Release Notes

Major

• Changes to bundle archive policy - allowing firms to opt in to permanent file deletion on bundle archive. A part of this update will remove the download reminder for recipients. More details can be found here: Document Retention and Archiving

Minor

• Improve the security of the FYI document connector within FuseSign. The connection to FYI now matches on the email account of the FYI account to mimic individual user access within FYI.

Major

• User interface refresh of bundle search tables

• Users can now archive multiple bundles at once

• Users can now delete multiple draft bundles at once

Minor

• Mixed mode verification support added to bundles created by third party integrations

• Bundles now have a limit of 20 ‘View Only’ recipients

• Recipients cannot share email addresses on a bundle unless they use SMS verification with a unique email and mobile number.

Other

• Fixed an issue where incorrect date formats would cause unexpected results

• Fixed an issue where unexpected audit log entries would get written on CSV import

• Implemented fallback option when searching for anchor text in PDFs

Other

• Fixed an issue where recipients would sometimes not be able to see their document list

Minor

• Developers can now include a ContextUrl when creating bundles. This URL will soon appear as a button that the user can click in FuseSign to return to the document inside their application. This can be found on the /api/Bundle/Create endpoint Settings>ContextUrl.

Minor

• Refresh of UX of the side bar in the FuseSign admin experience.

• Bundle signers may now “refresh” their signing sessions before they expire to prevent them from having to re-authenticate.

Other

• Minor improvements to the formatting of the signing experience

• When drafting a bundle and uploading multiple documents at once, they will be automatically ordered by name.

Minor

• Automatic bundle reminders will no longer be sent when a bundle is greater than six weeks overdue. An entry will be written to the bundle audit log indicating this.

Major

• Rewrite of the FuseSign recipient experience including support for clients with additional features including:

  • Ability for signers to draw their own signatures

  • Improved verification flow for mobile recipients with email to sign verification.

  • Improved “Next button” logic when jumping through inputs.

  • Improved “Completed bundle” flow which can direct a user to wait for finalised documents to be signed to download signed PDFs.

  • This is being gradually rolled out to all users from 31/3/2023 to 14/4/2023

• Improved processing of PDF documents uploaded with passwords and/or other formatting or PDF technical glitches.

Minor

• Allow manual selection of blank teams for users with default teams set.

• APS Contact Sync now allows for “Desktop” Individual contact types.

• Improved XPM contact sync to allow support for very large XPM data sets.

Other

• Reduce the length of rejection note that a signer can upload on a document.

• Improved formatting of inputs on the recipient page.

• Allow support to customize the email greeting adding the ability to customize “Hi x” or “Dear x”

Major

• Rework of Contact syncing logic to handle situations where contacts are duplicated by manual or third parties. More details on the new system can be found here: https://knowledgebase.fuse.work/FuseSign/contact-data-sync-record-update-logic

• Improvements to the FuseDocs > FuseSign integration including FuseDocs workflow links can now be included in the finalisation email. More details can be found here: https://knowledgebase.fuse.work/FuseSign/document-finalisation#DocumentFinalisation-FirmFinalisationEmail

Other

• Improved the warning message when changing FuseSign plans resulting in the loss of third party connections.

External Developer

• Making a bundle ready for archive that is already archived will no longer error.

• “Last Signer” logic improved where a sign only recipient is the last signer.

Major

• PDF validation processing logic improved. PDFs will be verified on initial upload for any security or other issues that would prevent them from being signed.

Minor

• Improve processing of corrupt or secure PDF files when uploading.

Minor

• Improvements to the Signature placeholders - improved performance and visuals.

Major

• Advanced integration with FuseDocs + FuseSign + FYI.

  • File FuseDocs documents back into FYI automatically once they are signed via the FuseSign+FYI Document Connector

  • For more information on how to configure this, please contact support@fuse.work

Minor

• Improved the FuseSign trial experience with more default options enabled.

• Prompt validation for signers when entering input values.

Bug Fix

• “Finalise now” and cancel actions were incorrectly enabled on bundles created by BGL integration.

Minor

• IP address of the bundle sender now included in the audit log.

• Implementation of limit of documents per bundle based on performance feedback. Limit of 40 documents per bundle.

• Improved experience for applying placeholder templates where the document pages do not match the template pages.

Minor

• New Date format available for generated PDF documents: DD MMMM YYYY E.g. 06 October 2022

Minor

• Modification to Archive bundle logic - allowing firms to archive bundles and overwrite download protections.

• Various improvements to wording of settings for more clarification

• Additional support for troublesome PDF files.

• Improvements to the bundle send Email preview.

Minor

• Various improvements to client “drobox” functionality.

• UX improvements to the flow of end signers related to date inputs.

• Tracking team movement and changes in the business security audit log.

Minor

• Various improvements to the UX of the signature placeholders components for admin users as well as front end signers.

Major

• CLOSED BETA - Document Connector for FuseSign + FYI

Major

• FuseSign Statistics Report (BETA) - historical credit and SMS usage reports.

