Issue key
Accounts that use Web Forms now have the ability to allow for multiple external recipients in the signature process.
Additional recipients are defined by the initial signer:
Authors can now use existing Library Templates to create new Web Forms. The file is imported with all fields intact:
Liquid Mode is an optional feature for generating a responsive view so you can improve the display of your documents based on the signer's device type.
The signed document is stored in the standard "PDF" version while the recipients can see the Liquid Mode on mobile phones and can toggle to view the original document.
You can now upload your HTML document and generate a Liquid Mode view for mobile phones.
There are situations where the ability to change the name of the recipient during the signing ceremony is undesirable. Adobe Sign has provided flexibility in this regard in deference to the name preference of the Signer. In more compliant environments this flexibility is unacceptable so there is a new control to lock the names of the recipients to the agreement.
Admins now have the ability to prevent recipients with known Name values from changing those values when they apply a Drawn or Image signature.
Situations where the name value is known:
Controls have been added to the KBA method of identity authenticaiton that can require the sender to provide a Name for the recipient and that Name value is locked in place through the signature process.
Two new options are available to improve email security. Both settings are enabled by default:
By default, every v6 REST API request now has the below standard headers:
All /agreements endpoints that have an agreement id path now return a 404 AGREEMENT_DESTROYED error code if the agreement has been deleted via GDPR tools.
PUT /libraryDocuments/{libraryDocumentId} - Expanded to include the new field ownerId
Only the v6 REST API is impacted.
Any v6 REST API call that does not include these headers will explicitly document that absence.
New fields in LibraryDocumentInfo object:
Fields with updated behaviour:
Added status code:
Added status code:
Added status code:
New fields in WidgetInfo object:
Fields with updated behaviour:
Parameters:
Response object:
Parameters:
Response object:
UPDATED:
Changed Parameter:
All accounts have had their control set updated to enable the modern Home and Manage pages for their users.
The controls in the admin menu remain available for accounts that must revert to the classic experience:
Admins can now find their Account ID on the Global Settings page:
The Group ID can be found on the Group Settings page:
There's a new page available that clearly shows when the account is enabled to manage agreements subject to HIPAA requirements.
Recipients that use an Outlook Desktop email client will see a change in the "call to action" button on Adobe Sign emails.
The new experience removes the blue HTML button, and instead supplies a clickable text link:
This change only impacts Outlook Desktop apps on Windows systems. Other email clients and operating systems continue to receive the template with the blue button.
The ability to delegate an agreement with digital signatures affixed has been improved to allow delegation from the original email notification to the recipient, through automatic delegation when configured by a user, and through the Replace Current Signer action on the Manage page.
The Payments interface has been updated to have the authenticating controls better exposed, creating an easier configuration process.
Customers that use data governance rules to automatically delete agreements from the Adobe Sign system can now set that deletion date to a maximum of 15 years (up from ten).
The field level text label for validating the US Social Security Number has been updated to clarify the SSN is US predicated:
As announced in November, the authentication method using social identity has been removed from the list of authentication methods in the Admin menu.
As announced in December, the Users' ability to make personal authenticated connections to Twitter has been removed.
Users that are set to an Inactive status now receive an email notification instructing the recipient to delegate the agreement to another user.
Changing the owner of an asset can now be done by any administrator in the account that has access to the asset.
The administrator can assign the asset ownership to any user under their authority.
The endpoints described below are only available in the v6 REST API.
Extended to support update of library document owner.
LibraryDocumentInfo:
Additional Error Status Codes:
Additional Error Status Codes:
New fields in LibraryDocument object:
New fields in LibraryDocumentInfo object:
Fields with updated behavior:
New fields in WidgetInfo object:
Fields with updated behavior:
The v6 REST GET /workflows{workflowId} API call has been updated to return the current version of the WorkflowID (vs. the original version ID, which was the returned value prior to the May release)
This update aligns the default API experience with the Webhook experience, providing the same WorkflowID, which should improve the development and management of applications.
If, for any reason, your account requires the API to return the original ID (as it did prior to the May release), contact support to request that your account return the base version IDs for workflows
Administrators in multiple group accounts can now grant Users within their account access to multiple Groups, opening the option to utilize groups as a form of workflow template, enforcing specific sending and signing controls for the library templates available to the group.
