AlphaTrust e-Sign
Release Notes Archive

v5.11 Release Notes

7/30/2021

New Features

NOTE: The New Signing UI, introduced optionally in v5.7.0, will now be turned on automatically for any new installations. This is no longer an optional feature.

  • PEP-3158 - Added option to automatically allow the Launcher as someone that can get a Final Notification email. Please see the image below for more details.
  • PEP-3155 - Added the ability to set the Workflow Launcher as a Participant so the Launcher doesn't have to enter in their own information since the system already knows that information. Please see the image below and watch the following video for more details, Edit Workflow_5.11.0.
  • PEP-3114 - Added Participant Completed Document Behavior Type to Workflow Setup UI. This setting is found under the Participant details of a Workflow. Please see the image below for more details.
  • PEP-3106 - Added an "Export as v5 Workflow" option to the v4 Workflows in the legacy v4 Control Panel. Note: Not all functionality will export so please check your Workflow after importing into the v5 Control Panel.
  • PEP-3066 - Added the option for users to launch Workflows in bulk by using a CSV of launch data required. Please see the images below and watch the following video for more details, Bulk Launching.

Important Note: Bulk Launching is disabled if any of the following options are being used:

  • The Workflow is a Public Launch type
  • There are in-person participants
  • The Launcher needs to fill out one or more Web Forms at launch
  • The Launcher needs to fill out one or more DocForms at launch
  • PEP-3004 - Added workflow action API call 'DefineParticipant' to enable the ability for a participant to define another Participant during their signing process. This would be done in the CreateTransactions() call and added to a participant as a workflow action. Please see the image, and example API call, below and watch the following video for more details, Edit Workflow_5.11.0.
  • PEP-2950 - Added the ability to export Web Forms from the legacy v4 Control Panel for importing into the new v5 Control Panel.
  • PEP-2914 - Added form field and required count identifiers to the DocForms page that will focus the user to the fields when clicked.
  • PEP-2812 - Added Default Email Template Set Language to Groups. Please see the image below and watch the following video for more details, Creating and Editing an Email Template Set_5.11.0.
  • PEP-2791 - Added a setting to the configuration file to disable the ability to send HTML documents. This setting can be found in \AlphaTrust\Pronto\Programs\ProntoConfig.ini file and in the PRONTO_SECURITY section, add the following setting: DisableHtmlDocumentType=1
  • PEP-2437 - Added Nolt.io Widget inside the Control Panel for feature requests from users. This will then open a window in the Control Panel to submit feature requests. Please see the images below for more details.
  • PEP-2436 - Added the ability to replace (update) an existing document within a saved workflow. This will allow fields to be transferred to the updated document without having to update all the fields and or tasks already placed on the document. Please see the image below and watch the following video for more details, Replace Document.
  • PEP-1333 - Added a new Workflow Action type called "Define Another Participant" that allows one Participant to enter in the information for a subsequent Participant in the same Workflow Transaction. This allows the launcher of the Workflow to have no knowledge of one or more of the Participants that another Participant can define during their signing process. Please see the image below and watch the following video for more details, Edit Workflow_5.11.0.

Improvements

  • PEP-3205 - Improved Desktop and Mobile Signing UI
    • Added more Mobile UI responsiveness
    • DocForms and Sign UI auto-zoom to smaller screen sizes
    • Tables on mobile scroll horizontally
    • Buttons on mobile on all action steps fit page width
    • Enlarged sign icon button in mobile
    • Added new sign, initials, approval button icons for Sign UI
    • Added action button footer for mobile UI
    • Added page numbers on DocForms, Sign UI, and Continue pages and removed page controls
    • Added additional Confirm Cancel Prompt content set options
  • PEP-3200 - Improved Tab Indexes for DocForm so that if any fields that intersect on the same Y axis plane will automatically tab left to right. Otherwise, they will tab top to bottom.
  • PEP-3193 - Made major UX/UI improvements to the Task Editor in the Workflows Setup section:
    • Moved the quick-editor to a new right side column
    • Added zoom functionality to document pages
    • Added a task/field selection list with improved sorting functionality
    • Added double-click on tasks/fields for full editing.
  • PEP-3147 - Added option to send the original New User Welcome Email if the user has never logged in before. Please see the image below and watch the following video for more details, Create Users_5.11.0.
  • PEP-3145 - Created a more streamlined process for creating new Users. Please watch the following video for more details, Create Users_5.11.0.
    • Added option to not send the New User Welcome Email once a new User is created in the Control Panel.
    • Added option to send the original New User Welcome Email if the user has never logged in before.
  • PEP-3143 - Added option to not send the New User Welcome Email once a new user is created in the Control Panel. Please see the image below and watch the following video for more details, Create Users_5.11.0.
  • PEP-3135 - Improved the Workflow Setup, Tasks Setup, to its own modal instead of inline inside the Document Setup section. Please see the image below for more details.
  • PEP-3120 - Added "Last Login Date" to the Users tab in the Control Panel and to the response of the GetUsers() API method. Please see the image below for more details.
  • PEP-3113 - Added "Created By" section in the Status Reports: Transaction tab to display the user who launched the Workflow initially to create the Transaction. Please see the images below for more details.
    Important Note: This section will not appear if the Workflow is a Public Launch type.
  • PEP-3055 - Added Field Masks to Web Forms. This is available on certain Formatted Fields and Textbox Fields. Please see the images below and watch the following video for more details, Web Form Field Masks.
  • PEP-3026 - Updated the Audit Report’s look and feel to include the Group logo and HTML formatting to display data inside PDF. Please see the example image below.
  • PEP-2318 - Moved server debug logging to a centralized location. This will allow users with multiple servers to find logging files, separated by machine name, in one location. When you make an API call with logging enabled, XML files will show up in this section. Generally there are two XML files for each call. Once for the Request and one for the Response. These logs are separated by Group. The file name for each uses the following configuration:
    API Method Name-Reponse/Request-ServerName-Date/Time.xml

