a PDF. Participants would need to deselect and reselect the checked box in order to bypass the validation error. Please reference the image below of an example of the error seen with checkboxes.

• [PEP-5662] ~Workflows

Fixed issue where users may be unable to upload documents if they left the Workflow Setup screen open for too long. Reference the image below for an example of the error message seen.

• [PEP-5420] ~Workflows

Fixed issue where a reassigned participant would not receive an email notification if the initial participant's signing method was In-Person. Please see the images below for an example of the Workflow settings referenced.

v5.15.9 Release                            Release Date: 10/20/2022

• [PEP-5676] ~Installer

Fixed issue where the silent install option was failing when optional parameters were not supplied. Please reference the example of a silent installation batch file using highlighted optional parameters.

• [PEP-5621] ~Access/Permissions ~WorkflowActions

Fixed issue where integrations for Mobile Authentication would not appear for users with Manager and User permissions. Users with Manager and User permissions should be able to select an integration from the drop-down for Mobile Authentication. Please see the images below for reference to Permission Sets and the view each user would see.

• [PEP-5603] ~WorkflowActions 

Fixed issue where the Document Access Window message wasn’t displaying the correct time remaining to access the completed documents. Please reference the image below of an example where the Document Access Window was set to 75 minutes and the message incorrectly says the user has 14 minutes.

• [PEP-5428] ~ControlPanel ~Metadata ~Workflows

Fixed issue where the Metadata fields in the Document Editor would lose focus and prevent continuous typing after each keypress. Please reference the image below of an example Metadata field for more details.

v5.15.8 Release                            Release Date: 9/8/2022

• [PEP-5561] ~ControlPanel ~Workflows

Fixed issue where the word Participant was spelled incorrectly in the Participant Skipped Document SMS Notification template. Please reference the images below of an example text message, the Participant Skipped Document template, and location of the referenced template.

• [PEP-5462] ~Access/Permissions ~Workflows

Fixed issue where the word Participant was spelled incorrectly in the Participant Skipped Document SMS Notification template. Please reference the images below of an example text message, the Participant Skipped Document template, and location of the referenced template.

• [PEP-4792] ~ControlPanel ~UI/UX

Fixed issue where the word Participant was spelled incorrectly in the Participant Skipped Document SMS Notification template. Please reference the images below of an example text message, the Participant Skipped Document template, and location of the referenced template.

v5.15.7 Release                            Release Date: 9/23/2022

• [PEP-5534] ~Forms
  

Fixed issue with Web Form checkboxes utilizing Field Rules where if they were marked as “required” the system would not recognize they were checked. Once the user tried to click the Save and Continue button, the checkbox would be highlighted as required even though it was already checked. Please reference the image below for more details.

• [PEP-5533] ~Documents ~Installer

Fixed issue where services were unable to start correctly. Services wouldn’t run without the Trust Server Certificate=true in the connections string. SQL Server uses a certificate when communicating. SQL Server will create a self-signed certificate if a certificate is not installed. This can cause issues with proper operation. An option exists on the connection string, Trust Server Certificate, which allows the consumer to trust any certificate provided by SQL Server. These changes make it possible to turn on the feature through the installer and to persist the feature in future updates.  Please see an image of the setting referenced below.

• [PEP-5517] ~Transactions

Fixed issue where an error message would appear when attempting to Void a Completed transaction from the status reports page. The Void completes successfully but isn't reflected until the page is refreshed. Reference the image below for an example of the error message seen and an affected transaction. 

• [PEP-5389] ~Installer

Fixed issue where existing values for App pools wouldn’t persist after upgrading the software. Specific application pool properties will now be restored during an upgrade. The following settings will no longer be reset after an upgrade: SignApiPool, Process Model, Idle Time-out (minutes) - 0, Maximum Worker Processes - 2, Recycling, Regular Time Interval (minutes) - 0, and Specific Time - 03:45:00. 

v5.15.6 Release                            Release Date: 9/8/2022

• [PEP-5433] ~WorkflowActions

Fixed issue where the word Participant was spelled incorrectly in the Participant Skipped Document SMS Notification template. Please reference the images below of an example text message, the Participant Skipped Document template, and location of the referenced template.

• [PEP-5388] ~WorkflowActions

Fixed issue where the workflow launch would fail if the Final Email Notifications were left blank. Note: if the fields are left blank, the Final Email Notification section will be ignored. Please reference the image below for more details.

Fixed issue where the GetWorkflows() API call would not return ComboBox fields in the response. Added ComboBox as a Document Form Field return type for the GetWorkflows() API method.

Fixed issue where, when signing on mobile, the task button may render outside of the document. Please reference the image below for more details.

v5.15.5.2 Release                            Release Date: 9/7/2022

• [PEP-5496] ~Forms
  

Fixed issue where the CreateTransactions() API call was not merging values into form fields.  

v5.15.5.1 Release                            Release Date: 8/31/2022

• [PEP-5482] ~Forms
  

Fixed issue where the default values for fields would not appear in Web Forms. Please see the image below of two examples of default values that should appear.

• [PEP-5479] ~API/WebServices ~Workflows

Fixed issue where GetWorkflowLaunchRules() API method would error when calling a workflow created in a Sub Group. 

