v5.18 Release Notes

3/7/2024

New Features

PEP-7485 - Added the ability for checkboxes to be automatically selected for matched optional documents when ‘Allow Multiple Document Uploads’ is enabled. Please see an example and the referenced settings in the images below.
PEP-7479 - Added the ability to collect the Participant's Signing Location on the Signer Information page that can also be used in Signature Block Data stamped on the document with the signature. Please see the images below for the settings referenced.
PEP-7448 - Added the ability to enable bulk document uploads in which the system will match files based on file name or custom regex set. Please see the images below for an example and the settings referenced.
PEP-7382 - Added Document File size to the Reports > Status > Transaction Details > Documents section. The value is based on the source document provided when the transaction was created. Please see the image below for an example transaction.
PEP-7374 - Added an option to route a Participant to a ‘Custom Session Timeout URL’. Added a SessionTimeoutUrl parameter to the Participant (Workflows and API) so the Participant can be redirected to a custom web page when their signing session expires. Please see the image below for more information.
PEP-7307 - Added Group Transactions (transactions not created by you) and document download access options on permission sets for Reports. Also added the option to deny download access for system-wide or account-wide admins. Please see the images below for details on the settings referenced.
PEP-7190 - Added New Relic Browser Integration. This integration adds additional monitoring and logging through New Relic. Please see the image and link below for more details. • New Relic Browser Monitoring Information: https://docs.newrelic.com/docs/browser/browser-monitoring/getting-started/introduction-browser-monitoring/
PEP-7050 - Added the ability to specify and display the time zone to be stamped onto documents either via API or workflows. These updates include adding the following: DefaultTimeZoneID to the config, TimeZoneID property for API calls, the ability to include the Time Zone in Signature Block Data Signature Date, and the ability to set the Default Time Zone for a Group. Available Time Zones options can be found in the developers guide: https://developers.alphatrust.com/documentation/references/time-zone-ids.html. Please see the images below for the settings referenced.
PEP-6939 - Added a link to the Developers Guide in the Developers section in the footer of the Control Panel. Please see the image below for more details.
PEP-6708 - Added the ability to utilize archive storage including AWS S3 Storage. These setting can be found in the config under ArchiveSettings. Please see the image below for an example.
PEP-6570 - Added Read-Only field type to Web Forms. This field type cannot be edited by any participants in a transaction. Please see the image below for additional details.
PEP-6262 - Added validation options into DocForms. This includes the following: added support for rules via API, the ability to insert specialized field types onto a DocForm, the ability to manage DocForm validation properties, increased validation rules when editing DocForm fields, and the ability to manage Rules for inputs in DocForms. Please see the images below for the settings referenced and an example of field validation.
PEP-6150 - Added the ability to refresh the participant access link when resending the notification from the Reports > Status > Transaction Details > Participants section. This will allow the user to update the Participant information and resend the Participant Notice with a new link. This new feature will also invalidate the original signing link once the new link is sent. Please see the image below for more details.

Improvements

PEP-7600 - Improved HSM failure handling and fixed issue where completed email messages were not being sent when a transaction was completed.
PEP-7499 - Improved the drop-down options for Participant selection. Added Email Address, Title, and Org to participant selection list on the launch page. Please see the images below for more information and an example.
PEP-7365 - Improved the Profile and Group Switcher by consolidating and moving the Profile and Group Switcher links to a standard Account Button. Please see the image below to compare the old and new Profile and Group Switcher.
PEP-7356 - Improved the Participant’s organization name by increasing the character limit for the organization on Participants and Users from 64 to 128.
PEP-7352 - Improved webhooks by adding the ability to include custom header information in Event Subscription HTTP requests. Please see the example below for more information. Please see the example image below for more details.
PEP-7282 - Improved the ability for a participant to form fill without needing another separate task by adding a Forms / Actions task type to the Workflow Designer > Workflow > Task Setup options. Also reorganized the Delivery, Carbon Copy, and the new Forms / Actions task types into their own section called ‘Other Tasks’ and moved them to the bottom of the list. Please see the image below for more details.
PEP-7191 - Improved the precision of timestamps on filenames for JSON logs by adding seconds to the API JSON logs filename. Current Filename Format: 'CreateTransactions-Request--yyyyMMddHHmm' New Filename Format: 'CreateTransactions-Request--yyyy-MM-dd-HH-mm-ssSSS'
PEP-7140 - Improved the resend participant option by adding the ability to refresh the participant access link when resending the notification from the Status Reports Participant section. Please see the image below for more details.
PEP-7124 - Improved the installer so that it will not overwrite X-Frame-Options and Content-Security-Policy for CP, InstallationTests and Sign vue apps.
PEP-6708 - Improved storage options by adding support for archive storage including AWS S3 Storage. These setting can be found in the config under ArchiveSettings. Please see the image below for an example.
PEP-6615 - Improved the Email Message field on the Define Participant Workflow Action to use a rich-text editor instead of a plain text input box. Please see the image below for more details.
PEP-5751 - Improved the document upload functionality by replacing (or adding to) the standard file upload controls with drag & drop file upload controls. Please see the image below for an example of the drag & drop file upload control.

