Adobe Acrobat Sign Release Notes

Piezīme.

This document highlights the new features,  experience changes, and resolved issues in the customer-facing application for the most recent release.

Developer-centric updates to the API and Webhooks are documented in the Acrobat Sign developer guide.

Not all features/changes are guaranteed to be enabled on the date of the release.

Production deployment: November 13, 2023

GovCloud deployment:  November 16, 2023

Improved Functionality

  • A new Send page experience - Composing a new agreement on the Send page has changed to a more procedural process, starting with the documents to be signed and adding the recipients at the end. 

Read more about the new Request Signature experience >

The new Send page configured and ready to send

The new Send experience can be enabled by navigating to Account Settings > Global Settings > New request signature experience

The Global Settings page highlighting the new request signature controls

Piezīme.

The new Send experience is not currently at parity with the classic Send page. It is strongly recommended that if you enable the option for users, you also enable the option to switch between the experiences.

  • A new in-app Authoring experience - The new Authoring environment now allows the user to select a field type and then click on the document to place as many fields as needed. Double-clicking a field displays the field properties in the left information panel where individual properties can be configured.   

Note that the new Authoring environment is only accessible when using the new Send page experience.

The new authoring environment with four fields displayed.

  • Post Agreement Completion URL Redirect for Declined agreements - The post-completion redirect controls have been improved to allow discrete options for when the agreement is completed successfully or declined.

Review the new features for post-sign redirects >

Post Agreement Completion URL Redirect controls on the Account Setup page

Piezīme.

A new agreementStatus parameter will be automatically appended to the URL when the agreement reaches a terminal status of Complete or Canceled.

  • Completed agreements append: ?agreementStatus = completed.
  • Canceled (Declined) agreements append: ?agreementStatus = declined

The new parameter is applied to all agreements, including manually sent agreements, web forms, Send in Bulk agreements, etc.

  • Send in Bulk has been updated and improved to allow more recipients per agreement, more transactions in total, and more - Send in Bulk has been updated with a new interface that allows for the inclusion of many customer-requested features that are available in the standard "send for signature" process. New features include:
    • Multiple recipients with individually configurable roles, authentication types, and private messages.
    • Individual agreement configurations such as agreement name, locale, expiration, and signing order.

Read more about the new Send in Bulk process >

New Send in Bulk interface

  • Create a new template from an In Progress or Completed agreement - Use an existing agreement on your Manage page to create a reusable template in your library. Only In Progress and Completed agreements can be saved.

Review the process to create a template from an agreement >

The Manage page highlighting the Save this agreement as a template action.

  • Usage tracking has been added to the Power Automate integration - Administrators will be able to view their tenant's usage of Power Automate for the previous month and download the usage of their org for the last 12 months in the form of a CSV containing:
    • Monthly Active Flows - The number of flows available to be used in the Acrobat Sign system for a calendar month.
    • Monthly Flow Runs - The number of times a flow was triggered in a calendar month.
    • Monthly API calls - The total number of API calls used to execute the flow runs in a calendar month.
    • Dataverse storage - The total amount of Dataverse storage consumed as of the end of a calendar month.

Review the Power Automate tracking documentation >

The Power Automate page with the tracking link highlighted

  • Private messages for custom send workflows - Private messages can now be configured for each recipient when designing custom send workflows.

Review the updated documentation for the custom workflow designer >

The custom send workflow configuration page with the private message exposed

  • Private messages for web form counter-signers - Private messages can now be configured in web forms for counter-signers.

Learn more about creating web forms >

The web form configuration page with the private message exposed

  • Ad hoc recipient groups for web forms - Ad hoc Recipient Groups can now be used when configuring a web form. Ad hoc recipient groups are defined on the template page and are only used on the web form where they are created.
    Access to Reusable Recipient Groups is not included in this release.

Learn more about creating web forms >

The web form configuration page with the ad hoc recipient group exposed

  • Web form support for Digital Identities - Digital Identity is a supported authentication method for added participants and counter-signers.

