BoldSign Changelog

This page highlights new features, enhancements, and bug fixes to help you get the most out of BoldSign.

Bug Fixes

• Improved validation in the Change Recipient API to require the signer order property when signing order is enabled.

Features

• Added time format support for the editable date form field.
• Allows document senders to securely protect sensitive data entered by signers in text box fields.
• Enhanced editable date fields with a time format configuration option.

Improvements

• Added displayStatus and inEditingMode properties to the Document Properties, List, TeamList, and BehalfList APIs.
• Moved to private beta and is not available to all customers.

Bug Fixes

• Resolved an issue in which specific documents failed to upload.

Bug Fixes

• Fixed an issue where the Audit Log showed Disclosure Consent as Not requested by the sender despite the setting being Display to all signers, caused by a delayed request and data loss.

Features

• Introduced Natural Language AI support across multiple sections: My Documents, Team Documents, My Templates, All Templates, and Shared Template Pages. This feature is currently available in Beta.
• Added Group Contact API support in Beta to enhance group management capabilities.
• Added support for creating documents with a group signer through embedded document creation.
• Added support for previewing templates by generating an embedded link via the API.
• Added support for editing documents by generating an embedded link via the API.
• Added Share Template API.
• Added support for group signers in document and template APIs.

Improvements

• The Shared with Teams option is now available on Template pages for easier collaboration.
• Added support for initiators to include CC recipients when signing via bulk links.
• Added support for initiators to delete additional roles when signing via bulk links.
• Added context object in webhook payloads (beta).
  • Provides context.actor (identifies who performed the action) and context.previousState (captures previous values for changed fields).
  • Available for Document and Template webhook events.
  • Populated only for documents/templates created on or after January 08, 2026, older resources will have context: null.

Bug Fixes

• Fixed an issue where specific documents failed to upload.
• Fixed an issue where cloning or editing templates with a large number of form fields did not work.
• Fixed an issue where the electronic disclosure acceptance date was not properly logged in the audit trail for InPerson signing.
• Added HMAC signature header to verification requests when updating existing webhooks.

Bug Fixes

• Fixed an issue that prevented the creation of embedded documents with automatic field detection.

Improvements

• Resolved an issue where text tags in specific documents were not functioning correctly.
• Added locale support in Sender Identity.

Bug Fixes

• Resolved an issue with the maximum file upload limit when using the template feature.
• Fixed an issue where specific documents failed to upload.
• Fixed an issue where the account creation page did not display Czech translations correctly after a document was signed.
• Fixed a bug in text tags where font size and line height overrides were ignored.

Features

• The Team API has been upgraded from Beta to Live.

Improvements

• Fixed an issue where sending a document failed if the signer’s phone number included the Jersey country code.
• Added a webhook event for template edits.
• Promoted the Draft Send API from Beta to Live status.

Bug Fixes

• Fixed an issue where digital signing failed for specific documents.

Features

• Push notifications for document actions are now supported in the BoldSign mobile app.
• Added support for extending the expiry of Bulk Send documents in bulk.

Improvements

• QES (Qualified Electronic Signature) now supports additional fields(textbox, datasigned, editable date) for multi-signing workflows.
• QES signers can now assign the Date Signed and Editable Date form fields.

Bug Fixes

• Fixed an issue where scheduling a document to be sent on Sunday did not work.

Improvements

• Added support for collecting user feedback on AI field detection during template creation in the web app.
• Added support for Korean language for signers.

Bug Fixes

• Fixed an issue where uploading a CSV with non-English characters prevented bulk sending of documents.
• Fixed a bug in the Behalf Document Listing API where email filtering was performed using a case-sensitive search.

Features

• Added support for the Carlito font to provide enhanced typography options.
• Added support for specifying signature types in the Send Document APIs.

Improvements

• Added support for filtering users by provided User IDs in the List API.
• Added support for applying the Carlito font to form fields.
• Added support for preserving the allowed signature types defined in a template when creating a document from it.
• Added support for the Carlito font in form fields and text tags.

Bug Fixes

• Resolved an issue where template creation intermittently failed when multiple form fields were selected and a new form field was dragged and dropped.
• Fixed a bug in form field permissions in the Edit Template API.