•  [PEP-5464] ~Workflows
  

Fixed issue where users were not able to exclude or include existing referenced Web Forms, Content Sets, Brands, and Notifications for Workflow Imports. Added exclude/include options back into the Workflow Imports but now they are only available options on items that already exist. Please reference the image below for more details.

• [PEP-5444] ~Workflows

Fixed issue where Participants with Input Types of Launch process will use the launcher’s information for the Participant or Launch process will use the fixed Participant information entered below would cause the Launcher to be prompted for a Phone Number on the Launch Page even though it is not required or needed. Images of the Workflow settings and Launch Page can be seen below.

v5.15.5 Release                            Release Date: 8/25/2022

• [PEP-5356] ~API/WebServices ~Workflows

Fixed issue where the GetWorkflowLaunchRules() API didn’t return Launch Display properties. Added the Workflow Launch Display properties for API-driven launch pages. Three new properties have been added to the API response call “LaunchHeading”, “LaunchInstructions”, and “LaunchSubmitButtonText”. Please see the image below for an example of the API response call.

Fixed issue where the CreateTransactions() API validation error message did not include the document index and document title/name.

Fixed issue where Event Subscriptions for Authentication Failed Events would not be sent. Added logic to trigger web hook on authorization failures.

Fixed issue where deleting a subsequent Workflow Event Subscription would delete the first Event Subscription. Please see the image below for more details.

Fixed issue where Web Form fields would not appear or disappear according to the Field Rules.

Fixed issue where signature Application Types would not appear in the Signature color selected. Please see the image below for more details.

Fixed issue where if a Web Form, referenced in a Workflow, is excluded from an imported Workflow the Workflow would not launch and an error would be shown in reference to the excluded Web Form. Removed the option to exclude referenced Web Forms, Content Sets, and Notifications for Workflow Imports.

Fixed issue with inserting new Legacy Experian integration credential data.

Fixed issue where webhooks with no retry limit set only attempt to retry two times. The webhooks should retry for the default setting, which is three days.

• [PEP-5106] ~Signatures ~Transactions

Fixed issue where the system was attempting to seal documents that are not in a complete status. Added logic to check for IsFinal when reporting missing final file.

Fixed issue where a user is not redirected properly after deleting an account on the User details page. Users should be redirected back to the User page. Please see the image below for more details.  

Fixed issue where the phone number placeholder was displaying instead of the phone number when launch Input Type was Launch process will use the fixed Participant information entered below. Also fixed issue where when Authentication type is set to Mobile and a fixed Participant is used with no phone number provided, the phone number was not requested when the Workflow was Launched. The images below show the Workflow Authentication and Launch Rules settings, the phone number placeholder that will be removed, and the Phone Number field that is requested if there is no phone number in the fixed participant information.

v5.15.4 Release                            Release Date: 8/11/2022

• [PEP-5330] ~EventSubscriptions ~Security
  

Fixed issue where webhook security tokens were expiring too quickly. Users were seeing intermittent failures that were occasionally resolved by multiple retries.

• [PEP-5313] ~ControlPanel ~WorkflowActions

Fixed issue where Document Workflow Actions in the Control Panel were displaying the incorrect action label. Please see the image below of where the Workflow Actions in the Transaction Status is located and an example of a correct action label.

• [PEP-5298] ~EventSubscriptions ~Logging
  

Fixed issue where certain subscription events would not log failures with needed context. Added context logging for Event Queue Processing such as TransID, ParticipantID, DocumentID, and TaskID. This information will be logged back to the Event Viewer.

• [PEP-5271] ~UI/UX

Fixed issue where it was difficult to find recently updated Workflows and Web Forms. Updated the default sorting from alphabetical to Last Modified. Please reference the image below for more details.

• [PEP-5270] ~UI/UX ~Workflows

Fixed issue with Publicly Launched Workflows where, when using the Defined Participant Workflow Action, the second participant to be defined was showing unnecessarily for the Launcher. The second signer information should not appear on screen for the launcher as it was to be defined by the first participant. Images of the Workflow settings and issue can be seen below.

• [PEP-5250] ~Forms

Fixed issue where a DocForms Drop-Down List ‘Name’ field would lose focus and prevent continuous typing after each keypress. Please reference the image below of the example Drop-Down List for more details.

• [PEP-5248] ~Workflows

Fixed issue with Publicly launched Workflows’ final notifications where the ‘Email’ field would appear on the Launch screen even though a fixed Participant Email was set. In this scenario no Email Address should have been asked for as a fixed Email Address was set for the Participant. Images of the Workflow settings and Launch Page can be seen below.

• [PEP-5208] ~Forms

Fixed issue with multiline textboxes on DocForms where only one line of text would be shown at a time. The textbox should have wrapped the text for users to easily read and enter information. Please see the image below for an example of the issue. 

• [PEP-5105] ~Infrastructure

Added database query performance improvements.

• [PEP-5049] ~Emails ~Notifications ~Signatures ~Signing

Fixed issue where when sending a cancellation reason on the Exit Page it would show an unnecessary error message. Images of the Workflow setting, Exit Page, and error message can be seen below.

