Resolved Issues

Home page interface updates

New "Recent" library tab

A new Recent folder is available on the new Home page in the Start from library feature that allows the user to select from their 20 most recently used templates.

The Recent folder allows sorting based on the template Name. Searching for the name of the template is also supported.

The default sort order is based on use, with the most recently used templates at the top.

Manage page interface updates

Government ID - Signer Identity Report download

Customers that use Government ID as an authentication method can now download the Signer Identity Report (SIR) from the Manage page.

Improved "Replace current signer" functionality

The Replace current signer function on the Manage page has been improved in this release to bring it to parity with the legacy function. 

Senders can now select if the original recipient should be allowed to sign or be removed from the recipient list for that stage of the signature process.

Hover-over actions on the agreement table

The agreement table on the Manage page exposes two buttons when you hover your mouse over any agreement record.

• "Open" is always available and will show you the agreement in its current state.
• The second button is determined by the current context of the agreement and surfaces the next likely action needed.

eg: If the agreement is waiting for a recipient to sign, then a Remind button is probable. 

If the agreement is waiting for you to fill in field information, Fill would be the likely action.

Improved User Experience

New Self-sign interface

The legacy Only I Sign interface is being re-labeled Fill and Sign and will enable a self-signing experience that supports the use of templates, Authoring, digital signatures, and CFR compliant signing workflow which provides parity with the Send experience.

The switch to enable this experience is set through the Account Menu by the account/group admin.

Establish a default country code for phone authentication

Customers that use phone authentication can now explicitly define the default country code at the account or group level.

Controls to define the code are on the Send Settings page where phone authentication is enabled

Customize the recipient options on the eSign page

Admin control over the options for signers on the e-sign page have been added, allowing explicit control over most menu items.

Adobe Sign Authentication

The Adobe Sign authentication method has been exposed for all multi-license service levels.

Additional controls to ease the use of Adobe Sign authentication internally have been added to the admin menu.

Delete Groups from the UI

Admins now have the ability to delete a Group from their view in the UI.  

The group must be empty of Users prior to deleting the group.

Trusted & Secure Industry Leading Solutions

Stand-alone Timestamp

The Adobe Sign usage of the Certified Document Service (CDS) has been improved to capture a timestamp without requiring a digital certificate.

Bio Pharma Settings Update

A persistent tab in the Admin console as been added with all the granular controls required to customize your signature process to support FDA submission requirements.

Mobile Signing Improvements

Ease of use improvements have been added to the mobile signing experience, including a calendar date picker for date validated fields and defaulting to the numeric keyboard for number validated fields.

REST v6 API

GET /agreements/[agreementId} – The parentId and type attributes are being added to the AgreementInfo object. 

• The parentId value is populated with the ID of the parent template used to spawn a child Mega Sign or web form agreement
• The type value indicates if the parent template is a Mega Sign or web form.

GET /accounts/[accountId} – This is a new REST v6 API call that returns the DetailedAccountInfo object (patterned after the existing DetailedUserInfo object returned by GET /users/{userId}).

Integrations

Dynamics 365 CRM v9

This release expands the localization of the package to include French, German, and Japanese.

SharePoint Online v2

Add field mapping for your Adobe Sign web forms, allowing customer input to be inserted directly to your SharePoint list.

ServiceNow v2

Version 2 redesigns the package to improve the installation process, reduce dependencies, and improve functionality.  Improvements include support for multiple files, support for large files (>5MB), in-app signing, and document proofing prior to send.

Resolved Issues

New Manage page: Upload signed document

The ability to upload a file that has been signed outside of the Adobe Sign process has been added to the new Manage page.

The new Home and Manage page become the standard

This release brings both the Home and Manage pages to parity with the classic versions.

The ability to switch between the classic and new Home and Manage pages has been removed.

• Enterprise and Business service plans still have the authority to set the user experience back to the classic pages for a short time longer.  
  • The classic pages are scheduled to be removed from service entirely in the second half of 2020.