Bug Fixes

• When editing a document, the metadata set in the document is now preserved correctly.

Features

• You can now restrict senders from adding, editing, or deleting fields when sending a document using a template.
• Added support for form field permissions in document and template APIs.

Improvements

• Provided Change Team API support to transfer users from one team to another within the organization.
• Added support for downloading templates with and without form fields via both the web app and API.
• Resolved an issue with Thai language fonts in text box fields within downloaded documents.
• Additional signing languages are now available for signers, including Chinese (Simplified), Chinese (Traditional), Japanese, and Thai.
• Promoted the Sender Identity Properties API from Beta to Live status.

Bug Fixes

• Fixed a bug in the Edit Template API that caused the form designer page to freeze when used on a draft template.

Improvements

• You can now copy the User ID and Team ID directly from the user and team details pages.
• Added team ID and user ID properties to the document and template webhook event payload.

Bug Fixes

• Fixed an intermittent document creation failure that occurred when a template referenced a deleted brand.

Bug Fixes

• Fixed a font loading issue for the Polish language in the audit trail.
• Fixed an issue where disclaimer text was being cut off in the Audit Trail.

Improvements

• The status will now change to Completed only after the document is digitally signed. If any errors occur during digital signing, the status will remain unchanged.

Bug Fixes

• Fixed a bug in the Template Properties API where it incorrectly returned a 403 Forbidden error.

Improvements

• Added TemplateName and TemplateId properties to the Document Properties API under the Files property.
• Changed the type of the Files property in the Template Properties API from List<DocumentFiles> to List<TemplateFiles>.

Bug Fixes

• Resolved an intermittent signing failure that occurred when documents included read-only text box fields.
• Team admins and members are now prevented from accessing user, team, and contact details via the API whenever the account admin has restricted that access.
• Added support for listing draft documents in the behalf document listing API.

Bug Fixes

• Resolved issues related to specific document uploads and text tag processing.
• Fixed an intermittent timeout exception that occurred when sending documents via the mergeAndSend API.
• Fixed a bug in collaboration settings within the Send and Create APIs.

Improvements

• Support for uploading Google Docs directly from Google Drive has been added.
• Added the sender identity ID property to the List and Properties APIs.

Bug Fixes

• Resolved issues related to specific document uploads and auto-detection.

Features

• Added an endpoint for sender identity properties.

Improvements

• Added support for multiple signings with Qualified Electronic Signatures.
• Web app: User-created API keys are automatically revoked when a user’s role is downgraded to enforce security controls.
• You can now update the details of existing custom permissions, making it easier to keep access settings current.
• Made the 'Add Me' option visible when sending documents via templates, enabling quick autofill of sender details.
• Hyperlink field now supports email addresses and telephone numbers for more flexible contact linking.
• Enabled support for Qualified Electronic Signatures (QES) for multiple signers within a single document.

Bug Fixes

• Resolved an issue affecting specific document uploads.
• Resolved an issue where phone number validation for Oman numbers was not working correctly.
• Fixed multiple bugs in the Edit Document API.

Improvements

• Added proper error handling for already refunded invoices.
• Added intranet history for scheduled downgrade plans.
• Improved error messages in the Sender Identity API responses.

Features

• Added support for combining multiple attachments within signed documents.

Improvements

• Introduced a Hidden property to the GetDocumentProperties API for form fields, enabling the identification and management of hidden form fields.

Bug Fixes

• Resolved an inconsistency where deactivated users were correctly marked as 'Deactivated' on the Users page but still displayed as 'Account Admin' in the role column on the Teams page.

Features

• Added support for assigning form fields to multiple signers, allowing them to edit the fields during the document signing process.

Improvements

• Improved the display and functionality of the on-behalf action history on the Document Overview page.
• A proper error message has been added for exceeding the maximum allowed length of the credit card name field on the payment page.
• Added CORS support for OpenID Connect endpoints in implicit authentication.
• Added support to notify users about page navigation during the embedded document and template creation workflow.

Bug Fixes

• Resolved an upload issue affecting specific Word documents.
• Fixed a bug in template export that occurred with edited templates.

Improvements

• Added support to restrict team admins and members from viewing organization's users and contacts.
• Added support for enabling the View Document permission when creating custom permissions for the account admin role.