• [PEP-5030] ~Signing ~UI/UX

Fixed issue where the touch/mouse signing canvas made it difficult for users to see the orientation of the document when signing. Adjusted the touch/mouse signing canvas to be a responsive 3/1 ratio for signatures, and a proper 1/1 ratio for initials. Note: This update only affects signing tasks that have the Application Type set to Mouse/Touch Drawn and Touch Preferred. Please reference the images below for a comparison of the old and new touch/mouse signing canvas and the Application Type setting referenced.

• [PEP-5029] ~ControlPanel ~Workflows

Fixed issue where In-Person Participants with "Final Email" enabled would not show the email field at Launch. The Email Address field should have appeared on the Launch screen for the Participant to receive the "Final Email". Images of the Participant setup, launch screen, and error message can be seen below.

v5.15.3 Release                            Release Date: 8/1/2022

• [PEP-5236] ~WorkflowActions

Fixed issue where webhooks were intermittently failing. Updated configurable timeout from (30 seconds to 180 seconds with 30 seconds as default) to (5 seconds to 60 seconds with 10 seconds as default). Added Configuration entry ProntoQueuedActionsResponseTimeoutInSeconds with a default of 10 (seconds). Location of change: ProntoConfig.ini > PRONTO_MODE > ProntoQueuedActionsResponseTimeoutInSeconds =10

• [PEP-5158] ~Documents ~Signing

Fixed issue for HTML documents where if the CSS link in the <head> tag contained CSS with the word 'error' as selectors in the style, the signing attempts resulted in seeing the error message "process cannot continue". Please see the image below for examples of the word 'error' being used as selectors in the style. 

v5.15.2 Release                            Release Date: 7/18/2022

• [PEP-4982] ~WorkflowActions

Fixed issue where when defining a participant, the Pin/Password field would not display for Authentication. Please see the images below of the Define Participant Workflow Action and Participant Authentication settings referenced and an example of the Define Participant page.

• [PEP-4981] ~BrandSets ~ContentSets ~Notifications ~UI/UX

Fixed issue where when adding and naming a new content, notification, or brand set, if invalid characters were used in the name, it would show an incorrect error message. Please reference the image below for an example of the incorrect error message.  

• [PEP-4970] ~AuditReport ~UI/UX

Fixed issue where the time zone set in a user’s profile was not being used in the Audit Report when it was downloaded with the Evidence Package zip file. Please see the image below of the Localization settings in a user’s profile and an example of an audit report with the incorrect time zone.

• [PEP-4969] ~WorkflowActions

Fixed issue where the Define Participant Workflow Action Type wasn't displaying in the Transaction Status Reports. Please see the image below of where the Workflow Actions in the Transaction Status is located and an example of the Workflow Action missing the Workflow Action Type.

• [PEP-4949] ~Signing ~SMS

Fixed issue where the signing UI would render slowly for SMS singing links. Increased page load performance when using SMS links, so that they load/redirect faster.

• [PEP-4948] ~EventSubscriptions ~UI/UX

Fixed issue where when adding an event subscription, the error message for an invalid phone number was incorrect. Please reference the image below for an example of the incorrect error message.  

• [PEP-4931] ~Access/Permissions ~Installer

Fixed issue where new installations, with no user’s created, would not be able to anonymously log into the InstallationTests site. The software will allow Anonymous Login to the InstallationTests site when there's no System Admin.

• [PEP-4927] ~Documentation ~Installer

Fixed issue where deprecated database references, Pronto_ProcessTemplates database, were still in the Installation guide. The deprecated database references were removed. Note: The v4 control panel database references were previously removed, but the references in the database were still present.

• [PEP-3373] ~Emails ~Notifications ~Signing

Fixed issue where a Transaction containing a participant with a carbon copy task, on an uploaded document, would get stuck and the second participant would not receive an email with the signature link. Please see the image below for more details. 

v5.15.1.1 Release                        Release Date: 7/13/2022

• [PEP-5084] ~EventSubscriptions

Fixed issue where Event Subscription Webhooks would retry only for a maximum of three times regardless of the retry-limit set. 

v5.15.1 Release                          Release Date: 6/30/2022

Fixed issue where Webhook Event Subscriptions are being sent without information of what changed for the transaction and any transaction information. Please see the image below of the Event Subscriptions setting referenced and an example Webhook Event Subscription.

Fixed issue where SMS notifications would not send when using a custom notification template. Please see the image below for an example of a custom SMS notification template. 

Fixed issue where an error would display after closing a pending transaction from the Status Reports page. Please see the image below for the steps and error message seen.

Fixed issue where calling the UpdateTransactions API function would result in a database connection error.

Fixed issue where Participants with multiple Status Changed Event Event Subscriptions would receive two notifications instead of one when utilizing two subscription methods. Please see the image below of the Event Subscriptions setting referenced.

v5.15.0 Release                            Release Date: 6/21/2022

Added new GetWorkflowLaunchRules WCF and REST API call to retrieve workflow launch details. This new feature will give a user the ability to retrieve a Workflow’s Launch page required fields, via an API call, in order provide the additional information needed to Launch a Workflow. Required parameters for the request are listed below. 

Required Parameters: "WorkflowID": "string"

Added GetWorkflowList to the WCF and REST APIs that provide a list of Workflows based on parameters in the request. This new feature will give a user the ability to search for and retrieve Workflows based on the parameters given via an API call. Required and optional parameters for the request are listed below. 

