BoldSign Changelog

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

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 formula field 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 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 for clarity.
• Enhanced Advanced Plan subscription pages for a better user experience.

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.