Features

• Added Edit Document API (Beta).
• Added support for automatically syncing users from Microsoft Azure AD to the BoldSign application.

Improvements

• AI-based form field detection support has been added to template editing in the web app.
• Restricted sender identity for known permanently bounced emails.
• Added support for extending the session before it expires.

Bug Fixes

• Fixed an issue where sensitive information—such as addresses, email addresses, or telephone numbers—in textbox and label fields was not automatically hidden in the Chrome browser on iPad/iOS.
• Fixed the issue where signatures or initials were not preserved in the browser for reuse in future documents when the Allow Configure option was enabled and the document did not have any signature or initial fields.

Improvements

• Added support for multiple languages in manual reminder email messages.
• Added support for displaying document and field changes in the document history during editing.
• Added support for copying and pasting text in the textbox editor using the mouse while editing text fields.

Bug Fixes

• Fixed an issue that affected the upload of specific documents.
• Resolved an issue with the search functionality in the Team List API.
• Fixed a bug in draft document send API related to duplicate form field ID.

Improvements

• Improved the lenient name-matching algorithm used in identity verification.

Bug Fixes

• Resolved an issue where the signing process failed when formula fields contained decimal values.

Improvements

• Support for instantly simulating and completing the QES verification process using test data has been added.

Features

• The WhatsApp feature has moved from Beta to Live.
• Added support to configure the authentication frequency for signers. This feature allows control over how often signers must authenticate when accessing documents.

Improvements

• Support for indicating that the document was signed and verified through QES in the final signed document has been added.
• Added ID Verification support in CA region.
• Expose support for template import and export.

Improvements

• Added many improvements to the template import and export feature.
• Added Review and Sign button to the manual ID verification email notification for the recipients.
• Support has been added to enhance the display of error messages when textbox validation fails.

Bug Fixes

• Fixed the issue where the date format and document signing link did not update correctly in customized email templates.

Improvements

• Added support to display the creator of each bulk link on the Bulk Link Overview page.
• Added support to resize the multiline textbox on the Filling and Designer pages.

Bug Fixes

• Fixed an issue where a specific Word document failed to upload correctly.
• Resolved Swagger validation error Operations must have unique operationIds by assigning distinct operationId values to all API operations, ensuring accurate API documentation and client code generation.
• Resolved Swagger validation error Default values must be present in enum by removing the default value attribute from the ResizeOption property.

Features

• The support for creating documents with the formula fields feature has transitioned from BETA to Live.

Improvements

• Added support for editing or deleting form fields created during template setup when sending documents.
• The ability to merge multiple templates and generate embedded document creation links has transitioned from BETA to Live.

Bug Fixes

• When the initiator signs the bulk link by providing their email and name, any leading or trailing spaces in the email address are automatically removed, preventing the invalid email error.
• Signing is blocked if an invalid signature or initial value is provided.
• Fixed an issue where documents signed through bulk links were not removed from the responder section when automatic deletion was enabled.
• Resolved an issue where group checkboxes repositioned unexpectedly when navigating and reselecting them using keyboard inputs.

Features

• Qualified Electronic Signatures (QES) feature has moved from Beta to Live.

Improvements

• Text tag support for mergeAndSend and mergeCreateEmbeddedRequestUrl APIs has transitioned from Beta to Live.
• Support for sending multiple templates with additional files appended to the end has moved from Beta to Live.
• Support for uploading documents directly from Google Shared Drive has been added.
• Added support to preserve or disable profile details (such as stored signatures, initials, and job titles) on the signing page.
• Dropdown fields can now be set to read-only during document preparation or signing.

Bug Fixes

• Fixed an Access denied error that occurred when a template created via API included both regular and in-person signers, and the in-person signer attempted to sign.

Features

• Auto-detect form fields with enhanced DataSync accuracy, simplifying document setup.

Improvements

• Sync signer name and email fields accurately in bulk links, streamlining mass distributions.
• Preserve bullet and numbered list formatting in Word documents during processing.

Bug Fixes

• Fixed bulk link query string issues to ensure accurate signer data entry.
• Corrected Word document list formatting errors for consistent visuals.