Required Parameters: "ProntoID": "string",

Optional Parameters: "UserID": 0, "Name": "string", "IsPublicLaunch": true, "IsPrivate": true, "IsGroupShared": true, "IsSubGroupShared": true, "EnableLogging": true    

Added Event History records for closing Transactions via API. These details will be shown in the Event history of a Transaction. Please reference the example Event History image below.  

Added support for customizing the Date Format and removed unnecessary time zone labels for Report Exports since date/times will always be the time zone based on your profile settings. Note: reference PEP-4762 for more information on the profile settings. Please reference the example Audit Report image below to see the preferred settings used.  

Added LogRocket Sessions Monitoring to the Integration Options for System Administrators. Please see the image below for more details. 

Added MobileNumber option to User Profile for future usages. Also added preferred Date Format and Time Zone to User Profile for a better Localization User Experience. This will convert all date and time reporting inside the product to the users preferred date and time. Note: If a user does not set their preferred Date Format and Time Zone the default will be UTC and YYYY-MM-DD. Please see the image below for more details.  

Added Account-Wide API Credential Permission. This improvement will allow Administrators to update multiple groups under an account. Please see the image below for more details.

Added Ability to Create and Edit Top-Level/Primary Groups using the InsertGroups() API call. Note: A System-Wide or Account-Wide API credential is required to create Top-Level/Primary Groups successfully. 

Added "Name" and "MasterID" as additional Request Properties to GetGroups() API call. 

Added dates to all Workflow Action details in the Status Reports. Please reference the example Transaction Details: Participants information image below to see the preferred settings used with a Workflow Action.  

Fixed an issue where the file links API call (GetDocumentFileLinks()) was not able to generate images correctly in certain scenarios.

Added the ability to redirect image generation to an AWS Lambda function using S3 for storage to relieve pressure on the application servers. Note: If you have interest or questions on this improvement, please reach out to the AlphaTrust support team for more information.

Removed HardwardCaptureDevice option from AlphaTrust software. Note: Hardware capture devices that require 32bit IE will no longer be supported.

Fixed issue where the SignApi application pool is not uninstalled before an install occurs. Added missing SignApiPool to be removed during reinstall process so it can be updated during installation if the credentials ever change. 

• [PEP-4828] ~Forms ~UI/UX ~WorkflowActions

Fixed issue where auto-size text would not be legible if you leave the font-size blank for "Auto-Size" on mobile devices. Please reference the example image below for more details. 

v5.14.4 Release                          Release Date: 6/16/2022

Bug Fixes

[PEP-4933] - Added Workflow Actions back into the Audit Report. Please reference the example Audit report image below for the task details that were added.  

[PEP-4921] - Fixed issue where the incorrect icon was showing on the Content page.

[PEP-4872] - Installer no longer automatically creates installation log file in case silent installer contains credentials information. You can now use /LOG param on the executable to force installation logs.

[PEP-4859] - Fixed issue where documents downloaded from Reports > Report Status > Documents would not download with the correct filename. Please reference the image below for more details. 

[PEP-4819] - Fixed issue where when AlphaTrust is operating in Amazon Web Services (AWS) and the database update script (sp_updatestats) is running, a failure is returned. Logic has been added to prevent the database update script from running if the software is utilizing an AWS Relational Database Service (RDS). Note: this logic will run the database update script if the environment is not utilizing an AWS RDS.

[PEP-4817] - Fixed issue where if a group or subgroup owner's email address would include any +'s in the email, it would incorrectly remove the + and replace it with a space. For example: supply+@mycompanyinc.com would be updated to supply @mycompanyinc.com.

v5.14.3 Release                          Release Date: 6/2/2022

Bug Fixes

[PEP-4876] - Fixed typos on the Exit page for final document re-access. Please see the image below for more details. 

[PEP-4874] - Added Task Details back into the Audit Report. Please reference the example Audit report image below for the task details that were added.  

[PEP-4873] - Fixed issue where Transactions with short Expiration times show as "Expired" immediately after being launched.

[PEP-4863] - Fixed issue where inactive Subgroups are displaying in the group selector if Cascading Permissions on its parent group were set to true.

[PEP-4862] - Fixed issue with aliases in Okta where if using emails, the claim would return as username and not match the username in the system.

[PEP-4861] - Fixed issue in the signing UI where the page container would have no width until after the page image was fully rendered on screen. Please see the image below of the issue seen in the signing UI.

[PEP-4848] - Fixed issue where time zones on the Audit Report were displaying incorrectly.

[PEP-4838] - Fixed issue where the Export Options on the Reports > Status page would not download any files. Please reference the image below for more details. 

[PEP-4831] - Updated third-party data label in the audit report to be generic to convey it is all third-party data regardless of auth type. Please reference the example Audit report image below for more details.  

[PEP-4795] - Added Mobile Signing Rotation Instructions to Content Sets. Please see the image below of the Content Set referenced.

[PEP-4740] - Fixed issue where after reassigning a participant, their role would not be properly reassigned. Please see the image below of the reassign participant setting referenced.

[PEP-4718] - Fixed issue where after clicking on the Save button the Participant Setup switches reverted in the Workflow Editor. Please see the image below of the Participant Setup switches referenced.

