AlphaTrust e-Sign
Release Notes Archive

v5.10 Release Notes

4/8/2021

New Features

  • PEP-2588 - Added optional Multi-Factor Authentication, (MFA), requirement for control panel login. This feature will ask for a verification code when a user signs into the system. The code will be sent to the user via email. if Remember this device is not checked, the code will be asked every time the user begins a new browser session. If Remember this device is checked, it will not ask for the code again until 30 days have passed. 30 days is the system default. This feature can be turned on or off and configured in the Prontoconfig.ini, [PRONTO_SECURITY] section.
    Example Default Settings:
    • EnableMultifactorAuth=1
    • MultiFactorAuthExpireInDays=30

    Multi-Factor Authentication emails can be customized at the group level. Sub-groups share the Parent groups MFA email if the sub-group does not have a custom MFA email. If the Enable a custom multi-factor authentication email checkbox is not checked the default MFA email will be used. You must include the placeholder {{passcode}} somewhere in the email body in order to have the passcode included in the MFA email. Please see images below for more details.

Improvements

  • PEP-2792 - Configurable file size limits at the system level will now be available to be applied to documents uploaded during public launch or by participants during the signing process. There is no lower or upper limit. This improvement can be configured in the Prontoconfig.ini, [PRONTO_MODE] section. If no value is specified, the default of 100MB will be used.
    This setting can be found in the Prontoconfig.ini, [PRONTO_MODE] section.
    Example Default Settings:
    • MaximumFileUploadSizeInMegabytes=""

Bug Fixes

v5.10.7

7/1/2021

  • PEP-3250 - Fixed issue where when adding new users using the Bulk Upload option, Bulk Upload fails due to an error.
  • PEP-3232 - Fixed issue where Queue Permissions were labeled incorrectly in certain locations. Allow Pending Signatures Queue should show instead of Allow Open Signing Queue. Please see the image below for more details.
  • PEP-3213 - Fixed issue where when the Launch Rules option Allow the launcher to fill out document fields as “Launcher” Role is selected the Launcher does not see any fields displayed on the document to fill in.
  • PEP-3206 - Fixed issue where Pending, InPerson, Participants do not receive an email when Resending Participant Notice. This affects instances where the participant signing in person unintentionally clicks away from their Task screen or needs to complete the Task at a different time.

v5.10.6

6/17/2021

  • PEP-3209 - Fixed issue where Trends report displayed incorrect timeline (date) data labels for certain date filters. This issue only affects non-US date format customers.

v5.10.5

5/28/2021

  • PEP-3189 - Fixed issue where MFA, introduced as an optional feature in 5.10.0, is not working properly for non-System-Admins.
  • PEP-3178 - Fixed issue where users viewing the signing UI inside of an external iframe, using IE 11 or lower, would not see the "IE 11 is not supported" message. Instead, users would see a blank page. Please see the message below.
  • PEP-3176 - Fixed issue where Users with permissions to top-level Groups could not see Sub-Groups. Permissions did not cascade allowing users to access sub-groups. However, users could access Sub-Groups if Sub-Group specific permissions were given to them.
  • PEP-3154 - Fixed issue where when trying to update System-Wide Admins, that have no user permissions, an error would appear and not allow the updates to save.
  • PEP-3056 - Fixed issue where Edit option was being shown on Workflows that were shared with Sub-Groups. Clicking on the Edit button would bring the user to the new Workflow creation screen. Sub-Groups should not be able to edit Workflows that were not created in that Sub-Group.

v5.10.4

5/13/2021

  • PEP-3118 - Fixed issue where Experian PreciseID (KBA Authentication) out of wallet questions were not displaying properly. This Authentication option would be selected under Participant details or through the API. See the image below for more details.
  • PEP-3100 - Fixed issue where an error would appear when attempting to Launch a Public Workflow. This error would only be seen if the Workflow was created in a Sub-Group.

v5.10.3

5/6/2021

  • PEP-3084 - Fixed issue where full paths back to the esignature server website were being replaced with relative paths in Email Templates editor. This issue was seen when inserting links, that reference back to the environment, in Email Templates. Please see the example below.
  • PEP-3081 - Fixed issue where optional documents, participants, and tasks weren't returning with the TransactionCreateModel object when calling GetWorkflows() in the API.
  • PEP-2997 - Fixed issue where an error would appear when attempting to export Email Templates, Content Sets, Brands, etc. from subgroups.
  • PEP-2959 - Fixed issue where launching a workflow with a Participant who is marked as a form filler, with no assigned tasks, would result in an error. The error below should not appear, and the workflow should launch successfully.
  • PEP-2873 - Fixed issue where a user could create a Permission Set that has the same name as an existing Permission Set. If a user attempts to create a Permission Set with the same name, they will see the error message. Please see additional details below.
  • PEP-2433 - Fixed issue where copying a brand from another brand file that does not exist caused an error. If a user attempts to do this, it will pull from the master set if the brand file is missing or does not exist.
  • PEP-1616 - Fixed issue where after adding a field to a Web Form and selecting it, the comment field was losing focus after typing a few characters in it. Please see an image of a text field in a Web Form below.

