Adobe Sign release notes

A new Recent folder is available on the new Home page in the Start from library feature that allows the user to select from their 20 most recently used templates.

The Recent folder allows sorting based on the template Name. Searching for the name of the template is also supported.

The default sort order is based on use, with the most recently used templates at the top.

Customers that use Government ID as an authentication method can now download the Signer Identity Report (SIR) from the Manage page.

The Replace current signer function on the Manage page has been improved in this release to bring it to parity with the legacy function. 

Senders can now select if the original recipient should be allowed to sign or be removed from the recipient list for that stage of the signature process.

The agreement table on the Manage page exposes two buttons when you hover your mouse over any agreement record.

• "Open" is always available and will show you the agreement in its current state.
• The second button is determined by the current context of the agreement and surfaces the next likely action needed.

eg: If the agreement is waiting for a recipient to sign, then a Remind button is probable. 

If the agreement is waiting for you to fill in field information, Fill would be the likely action.

The legacy Only I Sign interface is being re-labeled Fill and Sign and will enable a self-signing experience that supports the use of templates, Authoring, digital signatures, and CFR compliant signing workflow which provides parity with the Send experience.

The switch to enable this experience is set through the Account Menu by the account/group admin.

More information about the Self-Sign feature >

Customers that use phone authentication can now explicitly define the default country code at the account or group level.

Controls to define the code are on the Send Settings page where phone authentication is enabled

Admin control over the options for signers on the e-sign page have been added, allowing explicit control over most menu items.

Read more about customizing the e-sign Options menu >

The Adobe Sign authentication method has been exposed for all multi-license service levels.

Additional controls to ease the use of Adobe Sign authentication internally have been added to the admin menu.

Admins now have the ability to delete a Group from their view in the UI.  

The group must be empty of Users prior to deleting the group.

Read more about group management here >

The Adobe Sign usage of the Certified Document Service (CDS) has been improved to capture a timestamp without requiring a digital certificate.

Read more about stand-alone timestamps here >

A persistent tab in the Admin console as been added with all the granular controls required to customize your signature process to support FDA submission requirements.

Read more about the bio-pharma settings here >

Ease of use improvements have been added to the mobile signing experience, including a calendar date picker for date validated fields and defaulting to the numeric keyboard for number validated fields.

GET /agreements/[agreementId} – The parentId and type attributes are being added to the AgreementInfo object. 

• The parentId value is populated with the ID of the parent template used to spawn a child Mega Sign or web form agreement
• The type value indicates if the parent template is a Mega Sign or web form.

GET /accounts/[accountId} – This is a new REST v6 API call that returns the DetailedAccountInfo object (patterned after the existing DetailedUserInfo object returned by GET /users/{userId}).

This release expands the localization of the package to include French, German, and Japanese.

Review the Dynamics documentation here >

Add field mapping for your Adobe Sign web forms, allowing customer input to be inserted directly to your SharePoint list.

Review the SharePoint Documentation here >

Version 2 redesigns the package to improve the installation process, reduce dependencies, and improve functionality.  Improvements include support for multiple files, support for large files (>5MB), in-app signing, and document proofing prior to send.

Review the ServiceNow documentation here >

Page Layout changes: The home page has been updated to further layer in features exposed in the classic format, and to better highlight the most common actions that are available to the user.

Click here for the full Home page feature list.

• Start an agreement from the library: By clicking the Start from Library button, a tabbed pop-up is displayed, allowing the user to select either a library document or a custom workflow to start a new agreement.

• Links (Filters) to the Manage page: Along the top of the new Home page you will find two new links that lead to the most common Manage page queues:
  • In Progress – Agreements you (the user) are included in, but not waiting for your action
  • Waiting for you – Agreements that are waiting for your attention

• Link to Events and Alerts – The events and alerts report can be accessed from the EVENTS AND ALERTS link (to the right of the Manage page filter links)

The new Manage page has been updated to add several more major features.

Click here to see a the full list of features available on the Manage page. 