Bug Fixes

PEP-7578 - Fixed issue where an expired license was preventing the application and service from running properly.
PEP-7577 - Fixed issue where checkboxes and radio buttons selected by a prior participant were hard to see when the next participant was signing. Read-only field data is now more clearly visible in the DocForms UI. Please see the image below for an example.
PEP-7576 - Fixed issue where HTML signings were not functional.
PEP-7567 - Fixed issue where Web Form rules involving required fields logic would not compute properly. Please see the example image below for more details.
PEP-7553 - Fixed issue where Task Workflow Actions would not properly save when adding them to a Forms / Actions task. Please see the image below for an example and the referenced settings and steps to add a Workflow Action to a Forms / Actions task.
PEP-7504 - Fixed issue where workflows with blank templates would not launch properly. Please see the image below for the setting referenced.
PEP-7494 - Fixed issue where workflows that were exported with missing content sets would not import as expected.
PEP-7486 - Fixed issue where when editing a duplicated rule, the original rule would also update. Please see the image below for the settings referenced.
PEP-7483 - Fixed issue where when using the Prompt Participant to choose status workflow action, the status would not update and the signing would be suspended instead of correctly prompting the participant to select the status. Please see the image below for the setting referenced.
PEP-7460 - Fixed issue where number fields in a Web Form would not properly validate the set min/max values and a user could type in a number higher or lower than the min/max values. Please reference the image below for an example.
PEP-7445 - Fixed issue where the Sub-Groups table would not resize in a responsive manner when a user zooms in on the screen. Please see the image below for the table referenced.
PEP-7439 - Fixed issue where an incorrect French translation was seen in the default Workflow Actions (Explanation) Content Set. Changed the French translation from "heures" to "fois". Please see the image below for more details.
PEP-7436 - Fixed issue where expiration notices were not being sent for expired transactions.
PEP-7372 - Fixed issue where the failed login attempt status code could cause confusion when received. Changed failed login attempt status code from 400 to 403 to provide the forbidden response.
PEP-7226 - Fixed issue where when attempting to void a document, in the Reports > Status > Transaction Details > Documents section, it fails when you are voiding a document that exists in a transaction that was created in a group that is other than the group the user is currently logged into. The document should successfully void since the user has permissions to both groups. Please see the image below for an example.
PEP-7206 - Fixed issue where the AlphaTrust installer incorrectly configured the Startup Type for specific AlphaTrust services as 'Automatic' rather than the intended 'Automatic (Delayed Start)’.
PEP-7026 - Fixed issue where the Groups page was missing the pagination bar when using the search filter. Please see the image below for an example.
PEP-6927 - Fixed issue where HTML documents could not be verified in the control panel. Please see the image below for the referenced setting.
PEP-2348 - Fixed issue where a Participant's suffix would appear as a digit instead of a Roman numeral when authenticating via Experian. Please see the images below for an example and reference to the integration setting.

v5.18.13.1

8/30/2024

PEP-7361 - Fixed issue where Web Form number fields, with a regex and min/max values, would not have all validation work as expected. Number fields do not support regex validation, and we instead use browser native number input to limit values to numbers. Please see the images below for the referenced settings.

v5.18.13

8/15/2024

PEP-8344 - Fixed issue where when utilizing the Allow Multiple Document Uploads feature with the Document Upload Match RegEx option, documents that matched successfully would not be shown with an Upload Status. Please see the images below for the referenced settings and an example.
PEP-8222 - Fixed issue where when utilizing the Allow Multiple Document Uploads feature with the Document Upload Match RegEx option, Zip files that contained more than one document that matched would not show the details of the multiple matches as it should. Please see the images below for the referenced settings.
PEP-8195 - Fixed issue where if a Launcher Participant exited and did not submit a required WebForm, the Transaction would not correctly cancel. Please see the images below for the referenced settings and an example.