[PEP-4680] - Fixed issue where when importing a Web Form the CreatedDate and LastModifiedDate values were incorrect. Please see the image below for more details.

[PEP-1671] - Added SHA type to the Document Audit Report. Please see the image below for more details.

v5.14.2.1 Release                        Release Date: 5/23/2022

Bug Fixes

[PEP-4853] - Fixed issue where Sub-Group Transactions could not be queried by top-level API credentials. The fix will allow for Parent-Level API Credentials to access Sub-Groups when using the GetTransactions() API.

[PEP-4850] - Fixed issue where Signing would show a console log and fixed issue where signing on older iOS devices in landscape would be too small to sign affectively.

[PEP-4847] - Fixed issue where the download and completed notification email file names were not created according to the selected options. Please see the image below of the File PDF File Name setting referenced.

v5.14.2 Release                            Release Date: 5/19/2022

Bug Fixes

[PEP-4808] - Fixed issue where the time stamp in Audit Reports reflected UTC time instead of the User's selected time zone.

[PEP-4785] - Fixed issue where if an Okta account does not have an additional paid feature of API Access Management, that SSO integration would fail.

[PEP-4724] - Fixed issue where if an Ampersand was used, it would be encoded on the launch screen. Please reference the example images below for more details.

[PEP-4723] - Fixed issue where the REST endpoint was not able to be resolved/used via a DNS other than licensed DNS. The REST endpoint will now use the used endpoint instead of forcing to use the license DNS.

[PEP-4710] - Fixed issue where, on iOS devices, the screen would not properly scroll/focus on an empty field that had auto-focus set.

[PEP-4681] - Fixed issue where users, who are not assigned as a Registered User signer for a Workflow, could incorrectly Auto-Sign transactions. Please see the image below of the Pending Signatures Auto-Sign option referenced. 

[PEP-4622] - Fixed issue where, on iOS devices, pages would not resize correctly after rotating the device from landscape to portrait and vice versa. 

[PEP-4541] - Fixed issue where trailing colons were seen on search screens filter labels. This was seen on the following pages Status, Trends, and Completion Rates. Please reference the example image below where colons were still seen on the Status page. 

v5.14.1.1 Release                        Release Date: 5/17/2022

Bug Fixes

[PEP-4809] - Fixed issue where Document uploads on the Workflow Setup screen were not able to authorize the user after a certain amount of time. The image below shows an example of the error seen.

[PEP-4806] - Fixed issue where a race condition was causing status events to be posted without the proper information.

v5.14.1 Release                            Release Date: 5/5/2022

Bug Fixes

[PEP-4753] - Fixed issue where the email message field was incorrectly displayed when using the Define Another Participant Workflow Action. Please see an image of the setting below for reference.  

[PEP-4745] - Fixed issue where any user utilizing the Bulk Users Upload feature could update a user’s setting in a group that they did not have permissions to and System-Wide Admins could be deleted by users who should not have the ability to delete System-Wide Admins. Please see the image below as a reference to the Bulk Users Upload feature.

[PEP-4741] - Fixed issue where some event subscriptions were either not triggering or triggering too many times.

[PEP-4736] - Fixed issue where the user may not be able to upload launch documents due to security authorization lapsing and not properly refreshing. Note: Due to the nature of the security authorization refresh, the user may briefly see a red error banner above each uploading file. However, the system will retry and the user will see the Upload complete green indicator. This can be seen as the system operating as normal and is not an issue. Please see the image below for more details.

[PEP-4697] - Fixed issue where API code examples would not format properly in the Workflow Setup API Details modal.

[PEP-4686] - Fixed out-of-date references to "Email Templates" over to the new name of "Notifications".

[PEP-4632] - Fixed issue where when saving a Workflow, the Save button was able to be clicked again prior an initial save completing. This allowed a user to click the Save button multiple times while the Workflow was trying to save which triggered an error.  

[PEP-4620] - Fixed issue where Web Forms access rules were not lining up with Workflows access rules.

[PEP-4613] - Fixed issue where the demo account group was not automatically created when running the Installation Tests for the first time on fresh installs. 

[PEP-4603] - Fixed issue where emails for demos were not being received. Ensured emails for demos are sent if ProntoDemosOnly group is not active. 

[PEP-4583] - Fixed issue where bulk launch would not work for a Workflow and respond with an error if defined-participant was utilized in the Workflow.  

[PEP-4505] - Added logic to preserve settings for X-Frame-Option custom header and sessionState attributes. 

[PEP-4447] - Fixed issue where it was difficult to find a user’s account when utilizing the bulk permissions feature. Added logic to Bulk Permissions that sorts the user list alphabetically. Please see the image below for more details. 

[PEP-4446] - Fixed issue where deactivated users were being listed when utilizing the bulk permissions feature.

[PEP-4439] - Added default value for Document Token and Url to ProntoConfig.ini. Location of change: ProntoConfig.ini > PRONTO_CP

[PEP-4416] - Fixed issue where the signature button was not placed near the signing text for document pages that were rotated to a degree that did not match a standard rotation of 0, 90, 180 or 270 degrees and when signatures were being placed using text searching.

