This article lists features, improvements, and bug fixes that are currently available in sandbox environments only.
Once the features are released to production environments, they are deleted from this article and will appear only in the standard release notes.
New Collaboration Room features
Document Request description for end-customer
You can now add a description to a document request to give customers more context about what is required (for example, “Electricity bill from the past three months”).
The description can be added in two places:
Workflow builder - When configuring document requests in a Workflow
Agent console - When an agent is allowed to select and add custom document requests during a session (the agent can edit the description for each request)
Decline to sign and continue the Workflow
You can now configure a PDF step to allow participants to decline signing and continue through the Workflow. This provides more flexibility for handling cases where a participant is unable or unwilling to sign, without blocking the rest of the process.
Collaboration Room Improvements
Forms and HTML directory
We’ve added UX improvements to the Forms and HTML directory pages including:
Same look and feel of the new Workflows directory
Icons to differentiate between the different types of HTML documents (Dynamic, Tick-box, and Static Documents)
Search function
Document Requests page update
The Document Request page has been updated with a modernized layout and improved UX. Categories now appear on the left side of the page, with new category icons and clearer document categorization.
Forms identified in step completion event
Until now, Forms were reported as an esign document in the Workflow step completed event. With this release, Forms will be identified as such and include the following information about the Form: name, template ID, instance ID, and Attributes in the Form.