Document Wizard & Signing Experience Enhancements

Introducing SIGNiX MassMailer™

mass mailer

With this new service, SIGNiX clients can easily send documents to a large number of recipients at one time directly from the Document Wizard.

Simply upload a CSV file with the appropriate information for each party, drag and drop signatures and other fields and hit Send. This is a great way to send out human resources or group compliance documents, for example.  

 

Learn more about MassMailer at our MassMailer FAQ page


Grouped / Conditional Signatures

SIGNiX now supports the ability for submitters to group signatures (or initials) in such a way that signing one field will lock out other signature fields. In other words, much like a radio button, signatures can now be made conditional to support signers initialing specific term options or agreeing or disagreeing to a particular contract provision.   

signix product update

signix product update



Upgraded 21 CFR Part 11 support

SIGNiX now features an expanded, dedicated 21 CFR Part 11 Mode to guide both submitters and signers in compliance with 21 CFR Part 11 regulations for the pharmaceutical and healthcare industries. This includes signing reasons, proper authentication techniques and updated Intent to sign dialogs.

signix product update
 

signix product update
 

signix product update



New expanded options for date fields

Submitters can now choose the format of the date and time as well as the time zone to be displayed in a date field associated with a signature. (Note that this does not detect a local time zone on the signer's computer. It is intended to be used when a submitter wishes a visible date field to reflect a particular date format and time zone.)  

digital signature update

Signature Engine™ Enhancements

  • Push notifications added for Party Complete and Expiration events.

  • Radio Buttons now supported (API Only). When transactions and documents are uploaded via Web Services API, SIGNiX will now recognize and support the proper use of radio buttons in the displayed PDF to signers. NOTE: Radio button field addition is not yet fully implemented in the Document Wizard for drag-and-drop placement. This will be added in a future release to the UI. For preview access to this feature in the Wizard, please contact your SIGNiX Account Representative.

  • Automatic PDF field Recognition and Assignment (API Only). This feature allows PDF forms with existing fields to be submitted via API and have those PDF fields be enabled for all parties automatically without having to explicitly tag them via API. This is relevant for cases in which limitations in integration scope may restrict more explicit tagging or where a workflow requires only one signer.


Other Updates & Bug Fixes from previous versions

      • In the Document Wizard, the Quit button has been changed to a Home button for clarity. The Quit button would generally bring users back to the Document Center dashboard, but some users may not have understood that.
      • Updated electronic consent text to be clearer for users
      • Upgraded service-wide PDF support for faster response time, better rendering and improved reliability
      • Implemented better scroll control in Tool Palette party list
      • Fixed limited instances where the Add Document dialog would not appear in Chrome and Internet Explorer
      • Fixed rare bugs with Document Wizard in Chrome v32
      • Fixed issue under certain conditions where transaction title would not be updated when using a template.
      • Various bug fixes for Seamless Signatures™
      • Changed background on signer-side pre-signing screens to improve performance and user experience
      • Numerous small bugs and errors resolved

Known Issues

      • Some less-used UI elements, dialogs, and buttons may appear as they did in an older version.
      • Minor interface issues (tabbing, selections) with users running Internet Explorer 7 and 8 under certain conditions. Note that IE7 and IE8 are not directly supported.
      • Some minor translation issues still present with French and Spanish.

 

Note that some features may not be enabled by default, as some features are unique to particular industries and other features may be delayed to allow clients to train their users in advance. Please let your SIGNiX Account Representative know if you would like to access a feature that is not currently displayed in your account.

Screenshots in this release note are taken from a pre-production version of the release and thus may be different in the final, production release.