Existing enterprise and business accounts that would like to upgrade can review the upgrade process here >
A summary of the impactful differences can be found here >
Enable Liquid Mode view for mobile phones for HTML sent via Send Page or sendAgreement API. The option to enable Liquid Mode in Sign for HTML is now available in the Admin menu list at both the account and group level.
Full details on Liquid Mode documents can be found here >
Liquid Mode is currently available only on the NA1, NA2, and NA4 environments.
Web forms in Draft status can be edited to alter:
Updating an Active web form allows for editing the form elements without changing the original URL, allowing for a frictionless process if you need to update the content of a web form that has already been embedded or sent to your audience. Elements that can be edited are:
To enable seamless web form functionality, you must enable the Allow additional participants option in the Global Settings menu:
Controls have been added to allow or suppress the recipient Title and Company (derived from the user profile) on the participant stamp field.
Further details can be found on the Field Types page >
Advanced search options have been introduced to allow for more specific search patterns that will help reduce the returned agreement list.
Further details on how Searching works in Adobe Sign can be found here >
A new (improved) version of the OAuth endpoint has been added to avoid usage mistakes. With this version:
The OAuth v1 endpoint will continue to work for existing connections over the next several months to ensure continued access.
The deprecation of OAuth v1 will be announced on the Technical Notifications page once scheduled.
Application Client Secrets can be rotated by any admin with access to the application ID in the Adobe Sign UI:
The visibility of applications attached to the account is now constrained only to show the applications that fall under the administrative scope of the user. Only Group admins will see the behavior change:
The final email notification for an agreement sent to the sender has been updated to provide a comprehensive list of all parties notified about the completed agreement.
Only the original sender will get this email template.
Prior to the June release, when calling GET /agreements/{agreementId}/signingUrls, the API would return a 404 immediately after the agreement was created.
For a short time after the 404 error cleared, the response would return a non-404 response, but would only include the sender's signingURLs. (While the signer's participation was still being defined.)
After the June 2021 launch, a 404: AGREEMENT_NOT_EXPOSED code will be returned until the full list of signing URLs is completed, at which time a 200 code is delivered.
Customers that do not want to continue to try the API call until the 200 response is returned are encouraged to use Webhooks, and respond to the AGREEMENT_CREATED event.
|
Issue key |
Description |
|---|---|
|
4299495 |
Fixed an issue in the Workflow Designer that would prevent a customer-defined URL in the instructions not to work. |
|
4308294 |
Corrected an issue in the Report CSV file where the To and Recipient Name fields could be left empty when the same recipient email is used more than once in the agreement. |
|
4310569 |
The Adobe Sign templates have been filtered out of the sandbox options. |
|
4311098 |
Corrected an issue where Group Admins could not update users in a group by CSV upload. |
|
4311723 |
Fixed an issue where the GET /groups/ID/users API call would fail if the user was on a different Adobe Sign instance. |
|
4312103 |
Corrected an issue where SAML users created via bulk upload would be in a Created state (instead of Active). |
|
4312309 |
Corrected an issue where group admins could not reassign ownership of Web Forms if other users in their group created them. |
|
4312840 |
Fixed an issue with activating new users when a second activation email was sent to the new user and that second email link was used. |
|
4314751 |
Corrected an issue where the option to Decline the Agreement was not visible when Signing on Behalf of another user. |
|
4315033 |
Fixed an issue where account administrators could not reset passwords when SAML mode was set to Mandatory. |
|
4315605 |
Corrected an issue where Government ID images would not successfully process. |
|
4316057 |
Corrected an issue where Government ID would produce an error indicating the four corners of the document could not be found. |
|
4316474 |
Corrected an issue where Sign on Behalf Of was visible in accounts where the option was not enabled. |
|
4316659 |
Fixed an issue where the email address for 'actingUserEmail' in a GET /agreements/id call would return a system-generated email after the agreement was fully signed. |
|
4317095 |
Corrected an issue where a recipient name would be imported into the Participant 1 label when Knowledge-based Authentication was used for the first signer. |
|
4317221 |
Corrected an issue where automatic notification emails for failing webhooks would be sent to the webhook creator despite being configured not to notify the creator. |
|
4317347 |
Corrected an issue where authentication of OAuth in Power Automate would redirect the user to the home page. |
|
4317429 |
Fixed an issue where admins could not update the Can Send property for users when updating via CSV upload. |
|
4317548 |
Fixed an issue where some customers using the iPad would see the web page instead of the page optimized for mobile devices. |
|
4317629 |
Fixed a display issue with names that contain an apostrophe displaying the HTML code for the apostrophe. |
|
4318175 |
Corrected an issue where users would get an error when archiving an account via the email link. |
|
4319012 |
Fixed an issue where users created via REST v5 and v6 POST /users were not created in the default group. |
|
4320197 |
Fixed an issue where the Signer Identity Report could not be downloaded from the Manage page due to the button being inactive. |
Below is an example of the Implicit consent flow for an agreement with a custom ToU configured by the customer:
There are two exceptions to the above behavior:
Inactive users are still prevented from logging in to the Adobe Sign system and sending agreements under their authority (by any method).