Customers are strongly encouraged to switch their accounts to the new interface prior to the deprecation of the classic page to allow time for users to acclimatize.

Resolved Issues

Improved Admin Functionality

Set administrative roles in the Adobe Admin Console

Adobe Sign customers that manage their user entitlement via the Adobe Admin Console can now also assign elevated authority to individual users in the Adobe Sign product profile.

Currently, only Account-level and Privacy-level admins can be assigned.

Improved User Experience

Save draft agreements during authoring

When authoring an agreement, senders now have the option to save their progress as a draft, allowing them to return to the agreement later.

To resume field placement and send the final agreement, the sender can find the agreement in the Draft folder on the Manage page.

Mouse over the agreement to expose the Edit button or, click the agreement to expose the actions in the right-rail, and select Edit Agreement:

Cookieless signing for unauthenticated signers

Many partner integrations use an iFrame to launch the e-signature page from Adobe Sign. This, coupled with the growing trend to disable cookies in browsers, can prompt a message to the recipient to enable cookies to continue the signature process.

To bypass the friction of enabling cookies, a new button has been added to the page allowing the recipient to open the agreement in a new tab and complete the signature process.

The Recentfolder has been added to the Sendpage

A new Recent folder has been added to the Files selector on the Send page allowing the user to select from their 20 most recently used templates.

The Recent folder allows sorting based on the template Name, and searching for the name of the template is also supported in the Search field at the top of the window.

The default sort order is based on use, with the most recently used templates at the top.

Signer view: The required field counter has been updated for clarity

The field counter for required fields has been updated to provide a more explicit message for the recipient.

The acknowledgment has been changed from "Completed" to "Required fields completed".

Trusted & Secure Industry Leading Solutions

Echosign.com is changing to adobesign.com

Adobe is changing the domain name for the Adobe Sign service to adobesign.com. 

The transition began with the March 2020 release for free and individual user accounts with no impact expected to customers that have purchased other plans.  

For Accounts that have migrated to AdobeSign.com

• The new domain is being rolled out as a redirect from the main login page
• Redirects are not necessary to access existing agreements
• Existing agreements remain available to all parties from the existing domain name 
  

In this release, small business, business and enterprise account administrators have a new control available in the Account > Account Settings > Account Setup tab to move their account to the new domain.

• The control enables the ability to switch between the old and the new domain name at will
  
• Customers that use explicitly allowed domains, that use 3^rd party integrations, or custom applications will be able to test the impact of the new domain name on their environment.  If there are conflicts or errors they can switch back to the old domain without an impact to agreements or workflows

Please refer to the FAQ to determine the impact of this change on your environment.

Government ID - "Liveness" detection and automatic image capture

Customers that use Government ID as an authentication method can activate two new improvements in this release:

• Automatic image capture: As the recipient focuses their phone camera on either the identity document or their face, the application automatically snaps the best picture as soon as the object is properly framed on-screen
• "Liveness" detection to ensure the "selfie" is taken from a real person: During the selfie portion of the authentication process, the recipient is instructed to perform an action (e.g.: Smile!) to demonstrate that the target is responsive

Both features are disabled by default.  Contact your success manager to have them enabled.

New Cloud Signature provider: Smart-ID

Smart-ID is the newest trust service provider joining Adobe Sign from the Cloud Signature Consortium. Smart-ID is a cloud signature service from SK ID Solutions allowing citizens in Estonia, Latvia, and Lithuania to easily meet the requirements for EU-Qualified Electronic Signatures according to eIDAS.

Mobile Signing

Rebranding of the Adobe Sign icon

The Adobe Sign icon in both the Android and iOS applications has been changed to to the new image.

This is a branding change, and does not change the user experience.

Android: 64-bit support for Fill & Sign

The Adobe Sign for Android mobile application now supports 64-bit Fill & Sign functionality.

