Version - 1.0.26

Enhancements

22916 : Hotkey updates
A hotkey has been added to quickly add checkmarks (Alt+C). 
Menu text to clearly indicate that Ctrl+D can be used as a hotkey to add dates was added.
22770 : Typed Signatures - UI Update
When creating a typed signature, a pencil icon is now displayed to indicate that the name can be edited prior to selecting the signature. 

Corrections

22749 : Anchors not displaying in side panel under certain conditions
Under specific conditions, anchors may not display in the right panel during signing. This has been corrected.
22936 : Signatures could be created without a Nickname
Logic was added to prevent signatures from being saved without a Nickname.
22938 : Manage Proxy Signers dialog displaying incorrect buttons
Under certain circumstances, the Manage Proxy Signers modal dialog (from the Admin portion of TrueSign) will incorrectly display a "Remove" button, when a proxy signer hasn't been added. This has been corrected.

Version - 1.0.25

Enhancements

22469 : Anchor placement sizing updates
When a signature, initials, checkmark, or date is applied from an anchor, the image of the signature/initials/checkmark/date is currently expanded to fill the full size of the anchor.

This has been updated so the applied image maintains it's original aspect ratio and fills the anchor as much as possible. This ensures that the signature, etc does not look stretched or skewed once applied. 

Note: The applied image will be placed at the bottom center of the anchor.
22468 : New Signature Replacement Options
Two new dynamic replace options have been added to signatures:
  • Email Address
  • Full Name
When a signature is placed on a document, these values will be replaced with the current user's email address/full name. This is useful for Proxy Signatures where you want the name or email address of the proxy signer to be included in the signature.

Corrections

22473 : Redirect URL Fix
If a redirect URL was added using the API and the redirect URL included an & (ampersand), the final redirect URL would replace the & with an & causing issues with the redirection. 

This has been corrected so the & is no longer replaced with &.

Version - 1.0.24

New Features

22104 : 'Auto Guide Me' Option
Two new envelope options have been added to the /v1/Envelope (POST) API endpoint. These options allow the welcome dialog to be disabled for external signers and the Guide Me functionality to be auto triggered once the envelope is opened by an external signer.

These options are called:
  • Enable_External_Auto_Guide_Me - Defaults to false
  • Enable_External_Welcome - Defaults to true
Note: The Enable_External_Auto_Guide_Me option can only be enabled if the Enable_External_Welcome option is disabled.

Enhancements

22221 : Redirect Options
New options have been added to TrueSign that allow a signer to be redirected to a specific URL when certain events occur. These URLs must be added using the TrueSign API and can be set either at an envelope level or a signer level. If they are specified at both levels, then the signer level will be used.

When provided at the envelope level, the redirect URLs are available in the Options portion of the envelope JSON. When provided at the signer level, they are available at the top level of the internal or external signer. 

The new options are called:
  • Redirect_On_Complete - The signer will be redirected to the provided URL when they Complete the envelope.
  • Redirect_On_Forward - The signer will be redirected to the provided URL when they Forward the envelope.
  • Redirect_On_Reject - The signer will be redirected to the provided URL when they Reject the envelope.
  • Redirect_On_ContinueLater - The signer will be redirected to the provided URL when they click the Continue Later button.
Examples can be found in the TrueSign API swagger page in the /v1/Envelope (POST) endpoint, the /v1/Envelope/{id}/AddExternalSigner and /v1/Envelope/{id}/AddInternalSigner endpoints : https://api.truesign.com/swagger/index.html


Corrections

22403 : "Powered by TrueSign" logo shows twice under certain circumstances
An issue where the "Powered by TrueSign" logo was added twice under certain circumstances has been resolved.

Other Notes

22345 : Deliver_As_Tiff updates
The Deliver_As_Tiff option now has improved image quality when converting from PDF to TIFF. It has also been updated to generate at 150 DPI.