Bug Fixes

  • PEP-3317 - Fixed issue where users were unable to paste images from their clipboard into template editors. This affected editors such as Content Editor and Email Template Editor. Please see the image below for more detail.
  • PEP-3315 - Fixed issue where a user that was created in a top level, parent, or primary group, that only had permission to a subgroup, was not able to login.
  • PEP-3309 - Fixed issue where, during Workflow Import, the "Existing" dropdown shows all Workflows when it should only show the Workflows available to the Group the user is working in. Please see the image below for more details.
  • PEP-3305 - Fixed issue where an MFA email was not being sent out to a user if the user did not have any permissions assigned.
  • PEP-3304 - MFA code validation will now ignore spaces on the beginning/end of the code in case it's accidentally pasted in with a space from copying it from the email.
  • PEP-3220 - Fixed issue where when creating a Web Form from a document template, the user could enable Prepopulate form data from in-process documents(s) and set fields to use Default Values. A new warning message will appear when these values are selected as this combination can cause a conflict where the prepopulated default value would not appear. Please see the images below for more details.
  • PEP-3192 - Fixed issue where Custom Task Button Text, located in Task Properties in the User Experience section of Task Details, was not overriding Content Set Text after being updated. Please see the images below for more details.
  • PEP-3088 - Fixed issue where users were not able to log in if they did not have permissions to their default Group. Users will now be able to log in if they have permissions to an active group or subgroup. The user will be put into the next group they have permission with that is active. For example, Bob Jones’ default group is MyCompany Inc, but he does not have permissions to it. The group that he will be signed into is the first active group with permissions, the Accounting subgroup. Please see the images below for more details.
  • PEP-2966 - Fixed issue where when editing a Workflow, Participant Setup toggle options such as In-Person and Final Email would intermittently turn back off or on after being changed and clicking on the save button. The changes would save correctly but the toggle buttons would not display the saved setting.

v5.11.3.1

9/23/2021

  • Note: Patch in version 5.11.2.2 is included in version 5.11.3.1.
  • PEP-3577 - Fixed issue where importing or editing Workflows without permissions to Web Forms, Content, Emails, and Brand would cause an error.
  • PEP-3559 - Fixed issue where Workflow Email Attachment settings did not convert and import successfully when exporting v4 Workflows and importing them into the v5 Control Panel. Email Attachment settings will now convert successfully when exporting a v4 Workflow and importing the Workflow into the v5 Control Panel.
  • PEP-3557 - Fixed issue where you can't delete tasks that aren't selected on the actual document in the Workflow Designer - Task Editor.
  • PEP-3556 - Fixed issue where UTF-8 HTML documents, sent through an API call, were not saving correctly.
  • PEP-3543 - Fixed issue where using the "Replace Document" functionality, in the Document Setup section, wasn't working with Workflows created in Sub-Groups. Please see the image below as a reference.
  • PEP-3530 - Fixed issue where the chrome frame signature with initials did not display with the correct width.

v5.11.2.2

9/20/2021

  • PEP-3636 - Fixed issue causing the IP address of a signer, in certain cases, to be logged incorrectly using an internal rather than an external IP address. Even in these cases at least one signature for each signing session reports the correct external IP address.

v5.11.2.1

9/16/2021

  • PEP-3607 - Fixed issue where enabling the Allow custom email message by launcher setting would cause a Workflow to not load when launched. The user would see a loading screen that would never finish loading. The screen will now load successfully when this setting is enabled. Please see the image below for reference to the setting.

