v5.13 Release Notes

12/9/2021

New Features

PEP-3788 - Added Email Service Data for users on the User Details page. This new feature will show all emails for registered users. Please reference the User Details example below for more details.
PEP-3787 - Added Email Service Data under a new Emails tab in the Transaction Details. This new feature shows all emails that relate back to a particular Transaction. Please see the example below for more details.
PEP-3257 - Added Twilio Voice Option for signer authentication. This can be customized through a Twilio account to provide options for Text, Voice, or both. Please see the image below for more details.
PEP-1544 - Added the ability to include the Audit Report as an attachment in final emails. Please reference the image below for more details.

Improvements

PEP-3826 - Improved UI responsiveness of filters on multiple screen sizes ensuring that all functionality remains for mobile, tablet, and other additional screen sizes.
PEP-3821 - Improved "All Users" filter, for System-Wide and Account-Wide admins, to display Users whose home group is deactivated. These Users will now show as seen for the user Bob Jones in the image below.
PEP-3748 - Improved UI responsiveness of sub headers on multiple screen sizes enhancing the usability for mobile, tablet, and other additional screen sizes.
PEP-3692 - Updated Permission Set access to remove editing of System-wide, Account-wide, and Group Shared options for Permission Sets after their creation. Once the Permission Set is created the options of System-wide, Account-wide, and Group Shared cannot be updated and will be read-only. Please see the image below for more details.
PEP-3616 - Added the ability to include custom text on the in-person launch screen for workflows and participants. Please reference the image below to see the new option found in Edit Workflow Details.
PEP-3608 - Updated the UI for Participant mobile authentication to improve usability. Please see the image below for more details.
PEP-3516 - Added a service to cleanup Transaction versions. Location of change: ProntoConfig.ini > PRONTO_SERVER_PROC
- CleanUpCompletedTransactionSourceFiles = 1/0 (value of 1 deletes Source.pdf/.html files after the transaction is in a completed status)
- CleanUpCompletedTransactionVersionFiles = 1/0 (value of 1 deletes _v#.pdf/.html files after transaction is in a completed status)
- CleanUpCompletedTransactionDocumentIDFiles = 1/0 (value of 1 deletes <DocumentID>.pdf/.html files after transaction is in a completed status)

Bug Fixes

v5.13.7

4/26/2022

Note: Updates in version 5.13.7 are not included in versions 5.14.0 and 5.14.0.1.
PEP-4682 - Fixed issue where max document retention days that were set to zero were behaving as if it was set to one instead of null. Please see an image of the setting below for reference.

v5.13.6

4/5/2022

PEP-4564 - Fixed issue with Version cleanup background process introduced in v5.13.0 (PEP-3516) where DocumentID files were deleted if _Final files did not exist.
PEP-4575 - Fixed issue where the mobile signing canvas, in landscape mode, was too small for a user to use.

v5.13.5

3/10/2022

PEP-4435 - Fixed an issue where when selecting an email template language, after an email template set has been selected, the email template set dropdown would clear out and show no email template set selected. Please reference the image below for more details.
PEP-4434 - Fixed issue where if a user’s group is updated, that users table row would not update with the new group name. Please see the image below for more details.
PEP-4382 - Fixed issue where private and shared Web Forms would not filter as expected in sub-groups. Please see the example image below of the filter for private Web Forms.
PEP-4311 - Fixed issue where images inside of HTML signing documents would not properly load.

v5.13.4

2/24/2022

PEP-4320 - Fixed issue where when importing a Web Form, within a Workflow export, if the status of New is switched to Existing with an existing name then switched back to New the name will populate with the list of Web Form names existing. Also fixed issue where the import tool would not correctly recognize an existing Web Form by the Web Form name. Please reference the image below for more details.
PEP-4314 - Fixed issue where the system would not check that the Web Form name length did not go over the max character length of 50 characters. Also increased the Web Form name max character length from 50 characters to 128 characters.
PEP-4312 - Fixed issue where client return URLs that are passed in were getting sanitized which escaped ampersands required for URL query strings.
PEP-4272 - Fixed issue where initials utilizing the signature chrome were squished. Please see the examples below for more details.
PEP-4246 - Fixed issue where a console error would appear when using a launcher participant with an in-person participant.
PEP-4242 - Fixed issue where when clicking the Reset Filters button on Reports > Status page, it would clear out the selected Time Zone. The Reset Filter button will now keep the previously selected Time Zone. Please reference the image below for more details.
PEP-4231 - Fixed issue with Version cleanup background process introduced in v5.13.0 (PEP-3516).
PEP-4230 - Fixed issue where users who do not have permission to edit Workflows would be able to see and click on the Edit Workflow button after launching a Workflow. Users without permission to Edit Workflows will no longer see the Edit Workflow button.

v5.13.3.1

2/17/2022

PEP-4344 - Fixed issue where document-related REST API calls were not working and users would receive a 500 error.

