What’s New? / Key Features / Benefits:

New filter: Template

• You will now be able to select a Template from the list of templates made by them in the Documents and Contracts section while configuring the workflow.
• This will enable you to configure different workflows for different templates

New filter: Recipient Type

• You will now be able to trigger a different workflow based on whether the document is being sent to the Recipient Contact or the Business User itself

New Status: Viewed

• You will now also be able to trigger different workflows based on the fact that the document has been viewed or not by the recipient

How to Use?

• Filter: Recipient Type, Template Type

Customize the filter based on Recipient Type and template type to have different workflows for different types.

• New Status: Viewed

Customize the workflow based on whether the recipient contact has viewed the document or not by configuring the status to viewed.

Why This Feature?

Why This Feature?

This helps to make the workflows for documents and contracts more powerful and increases the usability.

What’s New? / Key Features / Benefits:

1. Fillable Date Field Element

• You can now easily drag and drop a fillable date field element into uploaded PDFs or documents, streamlining the process of adding date-related information.

2. Custom Values in Fillable Text Field

• The new drag and drop element allows you to incorporate custom values in fillable text fields, facilitating the dynamic customization of fields that need to be changed for each PDF sent. Eg: Custom name field on a Fixed PDF template which needs to have receiver’s name on it can now be filled automatically using Custom values.

3. UI Enhancements

Added support for moving draggable element via keyboard.

• Added support for moving draggable element via keyboard.
• Users can utilize Shift+Arrow keys to easily move (signature/text/date) elements, improving precision in document arrangement.
  
• Use Shift+Arrow keys for precision
  
• Use Ctrl+Shift+Arrow keys for moving the elements faster.
  
• Added new tooltip over every assigned fillable elements (Date, Text)
  
• Editors can now hover over fillable elements to view the assigned signer, making it easier to edit documents with multiple signers.
  
• Signature Element is now resizable instead of scale.
  

How to Use?

1. Fillable Date Field Element

• Drag the “Fillable Date Field” element from the toolbar and drop it onto the desired location in your document.
• Click on the field to fill the date, customize the date format and other properties.
  

2. Custom Values in Fillable Text Field

• Drag the “Fillable Text Field” element from the toolbar and drop it onto the document.
• Single click on the field and select Custom Value icon to input dynamic values.
  

Why This Feature?

The addition of fillable date fields, customizable text elements, and improved UI aims to provide users with a more flexible and efficient document editing process.