v5.11.2

9/9/2021

  • PEP-3511 - Fixed issue where a Multiline Textbox does not allow a Multiline Initial Value and does not expand as it should. Multiline Textboxes should allow Multiline Initial Values.
  • PEP-3508 - Fixed issue where users with explicit permissions to Sub-Groups do not appear in the Permissioned Users filter on the Users page. The users should appear in the list of users under the Permissioned Users filter. Please see the image below of how Permissioned users should appear.
  • PEP-3496 - Fixed issue where Users with Implied Permissions to Groups could not switch to those Groups. The User would be switched to another Group they had Explicit Permissions to. Users should be able to switch to, and work in, Groups they have Implied Permissions to.
  • PEP-3492 - Fixed issue where when importing a v4 Workflow, containing a Document without a title, a user runs into an error when trying to import the Workflow into the v5 control panel. The exporting of a v4 Workflow, containing a Document without a title, will now give it a title of the Workflow Label. Please see the example image below for more details.
  • PEP-3472 - Fixed issue where when importing a v4 Workflow containing a Process Explanation Workflow Action into the v5 control panel, the Process Explanation Workflow Action would import incorrectly as a Federal Consumer Disclosure e-Sign Act Agreement Workflow Action. The system should now recognize and import a Process Explanation Workflow Action inside of a Workflow successfully.
  • PEP-3466 - Fixed issue when filling out a Web Form, that required a social security number, it would not proceed as expected when clicking on the Save and Continue button. The user will now be able to enter the information into the Web Form successfully and will not be stuck on the Web Form.
  • PEP-3465 - Fixed issue where Email Templates that do not exist for an Email Template Set’s default language did not send out emails when being utilized with a Workflow. If the Email Template Set being utilized does not have templates for the default language, it will use the default English language templates to ensure emails are sent.
  • PEP-3456 - Fixed issue where grids that are filtered still showed the original page count. The page count will now update correctly when filtered. This will update filters on pages such as Groups, Users, Workflows, Documents, etc. Please see the image below for an example use of filters.
  • PEP-3455 - Fixed issue where when signing documents using a mobile device, the signing area in the prompt is now larger. The pages have increased readability and responsiveness when switching between landscape and portrait modes. Please see the images below for more details.
  • PEP-3453 - Fixed issue where if the document needs to be rotated after it is uploaded, Form Field Text would rotate incorrectly.
  • PEP-3449 - Fixed issue where the live URL for testing a Web Form for API usage was not working. Please see the image below for more details.
  • PEP-3448 - Fixed issue where after editing a Web Form the Created By field would update to the user who last edited the Web Form. The value of Created By should not change. Please see the image below for more details.
  • PEP-3446 - Fixed issue where required radio button fields on Web Forms did not accept a space character as a valid value. A space character is an accepted value. Please see the image below for more details.
  • PEP-3429 - Fixed issue where the last login User information did not update for new Users when they logged in for the first time. This field should update for a user when they log into the system. Please see the image below for more details.
  • PEP-3412 - Fixed issue where when a Participant requested a mobile passcode the screen would not focus on the PIN field. The screen will now focus and place the cursor in the PIN field after clicking on the Request Code button. The Participant can also submit the code via pressing on the Enter key.
  • PEP-3424 - Fixed issue where Bulk User Upload did not send out New User Welcome emails even though the setting to do so was selected.
  • PEP-3420 - Fixed issue where Bulk User Upload did not create a new user successfully, and showed an error, due to a duplicate username existing in the system. Bulk User Upload will now check the system for duplicate usernames and ProntoID’s when attempting to create or update users.
  • PEP-3412 - Fixed issue where when a Participant requested a mobile passcode the screen would not focus on the PIN field. The screen will now focus and place the cursor in the PIN field after clicking on the Request Code button. The Participant can also submit the code via pressing on the Enter key.
  • PEP-3398 - Fixed issue where Document Verification did not work when Document Digital Seals were enabled. Please reference PEP-2269, in version 5.11.0 for information on Digital Seals, and the image below for more details.
  • PEP-3382 - Fixed issue where a Defined Participant mobile number was being prompted on launch. The mobile number should be prompted to the Participant that will define the other Participant (the definer). Please see the image below for more details.
  • PEP-3379 - Fixed issue where the DocForms page was not using selected Participant Brands. Included new DocForms UI type in the Brands sections along with a Common CSS type that will apply CSS styling to all pages in a Workflow. You can use this for common CSS styling regardless of the page. Please see the image below for more details.
  • PEP-3369 - Fixed issue where if a Participant is set to be defined by another Participant, the Participant to define the other Participant (the definer) could be marked as optional even if the Participant to be defined (the defined) is not marked as optional. The system will now automatically cascade the optional setting from the definer to the defined. This cascading will not apply in reverse for any Workflows, meaning the defined can still be set as optional if the definer is not set as optional.
  • PEP-3362 - Fixed the display of implicit, also known as cascading, Permissioned Users on the Users screen. Previously only explicit permissions would be seen. The Users screen, when filtered to show Permissioned Users under the Group you are in, will now show implicit (cascading) permission from Parent or Primary Groups to Sub-Groups. Please see the image below for more details.
  • PEP-3359 - Fixed issue where when utilizing Bulk Launching, the process would only validate the first error found and would not report any additional errors found. The process should show all errors found. Please see the example error message below.
  • PEP-3349 - Fixed issue where the Bulk Users Upload section prevents adding individual users when it is expanded on screen. After clicking on the Add User button the Add Users pop-up will appear on screen, but when you click on the Add User button nothing happens. An error message can be seen hidden behind the Add User pop-up. You can now Add a User when the Bulk User Upload section is expanded on screen. Please see the image below for more details.
  • PEP-3337 - Fixed issue where Enforce Digital Signature setting would intermittently show the option Inherit from Parent, for a Parent Group. The Inherit from Parent option should only show for Sub-Groups. A Parent Group should only see the options None, Certification, and Seal. Please see the image below for more details.
  • PEP-3271 - Fixed issue when a new user needs to reset their password and the current password is invalid, the screen does not show an error message of any kind upon hitting the Change Password button. The new screen will now keep the current Username and Password that was entered upon signing in and only ask the user to enter and confirm their new Password. Please see the updated Password Change Required screen below.

