All our recent releases that improve your eSignature experience on Signeasy.
Users can now remove documents they have declined to sign from the Need Your Action and All Documents pages using the Delete button in the actions area.
Administrators can now add new team members by sharing a direct invitation link in addition to sending invites by email.
Signeasy for Salesforce is an app on the Salesforce AppExchange that enables sales teams to prepare, send, track and eSign contracts and agreements within Salesforce.
Signeasy for Salesforce is available as an add-on for the Business plan.
Reports help administrators get a high-level overview of the total volume of documents processed at the team level, as well as individualized usage stats. Every team member can analyze how their signature requests performed over a period of time, based on information like completion rate and average time to completion. Team members can also view and download all pending signature requests. The report data can be filtered by time intervals (daily, weekly, monthly, etc) and can also be exported into a CSV file. Reports is available on the Business plan.
Mobile signers can now update their saved signature or initials while signing a document in addition to the existing option to edit signature from the settings page.
Users will be able to sign and send requests for signature from the Channels in MS Teams.
When the Admin of a customer on the Business plan is changed, it will now be possible to transfer the ownership of templates form the old Admin to the new Admin.
Users will be able to sign envelopes comprising multiple documents on the mobile apps.
Users will be able to view Pending documents in 2 buckets – Needs Your Action and Waiting For Others on the web application.
Users will be able to view the reason why a recipient has Declined a document on the web application.
Users will be able to view all Voided documents on the web application.
Admins will be able to access and download all invoices if they are on the Business plan.
Users will be able to use QR codes to share template links with a single signer from the web application.
Users will be able to add fields and assign to specific recipients while initiating signature requests from the mobile apps.
Customers can add an extra layer of security (passcode to mobile phones) to ensure that the intended recipient is the one accessing the documents to sign them.
Users can share single signer, public sharable links can via a QR code on mobile, enabling truly contactless in-person signing experience.
API customers can embed document preparation into their applications; addition of all fields is supported.
Users can copy the signature and initials to all the page. With this update, the feature is present on all platforms – Web, iOS and Android.
Users can modify Name and Email address of signers after a signature request has been sent. This will help you take care of email typos and mistakes. Most importantly, you don’t have to start the send for signature workflow all over again.
The Certificate will display the information of cc-ed recipients.
As a part of enhanced security measures, session time-out has been introduced. There is an option to stay logged in as well. Click here to know more.
As a part of enhanced security measures, passwords must satisfy strict rules. Click here to know more.