Version - 1.0.23

Corrections

22203 : User's last name splitting
User's who have a last name with 2 words are now split properly when invited to TrueSign.
21021 : Envelope JSON Delivery Method not sending email
An issue occurred when using an Email delivery method that included the Envelope JSON as an Attachment. In this scenario, the delivery email would generate an error. This has been resolved.
22210 : External User Envelope forwarding not sending email notification
An issue where an email notification was not being sent if an envelope was forwarded by an external signer has been resolved.
22208 : Envelope Type Edit Screen Error
Under certain circumstances, the Envelope Type Edit screen would display an error preventing TrueSign Administrators from editing an envelope type. This has been corrected.
21149 : Capitalization of External Signer names not respected in Designer
When an external signer is added using the designer, the Capitalization may not be respected. This has been corrected.
21369 : Text Markup added during design not saving
An issue where Text Markups that are added when using the designer do not save properly has been corrected.

Other Notes

22244 : Deliver_As_Tiff updated to with an output DPI of 300
When using the Deliver_As_Tiff option, the output resolution is now provided at 300 DPI.
22264 : New OnBase Integration Guide a Resources
A new completely reworked OnBase Integration documents is available in the TrueSign API Knowledgebase: https://api.truesign.com/kba/index.html

Version - 1.0.21

New Features

21712 : Request completed documents as TIFF
When creating an envelope via the TrueSign API, the Deliver_As_Tiff Option can be set to true. If enabled, then TrueSign will convert all completed documents in the envelope to Tiff format. 

NOTE: This is currently an experimental feature. A future release will allow this option to be enabled using the UI.
21717 : New Anchor API Endpoint
A new endpoint has been added to the API that allows an anchor to be added to a signer/document combination. Previously, anchors could only be added when the signer was added.

Enhancements

16858 : Web Hook UI Updates
Updated the Web Hook configuration UI while editing an envelope type so it is more user friendly.

Corrections

21967 : Memory Optimization
The memory usage has been optimized while rendering the completed documents.

Version - 1.0.17

Corrections

20999 : Fixed issues with Text Based Anchors and Email Notifications when using default branding
When using text based anchors, the last word of the anchor was not included in the completed document.
If the default branding color or image was changed and reset back to the default, then the default TrueSign logo would not display properly in email notifications.
20994 : Updated the API Activity Log Envelope Type drop down (TrueSign Admin Logs) to display the drop down items in alphabetical order
When accessing the TrueSign Admin Activity Logs, the Envelope Type drop down is now ordered alphabetically on the API Logs page.
20854 : Corrected issue when deleting and re-adding a signer in the designer interface
When deleting and re-adding a signer in the designer interface, the re-added signer was not able to open the envelope when it was sent to them to sign. This has been corrected.

Version - 1.0.16

New Features

20230 : Ability to add your own theme color
New in TrueSign is the ability to add your own color theme and logo for your TrueSign account. The new color and logo will be displayed inside the TrueSign app for internal and external users. All emails sent from TrueSign will also contain the new color and logo. To add your logo and color on your TrueSign account, go to Admin View -> Account -> Edit:

Image

Enhancements

20532 : New API endpoint to search for envelopes
A new API endpoint is now available. The /search endpoint accepts a variety of query parameters to search for envelopes belonging to the authenticated envelope type API client. The response will be a list of envelopes. The available parameters are: Status, Creator, ClientData, TemplateId, DateStart, DateEnd, DateType (Created, Sent, Completed). Try the new endpoint now: https://api.truesign.com/swagger/index.html

Image
20659 : Ability to use Temp Signature for anchor signing
Added the ability to immediatly use a temporary signature to anchor sign. The following options were added to the Preview modal of the temporary signature: Set as favorite signature and Auto-select signature. The state of the toggle will be persistent throughout user sessions. If the Set as favorite signature option is selected, the temporary signature will be marked as a favorite for this envelope. If the Auto-select signature is selected, the signer will be in signing mode with the temporary signature selected.

Image
20448 : General improvements to the signing interface
Some general improvements were made to the signing interface, including respecting the order of applied markups, free text shifting on final PDF, and fixed other viewer specific minor issues.