[PEP-4318] - Fixed issue where, Groups that had cascading permissions enabled, users in sub-groups were not able to see Pending Signatures. Also fixed UX for Allow Open Signing and Allow Open Signing Queue and updated to include sub-group transactions in Pending Signatures when the top-level group cascades user permissions. 

[PEP-4317] - Fixed issue where the Allow Signing option was no longer needed in the Control Panel. This setting will automatically be defaulted to true and all registered users will be allowed to sign for Groups they have permission to. Please reference the image below which highlights the setting that has been removed.

[PEP-4316] - Fixed issue where the filters on the Pending Signatures page, Group Transactions and My Transactions, did not show different Transactions. The filters were removed from the Pending Signatures page. Please reference the image below which highlights the filter that has been removed. 

v5.14.0.3 Release                        Release Date: 4/27/2022

Bug Fixes

Note: Updates in versions 5.14.0, 5.14.0.1, and 5.14.0.2 are included in version 5.14.0.3.

[PEP-4712] - Fixed issue where Event Subscription notifications were missing for transactions that utilized SMS delivery. 

[PEP-4711] - Fixed issue where Event Subscription web hooks were never marked as completed for Documents that were completed. 

[PEP-4709] - Fixed issue where email address or phone number were incorrectly required for an in-person transaction. 

[PEP-4707] - Fixed issue where the phone number field and mobile number field were displaying at the same time when using the Define Another Participant Workflow Action. Please see an image of the setting below for reference.  

v5.14.0.2 Release                         Release Date: 4/27/2022

Bug Fixes

Note: Updates in versions 5.14.0 and 5.14.0.1 are included in version 5.14.0.2.

[PEP-4682] - Fixed issue where max document retention days that were set to zero were behaving as if it was set to one instead of null. Please see an image of the setting below for reference.  

v5.14.0.1 Release                         Release Date: 4/14/2022

Bug Fixes

Note: Updates in version 5.14.0 is included in version 5.14.0.1.

[PEP-4665] - Fixed issue where when importing a workflow, if a user selects existing, it would not import with the correct/selected Workflow name. Please reference the example Import Workflow image below.

[PEP-4664] - Fixes issue where a Validation Error would occur on the Event Subscription tab in Workflow setup.

[PEP-4656] - Fixed issue where users could not access the documentation from the footer links for the Control Panel Help Guide and the Feature Requests/Suggestions. Please see the image below to view the referenced links. 

[PEP-4654] - Fixed issue where the Feature Requests/Suggestion screen would not load when selected. Please see the image below for more details.

v5.14.0 Release                           Release Date: 4/8/2022

Important Note: 

Back buttons throughout the UI have been updated to breadcrumbs. Affected pages include the following details pages, Content, Notifications, Brands, Transaction Details, Groups, and Users. Please see the image below for more details and an example of what the breadcrumbs will look like in the UI. 

New Features

[PEP-4352] - Redesigned the Content, Notifications, and Brands sections to be more consistent with all the other sections. Please see the Brands example images below showing the differences between the old and new UIs. 

[PEP-4202] - Added the Master Account Name to the Groups table and sidebar details. Please see the example images below for more details. 

[PEP-4098] - Add a setting called MultiFactorAuthExceptions in the [PRONTO_SECURITY] section. This allows for a comma delimited list of usernames that don't require MFA. This setting can be used in conjunction with QA testing automation. Location of change: ProntoConfig.ini > PRONTO_SECURITY

Example setting: MultiFactorAuthExceptions = “test1@mydomain.com,test2@mydomain.com,test3@mydomain.com”

[PEP-3964] - Add Additional Single Sign-On Options. This new feature includes the following updates:

• [PEP-4297] - Added SSO to Bulk upload, API (SSO), and multiple SSO logins to a user.
• [PEP-3962] - Added new SSO Azure AD integration credential.
• [PEP-3961] - Added new SSO Okta integration credential.
• [PEP-4047] - Implemented SSO into the Control Panel. 

Please reference the images below for more details. 

• [PEP-4048] - Added the ability to add multiple SSO logins to users’ profile. Please see the image below for more details. 

• [PEP-3992] - Added ADFS as an SSO integration and ensured that SSO integrated accounts have access to InstallationTests. 

[PEP-3258] - Added SMS Participant Notifications. This new feature includes the following updates:

• [PEP-4350] - Added Email and SMS along with the existing Webhooks as available options for the Workflows Event Subscriptions properties. Please reference the image below for more details. 

• [PEP-4187] - Added SMS to Participant Request Notifications. Note: The default setting is email only. Please reference the image below for more details. 

• [PEP-3270] - Added the ability to update the Phone Number for a Participant via reports. Please reference the image below for more details.

• [PEP-3266] - Added new SMS Participant Request Notification Templates. These new templates will work similarly to Email Templates and Email Template sets. Please see the image below for more details. 

Improvements

[PEP-4477] - Split scheduler service entries into separate configuration settings, ProntoConfig.ini change

Note: The default is to run every 5 minutes. 

• QueuedEventsService={"Enabled":true,"ScheduleType": "Daily", "StartTime" : "17:30"}}
• SmsCleanupTimerService={"Enabled":true,"ScheduleType": "Interval", "Interval" : "120"}
• VersionCleanupTimerService={"Enabled":true,"ScheduleType": "Interval","Interval" : "120"}

[PEP-4466] - Added Signing UI Preload Scripts to the InstallationTests site so that the demos run faster and to show as an example for customers. 