v5.18.12

8/1/2024

PEP-8176 - Fixed issue where reassigned Participants did not have the signer location task properly reassigned. Please see the image below for the referenced settings.
PEP-8174 - Fixed issue where regex validation would not work for the Number field in Web Forms. Please see the image below for the referenced settings.
PEP-8163 - Fixed issue where, when utilizing Public Launch in combination with the Bulk Document Upload feature, if multiple documents matched conditions for a single document upload it would apply the match to both documents when it should only match for the first document. Please see the image below for the referenced settings.
PEP-8133 - Fixed issue where a first Participants’ participant-specific DocForm values are not mapped or shown on a DocForm when a second Participant enters to complete the same DocForm. Please see the image below for the referenced settings.
PEP-8040 - Fixed issue where when updating a Workflow in the Control Panel, a user could exit the screen while changes are being saved. The changes would not be saved and the Workflow would end up in an errored state that could not be recovered from. Updated UI to include full screen saving modal to ensure changes to a Workflow are saved properly. Please see the image below for an example for the new saving modal.
PEP-7896 - Fixed issue where transaction description placeholders accepted participant index but not participant role. Added role to placeholder participant identifier for transaction description. New placeholders include: ParticipantFirstName, ParticipantLastName, ParticipantFullName, ParticipantTitle, ParticipantOrganization, and ParticipantEmailAddress. Please see the image below for the referenced settings and an example.
PEP-7538 - Fixed issue where a daylight savings name was being used for a time zone instead of the standard name causing problems when trying to identify the correct time zone.
PEP-7297 - Fixed issue where task-specific content could no not be specified for Upload Additional Documents Workflow Actions. Added a custom content option for Upload Additional Documents Workflow Action. Please see the image below for the referenced settings.
PEP-6984 - Fixed issue where Participants were not able to skip optional documents when the Prompt Participants for Cancellation Reason setting was enabled. Please see the image below for the referenced settings.

v5.18.11.2

7/16/2024

PEP-8229 - Fixed issue where access order checks on Participants would cause emails to not send out as expected.
PEP-8119 - Fixed issue where a required attribute on a radio button was not properly applied to a PDF upon saving within the Control Panel. Please see the image below for the settings referenced and an example.

v5.18.11.1

7/12/2024

PEP-8196 - Fixed issue where fields would not appear on screen when a participant was assigned a Define Another Participant task. Please see the referenced settings in the image below.

v5.18.11

6/27/2024

PEP-8156 - Fixed issue where Workflow Actions would be incorrectly skipped when DocForms was enabled. Please see the image below for the settings referenced.
PEP-8148 - Fixed issue where the Social Security Number Field Mask would not work as expected and would fill in the spaces after the Participant entered the first number. Please see the image below for the referenced settings and an example.
PEP-8143 - Fixed issue where Participant emails fail to send if they are after a Carbon Copy Participant. Please see the image below for the referenced settings and an example.
PEP-8141 - Fixed issue where API calls would allow for double @ symbols in email addresses. Added validation check for double @ symbols in email addresses.
PEP-8137 - Fixed issue where checkboxes in the Documents editor would be wiped after adding more than one. Please see the image below for more information.

v5.18.10

6/14/2024

PEP-8123 - Fixed issue where Web Forms, that were Workflow Actions on Document tasks, would be triggered out of order. The Participant would see all Web Forms at once instead of with each correlated task.

v5.18.9

6/7/2024

PEP-8110 - Fixed issue where a Participant could not navigate to the signing page if the Workflow used DocForms that contained no DocForm fields. Please see the image below for more details and an example.

v5.18.8

5/23/2024

PEP-8048 - Fixed issue where Task Workflow Actions would be skipped in certain scenario(s). Please see the image below for an example and the referenced settings and steps to add a Workflow Action to a Task.
PEP-8038 - Fixed issue where workflows that could be launched publicly could not upload multi-file zip files. Please see the images below for the referenced settings.
PEP-8034 - Fixed issue where emails for Carbon Copy Participants would not be sent. Please see the image below for the referenced settings.