| 4292343 | Improved signature clarity when using the TYPE signature option on mobile devices. |
| 4295123 | Fixed an issue that could prevent digital signatures from being visible when opening in a browser. |
| 4299289 | Improved the Replace Recipient experience by allowing the sender to include a message to the new recipient. |
| 4299857 | Fixed an issue that could cause a signed agreement to not apply the certificate seal. |
| 4304261 | Fixed an issue that could cause the Read Agreement option to not populate in the Options menu |
| 4308516 | Fixed an issue where users would continually be prompted to get admin consent when using OneDrive |
| 4310225 | Fixed an issue with agreements containing multiple signatures that would trigger a Server error : Error Message: The signature applied to this document is invalid. Please clear it and sign again. |
| 4310416 | Updated the v5 REST API to create users in an active state when created using POST /users |
| 4311287 | Fixed an issue where the Group navigation button would disappear on UMG enabled accounts after a users was removed from a group. |
| 4311956 | Fixed an issue where the designated font size for a field would not be reflected in the signer experience. |
| 4312302 | Fixed an issue that would remove the Reset Password option if the SAML mode was set to Mandatory. |
| 4312735 | Fixed an issue that would cause shared event notifications to be delivered when shared notifications were disabled. |
| 4313025 | Fixed an issue where a Form Filler role could not fill unassigned roles when Hybrid routing was enabled. |
| 4313030 | Fixed an issue where UMG enabled accounts would trigger an error using a custom workflow if the primary group of the sender is not allowed to send. |
| 4313264 | Updated the HIPAA enabled setting to permit access to the email link/image settings on the Global Setting page. |
| 4315839 | Corrected a problem with custom workflows that would not allow prefilling fields when the sender was also the second recipient. |
| 4316058 | Updated report field behavior to allow for leading zeros in text fields. |
| 4317382 | Corrected a problem with radio buttons showing the HTML code for apostrophes in the tool tip |
| 4317978 | Updated the way that File Attachments are ordered in the final PDF to group attachments based on the Page number of the field first, and the relative position of the field second (when reading left to right; top to bottom). |
| 4318598 | The GET/workflows/{workflowId} REST v6 API call now returns the participant role in the response. |
| 4318606 | The "Download Form Field Data" feature on the Manage page now returns field values for web forms that are not yet verified. |
| 4318617 | Fixed an issue where UMG enabled accounts would not allow a group admin to resend an invite. |
| 4318679 | Fixed an intermittent issue that could cause Written signature documents to fail to upload. |
| 4318926 | Corrected an issue that could trigger an error (The cookie functionality is disabled on your browser) when generating an agreement form a mobile device. |
| 4318991 | Fixed an issue that could cause the max login failure setting to be ignored if SAML was set to Allowed. |
| 4319068 | External recipients now are required to pass a second factor authentication process (instead of logging in to Adobe Sign) to gain access to completed agreements when multi-factor authentication is configured. |
| 4319422 | Fixed an issue where a recipient could be replaced without confirming the password (for password authenticated agreement) |
| 4319455 | Fixed an issue in advanced sharing where settings might not be persistent after saving. |
| 4320123 | Fixed an issue that could trigger an error when attempting to View and Approve an agreement on the Manage page. |
| 4320205 | Fixed an issue that could prevent saving progress when pre-filling an agreement using advanced sharing. |
| 4320542 | Fixed an issue for UMG enabled accounts where all of a user's group affiliations could be removed if one group was removed using Search. |
| 4321357 | Fixed an issue that could trigger an error on the send page when KBA is selected for authentication, and "Require name on Send" is enabled. |
| 4322445 | Improved authoring to ensure consistent background coloring. |
| 4322956 | Fixed an issue with custom email templates where the recipients would not see the actual email address of the signer. |
| 4323609 | In Development - Fixed an issue where agreements completed by uploading a signed document would not trigger the AGREEMENT_WORKFLOW_COMPLETED webhook notification. |
| 4323968 | Improved the signature locking feature to include Typed signatures when the name value is supplied via profile or API. |
Customers that use the embedded Send page in their applications or integrations will also have access to the notary functionality.