Features

• Customize recipient email content in the web app to align with your brand and messaging.

Improvements

• Navigate signing page fields effortlessly, speeding up the signing process.

Bug Fixes

• Fixed textbox resizing for bold fonts to maintain consistent formatting.
• Corrected file name updates for signed documents uploaded to Google Cloud.
• Resolved errors when merging templates with duplicate field names, ensuring seamless creation.

Features

• Send signature requests via WhatsApp (WebApp and API) to reach signers easily.

Improvements

• Rename uploaded documents for efficient file organization.
• Add metadata to Sender Identity for enhanced document tracking.

Bug Fixes

• Corrected API errors when senderTimeZone is empty, improving stability.

Improvements

• Navigate and filter documents quickly with clickable tags on the Teams page.
• Locate expired documents easily with the Expired On filter in My Documents.
• Extended sender identity name limit to 80 characters for greater flexibility.

Features

• Resize textboxes horizontally or vertically for flexible form design.
• Schedule document sending to automate workflows.

Improvements

• Merge multiple templates into one, simplifying template management.

Improvements

• Attach files to completion emails linked to sender identity, enhancing communication.
• Notify CC recipients when signers view documents, keeping everyone informed.
• Include seconds in date signed timestamps for precise tracking.
• Mark Sandbox test documents clearly to avoid confusion.
• Ignore hidden PDF form fields during auto-detection for accurate placement.

Improvements

• Include file names in base64 JSON inputs, streamlining API workflows.
• Enhance brand logo quality for a polished look.

Bug Fixes

• Fixed formula calculations for non-required fields, ensuring accurate results.

Features

• Add text tag support to mergeAndSend and mergeCreateEmbeddedRequestUrl APIs, boosting automation.

Improvements

• Auto-renew expired bulk links for uninterrupted access.
• Specify additional SSO scopes, enhancing security and customization.

Bug Fixes

• Fixed Access Denied errors when cloning revoked documents after ownership changes.
• Ensured document IDs display correctly during template merging and sending.
• Corrected nested formula calculation errors for reliable results.
• Fixed field value mapping for templates with identical DataSync tags.
• Applied fallback brands correctly when the original brand is deleted.

Improvements

• Enhance audit log security details for greater transparency.
• Edit textboxes via tab navigation, improving usability.

Bug Fixes

• Fixed text tag field placement to prevent page boundary issues.
• Resolved DataSync value updates in Bulk Send, ensuring accurate data.

Improvements

• Revamp the share dialog for an intuitive user experience.
• Optimize the extend expiry API for improved performance.

Bug Fixes

• Fixed missing logos in specific Word document uploads.
• Resolved errors when deleting multiple documents simultaneously.
• Strengthened Auto-Detect field validation in embedded API requests.
• Preserved field values when updating signer emails during editing.
• Fixed broken edit links after in-app template changes.

Bug Fixes

• Fixed CSV export errors on the Contact page, ensuring accurate data.
• Prevented signing if attachment uploads fail, enhancing reliability.

Features

• Introduced Qualified Electronic Signatures (QES) in beta, expanding signature options.

Bug Fixes

• Fixed logo and checkbox alignment in Word document uploads.
• Resolved SSO login issues after incorrect Authority URL setup.
• Ensured tabindex fields remain navigable during validation failures.
• Corrected font style updates in formula fields on the prepare page.
• Fixed draft saving for cloned bulk link documents.

Improvements

• Replaced Contact Us with Upgrade or Start Free Trial on the Enterprise API plan page in the web app for better clarity.
• Improved the user experience of the Advanced Plan subscription pages in the web app.

Bug Fixes

• Fixed specific digital signature failures, ensuring consistent performance.

Features

• Create documents with dynamic formula fields for advanced calculations.

Improvements

• Set sender's email as default reply-to for reminders, streamlining communication.

Bug Fixes

• Hid unfilled fields from subsequent signers, enhancing privacy.

Bug Fixes

• Excluded non-required attachment fields from downloads, reducing clutter.
• Fixed maximum limit errors when re-uploading deleted documents.
• Resolved Google Cloud backup failures in Firefox, ensuring cross-browser support.
• Corrected folder and file creation errors with apostrophes in names.