Corrections

20056 : Envelope Details page was showing a blank parenthesis when the external signers delivery method was SMS.
Resolved an issue when an external signers delivery method was SMS. The external signers phone number will now appear in the Envelope Details page. 
20276 : Admin is unable to delete user in certain circumstances
We fixed a bug where an admin was not able to delete a user that the admin had created a proxy signature for them.
20037 : Markups with transparent boarder were showing a white border.
Fixed an issue where layered mark-ups with transparent borders were showing a white boarder on the downloaded PDF. 
19509 : Error occurs when sorting signatures
Fixed an issue where an error message was appearing when a user was sorting their signatures in the My Signature page. 
20103 : External signers unable to open envelopes
Fixed an issue where an external signer was unable to open an envelope that was created from an existing template. 
20204 : Summary certification not showing the SMS signers phone number
Resolved an issue where the envelope summary certificate was not showing the external SMS signer's phone number. 
20201 : Form fields no longer appearing in envelopes.
Fixed an issue where form field borders were longer appearing in TrueSign. 
20430 : Recalled envelope still able to be completed
We resolved a bug where a recalled envelope was still able to be completed by a signer.
20400 : Designer email comparison case sensitive
We resolved a bug where the designer email list was being compared to the logged in user's email using case sensitivity. This resulted in some users not being able to design an envelope in the TrueSign app, even though they were part of the designer's list.

Version - 1.0.15

New Features

19549 : Ability to send an external envelope link via text message.
When a user creates a new envelope or a new envelope from template and the signer type is external they will see a new drop-down that allows them to choose to notify the signer via Email or Text. If the text option is selected the user will be prompted to enter the signers phone number and the envelope signing link will be delivered via SMS. 

Image
Image

Enhancements

19339 : New column and search options in the created envelopes table
On the created envelopes table of the envelope type details page, a new column was added that indicates who the envelope was created by. Additionally, all columns in the created envelopes table can be searched or filtered individually.  
19495 : Signing Interface Signature Quick Link
A new button was added in the Signatures drop-down labeled "Create temp signature". When a user clicks the new button, the temp signature modal will open and the temporary signature link is copied to the user's clipboard. This enhancement reduces the number of steps needed to capture a temporary signature. 

Corrections

19889 : Signer message not supporting 500 characters
We resolved a bug that was not allowing users to type a 500-character message to signers. 
19713 : Annotations on PDF download respect the order they were placed in the signing interface and designer
When a user is placing stamps, textboxes or other annotations in the signing interface or the designer, the annotations will appear on the final document in the order they were placed by the user. 

Version - 1.0.14

New Features

19130 : Ability to send a note to multiple signers
Previously in TrueSign, users could only send individual notes to signers. This update will allow users to send a note to all signers on the envelope in addition to individual notes. 

Corrections

19303 : Date markups were not following the viewer and designer settings.
Resolved an issue where date markups were not following the date font size selected by the user in viewer and designer settings. 
19446 : Assigning stamps to users caused an error
We resolved an issue where TrueSign admins were attempting to grant users access to a stamp and receiving an error. In the Stamp Details page, the admin will now see a list of users that currently have access to the stamp, the admin will have the ability to remove user access from this list. Also, new button exists labeled "Assign to user(s)" this button will open a list of users that do not have access to the stamp and the admin can grant access within the pop-up list. 

Version - 1.0.13

New Features

19210 : Markups added to envelope designer
TrueSign users will now have the ability to add markups to a document in the envelope designer. The markups include stamps, dates, textboxes, arrows, shapes, lines, and checkmarks. Envelope signers will not have the ability to modify markups placed by the envelope designer. 
19053 : Textbox and Shape outline and background colors added to viewer settings
In the viewer settings of the signing interface, users will now have the ability to set the default textbox outline color, textbox background color, shape outline color, shape background color, and text font color. 

Enhancements

19214 : TrueSign Next guide me update
The "Guide Me" button in the signer view was updated to a brighter color so users can see the button more easily. 
18949 : Sort options added to stamp permission toggles
When an admin clicks stamp details to view user access to a specific stamp,  they now have the ability to sort the permission toggles to bring users with or without access to the top of the list. 

Corrections

19170 : Clicking "Create New Signature" button throws an error
Resolved an issue where users were receiving an error page when attempting to create a new signature. 
19211 : Clicking outside of a textbox in the signing platform was completing the document
Resolved an issue where users were placing a textbox in the signing platform, typing the desired text and the act of clicking outside of the textbox was completing the document. 
19217 : Deleting a signer with an anchor causes an error
Fixed an issue where deleting a signer that had an anchor placed was causing the screen to freeze. 
19131 : Generated zip files not opening properly
Fixed an issue when an envelope contained multiple documents the zip file was showing an error. 
18872 : Error appears when Admin saves a user initials
We resolved an issue where the admin was not able to save a user's initials that were not their own. 