Learn more about creating web forms >

The web form creation page showing the expanded authentication methods with Digital Identity highlighted

  • Manual override to access classic reporting environment - The November 2023 release has promoted all accounts to use the modern reporting environment.  Accounts that must access the classic environment can enable that option for users by explicitly enabling the switch link.

Review the documentation to enable the classic reporting switch link >

The Reports tab highlighting the Classic Reporting enablement control

Piezīme.

Be advised that the classic reporting environment is scheduled to be removed from service entirely in the second half of 2024.  All customers are strongly advised to recreate their classic reports in the modern environment as soon as possible to avoid the loss of those reports.

All reports that exist in the classic environment continue to exist and can be accessed until the interface is removed in 2024.

  • Transaction usage report is exposed at the top of the Transaction consumption reports page. - Customers who are on a transaction-based VIP license have their transaction consumption summary exposed at the top of the Transaction consumption reports page.

Review the documentation for Transaction consumption reports >

The transaction consumptiion page with the tarnsaction summary highlighted

  • Agreement reports have been improved - The Agreement report type has added a new Draft tile to the agreement summary page and a new filter that can filter agreements by their current Status.

Review the updated Agreement Reports page >

An agreement report highlighting the Draft counter and the Status filter

  • Reusable recipient groups have been improved - Reusable recipient groups can now be added to the classic Send page using the existing link. When entering the group name, a list of the available recipient groups is populated in a submenu under the group name field.
    Additionally, a search function has been added to find groups either by the Group name or by entering the email address of an Individual member of the group.

Review the Reusable Recipient Groups documentation >

Review the classic Send process >

Two images of the recipient group on the Send page, one with the group name partly entered, showing the address book options, and one with the list of member recipients exposed

  • Block recipients in designated geographies - Administrators can explicitly block recipients in designated locales from accessing agreements using the recipient's IP Address. Recipients attempting to access an agreement or web form receive a message that Acrobat Sign is not available in their location. Currently, China is the only selectable option.

Review the documentation regarding the Block by geolocation feature >

Security Settings page with the controls to block specific geo highlighted

  • New authentication method: One-Time Passcode via Email (OTPvE) - A one-time passcode authentication using email has been added as a single-factor authentication method. This authentication provides a low-friction method to qualify a recipient using their email address when the agreement is being accessed. OTPvE is available when sending an individual agreement, When using Send in Bulk, and when creating web forms.

Review the One-Time Password documentation >

Select the OTPvEm method

  • Content protection for agreements - Protect viewing agreements, even after completing them, using the original recipient authentication method assigned to the recipients or a one-time passcode delivered to the participant's email address if no authentication was assigned.

Learn more about Content Protection >

The Send Settings page highlighting the Content Protection controls.

  • Improved flexibility for signature authentication requirements - The settings for enforced identity authentication (Account Settings > Bio-Pharma Settings) have been separated, allowing for a more granular selection of when recipient re-authentication must occur.

Review the Enforce Identity Authentication documentation >

Navigate to teh Enforced Identity Authentication controls on the Bio-Pharma tab

Accounts created prior to the November 2023 release must opt in to the new Enforce Identity Authentication configuration by explicitly enabling the update on the Bio-Pharma Settings page:

The Bio Pharma page highlighting the opt-in text to update the enforce identity authentication feature.

  • Expanded support for Users in Multiple Groups - UMG is now supported in the following integrations:
    • Salesforce
    • Power Automate

 Read more about Users in Multiple Groups >

  • New Webhooks for unshare events - The webhook user interface has two new events that trigger based on unsharing an agreement.
    • Agreement unshared - Triggers when a user explicitly unshares an agreement with another user.
    • Agreement unshared auto - Triggers as a result of the "upstream" agreement share being revoked.  All users that a "shared to" party further shares an agreement with are automatically revoked if their share access to the agreement is lost.

Review the Webhooks documentation >

The webhook configuration interface highlighting the two unshare events.

  • Improved scaling of drawn signatures - The option to provide a drawn signature has been improved to better scale the drawn signature to fit the signature field, making the signature more legible.

Review the documentation for enabling drawn signature scaling >

The Signature Preferences admin menu with the "Apply Adaptive Signature Draw scaling controls" highlighted

Microsoft Teams interface with the Acrobat Sign add-in open showing the list of groups available.