v5.10.2

4/22/2021

  • PEP-3051 - Fixed issue where Account-Wide Permission Sets were not showing as an option when editing a users’ permissions. Please see images below for an example of a Permission Set not able to be selected.
  • PEP-3050 - Fixed issue where deleted Permission Sets were not displayed properly when still assigned to a user. This issue was seen with users having a blank Permission Set for group access. A new warning message will appear when deleting a Permission Set that is assigned to users. If a Permission Set for a group is deleted, the users with the deleted Permission Set will not have access to the linked group until a new permission set is assigned for the group. Please see additional details below.
  • PEP-3046 - Fixed issue where bulk permissions dropdown was not setting the correct available sets for the selected primary group(s). The image below shows an example where the highlighted permission set should not be an available option.
  • PEP-2582 - Fixed issue with Zoom controls where when zoomed in or out, the pager controls would display the incorrect page numbers.
  • PEP-2581 - Fixed issue where Zoom controls were not working on the New Signing UI page, introduced (optionally) in v5.7.0., for Firefox browsers.

note This feature is off by default. To turn it on, open the \AlphaTrust\Pronto\Programs\ProntoConfig.ini file and in the [PRONTO_MODE] section, add the following setting: UseNewSigningUI=1

  • PEP-2488 - Fixed issue where changes could be made to Sub-Groups even when their parent Group is inactive. Making a parent Group(s) inactive will now also make their Sub-Group(s) inactive.

v5.10.1.1

4/19/2021

  • PEP-3062 - Fixed issue in the following API endpoints that failed due to an update with logging functionality: UpdateDocumentsAsync, UpdateDocumentsCompletedAsync, GetDocumentFileLinksAsync

If you were not using any of these methods through our API, you were not affected by this issue.

  • GetDocumentFileLinks
  • UpdateDocuments
  • UpdateDocumentsCompleted

v5.10.1

4/8/2021

  • PEP-3029 - Fixed issue where Signature data was not fitting into the assigned bounding box using AutoFit feature. Please see image below for an example.
  • PEP-3001 - Fixed issue where when inserting a new signature Task into an existing Transaction Document using X,Y offsets, it was not mapping to the correct offset location (the offsets were being ignored).
  • PEP-2994 - Fixed issue where If "Send If Cancelled" is enabled and the Participant cancels the Transaction, the Notifyee will receive a Notification Email for each Required (not "Optional" toggled) Document.
  • PEP-2965 - Fixed issue where task Placeholder/Position text fields did not comply with max length rules. Users should receive an error message if text goes over the max length. The Workflow Designer allowed text longer than the max length, however when launched an error message would appear. Example Placeholder/Position document tasks can be seen in the image below.
    • Form Field Name max should be: 128
    • Search Text max should be: 32
  • PEP-2912 - Fixed issue where if the download documents option is removed from a transaction and or workflow, users could still download documents. Please see images below for more details.
  • PEP-2857 - Fixed issue where editing transactions, not created in the group the user is currently working in, would not save. You may see a Permission Error when trying to edit the transaction in the other group.
  • PEP-2834 - Fixed issue where participants email would not be validated in API calls. Emails will now be validated, and an error will be thrown if the emails are not valid in API calls. Error thrown: ParticipantInsertModel 1 validation errors: Email invalid
  • PEP-2833 - Fixed issue where the event history of a transaction would use “Participant clicked to sign/acknowledge” instead of the correct event type such as “NoActionRequired”, “Delivery”, “Carbon-Copy”, etc. Please see image below for an example.
  • PEP-2816 - Fixed issue where editing participant information in transactions, not created in the group the user is currently working in, would not save. When saving the changes, it would seem to save correctly but when refreshing the page the data would go back to the original values. Image below shows an example where the user is signed into a group, that is not the same as a transaction, they tried to edit participant information in.
  • PEP-2814 - Fixed issue where Workflow Action for Participant would not match the correct type with the label. The image below shows the incorrect labels shown with the Participant Workflow Actions.
  • PEP-2813 - Fixed issue where links to documentation were not being added to new installs.
  • PEP-2790 - Fixed issue where user permission sets of the logged in user were displayed when setting up permissions for a different group. This issue was seen when working with custom Permissions Sets. Custom Permission Sets that were set at some point would disappear as an option in the drop-down.
  • PEP-2712 - Fixed issue where if the Email Sender workflow details where set to use a Fixed email and then changed to use the Default email, the transaction would use the Fixed email rather than the selected Default email. Please see Email Sender Workflow options below.
  • PEP-2547 - Fixed issue where user permissions were included and displayed for inactive groups. Blank group permissions were seen in the Group Permissions when editing a user’s permissions. If the group is inactive, the permissions to that group will not be displayed.
  • PEP-2528 - Fixed issues where 401 errors were occurring under load were not working on the New Signing UI introduced (optionally) in v5.7.0.

note This feature is off by default. To turn it on, open the \AlphaTrust\Pronto\Programs\ProntoConfig.ini file and in the [PRONTO_MODE] section, add the following setting: UseNewSigningUI=1

v5.11

7/30/2021

v5.9

1/14/2021