After the agreement is configured and the sender clicks Next, the sender is presented with additional configuration options for the notarization process:
The POST /agreements API has been updated to support sending an agreement for notarization.
|
Parameter Name |
REST Object |
Description |
||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
memberInfos |
ParticipantInfo[] |
Array of ParticipantInfo objects, containing participant-specific data (email, e.g.). All participants in the array belong to the same set. |
||||||||||||||||
|
role |
|
Role assumed by all participants in the set (signer, approver, etc.) |
The FileInfo definition will need to be expanded to indicate which documents should be notarized.
|
Parameter Name |
Type |
Default |
Required |
Description |
|---|---|---|---|---|
|
document |
Document |
|
optional |
A document that is associated with the agreement. |
|
label |
String |
|
optional |
The unique label value of a file info element. In case of custom workflow this will map a file to corresponding file element in workflow definition. |
|
libraryDocumentId |
String |
|
optional |
ID for an existing Library document that will be added to the agreement |
|
transientDocumentId |
String |
|
optional |
ID for a transient document that will be added to the agreement |
|
notarize |
true |
false |
optional |
Indicates that this document needs to be notarized. |
The ParticipantInfo definition has been expanded to allow the notary authentication method to be specified.
|
Parameter Name |
Type |
Default |
Required |
Description |
|---|---|---|---|---|
|
|
String |
N/A |
required |
Email of the participant. |
|
notaryAuthentication |
Enum |
MULTI_FACTOR_AUTHENTICATION |
optional |
MULTI_FACTOR_AUTHENTICATION - Notary authentication is performed using a two-factor authentication method |
A new optional notaryInfo field has been added to the AgreementInfo definition to contain the NotaryInfo object that specifies additional options associated with notarization.
|
Parameter Name |
Type |
Default |
Required |
Description |
|---|---|---|---|---|
|
notaryType |
Enum |
If only Notarize Notary on Demand Service is enable on the account, |
required |
NOTARIZE_NOTARY - Notarize Service provides the notary |
|
payment |
Enum |
BY_SENDER |
optional |
Only applies if type == NOTARIZE_NOTARY |
|
appointmentStart |
String |
"" |
optional |
ISO_DATE_TIME formatted string See ISO_ZONED_DATE_TIME |
|
note |
String |
none |
optional |
Notes for notary session. |
|
notaryEmail |
String |
"" |
optional |
email of the bring your own notary |
{
"fileInfos": [
{
"transientDocumentId": "{{transientDocumentId}}",
"notarize": true
}
],
"name": "notary_agreement_name",
"participantSetsInfo": [
{
"memberInfos": [
{
"email": "someone@somewhere.com",
"securityOption": {
"notaryAuthentication": "MULTI_FACTOR_AUTHENTICATION"
}
}
],
"order": 1,
"role": "NOTARY_SIGNER",
"name": "participant_set_name"
}
],
"signatureType": "ESIGN",
"state": "IN_PROCESS",
"notaryInfo": {
"appointment": "2021-10-29'T'13:00",
"notaryEmail": "notaries@email.com",
"notaryType": "PROVIDER_NOTARY",
"note": "This is a note for the notary.",
"payment": "BY_SIGNER"
}
}
PUT /agreements/{aid} API will support updating an agreement with notarization options. GET /agreements/{aid} API will return any options set for agreement notarization. See POST /agreements section to view updated attributes.