 Sandbox Improvements

  • Sandbox support for the Salesforce and Power Automate integrations - Customers with access to the Adobe Acrobat Sandbox can now install Salesforce into the environment and use the Power Automate integration.

Learn more about the Acrobat Sign Sandbox >

Integration Updates

  • Acrobat Sign for Veeva Vault v 1.3.0 to be released at the end of November
    • Veeva Vault Library Upgrade - The application has been updated to a more modern and efficient Vault API library (VAPIL) for enhanced integration.
    • Veeva Vault API version Upgrade - The Veeva Vault API version has been upgraded to v23.1
    • The Integration deployment package has been enhanced to ensure no requirements are imposed on customers to use the latest document version.

Update your Veeva Vault integration >

  • Adobe Acrobat Sign for Microsoft Teams with Live Sign - Live Sign allows users to get agreements signed faster by hosting a secure signing experience within a Microsoft Teams meeting from any device that resembles in-person signing.

Review the Live Sign documentation >

Acrobat Sign for Teams - Live Sign

  • Support in the Salesforce mobile application for the Acrobat Sign integration - Customers that use the Salesforce mobile application can now use the Acrobat Sign integration on their iOS or Android mobile devices to manage their agreements.

Review the Acrobat Sign for Salesforce upgrade documentation here >

Experience Changes

  • Transaction reporting now includes Fill&Sign and Self-sign workflows - Fill and Sign and Structured self-serve transactions (through the Acrobat Sign interface) are now counted in the updated transaction consumption report, providing organizations with a more complete view of their transaction volume and metrics.
Piezīme.

Fill & Sign transactions used in the Acrobat interface are a part of the Acrobat platform and are not counted in the Acrobat Sign Transaction Consumption Report.

  • Improved experience for Power Automate users - The integrated experience with Power Automate has been refined to improve the user experience with the following updates:
    • Localization to other languages has been expanded.
    • Supports Users in Multiple Groups.
    • Access to Power Automate in the Acrobat Sign Sandbox using a new Sandbox connector.
    • Supports downloading the agreement audit report.
  • VIP customers have access to a new Chatbot experience when using the in-application guidance - The new Chatbot has been developed to improve the response to customer questions by providing a better, interactive interface that delivers suggestions for top queries in the welcome message, recommendations based on previous selections from the user, direct query support, and complex query resolution. Users are asked to provide feedback on the returned information to help learn how to reply better in future instances, and an option to connect to a support agent via chat is presented if the information requested isn't found.
The chatbot opened on the Home screen

  • Edit web forms through advanced account sharing - Accounts that have advanced account sharing enabled can allow web forms to be edited by users or groups with whom they have shared their content. The shared to user or group must have the Edit permission enabled to gain access to the web form.

REST API/Webhook Updates

API and webhook updates for this release can be found in the Acrobat Sign API documentation.

Feature

Enablement date

Available to (service type)

Configuration level

New request signature experience

With the release

All tiers

Configure at the Account and Group levels for enterprise, business, and team tier accounts.

Not configurable for individual accounts.