REST v6 API

Control file removal when invoking the Compose page via API

POST /Agreements/{agreementId}/views for the COMPOSE view has a new parameter in ComposeViewConfiguration.FileUploadOptions: canEditFiles

Integrations

Auto-provisioning for integrations

For customers that are managing Adobe Sign on the Adobe Admin Console and integrating Adobe Sign into partner applications, the administrator can further configure Adobe Sign so that end users are automatically provisioned into the Adobe Sign product profile when they first use the application within the integration.

Resolved Issues

Rebranding of the Adobe Sign icon

The new Adobe Sign icon and branding has been updated in the application.

More Users listed on the Users page

The Users page has been updated to load (up to) 5000 user records (up from 2000).

Resolved Issues

Improved Functionality

Edit agreement elements after entering Authoring

The authoring environment has added a Back button, allowing the user to navigate back to the Compose page to make edits.

Elements that can be edited include:

• the agreement Name and Message
• the recipient email addresses
• the files attached to the agreement (add, delete, and reorder)

Once the edits are complete, the user clicks the Next button, and is returned to the authoring environment (with the updates in place).

Previously placed fields retain their configured values and Assigned to value (ie: Participant 1). 

• If the email address of any participant has changed, the new email value is substituted in without disrupting the field configuration
• Swapping out files will strip out any field placment for those removed files
  

Required Hyperlink fields

Hyperlink fields can now be configured as a Required field during the signature cycle.

When the Required option is checked, two new parameters are added to the properties of the field:

• Assigned to - Defines which recipient is required to click the field during their action for the agreement
  • One recipient can be explicitly required, forcing only that recipient to click the field before completing their action for the agreement
    • The link remains clickable for all recipients that are not required to click the link
  • Everyone is a new role available exclusively to the Hyperlink field, requiring all recipients to click the link before completing their action
    
• Tooltip - Provides for a text tooltip for the recipient when the field gains focus
  

Calculated Fields improvement with Currency formatting

Calculated fields that display their values formatted as Currency have new rules that dictate which currency symbol is displayed in the calculated value.

Note that calculated currency values can be derived from one or more source fields that validate their values as Number or Currency.

• If the source fields contain a currency validation for the US, the calculated value displays the US Dollar symbol: $
• If the source fields contain a currency validation for the UK, the calculated value displays the Pound sterling symbol: £

Improved Decline options for recipients

The option to allow a recipient to decline an agreement has been expanded to:

• expose the Decline button in the footer if the esigning page for all recipients assigned the Acceptor role

• allow the group and account-level admins to explicitly define a list of reasons the recipient can select from when declining the agreement

Advanced Account Sharing allows the Hide action for shared agreements with Modify permissions

Accounts that have enabled Advanced Account Sharing with Modify permissions will now see the option to Hide/Unhide agreements on shared accounts.

• This action is taken on behalf of the owner, meaning the hidden agreements are hidden in the owner's (and everyone else's) view.
  

REST v6 Updates

Define the lifespan of a signing URL

The GET /agreements/{agreementId}/signingUrls REST v6 API call added a new parameter: expiry.

• This parameter accepts a value between 30 and 315360000 seconds (~10 years)
• The default expiry time span for new customers is 1209600 seconds (14 days)
  
  • Existing customers will have the default value grandfathered to 3650 days
    • Existing customers that would like to have their default value reduced should contact their Success manager or Support to have the setting updated
      

Relative field positioning via REST v6

The POST /agreements REST v6 API call has been expanded to include a new optional attribute: formFieldGenerators. This allows fields to be programmatically positioned relative to specified strings found in the uploaded PDF document.

Personal Web Form API call

The existing REST v6 API call POST /widgets/{widgetId}/views API call has been expanded to include a new parameter: personalizedSigningViewConfiguration.

This parameter allows for personalized web forms.