[PEP-4442] - Added AllowInstallationTestsAccess property to users so we can select which users, besides System Admins, can access the InstallationTests app. This setting will allow IT to test the application after installation without granting access to the entire system and its documents. Note: Only system admins can set and see this setting. Please see the image below for the setting and link that will appear for Users with this access. 

[PEP-4346] - Improved and harden the process of saving Workflows when exceptions occurred. 

[PEP-4275] - Removed the information that was provided during the password reset workflow for security reasons.

[PEP-4099] - Added functionality to format the document filename when its downloaded/emailed accordingly. Please reference the image below for more details. 

[PEP-4097] - Added an alignment property to Workflows to align with PDF properties. This will allow users to specify alignment in textbox field details. Please see the example image below. 

[PEP-4028] - Add the ability to flag a SendGrid integration as active or inactive. Please reference the example image below for more details.

[PEP-3977] - Updated the UI for the User Emails table (on the User Details page) and Report Status Emails table (on the Transaction Details page). Changed Created Date/Time to Event Date/Time and added a Failed Event Reason column. Please see the images below for more details. 

Bug Fixes

[PEP-4574] - Fixed issue where Group Admins could not see Account-Wide Admins in the Permissioned Users filter. Please see the image below for the referenced filter. 

[PEP-4550] - Fixed issue where DocForm textboxes and multi-line textboxes would not adhere to the font size in Adobe. 

[PEP-4513] - Fixed issue with displaying all group reports when logged in as an account-wide admin.

v5.13.7 Release                           Release Date: 4/26/2022

Bug Fixes

Note: Updates in version 5.13.7 are not included in versions 5.14.0 and 5.14.0.1.

[PEP-4682] - Fixed issue where max document retention days that were set to zero were behaving as if it was set to one instead of null. Please see an image of the setting below for reference.  

v5.13.6 Release                           Release Date: 4/5/2022

Bug Fixes

[PEP-4564] - Fixed issue with Version cleanup background process introduced in v5.13.0 (PEP-3516) where DocumentID files were deleted if _Final files did not exist. 

[PEP-4575] - Fixed issue where the mobile signing canvas, in landscape mode, was too small for a user to use. 

v5.13.5 Release                           Release Date: 3/10/2022

Bug Fixes

[PEP-4435] - Fixed an issue where when selecting an email template language, after an email template set has been selected, the email template set dropdown would clear out and show no email template set selected. Please reference the image below for more details. 

[PEP-4434] - Fixed issue where if a user’s group is updated, that users table row would not update with the new group name. Please see the image below for more details. 

[PEP-4382] - Fixed issue where private and shared Web Forms would not filter as expected in sub-groups. Please see the example image below of the filter for private Web Forms. 

[PEP-4311] - Fixed issue where images inside of HTML signing documents would not properly load.

v5.13.4 Release                           Release Date: 2/24/2022

Bug Fixes

[PEP-4320] - Fixed issue where when importing a Web Form, within a Workflow export, if the status of New is switched to Existing with an existing name then switched back to New the name will populate with the list of Web Form names existing. Also fixed issue where the import tool would not correctly recognize an existing Web Form by the Web Form name. Please reference the image below for more details.

[PEP-4314] - Fixed issue where the system would not check that the Web Form name length did not go over the max character length of 50 characters. Also increased the Web Form name max character length from 50 characters to 128 characters.

[PEP-4312] - Fixed issue where client return URLs that are passed in were getting sanitized which escaped ampersands required for URL query strings.

[PEP-4272] - Fixed issue where initials utilizing the signature chrome were squished. Please see the examples below for more details.

[PEP-4246] - Fixed issue where a console error would appear when using a launcher participant with an in-person participant.

[PEP-4242] - Fixed issue where when clicking the Reset Filters button on Reports > Status page, it would clear out the selected Time Zone. The Reset Filter button will now keep the previously selected Time Zone. Please reference the image below for more details.

[PEP-4231] - Fixed issue with Version cleanup background process introduced in v5.13.0 (PEP-3516).

[PEP-4230] - Fixed issue where users who do not have permission to edit Workflows would be able to see and click on the Edit Workflow button after launching a Workflow. Users without permission to Edit Workflows will no longer see the Edit Workflow button. 

v5.13.3.1 Release                        Release Date: 2/17/2022

Bug Fixes

[PEP-4344] - Fixed issue where document-related REST API calls were not working and users would receive a 500 error.

v5.13.3 Release                           Release Date: 2/10/2022

Bug Fixes

[PEP-4237] - Fixed issue where a Status report search on Pending statuses would also return transactions with Expired statuses. Please see the image below for more details.

[PEP-4227] - Fixed issue where the "Last Login Date" for a user wasn't recorded if the user logged into the Control Panel using ADFS integration. 

[PEP-4222] - Fixed issue where Account-Wide Admins were being locked out of groups where the "Lock out System-Wide Administrators" option was enabled. This setting should not affect Account-Wide Admins. Please see the setting referenced in the image below. 

[PEP-4203] - Added auto-focus to the first form field on a DocForm so that the Participant will automatically advance to the page with the first form field. Participants will still be able to scroll to view other pages of the document after being advanced to the first form field. 