• Account Sharing: Account sharing is exposed on the Manage page, allowing users to filter their view to only show the contents of a shared account.
  • At the top left of the Manage page you will find a filter drop down.  The default value is Your agreements
  • Click the carrot next to Your Agreements to open the filter options.  You can select to view:
    • Your agreements - The default view that only shows the content you have created
    • All shared agreements - One table that is populated with all the agreements shared to you
    • Shared user accounts - Shows only the content shared by the selected user
    • Shared groups (Advanced Sharing) - Shows all of the content owned by a group and the users in the group
  • A search field is available at the top of the filter list which allows you to search for literal strings against all of the shared content

All returned content is sorted into the same categories as your default view of the manage page (eg: In Progress, Completed, Web Forms, etc) and all filters apply the same way.

• Improved Search functionality - The filters for searching can be found by clicking the Filter icon
  • When a filter is set, a tag displays indicating which filters are in place (Only hidden agreements, Last 24 hours, etc)
    • The filter can be removed by either changing the filter option or clicking the X to the right of the filter tag
  • Hidden content can be searched for by selecting the Show only hidden agreements filter 
    • The hidden agreements filter returns only the hidden content for the user
    • If no string is provided to search against, all hidden content is returned
  • The returned records are sorted into their appropriate Status (Completed, Canceled, etc) for agreements, or by type for the high volume parent-child templates (Web Forms and Mega Sign)
    • Returned "hidden" objects can then be viewed and unhidden as needed (see below)

• Web Form and Mega Sign “child agreement” counts: The Web Form and Mega Sign sections of the Manage page show the "Parent" object that generates all of the "child" agreements.  By selecting the parent object, you can quickly get an assessment of the progrss in the right rail, just under the Actions section:

• Unhide hidden content: Content that has been hidden from a user's view can be unhidden by finding the hidden object (eg: using Search for hidden content) and clicking Unhide {object}
  • Any object that can be hidden can be unhidden (agreements, web forms, mega signs)
  • Unhiding an agreement does not impact the signature cycle or status of an agreement in the system. 
  • Content that is unhidden becomes normal, viewable content in the user's view

• Search results – One table: Searching frequently returns content in multiple categories (ie: In Progress, Completed, Web Forms, Templates, etc). 

After a search, you will notice that a new option (All) appears at the top of the Status column.  The user can click the All link to show a view of all returned records in one table:

Individual (Status) filters can still be selected to reduce the data set.

• Email Template redesign – To better support the increasing number of devices users access content through, the customer facing email communications have been refactored to elegantly adjust to any screen width dynamically.  
  • Content changes:
    • The agreement thumbnail has been removed
    • The subject line for request emails: 

• Post-sign confirmation redesigned – In support of the email re-configuration, the post signing page has been refactored to give the same experience as the emails and signing pages.

There is a new directive available for text tags to define the size of the field.

:dimension(width=XXnn, height=YYmm)

• XX and YY are decimal based numbers, accepting up to 5 values after the decimal point
• nn and mm are the increment types of the measurement.  Available increment types are:
  • pt - "Points" (like fonts) where 1pt=1/72 of an inch
    • If no increment type is provided in the tag, points are used by default
      
  • mm - Millimeters
  • cm - Centimeters
  • in - Inches

It is permissible to mix increment types eg: {{occupation_es_:signer1:dimension(width=3.5in, height=10pt) }}

Fields that have no role, or are assigned to "Anyone", can be filled by  any recipient in the signature cycle.

A field marked as "Required" must be filled in by the recipient. As a result, any field that is both Required and assigned to Anyone is effectiely a required field for the first signer.

A new control has been added to modify the behaivor of this combination of settings, making the field available to all recipients, but only required for the last.

You can enable this behavour as an admin at an account or group level.

This setting takes effect for all agreements created after the setting is changed. Agreements in process are not impacted.

• Additional CSC partners – Adobe Sign continues to make available services from leading trust service and identity providers for secure transactions, based on the open Cloud Signature Consortium specification. New and soon to be added vendors include:
  • D-Trust (Bundesdruckerei Group)
  • Digicert + QuoVadis
  • Digidentity
  • iDin
  • Itsme

