BoldSign Changelog

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

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 for template editing.
• 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 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.