Version - 1.0.12

Corrections

97 : TrueSign Feedback
Fixed an issue with the feedback form where the user’s email wasn’t included for external signers if they elected to include their email.
96 : Envelope Reminders
Fixed an issue where envelope reminders weren’t being sent under certain circumstances.
95 : Template Signer Permissions and Reminders
Corrected the issue where signer permissions and signer reminders were not being retained within templates.
94 : Delete Envelopes From Admin View
Fixed an issue when an admin attempted to delete an envelope from the Envelope Type Details page.
93 : Switch Account when Signing Envelopes
If a TrueSign user is a member of multiple TrueSign accounts and opens a link to sign an envelope in a different account than the account they are currently logged into, TrueSign will display a message and easily let them switch accounts.
92 : Retention of Ready to Sign Envelopes
Envelopes that are not completed within the retention period are no longer deleted automatically. Instead, they are automatically rejected and will eventually be deleted based on the retention schedule of completed envelopes. Once automatically rejected, the envelope will be delivered to its final destination just as if the signer had rejected it, with a rejected reason of “Auto-rejected due to account’s Ready to Sign retention policy (#days).”
91 : 404 on Previously Signed Envelope
If a user navigates to an envelope that has already been signed, they will no longer be taken to the 404 page. Instead, they will be redirected to the envelope complete page where they can download the envelope.

Other Notes

98 : Mobile Annotation Edit Bar
The Annotation Edit bar, which appears when selecting an annotation, is not present on mobile browsers.
99 : Unable to Edit Free Text on iPhone
The free text annotations are unable to be edited in iPhone.

Version - 1.0.11

New Features

83 : Auto open next available envelope
A new option is available in My Profile called “Auto open next available envelope”. When this option is enabled, then the next available envelope will automatically be opened when the current envelope is completed.

Image
86 : External Signers: Freetext, Custom Date and Shapes
Starting with this release, you will be able to allow external signers to add freetext markups, custom dates and shape markups on envelope documents you are requesting them to sign. By default, these permissions are removed for external signers, and you can update the permissions via the TrueSign Designer:

Image

Note: When adding the external signers via the API, use the RemovePermissions property to send an array of permissions you would like to remove for the signer. If the RemovePermissions property is null, then Freetext, Custom Date and Shapes permissions are removed by default. Please note that an empty array [] for this property means “do not remove any permissions”.

85 : Default signature size
A new viewer option has been added that lets you customize the maximum size of signatures that are placed on a document. This option is available when signing a document under More > Viewer Settings.

Image

If you find that your signature is generally too small on the documents that you sign, you can increase the width and height which will increase the size of ad-hoc signatures.

NOTE: This option does not apply to signatures that are placed from anchors.

84 : Document thumbnails
A new viewer option has been added that allows thumbnails to be displayed in the signing interface. This option is available when signing a document under More > Viewer Settings.

Image

Setting the Document Thumbnails option to Show will display a thumbnail panel on the left side of the screen.

Enhancements

89 : Signer Envelope URL
The signer object will now have an EnvelopeUrl property with the URL of the envelope for that signer. This can be helpful if you want to send your own notifications to envelope signers.

Note: Please be aware that TrueSign only supports signing in series (one after the other).

Corrections

88 : General Improvements
  • Special characters are now supported in signature names.
  • The Envelope Details page will show who created the envelope.
  • General backend improvements to support future admin reporting and statistics capture.
  • Minor QR signing UI improvements.
  • Additional details are captured in envelope history (user successfully entered an envelope code, user continued later, user download the envelope, etc).
  • Guided signing UI improvements.
  • An issue where text searching within a PDF would not find hits other than the first instance has been resolved.
  • Text Markup no longer loses focus when clicking on a text box that already has focus.
  • Backend improvements to the business layer.
87 : Free Text Annotations
An issue where free text annotations became read-only if the user clicks inside of the text box has been resolved.

Other Notes

90 : Mobile Annotation Edit Bar
The Annotation Edit bar, which appears when selecting an annotation, is not present on mobile browsers.