• Signing and Form filling redesign – The recipients view of the agreement on mobile devices has been improved to:
  • Better exploit the full screen space:
    • The page content expands to fill the screen edge to edge
      • This is rotation firendly between protrate and landscape modes
    • The header (with logos) collaspes (up) once the user interacts with the document    
      • Scrolling all the way up exposes the logo again
    • The private message has been moved to the More options menu
    • The title of the agreement has been removed from the header
  • Improve navigation between fields
    • The number of remaining required fields is more prominant in the center of the header
    • When the user clicks the Start button to begin filling in a form, two buttons replace the Start button with a forward and backward arror.
      •  These two buttons move the focuse back and forth between required fields
        • Optional fields are ignored
  • Enhance the visual identifications of required fields
  • Improved Fininsh mechanics
    • When all required fields are complete, the back and forth navigation arrows convert to a Finish button.
      • No additional visual real estate is consumed
    • The recipient can freely review the contents and resume editing if they need to make edits

Below is an example of the legacy interface on the left, and the new intrface on the right:

• Improved zooming – Zooming into the text of a document has been dramatically improved with two enhancements:
  • Smooth zooming: Directly zooming with a pinch gesture sizes the screen smoothly
  • Zoom with a double-tap: Double tapping the screen will snap between a fully zoomed in view, and the full width of the document

Menu text change: Events/Alerts changed to Notifications

The My Events/Alerts and Shared Events/Alerts in the user menu has been changed to My Notifications and Shared Notifications.

The functional aspects of the events and alerts system has not changed, only the menu text.

Custom_Settings_For_Sign_Mobile_App

As part of the new updates to the Adobe Sign mobile app, there is a new setting that allows account admins to have the Download, Print, and Share PDF options disabled in the iOS mobile application for users in their organization.

• Enterprise account admins that would like to suppress download, print, and sharing the PDF from a mobile device can contact their Success managers, and have the setting configured.

ALLOW_MISMATCHED_SCOPED_LIBRARY_DOCUMENTS 

Customers that use custom workflows, and are experiencing recurring warnings due to mismatched document scopes, can have the error messages suppressed for users.

This does not solve the underlying issue around getting the documents into an authorized usage scope, but will allow users to continue to use the workflows without interruption while the admins work to align document permission levels to the groups that use the documents.

Admins that would like to suppress the error notifications can contact their Success managers and request the back end setting to be enabled.

The new manage page is a configurable component from the Account menu. This release delivers the ability to view and manage your Mega Sign and Web Form templates and agreements from this new manage page.

• Mega Sign aggregate views: The new manage page allows for the full visualization of Mega Sign agreements both as the whole (parent) object, or as the individual (child) agreements (by clicking the Show Agreements option)
• Web Form aggregate views: Just like the Mega Sign objects, the new manage page allows for the full visualization of Web Form agreements both as the whole (parent) object, or as the individual (child) agreements (by clicking the Show Agreements option)

Default date format for authored date fields

Admins can select the default date format for date fields that are added to templates via the Adobe Sign in-app authoring tool.

The default format is used unless a different format is explicitly set in the field properties/tag arguments.

Updated notifications for customers using document retention settings

Customers that have configured document retention settings for their agreements will see a new (expanded) message on their emails.

Signers are encouraged to download their own copy of the agreement prior to reaching the retention period of the account.

Signer Identity Report

A new document object is being introduced to capture the signer identity information when Government ID is used.  This document is stored and accessed discretely.

Signer Identity reports persist in the Adobe Sign system with the other data of the transaction until it is removed by either retention or GDPR action.

Review the API documentation here >

New Cloud Signature Consortium providers

New providers have been added to the Cloud Signature Consortium:

• Universign
• Trans Sped MSign
• Finnish Trust Network(restricted)

Web forms (Previously Widgets)

“Widgets” have been renamed to “Web Forms”. All references to Widgets in the UI have been changed. The overall structure and function of the Web Forms page is the same.

Home page (Previously the Dashboard)

The “Dashboard” page has been renamed to “Home”. All references to the Dashboard page have been renamed.

Home page format

A new Home page has been created and is optionally available. This new home page is designed to better expose the most common functionality and suppress clutter that many users don’t use.

• Initial deployment includes individual and team service levels only.
  • The option to use the new format will be made available to additional tiers of service as functionality is layered into the page to support more advanced features.
• Free, individual, and team accounts created prior to the release will have an on-screen option to switch between the new format and the classic format
  • New accounts have the new format available only

More details on the new Home page format can be find here >

Manage page format

A new Manage page has been created and is optionally available. This new manage page is designed to better retrieve and filter a user’s content.