v5.18.7

5/14/2024

PEP-7991 - Fixed issue where participant reminder notifications were not being sent out. This was seen in versions 5.18.0 through 5.18.6.
PEP-7977 - Fixed issue where Carbon Copy tasks, and related emails, would be completed prematurely and not according to the access order. Please see the images below for an example and more information.
PEP-7974 - Fixed issue where large document uploads did not list the matched document name. Please see the images below for the referenced settings.
PEP-7954 - Fixed issue where Forms/Actions Workflow Actions, that were assigned to a task, would be skipped incorrectly. Please see the image below for the referenced settings and an example.
PEP-7935 - Fixed issue where after hitting the Save button, it would become prematurely clickable again even though a Workflow is still being saved. Please see the image below for more information.
PEP-7910 - Fixed issue where Forms/Actions Web Form Workflow Actions, that were assigned to a task, would be skipped incorrectly and route the user to the Exit Page. Please see the image below for the referenced settings and an example.
PEP-7906 - Fixed issue where a Participant could not reassign a task and would instead see an error. Please see the image below for the referenced setting.

v5.18.6

4/23/2024

PEP-7943 - Fixed issue where multiple emails are sent to carbon copy recipients. Please see the image below for the referenced settings.
PEP-7928 - Fixed issue where when using custom content sets the acknowledge Positive and Negative buttons would use the default text versus the custom content set. Please see the image below for the referenced settings.
PEP-7921 - Fixed issue where emails would not send out properly to a Participant if they only had a carbon copy task. Please see the image below for the referenced settings.

v5.18.5

4/11/2024

PEP-7924 - Additional fixes for text stamping in a specific customer document.

v5.18.4

4/5/2024

Important Notes

Version 5.18.5 reverted behavioral changes seen with text searching when used with text stamping. Please reference the 5.18.5 notes for more information.

PEP-7884 - Fixed issue where updating existing documents was only overwriting part of the previous document if the previous document was larger in size causing them to be corrupt.
PEP-7854 - Fixed issue where required DocForm fields would not validate properly and a Participant could proceed to the next signing step even without answering the required fields. Please see the example below of a required field.
PEP-7853 - Fixed issue where transactions created through the Rest API would not have the DocForm field rules applied. Please see the image below of an example of DocForm field rules.
PEP-7505 - Fixed issue where logging request validation was creating errors when API logging was turned off.

v5.18.3

3/29/2024

PEP-7867 - Fixed issue where Transactions with a carbon copy task assigned to the first Participant would get stuck in a Pending status. Please see the images below for additional details and an example.
PEP-7866 - Fixed issue where Transactions containing Participants that have multiple carbon copy tasks assigned to them would get stuck in a Pending status. Please see the images below for additional details and an example.
PEP-7856 - Fixed issue where using the UpdateDocumentTextStamps() API call under certain use cases would cause a corrupted PDF document.
PEP-7838 - Fixed an issue where license information was not being decrypted properly.
PEP-7818 - Fixed issue where the Launch page would not load for the Launcher until all documents in the Workflow loaded successfully. Please see the image below for an example of a Launch page.

v5.18.2

3/14/2024

PEP-7791 - Fixed issue where PermissionSets were not updating in the database making it look like all of the settings were removed. Please see the image below for the referenced settings.
PEP-7785 - Fixed issue where when utilizing the Bulk Document Upload feature, documents contained within a zip file would not match all documents on launch when using the Document Upload Match RegEx. Please see the images below for the referenced settings.

