IMPORTANT: The September eSign update was successfully completed. Some users may need to clear their browser cache in order to see the new Signer Actions UI update on step 4 (signatures, initials, dates, etc. zones moved from the top to the left sidebar under the ‘Pages’ link). For your convenience, here’s how to clear your browser: Chrome, Internet Explorer, Edge, Firefox, Safari.

eSIGN BUG UPDATES
Session Reminders– Session reminders can be enabled on Step 1. The sender can determine the frequency for reminder notifications to be sent to all signers
Session Expirations– Sessions can be set to expire within the next 1 to 90 days from start date. Once a session expires, it will automatically cancel the session and reflect that status on the Certificate of Authenticity, Session History, and Signing Session Information page
Signer Actions UI Update – The Signer Actions display has been moved from the top of Step 4 to the left margin
Drop Down Signer Zones– A drop down zone has been added to the Signer’s Action on Step 4. Senders can determine a list for the signer to select from during the signing ceremony
Dropbox Update– eSign’s Dropbox integration has been updated to support the application’s new code.

Now let’s dig into the details…


SESSION REMINDERS
Set it and forget it! This new feature allows senders to do just that, without the tedious task of individually following up on every sent session. Senders can now determine the frequency for the system to send an automatic reminder to signers.

Session reminders can be enabled on Step 1. Select ‘Set Reminders’ and chose your frequency.
eSign-Release-Notes_Session-Reminders_S1

The Signing Session Information page will note if reminders have been set. In addition, the activity log and Certificate of Authenticity will update for every sent notification.
eSign-Release-Notes_Session-Reminders_S2


SESSION EXPIRATIONS
Have a session that’s time sensitive? Senders can now set an expiration date to quickly and easily close transactions.

On Step 1, senders can select a future expiration date within the next 1 to 90 days from start date.
eSign-Release-Notes_Session-Expirations_S1

If an expiration date is selected, it will appear on all invites. The sender will receive an additional automatic notification 2 days before its set to expire.

eSign-Release-Notes_Session-Expirations_S2

eSign-Release-Notes_Session-Expirations_S3

Once a session expires, it will automatically cancel the session and reflect that status on the Certificate of Authenticity, Session History, and Signing Session Information page. Expired sessions cannot be edited similar to cancelled sessions.


SIGNER ACTIONS UI UPDATE
The Signer Actions display has been moved from the top of Step 4 to the left margin.
eSign-Release-Notes_Signer-Actions


DROP-DOWN SIGNER ZONES
Senders can create a drop-down list to select from during the signing ceremony. To add a drop-down list, select the icon to drag and drop to the document location. Senders can then create the list with a maximum of 25 characters per line. All zone properties (required, optional, conditional) can be edited.
eSign-Release-Notes_DD-Signer

During the signing ceremony, the signer can make a selection from the list.
eSign-Release-Notes_Signer-Selection


DROPBOX UPDATE
eSign’s Dropbox integration has been updated to support the application’s new code.

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