Create/Rename/Delete Groups

Three new REST v6 API calls have been added to help manage groups via REST v6:

• Create a group: POST /groups - Create a new group in an account
  
• Rename a group: PUT /groups/{groupId} - Update an existing group
  
• Delete a group: DELETE /groups/{groupId} - Delete an existing group
  

Experience changes for users

API: Improved REST v6 DELETE calls for Privacy Administrators

Privacy Administrators can now call DELETE /agreements/{agreementId}/documents without the x-api-user header when using an account scoped token.

Audit Report text changed for final entry

The audit report no longer explicitly enumerates the list of participants (and their email addresses) in the last record.

The final event of the audit report now displays Agreement completed. with the time/date stamp of the event (in GMT):

Calculated Fields improvement with Currency formatting

Calculated fields that display their values formatted as Currency have new rules that dictate which currency symbol is displayed in the calculated value.

Note that calculated currency values can be derived from one or more source fields that validate their values as Number or Currency.

• If the source fields contain a currency validation for the US, the calculated value displays the US Dollar symbol: $
• If the source fields contain a currency validation for the UK, the calculated value displays the Pound sterling symbol: £

Mega Sign expiration dates

Mega Sign agreements will now honor the account/group level defaults for the automatic agreement expiration.

If there is a default value set at the account or group level, that value is imported into the Mega Sign creation process, and conferred to the child agreements:

Editing the expiration date of the (parent) Mega Sign object updates the expiration date of all remaining child agreements (that are still in-progress) to reflect the same expiration date.

• Editing a child agreement's expiration date is allowed, and is done by directly editing the child agreement
• Editing the parent Mega Sign object after editing a child agreement will align the child agreement to the new date set on the parent Mega Sign object
  

Searching agreements now returns records sorted by relevance

Searching in Adobe Sign now returns records with the most relevant results at the top, with the last date modified value being the last sorting criteria.

This adjustment improves the result of searching with multiple terms by elevating the agreements that match more terms to the top of the returned list of records.

Workflow Designer producing error messages

Due to improved security around the sharing of library assets, some workflows may start throwing a Server error message when editing the workflow after the September update:

Senders attempting to use a workflow with this problem are provided an error message that indicates the workflow contains documents that are our of scope:

This error means the workflow has lost the authority to use one or more of the attached library templates. Most commonly this happens when the template access permissions are changed from allowing the account/group access to limiting access to the owner.  

Admins should cancel out of this error message rather than reload the page.

To correct the error:

• The owner of the template should edit the template permissions to be available to the account/group that the workflow is bound to
• The owner of the workflow can replace the template with one with the appropriate permissions.  To do this cancel out of the error condition above and proceed to edit the workflow and replace the document

Resolved Issues

Multi-select action on the Manage page: Hide/Unhide

The new Manage page now allows the option to select multiple Agreement, Web Form, and Mega Sign records.

• When one record is selected, the right rail opens to show all actions that are available for the record
• If multiple records are selected, then the right rail is filtered to show only those actions that can be applied to all selected records

Default post-signing page (for unregistered recipients) has been updated to remove marketing content

All accounts have a new default post-signing page for recipients that are not registered Adobe Sign users.

The success message and a link to download a copy of what was just signed remain to inform the recipient and provide access to the agreement.

All marketing content and links to register for an active account have been removed.

Custom post-sign redirect URL

Admins have the option to define the URL their recipients are routed to once they have completed their actions with the agreement.

The post-signing URL can be configured at the account or group level.

• Group-level settings override the account-level settings
• API call parameters over-ride group/account-level settings
  

Post-sign redirect set to zero seconds by default

As of this release, all redirects have a default 0-second delay to redirect to a new page.

• This applies to automatic redirects (eg: the post-signing page; integrations) and API calls
• API calls can configure redirect delay in the API call if a greater delay is desired
  

Post-sign redirect message added to the esigning page footer

If a redirect is configured for an agreement (via UI or API), a message is added to the Click to Sign footer of the esigning page to alert the recipient that they are going to be redirected after signing.