New in-app authoring experience

With the release

All tiers

Not configurable

Only available through the new request signature experience

Post agreement URL redirects

With the release

Enterprise, business, and team

Configure at the Account and Group levels

New Send in Bulk experience

With the release

Enterprise, business, and team

Configure at the Account and Group levels for enterprise and business tiers

Not configurable for team tier

Create a template from an agreement

With the release

All tiers

Not configurable

Usage tracking for the Power Automate integration

With the release

Enterprise only

Not configurable

Private messages for custom send workflows

With the release

Enterprise only

Configure at the Account and Group levels

Private messages for Web Form countersigners

With the release

Enterprise only

Configure at the Account and Group levels

Ad hoc recipient groups for Web Forms

With the release

Enterprise only

Configure at the Account and Group levels

Web Form support for Digital Identity authentication

With the release

Enterprise, business, and team

Not configurable

Manual override controls to access classic Reports

With the release

Enterprise and business only

Configure at the Account level only

Transaction report summary for VIP licensed accounts

With the release

Enterprise and business only

VIP licensed accounts only

Not configurable

Upgrades to Agreement Reports

With the release

Enterprise and business only

Not configurable

Improvements to Reusable Recipient Groups

With the release

Enterprise and business only

Not configurable

Block recipients by geo

With the release

Enterprise and business only

Configure at the Account level only

One-time Passcode via Email

With the release

Enterprise and business only

Configure at the Account and Group levels

Content protection

With the release

Enterprise only

Configure at the Account and Group levels

Separated controls for Enforce identity authentication

With the release

Enterprise and business only

Configure at the Account and Group levels

Integrations updated to leverage Users in Multiple Groups 

Prior to the release.

Updated through the integration package

Enterprise only

Not applicable

Webhooks for Unshare events

With the release

Enterprise only

Not configurable

Sandbox support for integrations

Prior to the release.

With the deployment to Sandbox

Enterprise only

Not configurable

New TSP for Digital Identities : Soluti Bird ID

With the release

All tiers

Not configurable

Improved scaling of drawn signatures

With the release

All tiers

Not configurable

Users in Multiple Groups support in Microsoft Teams, Outlook and Work/PPT

With the release

All tiers

Not configurable. Part of an upgrade to the integration.

Sandbox support for Salesforce and Power Automate integrations

With the release

Enterprise only

Not configurable

Updated Veeva Vault

With the release

Enterprise only

Not configurable. Part of an upgrade to the integration.

Microsoft Teams - Live Sign

With the release

Enterprise only

Not configurable. Part of an upgrade to the integration.

Access to the Acrobat Sign features in the SAlesforce mobile application

With the release

Enterprise only

Not configurable. Part of an upgrade to the integration.

Improved Power Automate experience

With the release

Enterprise only

Not configurable

Edit web forms through advanced account sharing

With the release

Enterprise and business only

Enabled when the shared to user or group has edit authority.

All accounts set to the new Reports experience as the default.