• The new Manage page format is being introduced in a phased roll-out. This release exposes the core functionality. Future releases will layer in additional functionality. Elements not supported in this initial phase include:
  • Account Sharing
  • Granular Web Form review
  • Granular Mega Sign review
• Individual and team accounts created prior to the release will have an on-screen option to switch between the new format and the classic format in early June. 
  • Business and enterprise customers will have additional controls in the admin UI to make the new manage page available. 
    • Controls to the new Manage page experience for existing customers will be delayed until early June.
  • New accounts have the new format available only

More details on the new Mange page format can be found here >

View Agreement page

The “new” View Agreement page (introduced in the June 2018 release) has become the default value for new accounts, and the control element in the Admin interface has been removed. Accounts that wish to change the View Agreement page version can contact their success manager to have the setting edited on the back-end

• The new View Agreement page is enabled by default with the new Manage page experience

Digital Signature settings

The admin settings that control digital signatures have been broken out into their own tab in the Admin list of settings.

Updated Admin menu

Several updates have been added to improve an admins ability to manage users and control access to features:

• Improved User management – Admins can directly control the user profile elements for users under their purview. Including changing Name, Company, Title as well as starting the process to change their email address

More details on User management can be found here >

• Account/Group control over Fill & Sign, Mega Sign, Web forms, and Library templates – Advanced methods of document generation have been added to the Admin controls for the interface, allowing admins to enable the access points for Web forms, Mega Sign, Library templates, and Fill and Sign at the account and/or Group levels.
  • Existing accounts will be grandfathered to maintain the same experience (in terms of access) that existed prior to the release

Follow the below links to learn more about:

• Fill & Sign
• Mega Sign
• Web forms
• Library templates

Download split documents

Agreement that are created from multiple uploaded files can download the whole agreement PDF, or the individual files from the Manage page.

Improved field detection

Automatic field detection has been improved to better understand the fields that are near a signature field, and better predict the nature of those fields. (e.g.: If a field is anticipated near a signature field, and it aligns behind text that suggest a “date”, then a Date field is placed instead of a simple Text field.)

More details on automatic field detection >

Expanded feature set

Tiers of service below enterprise have added some of the extended functionality:

• Business
  • The Payment field has been made available
  • Form Filler has been added to the available recipient roles
  • Authoring enabled by default for new accounts; existing accounts are grandfathered into their current setting
• Team
  • The new Home page format is enabled for new accounts; existing accounts continue to see the classic format. A switch between experiences is exposed for all accounts
  • Mega Sign has been made available to all accounts
  • Web Forms have been made available to all accounts
  • The Payment field has been made available
  • Advanced form fields have been made available. This includes attachments, calculated and conditional fields, advanced validations, and stamps/in-line images
  • Approver and Form Filler have been added to the available recipient roles
  • Alerts have been made available
  • Authoring enabled by default for new accounts; existing accounts are grandfathered into their current setting
• Individual
  • The new Home page format is enabled for new accounts; existing accounts continue to see the classic format. A switch between experiences is exposed for all accounts
  • All individual users log on to the Home page
  • Authoring enabled by default for new accounts; existing accounts are grandfathered into their current setting
  • Free
  • Authoring enabled by default for all accounts

Digital Signature Experience Enhancements

• Improved signer experience – The signature experience has been streamlined to reduce the number of dialog boxes for a signer. Review the configurable options here >
• Individual "Cloud" and "Local" signature controls – Admins at the Account or Group level can allow or disallow the use of "Cloud" and/or “Local” signature certificates when recipients are applying a digital signature
  • Existing accounts have both settings enabled to ensure consistency of service after the update    

• Preferred CSC partner – Recipients see a link to create a new digital signature in the signing interface during the signature process. Admins can insert their own URL under that link that points to a custom page they own. This page can be used to guide signers in creating a digital certificate with your preferred vendor (or any other instructions/content you care to provide)
  • A different URL can be provided to internal recipients as needed

Immutable Audit Reports

With this release, the new immutable audit report has been deployed to all tiers of service.

Included in this change, the time stamp for all events are set to to a YYYY-MM-DD format with a GMT time zone.