Existing error codes for POST /agreements remain unchanged. We have defined a new error code as given below:
|
REST Error Code |
HTTP Status Code |
Message |
Scenario |
|---|---|---|---|
|
PERMISSION_DENIED |
403 |
User setting or OAuth scope token do not permit sending agreement for notarization. |
This error will be thrown when role is set to NOTARY_SIGNER and the API caller (i.e prospective sender) does not have notary feature enabled and/or if notary service provider is not set. |
In the request's AgreementInfo object, "status" element will include the new agreement status "WAITING_FOR_NOTARIZATION".
The API can be used by customers (notary signers) to obtain a signing token that allows them to complete the esign phase of the flow.
{
"securityInfo": {
"authenticationMethod": "NONE"
},
"signingCapabilities": [
"ACCEPT_BEFORE_NOTARIZATION"
]
}
The API can be used by customers (notary signers) to complete the esign phase of the flow. To accommodate the new role, new enum status value has been introduced - ACCEPTED_BEFORE_NOTARIZATION.
|
Attribute |
Type |
Description |
||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Status |
Enum<String>
|
|
||||||||||||||
The notary signer can follow the below sequence of API calls to complete the esign phase:
Customers can subscribe to new webhook event, AGREEMENT_READY_FOR_NOTARIZATION, to be notified when agreement is ready for notarization. The event is not visible on the webhooks UI & can be subcribed to via POST /webhooks API call.
The following APIs are not modified but their documentation has been updated to include new agreement status "WAITING_FOR_NOTARIZATION" or new role "NOTARY_SIGNER".
In response UserAgreements/UserAgreement object, "status" element now includes corresponding status "WAITING_FOR_NOTARIZATION".
In response AgreementInfo object, "status" element now includes corresponding status "WAITING_FOR_NOTARIZATION".
API is updated to support new READY_TO_NOTARIZE and NOTARIZED events.
In response Event object
In response DetailedParticipantSetInfo object, "status" element now includes corresponding status "WAITING_FOR_NOTARIZATION".
Request AgreementInfo object now includes "WAITING_FOR_NOTARIZATION" status.
WAITING_FOR_NOTARIZATION status is one of the "status" element values in the DetailedParticipantSetInfo object.
WAITING_FOR_NOTARIZATION status has been added as one of the allowed views.
If the participant specified in request path has notary signer role, the API will return ACCEPT_BEFORE_NOTARIZATION signing configuration, inline with all of the other signing configurations for this agreement/participant.
| Issue | Description |
| 4308901 | Corrected an issue where delegating an agreement with phone authentication would prompt an error if the delegated phone number had the same country code. |
| 4314113 | Fixed an issue where default expiration dates could not be edited by users when sending a new agreement |
| 4318558 | Corrected an issue where replacing a recipient with phone authentication would prompt a "The participant set ID specified is invalid" error |
| 4319038 | Fixed an issue where the Sender was not getting the option for 'External recipients Identity verification' when sending using the 'Send in Bulk' workflow. |
| 4319798 | Fixed an issue that could cause the selection of a radio button to jump cursor focus to a different field. |
| 4320154 | Fixed an issue that could prevent a library template from saving to a new group relationship. |
| 4323013 | Fixed an issue where opening a web form on the manage page would trigger an error: "The document is not yet available or will have no pages to view." |
| 4323554 | Fixed an issue where the event time/date stamps for updating admin rights could produce two records with the same time values. |
| 4323609 | Fixed an issue where uploading a signed agreement in the manage page would not trigger the AGREEMENT_WORKFLOW_COMPLETED webhook. |
| 4325142 | Fixed an issue where custom email templates would not reflect the correct name value for a participant if they canceled the agreement. |
| 4326747 | Fixed an issue that could result in the Send in Bulk page not completing the load process, omitting the Upload and Send actions. |
| 4326855 | Fixed an issue that could prevent recipients from declining the approval of an agreement. |
| 4327000 | Corrected an issue that could cause Smart-Id credentials to fail, with the error indicating that no algorithms were found. |
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