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Release Notes | June 2024
1
KD
Kait Dekker
Posted on July 3

Administration

  • 2FA modal redesigned

  • New troubleshooting access duration options - 3 days, 1 week, 1 month 

  • Highlight 2FA Adoption in User Management Widget on Homepage

  • Manage Users Page Reflects 2FA Adoption

  • Improved automatic timezone detection when adding new user

  • Full Access User is now called Builder User on Suite and New Plans

  • Added a way to revisit TXT or HTML file for Claimed Domain verification

  • Defects fixes:

    • Creating subaccounts should not require manage billing permission

    • Force 2FA screen should not present SMS as an option (for trialers)

    • Fix changing periodicity on a non-paid account with comped holdings

    • Automatically grant app access to admins when reactivating an app

    • Comped Parent able to provision trial subaccount

    • Fix for issue where a duplicate holding was sometimes added in our billing system

    • Fix for an issue that allowed Docs AutoUpgrade to be turned on if a customers was not paying via AutoPay

    • Contact Us button does not work on Plan Compare UI

    • Fix for an issue where AutoUpgrade could double process in race condition

    • Reset password does not advance past login verification


Documents


Documents for Salesforce

  • Improved SOQL performance merge process

  • Allow community guest users to merge documents


Forms

  • New form creation UI in preparation for Forms AI Creation

  • Defect fixes:

    • Fixed no file link in workspace with new file upload field

    • Fixed no file field edit didn’t add new files

    • Fixed setting max and min for file upload to 0 

    • Fixed Date/Time field stopping partial submissions

    • Fixed dropdown Date/Time Picker placeholders don't use field language, only form language

    • Updated Date/Time field for ADA compliance 

    • Fixed “Options” on date field breaking Workflow forms 

    • Fixed single submission sidebar being too large

    • Fixed matching V4 behavior for 0 values in calculations to V3 

    • Matched behavior for signature in Submissions. Shows a link in Table and the signature in the single submission if they are logged in

    • Fixed Discount Codes Failing 

    • Fixed default value not easily being un selected for checkboxes

    • Fixed Safari browser allowing letters in number field

    • Removed scrolling feature for number fields 

    • Added suppress auto-focus for iFrame embedded forms


Forms for Salesforce

  • Rule improvement

  • Defect fixes:

    • Dynamic prefill clearing unexpectedly

    • Avoid search engine indexing


Sign

  • New feature Introduced an option to disable the delivery of signed documents to signers through email. 

  • Support for signing experience in Spanish


Workflows

  • API Security Enhancements

  • Defect fixes:

    • Fix for workflow not advancing to next step when correct password ultimately is entered for encrypted form

    • Fix for step logic not working properly if user has conditional for number equals value

 

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