[PEP-4188] - Improved Mobile Authentication by adding cursor focus to the passcode field. The cursor will automatically be placed into the passcode field. Please reference the image below for more details. 

[PEP-4170] - Fixed issue where under a rare scenario a Participant received an Access Denied error message when they had tasks followed by a Carbon Copy task. 

[PEP-4165] - Fixed issue where the input for mouse/touch drawn initials would display wider than required. Please see the image below as a reference. 

v5.13.2 Release                           Release Date: 1/27/2022

Bug Fixes

[PEP-4185] - Fixed issue where when entering doc fields in portrait, seen on mobile devices, you could not advance or see text inside the fields.

[PEP-4179] - Fixed issue where upon save fields were being duplicated and causing the following errors:

• [PEP-4174] - Imported fields, from PDF’s, were duplicated and overlap when DocForms were enabled. 
• [PEP-4107] - Web Forms with form fields, generated from a document, had radio buttons mapping incorrectly.  

[PEP-4172] - Fixed issue where there was a missing loading indicator before page content loads.

[PEP-4152] - Fixed issue where the help icon link for Reports > Status > Emails section did not link to the correct documentation article. Please see the image below for more details.

[PEP-4079] - Fixed date formatting for Certified and Sealed Date. Please reference the image below for an example of the previous and new date formatting. Please see the image below for more details.

[PEP-4075] - Fixed issue where the user dropdown list for Registered User Authentication did not include Users that had permission to signing. The dropdown list will now show Permissioned Users with Allow Signing permission. Please see the image below for more details.

[PEP-4044] - Fixed issue where if you enable "two-factor authentication" in the Participant Editor and select "None" from the first Auth dropdown, the second authentication would still be visible on the launch screen if previously set up.

[PEP-4017] - SQL update script improvements. 

[PEP-3993] - Fixed issue where elongated signatures were being cut off. Please see the image below for more details.

[PEP-3987] - Fixed issue where when overwriting Content sets, using a Content set with missing pages, the missing pages were not reverting to the master set.

[PEP-3986] - Fixed issue where when overwriting Email template sets, using an Email Template set with missing pages, the missing pages were not reverting to the master set.

[PEP-3917] - Added the Status to Workflow Actions in Reports. Please see the image below for more details.

[PEP-3904] - Added the Brand Name used for a Participant, in a transaction, in the Participants tab under Reports > Status. Please see the image below for more details.

v5.13.1 Release                           Release Date: 1/13/2022

Bug Fixes

[PEP-4153] - Fixed issue where the Status Page’s Advanced Search Date Range filter defaulted to a month-based dialog instead of a day-based dialog. Please see the image below for more details. 

[PEP-4078] - Fixed issue where incorrect help pages were being opened for the Report Trends, Workflow Templates Launch, and Pending Signatures pages. 

[PEP-4077] - Fixed issue where the documentation sidebar title was being obstructed by the site header. 

[PEP-4072] - Fixed issue where the incorrect help page was being opened for Accounts > Users page. 

[PEP-4055] - Fixed issue where when dropping a data field or DocForm field on to the document, during the document tagging process, the field would not render in the correct spot. Please reference the image below for an example of the data and DocForm fields that were affected. 

[PEP-4032] - Fixed issue where if groups had the setting Lock out system-wide Administrators enabled; group admins could not edit users. Please reference the image below for Group security settings. 

[PEP-4022] - Fixed issue where event subscriptions would stop before receiving a successful response or before the retry limit is reached. Note: the default retry limit is three days. 

[PEP-4018] - Fixed issue where users were able to add duplicate API credentials. Duplicate API credentials will no longer be supported. If duplicate API credentials are entered an error will appear stating that the ID already exists. 

[PEP-4009] - Added Carbon Copy Task type to the API help documentation. 

[PEP-3967] - Fixed issue where if digital signatures seals fail on the first try, a background process will ensure the signatures are sealed correctly. 

[PEP-3959] - Fixed issue where Transactions created via an API using HTML Documents containing image references larger than 25MB would fail. 

[PEP-3935] - Fixed issue where the Options buttons on the Web Forms page were misaligned. Please reference the image below for Web Forms Options buttons.

[PEP-3932] - Fixed issue where digital signature seal wasn’t Canceling pending seal and certify operations for cancelled, expired or closed workflows.

[PEP-3842] - Fixed issue where form filling fields were not displaying with data submitted on Demo builder.

[PEP-3743] - Fixed issue where search fields would resize to a smaller size. Organized the Status Search to be more grid based. Please reference the image below for more details. 

v5.13.0 Release                           Release Date: 12/9/2021

New Features

[PEP-3788] - Added Email Service Data for users on the User Details page. This new feature will show all emails for registered users. Please reference the User Details example below for more details. 

[PEP-3787] - Added Email Service Data under a new Emails tab in the Transaction Details. This new feature shows all emails that relate back to a particular Transaction. Please see the example below for more details.

[PEP-3257] - Added Twilio Voice Option for signer authentication. This can be customized through a Twilio account to provide options for Text, Voice, or both. Please see the image below for more details.  

[PEP-1544] - Added the ability to include the Audit Report as an attachment in final emails. Please reference the image below for more details.