v5.18.1

3/7/2024

PEP-7683 - Fixed issue where the Control Panel would not show which uploaded file was matched to a particular document when utilizing the Multiple Document Uploads functionality. Update the control panel UI to reflect which document is being used when uploading a document on the launch screen. Please see the images below for the referenced settings and an example of uploaded files being matched to documents on the launch screen.
PEP-7677 - Fixed issue where when using the Multiple Document Uploads functionality, without RegEx, documents were required to match the File Name exactly (including the extension). Updated the file matching logic so that it will match the File Name field (minus the extension and ignoring case sensitivity) with the uploaded file when not utilizing the RegEx option. Please see the images below for the referenced settings and an example of the new logic.
PEP-7755 - Fixed issue where TinyMCE would not properly load on Define Participant Workflow Actions. Please see the images below of the referenced settings and an example of the TinyMCE.
PEP-7724 - Fixed issue where values in a Bulk Launching CSV would not update the workflow if the document was uploaded before launching. Please see the image below for the referenced settings.
PEP-7718 - Fixed issue where a query for the Document Review page was running slowly. Updated a query to be more performant.
PEP-7691 - Fixed issue where CSV exports would not be properly formatted due to commas. All strings are now wrapped in double quotes to ensure properly CSV exports. Please see the image below for an example of a CSV export.
PEP-7682 - Fixed issue where when utilizing the Bulk Document Upload feature, if a document matched both conditions for two document uploads it would apply the match to both documents when it should only match for the first document. Changed how bulk document uploading is matched so that it will only match on a single document that is missing a file; so that one uploaded document doesn't match with multiple workflow documents. Please see the image below for the referenced settings.
PEP-7678 - Fixed issue where SSO logins may fail due to duplicate keys in JWT.
PEP-7675 - Fixed issue where a typo was seen in Signature Block Data. Please see the image below referencing the fixed typo.
PEP-7669 - Fixed issue where certain scenarios may cause checkboxes to not properly uncheck when Participants revisit Web Forms and DocForms to update their selection before completing their assigned document tasks. Please see the images below for the referenced settings.
PEP-7666 - Fixed issue where Field Name’s that contained a period could prevent DocForms from loading properly. Please see an example and additional details in the image below.
PEP-7648 - Fixed issue where document file links, for merged PDF’s, would show the documents in a different order than what is seen in the Control Panel. Added OrderBy to GetDocuments() DB call to preserve the original document order.
PEP-7642 - Fixed issue where Lexis Nexis “Match Data” functionality would not behave as expected when a match is not found. Instead of the user seeing a data mismatch error, no error is presented and the session expires right away.
PEP-7641 - Fixed issue where changing a Workflow Action Type from Generic to a different type caused the workflow to not function properly. The Workflow Action would stay as Generic even though it was changed. Please see the image below for the referenced settings.
PEP-7625 - Fixed issue where if Signature Chrome was enabled at the server level but was disabled at the group level, the system would not handle signatures properly and signings would fail.
PEP-7620 - Fixed issue where when utilizing the Bulk User Upload feature the Password field was required. The Password field is no longer required for Bulk User Upload, Inserts, and Updates. If you don't supply a password upon insert, one will be automatically generated. If you don't supply a password upon update, it will just keep the existing password in place. Please see the image below for the referenced settings.
PEP-7605 - Fixed issue where Carbon Copy emails would not send if they were a task assigned to the last Participant. The system will now only update Carbon Copy to a complete status once the email is sent. Please see the image below for the referenced settings.
PEP-7603 - Fixed issue where the Negative Button Text: label was missing in the User Experience settings under Edit Task Details. Please see the image below of an example where the label was missing.
PEP-7590 - Fixed issue where an optional document’s File Name was not properly overridden with the uploaded file name when set in the workflow to do so. This was only seen with workflows that have multiple optional documents and where the File PDF File Name is set to Filename. Please see the images below for the referenced settings.
PEP-7588 - Fixed issue where there was no support for multi-subnet failover clusters. Added support for SQL Server multi-subnet failover clusters.
PEP-7585 - Fixed issue where non-public workflows could still be launched publicly if it was previously available publicly. Please see the images below for the referenced settings and an example of a public launch page.
PEP-7568 - Fixed issue where Delivery and Carbon Copy tasks would lose their page number value. Please see the image below for more information.
PEP-7565 - Fixed issue where users would not be able to edit and customize a Groups multi-factor authentication email via the source code tool. Please see the image below for the settings referenced.
PEP-7512 - Fixed issue where the Download Button was not shown on the Document Review page. Please see the image below for more information.
PEP-7428 - Fixed issue where the Participant's access order would be calculated incorrectly after the transaction is launched. This issue would only occur when the second participant had a carbon copy task assigned to them. Please see an example and referenced settings in the images below.
PEP-7390 - Fixed issue where a Participant could enter only a space character for the Full Name on the Define Participant workflow action. The validation for Full Name on the Define Participant Workflow Action will no longer accept only a space character. Please see the image below for the referenced settings.
PEP-7275 - Fixed issue where Signature Block Data placement was not respecting the default Offset Start Position of "Left" for the Placeholder Type Search Text. Please see the images below for additional details and the settings referenced.
PEP-6292 - Fixed issue where when utilizing a Workflow with an Is Upload document and selecting a Registered User at launch, the required fields of Title and Organization of the Registered User are not populated properly and the Workflow is unable to be launched. Please see the images below for the referenced settings.