Version - 1.0.10

New Features

77 : Low Envelope Reminders
As a part of this release we have added the ability for TrueSign Admins to set Low Envelope Reminders for themselves. These allow you to automatically be notified on a daily or weekly basis if your envelopes are below your configured low envelope threshold. To set up these reminders go to Admin > TrueSign Account and click the Notifications button.

Image

From the menu that appears, you can configure when you would like to receive these reminders. (Please note that these reminders will go out to all admins on your TrueSign account)


Image
76 : Dates And Times In Signatures
New in this release, you can now set up your signatures to automatically contain the Date and Time at which you signed. To add the date or time to your signature, open the signature editor. You will now see new options on the toolbar to add the Date or Time in various formats.
Image

Once you have added the Date or Time to your signature, it will appear whenever you apply the signature to a document.


Image

Corrections

78 : General Improvements
  • Added tabbing support for Envelope Forwarding dialogs.
  • Minor improvements to timestamps in Envelope Summary Certificates
  • TrueSign now prevents single quotes from being added in a user’s email address when inviting new users or bulk uploading users
  • API backend improvements
  • Backend memory optimization updates

Other Notes

82 : Annotation Selection
Annotations can be selected by clicking slightly above them.
81 : Signing Interface Text Search
Searching for text in the signing interface will only highlight the first instance of some words.
80 : Free Text Annotations
Free text annotations become read-only if the user clicks inside of the text box.
79 : Mobile Annotation Edit Bar
The Annotation Edit bar, which appears when selecting an annotation, is not present on mobile browsers.

Version - 1.0.9

Corrections

71 : General Improvements
  • Fixed an issue where external forwarding would generate an error under certain circumstances.
  • Updated the UI logic for external forwarding on the Template Edit page.

Other Notes

75 : Annotation Selection
Annotations can be selected by clicking slightly above them.
74 : Signing Interface Text Search
Free text annotations become read-only if the user clicks inside of the text box.
73 : Free Text Annotations
Free text annotations become read-only if the user clicks inside of the text box.
72 : Mobile Annotation Edit Bar
The Annotation Edit bar, which appears when selecting an annotation, is not present on mobile browsers.

Version - 1.0.8

New Features

62 : Envelope Summary Certificate
New in this TrueSign release is the Envelope Summary Certificate, a single document summarizing the history of a TrueSign envelope in an easy-to read format. Starting in this release, admins can enable this feature on an envelope type to generate a summary certificate when all signers have completed an envelope, or the envelope has been rejected.

What is in the Envelope Summary Certificate?

Each summary certificate contains much of the information available from the Envelope Details page. It includes the basic details about an envelope and the documents within, as well as the history of both. It also contains details on each signer that signed the envelope and lists the individual markups that each signer added to the documents. With this document, you have a downloadable snapshot of everything that was done with the envelope.


Image

Additionally, the Envelope Summary Certificate is digitally certified in the same way as digitally certified documents. This means that if the summary certificate is altered in any way outside of TrueSign (via Adobe or other editor), then the signature is invalidated, and you will see a warning when viewing the document in Adobe. The certificate used to certify the document will never expire and you can always validate the document’s authenticity.

How do I enable this feature in my TrueSign account?

This feature is not enabled for envelope types by default, but you can enable it by going to Admin View -> Envelope Types -> Select An Envelope Type -> Edit -> and toggle Create Envelope Summary Certificate.


Image

How do I download an Envelope Summary Certificate?

The Envelope Summary Certificate is created once the envelope is completed by all signers (or after the envelope is rejected by a signer) and it will be available to be downloaded from the Envelope Details page for that envelope. The following people can download the Envelope Summary Certificate for an envelope: the envelope creator, envelope designers and account Admins.

The Envelope Summary Certificate URL will also be included in the JSON response if a completed envelope is retrieved via the API, or when the completed envelope is delivered via the configured delivery method.

64 : Re-invite User
Truesign Admins will now be able to re-send an invite to a user that has not logged in to TrueSign yet. The Re-Send Invite button will appear in the Last Login column in the Account Users page in the TrueSign Admin View. Once the button is clicked, TrueSign will send another email to the user with next steps to finish their account creation.