v5.13.3

2/10/2022

PEP-4237 - Fixed issue where a Status report search on Pending statuses would also return transactions with Expired statuses. Please see the image below for more details.
PEP-4227 - Fixed issue where the "Last Login Date" for a user wasn't recorded if the user logged into the Control Panel using ADFS integration.
PEP-4222 - Fixed issue where Account-Wide Admins were being locked out of groups where the "Lock out System-Wide Administrators" option was enabled. This setting should not affect Account-Wide Admins. Please see the setting referenced in the image below.
PEP-4203 - Added auto-focus to the first form field on a DocForm so that the Participant will automatically advance to the page with the first form field. Participants will still be able to scroll to view other pages of the document after being advanced to the first form field.
PEP-4188 - Improved Mobile Authentication by adding cursor focus to the passcode field. The cursor will automatically be placed into the passcode field. Please reference the image below for more details.
PEP-4170 - Fixed issue where under a rare scenario a Participant received an Access Denied error message when they had tasks followed by a Carbon Copy task.
PEP-4165 - Fixed issue where the input for mouse/touch drawn initials would display wider than required. Please see the image below as a reference.

v5.13.2

1/27/2022

PEP-4185 - Fixed issue where when entering doc fields in portrait, seen on mobile devices, you could not advance or see text inside the fields.
PEP-4179 - Fixed issue where upon save fields were being duplicated and causing the following errors:
PEP-4174 - Imported fields, from PDF’s, were duplicated and overlap when DocForms were enabled.
PEP-4107 - Web Forms with form fields, generated from a document, had radio buttons mapping incorrectly.
PEP-4172 - Fixed issue where there was a missing loading indicator before page content loads.
PEP-4152 - Fixed issue where the help icon link for Reports > Status > Emails section did not link to the correct documentation article. Please see the image below for more details.
PEP-4079 - Fixed date formatting for Certified and Sealed Date. Please reference the image below for an example of the previous and new date formatting. Please see the image below for more details.
PEP-4075 - Fixed issue where the user dropdown list for Registered User Authentication did not include Users that had permission to signing. The dropdown list will now show Permissioned Users with Allow Signing permission. Please see the image below for more details.
PEP-4044 - Fixed issue where if you enable "two-factor authentication" in the Participant Editor and select "None" from the first Auth dropdown, the second authentication would still be visible on the launch screen if previously set up.
PEP-4017 - SQL update script improvements.
PEP-3993 - Fixed issue where elongated signatures were being cut off. Please see the image below for more details.
PEP-3987 - Fixed issue where when overwriting Content sets, using a Content set with missing pages, the missing pages were not reverting to the master set.
PEP-3986 - Fixed issue where when overwriting Email template sets, using an Email Template set with missing pages, the missing pages were not reverting to the master set.
PEP-3917 - Added the Status to Workflow Actions in Reports. Please see the image below for more details.
PEP-3904 - Added the Brand Name used for a Participant, in a transaction, in the Participants tab under Reports > Status. Please see the image below for more details.

v5.13.1

1/13/2022

PEP-4153 - Fixed issue where the Status Page’s Advanced Search Date Range filter defaulted to a month-based dialog instead of a day-based dialog. Please see the image below for more details.
PEP-4078 - Fixed issue where incorrect help pages were being opened for the Report Trends, Workflow Templates Launch, and Pending Signatures pages.
PEP-4077 - Fixed issue where the documentation sidebar title was being obstructed by the site header.
PEP-4072 - Fixed issue where the incorrect help page was being opened for Accounts > Users page.
PEP-4055 - Fixed issue where when dropping a data field or DocForm field on to the document, during the document tagging process, the field would not render in the correct spot. Please reference the image below for an example of the data and DocForm fields that were affected.
PEP-4032 - Fixed issue where if groups had the setting Lock out system-wide Administrators enabled; group admins could not edit users. Please reference the image below for Group security settings.
PEP-4022 - Fixed issue where event subscriptions would stop before receiving a successful response or before the retry limit is reached. Note: the default retry limit is three days.
PEP-4018 - Fixed issue where users were able to add duplicate API credentials. Duplicate API credentials will no longer be supported. If duplicate API credentials are entered an error will appear stating that the ID already exists.
PEP-4009 - Added Carbon Copy Task type to the API help documentation.
PEP-3967 - Fixed issue where if digital signatures seals fail on the first try, a background process will ensure the signatures are sealed correctly.
PEP-3959 - Fixed issue where Transactions created via an API using HTML Documents containing image references larger than 25MB would fail.
PEP-3935 - Fixed issue where the Options buttons on the Web Forms page were misaligned. Please reference the image below for Web Forms Options buttons.
PEP-3932 - Fixed issue where digital signature seal wasn’t Canceling pending seal and certify operations for cancelled, expired or closed workflows.
PEP-3842 - Fixed issue where form filling fields were not displaying with data submitted on Demo builder.
PEP-3743 - Fixed issue where search fields would resize to a smaller size. Organized the Status Search to be more grid based. Please reference the image below for more details.