With the release

Enterprise and business only

Configured at the Account level only

Transaction reporting includes Self-signing workflows

With the release

All tiers

Not configurable

Chatbot for VIP accounts

With the release

Transaction based VIP accounts only

Enabled with In Product Messaging and Guidance

Resolved Issues

Issue
Description
4337861
Summary: When an agreement has a digital signature and is password protected, the raster service can't make a small enough thumbnail image for mobile devices, resulting in users on mobile devices seeing a Thumbnail Not Yet Available error.
Fix: Updated the process to use the proper image size before encryption which impacts the image scale.
4373355
Summary: Some checkboxes from externally sourced forms can be rendered as unchecked after signing.
Fix: An additional check has been added to ensure that when isCheckBoxTrue is evaluated, the checked appearance state matches one of the acceptable unchecked values.
4395764
Summary: Webhook notifications don't contain an order parameter when the agreement is sent using a custom workflow, causing an issue in parsing the recipients.
Fix: New order generation logic has been added based on the graph structure stored in the bound Workflow.
4417517
Summary: Send workflows that contain a recipient group, and a CC'd party may send the signing notification email to the CC'd email address.
Fix: The email template has been corrected to not include CC'd parties in the signer notification event.
4418217
Summary: The Manage users in Gov Cloud Console link is pointing to a help page instead of the Gov Cloud console.
Fix: The link has been updated to properly point to the Gov Cloud console.
4430408
Summary: Sorting via date does not work for workflows due to the date being viewed as a string.
Fix: Corrected the value of the date to be properly referenced as a date and sort properly.
4435150
Summary: When the sender is also a signer, and that signer is replaced, if the agreement expires, the sender may not adopt the expired status and leave the agreement in an Out for Signature state.
Fix: The code has been improved to explicitly check the agreement status for expiration when a recipient is replaced.
4439375
Summary: When a PDF pages' XObjects have invalid PieceInfo.LastModified entries, the rendered PDF can appear blank.
Fix: The library that is used to combine PDFs has been updated, resolving this issue.
4439478
Summary: PDF's with null Crypt parameters in DecodeParms can cause Acrobat Sign to abort agreement creation.
Fix: The PDF library has been updated to better handle null DecodeParms.
4440373
Summary: The contrast ratio is insufficient for the coach mark colors against the gray sidebar background color on the eSign page. 
Fix: All-new colors have been introduced to meet the 3:1 contrast ratio requirement, including text color, background color, opacity, and sidebar background shade of gray.
4440504
Summary: "Error executing request" is seen when copying a template from the Sandbox to Production. The template is copied without form fields. This is due to a negative number being picked up for the page location from the SandboxOrchestrator. 
Fix: The SandboxOrchestrator has been updated to correct this issue. 
4443410
Summary: The Settings Activity Audit report only lists one setting. 
Fix: The query has been fixed to properly return 15 results. 
4443916
Summary: Date fields with the format 'dd/mmm/yyyy' return a server error when the localized month is "čvn"
Fix: The locale.date library has been updated to properly handle this date value. 
4445937
Summary: Workflows are not sorted correctly whenever the UI language is not English.
Fix: Sorting code has been improved to properly sort localized content based on localized date formats.
4445977
Summary: Validation and Conditional formatting is not working with the Anchor Text Tags due to a defect in the v6 API POSTcall.
Fix: Implemented a new method to manually convert v6/FormFieldGenerator to data_objects.
4446030
Summary: Sorting of the 'Last Modification' column is not working correctly for Groups as only the first number in the date is considered instead of sorting based on the entire date.
Fix:  Implemented the 'sortValue' function in groupgrid.js to sort the 'Last Modification' column based on the timestamps.
4447218
Summary: Agreements are not following the Data Governance Policy in the Sandbox Environment.
Fix: An API App was created to enable Data Governance on Sandbox.
4447334
Summary: Missing locale validation for user bulk import via CSV file.
Fix: The code for importing users via CSV has been updated to insert the default application locale (en_US) when an invalid locale code is found.
4447971
Summary: The date field is getting changed to the default "--" value when the agreement goes to Participant 2 due to the calculated string never being satisfied. 
Fix: Before calculating fields, all the possible form field values are converted to numbers. This includes strings in date formats. When calculating the fields, strings in date formats are ignored.
4448602
Summary: Uploading Word may result in condensed letter spacing due to an improper font being used.
Fix: The font was removed from the list of possible fonts.
4448946
Summary: Signers may not see all form fields populated after a Self-sign agreement is completed due to a space after the name of the form field.
Fix: Field name trimming is being applied.
4449000
Summary: Notification Emails for Webhooks - Clearing field and Save Does not Clear the Field
Fix: The notification function has been improved to ensure the field is cleared.
4449148
Summary: Group Admin unable to send verification emails to unverified users
Fix: A conflict with UMG and Graoup admins has been corrected to allow sending emails.
4449662
Summary: Adding two external recipients with the same email address can cause an error condition when the reminder is canceled.
Fix: New error checking has been added for multiple instances of external recipients in the reminder function.
4452509
Summary: The events with 'type', 'PHONE_AUTHENTICATED', and 'SIGN_AUTHENTICATED' are not available in Sign REST API Events in Salesforce
Fix: The events have been added.
4452510
Summary: Vida (Test) Option unavailable for VIDA in the Demo environment
Fix: The service was redeployed, and the issue has been resolved.
4457457
Summary: When a document that has been filled out and signed outside of the Adobe Sign ecosystem is uploaded, the data is obfuscated because the whiteout boxes for text tags go over the top of the existing fields.
Fix: A setting was added that tells document processing to use the proper artifact when creating the signable document.
4457557
Summary: Unable to create Web Forms with participants and Counter Signers under Sandbox and Production Sign accounts due to unknown parts in the web form returning a null pointer.
Fix: Additional checking has been put in place to check for null values. and manage them properly.
4458537
Summary: Signers on the GovCloud environment could be blocked from signing due to security measures denying sufficient sessions.
Fix: The type and number of sessions were evaluated and increased to accommodate the demand.

 Adobe

Saņemiet palīdzību ātrāk un vienkāršāk

Jauns lietotājs?