v5.11.1

8/12/2021

  • PEP-3386 - Fixed issue where Queued Event Logs are still being cached after logs are turned off.
  • PEP-3376 - Fixed issue where DocForms were missing the page images during form filling under the rare scenario of no signings in documents but document still needed form filling. Please see the example of the error and what is seen in the image below.
  • PEP-3375 - Fixed issue where the Replace Document feature would not save the replaced document if the document that was replaced was not a PDF file.
  • PEP-3358 - Fixed issue where ValidDocumentSystemPaths default value for new installations was not empty. It now defaults to none.
  • PEP-3353 - Fixed issue where Group lists did not display properly when utilizing Bulk Permissioning. Users will only see Groups and Sub Groups they have permissions to. When only a Sub Group is selected, it will present the Sub Group's parent's permissions. If you select multiple Groups or Sub Groups, only the permissions all those Groups have in common will be available from the permissions dropdown list.
  • PEP-3352 - Fixed issue where invalid demos and Installation and Communication Tests were still shown as options after installation. Please see the updated demos and tests below.
  • PEP-3350 - Fixed issue where Usernames are restricted to a maximum of 32 characters when utilizing Bulk Users Upload. Usernames should be restricted to a maximum of 63 characters.
  • PEP-3348 - Fixed issue where the Signature Application Type, seen in the transaction’s details under the Participants or Documents tabs, would be empty or may show an incorrect application type. Please see the example transaction details image below for more details.
  • PEP-3346 - Fixed issue where an email address with a single character in front of @ symbol will show as invalid when the email is valid.
  • PEP-3336 - Fixed issue where if a selected default Brand, Content set, or Email set was deleted for a Group, the drop-down lists showed a blank or empty selection. The drop-down should be prepopulated with the “- - Select One… -” default option. Please see the image of an example Group settings below.
  • PEP-3326 - Fixed issue where if the document needs to be rotated after it is uploaded, the tasks/fields are displayed in the wrong location.
  • PEP-3318 - Fixed issue where Groups are receiving emails from the Owner Email Address, found in the Control Panel, rather than the Force_From_EmailAddress setting in the ProntoConfig.ini. This setting can be found in the PRONTO_EMAIL_NOTICE section.
  • PEP-3303 - Fixed issue where System Admin privileges were removed when permissions were applied to it via Bulk Permissions.
  • PEP-3214 - Fixed issue where when Reassigning a Participant for a workflow with Mobile Authentication enabled, the Reassign Participant prompt does not check for Mobile Authentication and does not ask for a mobile number for the new participant. The system will now check and ask for a mobile number. Please see the reassign option and updated Reassign Participant screen for reference below.
  • PEP-3058 - Fixed issue where an error would appear if an ampersand (&) was used in the Participant Role. Fix allows no special characters other than a dash, underscore, or quotes. The same fix has been applied to the API model annotation decorations. Please see the image below for more details.

v5.12

10/13/2021

v5.10

4/8/2021