• The redirect message: "Upon signing, sender requests you be redirected to domain.com"
  • domain.com is the domain name supplied in the specific URL redirect

Government ID authentication improvements

The Government ID authentication option has been improved with additional capabilities:

• Government ID authentication is now available to customer accounts based on Microsoft Azure cloud (EU2 and NA3)
• German National ID Card and Residence Permit have been added to the list of supported documents for identification

Improved reporting for the Hyperlink field

When pulling the .csv report for an agreement or template, the value in the Hyperlink field will now reflect the URL that the link delivered for the recipient, for external pointing links, and the page number for internal pointing links.

If the link is not clicked, the field remains empty.

• This replaces the previous convention of using the value "TRUE" if the field was clicked
  

New REST v6 API methods

Two new methods have been added to the REST v6 API:

• GET /libraryDocuments/{libraryDocumentId}/formFields -  Used to retrieve the details of the form fields on a library template
• PUT /libraryDocuments/{libraryDocumentId}/formFields - Used to update the details of form fields on a library template

REST v5 API update for replacing signer

The REST v5 API has been updated to ensure that only the sender of an agreement can replace the recipients. This may represent a significant change for customers accustomed to replacing recipients for other users.

This is particularly impactful for integrations that leverage the REST v5 API (eg: Salesforce).

Note: Advanced Account Sharing can be leveraged to overcome this new restriction (with Modify enabled).

Resolved Issues

Configure data governance rules to automatically delete agreements

Customers that prefer to store their agreement records in their own systems, and want to delete the original documents from the Adobe Sign systems, can install a “retention policy” that asserts how long Adobe Sign should retain the transaction, and automatically delete the agreement (and optionally the supporting audit/personal data) from Adobe Sign after that timespan.

Retention rules are defined by an account-level admin in the Data Governance section of the admin menu.

Improved Signer Identity Report

The signer identity report (SIR) generated with the government ID authentication method is being improved to allow access to an interim version while the agreement is in progress.

Access the SIR from the Manage page by selecting the agreement (to open the Action rail on the right) and selecting the Download Identity Report action.

Setting a password is required to download the SIR, and that same password is required to view the resultant PDF:

The SIR clearly indicates if the report is interim or final:

Delegation of agreements with digital signatures

The ability to delegate an agreement with digital signatures affixed has been added to the recipient   e-sign page.

Suppress the Send page / Send from Workflows only

Accounts can suppress the Send page and route all agreements through controlled workflows designed by the administrators.

The Replace Recipient feature now applies to the Form Filler role

The ability to replace the current recipient now includes the Form Filler recipient role:

Expanded reason field for decline reason

The field user to provide the reason for declining an agreement has increased the number of characters that can be entered to 1000 (up from 255).

Improved authentication for Mobile Signature Capture

The mandatory mobile signature capture feature has been improved to detect if the supplied phone number is likely to be reachable. If it is detected that the number may be inappropriate to capture a text message, a warning is displayed. The user has the option to cancel or proceed:

The in product help feature has been updated

The in product help system has been updated in this release with an improved experience that works on the new Home and Manage page interface.

Accounts that have the feature enabled will see that the Guided Help tab floating on the right edge of the window has been replaced with a less obstructive question mark icon:

Admins can enabled or disable the in-app help system at the account and group level:

Experience changes for users

Customer-facing emails have removed the email link to support@echosign.com

The email notifications to users (eg: password reset emails) have removed the link to the legacy email address of the support team to promote the current contact policy

The Cancelation email has been clarified with regard to who is notified about the cancelation

The language in all cancelation templates has been improved to clarify that only the parties that have participated thus far in the agreement will be notified of the cancelation:

The Payments page has updated the user interface

Minor text and layout edits have been done to the Payments Integration page:

Resolved Issues