Image
63 : Envelope Forwarding
Another new feature in this release is Envelope Forwarding. With this feature, you can now forward an envelope you have received to another person, who can sign it instead. Designers can pick whether an envelope may be forwarded in Envelope Options before sending the envelope. Signers can forward an Envelope by simply clicking More in the top bar of the signing interface and select Forward Envelope from the dropdown.

Image

How do I enable this feature in my TrueSign account?

This feature is not enabled for envelope types by default, but you can enable it by going to Admin View -> Envelope Types -> Select An Envelope Type -> Edit -> and toggle Allow Internal Forwarding and/or Allow External Forwarding.

Note: Allow Internal Forwarding only allows internal signers to forward an envelope to another internal signer. Respectively, Allow External Forwarding only allows an external signer to forward the envelope to another external signer.

Enhancements

66 : Envelope Forwarding
The TrueSign API has been updated to allow envelope forwarding. You may now set the value for Allow_Internal_Forwarding and/or Allow_External_Forwarding to true or false.

Note: We will first check if the envelope type is configured to allow internal or external forwarding. If the envelope type does allow forwarding, then we will respect the posted envelope options.


Image

Corrections

65 : Other Improvements
We have also resolved the following issue:
  • Annotations placed on rotated PDF pages may appear slightly shifted from where they were placed.

Other Notes

69 : Signing Interface Text Search
Searching for text in the signing interface will only highlight the first instance of some words.
68 : Free Text Annotations
Free text annotations become read-only if the user clicks inside of the text box.
67 : Mobile Annotation Edit Bar
The Annotation Edit bar, which appears when selecting an annotation, is not present on mobile browsers.
70 : Annotation Selection
Annotations can be selected by clicking slightly above them.

Version - 1.0.7

Corrections

55 : Free Text Improvements
Several changes have been made to improve the stability and usability of free text annotations:

  • The document history entry for new free text annotations will now reflect user-entered text, rather than the default text.
  • Envelopes with free text annotations containing & or < will no longer get stuck in a “processing” state when completed.
  • Free text annotations will no longer clear out their contents if the user clicks inside of the text box.
54 : General Signing Interface Improvements
We are continuing work to improve the newly redesigned signing interface and have corrected the following issues:

  • Annotations added from mobile will now correctly appear in the sidebar.
  • Signatures placed overlapping free text annotations will no longer show up solid black in completed envelope.
  • Signatures/Stamps placed overlapping other Signature/Stamps will no longer disappear in the completed envelope.
  • Annotations placed on rotated PDF pages are no longer stretched and distorted.
56 : Other Improvements
We have also resolved the following other issues:

  • Templates older than 90 days will no longer create envelopes that don’t load.
  • The date in the default envelope title will now reflect the date in the user’s current time zone.

Other Notes

61 : Annotation Selection
Annotations can be selected by clicking slightly above them.
60 : Rotated PDF Pages
Annotations placed on rotated PDF pages may appear slightly shifted from where they were placed.
59 : Signing Interface Text Search
Searching for text in the signing interface will only highlight the first instance of some words.
58 : Free Text Annotations
Free text annotations become read-only if the user clicks inside of the text box.
57 : Mobile Annotation Edit Bar
The Annotation Edit bar, which appears when selecting an annotation, is not present on mobile browsers.

Version - 1.0.6

New Features

51 : Stamp Reordering
We have added a new feature in the Admin View that allows admins to sort the stamps for their account. The user will see the stamp list they have access to based on the order assigned by the admin.

Image
50 : Select any Signature for Anchor Signing
An internal signer is now able to select one of their signatures or a proxy signature to be used as their preferred signature. If the signer is anchor signing, then the chosen signature will be applied. This signature is also selected via the shortcut Ctrl + Left click.

Image
49 : Introducing Subscriptions
We are excited to announce that starting from this release, anyone can sign up for a TrueSign trial account and purchase a subscription using their credit or debit card. Currently we offer a personal and a business package, with the ability to customize the subscription to your personal needs.

Corrections

53 : Renotify Signer
We have fixed an issue where the Renotify button was not appearing on the Envelope Details page. This button will appear in the envelope details page for the current signer. If clicked, the signer will receive an email with a link to the envelope reminding them that they need to sign the envelope.