Major

• Support for Microsoft Azure AD (Office 365) Single Sign On (SSO)

Major

• Mixed verification mode - Signers can now have a combination of Email to View and SMS to View on a single bundle.

Minor

• New password reset functionality - a more intuitive password strength checker.

Major

• FuseSignHere - single user mode - when placing signatures on screen you can switch to see all placement types for a single signer.

Minor

• MYOB AE Data sync service available.

• Pre-archive state now shows the state of bundle before it was archived.

Minor

• Fixed missing external link for XPM contact sync

• Billing invoice will now go to the stripe payment link rather than the invoice PDF

Bugs

• Fixed an issue with time zone representation on bundle export

• Subject bar was not showing error handling correctly when creating new bundle

Minor

• Country code selection improvements

• SMS errors will now be clearer on the UI

Minor

• Contact names will now show with normalised casing, for example SIGNER SIGN will now show as Hi Signer in emails and on the signing portal

• Document Status is now available on the External API

Bugs

• Fixed an issue where bundle drafts would not correctly clear when going from an existing draft to the new bundle page

• Fixed minor UI issues with menu buttons

Minor

• Now showing first name in signer experience on the front page eg. "Hi Signer"

• External contact sync (APS, XPM) will now check every hour rather than 2 hours.

Bugs

• Clearer warning message if trying to access the business security pages with insufficient permissions

• SMS failure events were not correctly reporting back to the firm

Major

• Ability to send a Test Bundle for Trial accounts

• [API] Can now filter webhooks for your developer account

• Default Due date can now be applied automatically if you set the Default setting: https://app.fuse.work/fusesignquicklink/settings/reminders?setting=EnableDefaultDueDate

Minor

• XPM integration improvements

  • Ability to do a Full Resync, which will sync all contacts regardless of Last Modified date

  • XPM will now select Contact records rather than Clients, unless the Contact has no clients

• Warning message when changing a contact which is currently on other active bundles

• Made it a bit clearer where your new contact has ended up when creating a new contact on the contacts screen

• [API] IgnorePhoneNumberIfInvalid flag on the Customer Create request - this will set the PhoneNumber to NoMobile if the phone number does not pass validation checks

Bugs

• Fixed an issue where bundles would sometimes not send

• Fixed an issue where failed emails would not correctly show on the bundle screen

• Fixed an issue where the .PDF extension on the PDF would be duplicated on the signed document

• Various UI Bug fixes

• Can no longer remove the FuseSign or FuseDocs license if the user is in the FuseDocs or FuseSign champion groups

Major

• Improvements to the Document add section when creating a bundle

Minor

• Allow Bundle body to be blank if Standard email wording is being used.

• FuseSign license agreement is now required and enforced when connecting to an external integration partner.

• Button to send an email from a FuseSign draft.

Minor

• Ability to change the time order of the bundle audit log when reviewing a bundle

• Ability to manually retry a failed subscription credit card charge

Bugs

• If an SMS or Email send failed on initial bundle send, the whole bundle would be prevented from proceeding

• Auto top ups were incorrectly showing as top ups in the billing invoices table

• Fixed a  bug where unrelated audit events could show on the document audit trail in signed documents

• Improvements to display for iPad

Major

• Improvements to the Contacts page to give more details about contact source and improvements to search and sort

Minor

• Added new icons for internal firm users 

• Ability to disable archive warning emails for internal firm users: https://app.fuse.work/fusesignquicklink/settings/finalisation_email?setting=DisableInternalDeletionWarnings

Bugs

• Fixed a bug where reminders would not send at 9am in the firm time zone correctly

• SMS notify was clearing when editing the user on the new bundle page

Major

• After your plan has been cancelled, you will now have 42 days to retrieve any documents, rather than 28.

• Approval for external systems (For example BGL or FYIDocs) to sign into FuseSign has been restricted to FuseSign Champions only

Minor

• Internal signers are now identified on the UI (these are matched by email to your teams internal users)

Bugs

• Fixed an issue where the person sending the bundle was not correctly reflected in the audit log

• Fixed a bug where you could not reorder signers after sending from FuseDocs with "Last Signer" selected

• Fixed an issue where changes to the credit card on FuseSign was not reflected immediately on the UI

• Fixed an issue where certain characters in a signers name would cause signature placements to return a blank image

Minor

• You can now disable the rejection by Bundle feature if desired

  • See: https://app.fuse.work/fusesignquicklink/settings/business_defaults?setting=EnabledRejectionModes​

• More granular control of the Contacts page. Archived Contacts page has been removed.

• Contacts are now categorised better during search when creating a bundle

• Default team will now automatically apply where applicable

Bugs

• FuseSign will now remove extra ".pdf" off the document name on upload

Minor

• You can now set the rejection mode of a bundle.

  • The default is Reject by document where the individual document is rejected.

  • Reject by Bundle will reject the entire bundle

• Duplicates Merge Wizard - Note at this stage it will only support merging of Internal (Manual) contacts.

  • Contacts generated externally (for example through FYIDocs) currently are excluded from the duplicate finder.

• Bundle history is available for contacts on the contact tab

• You can now include a message to signers when retracting a bundle.

Minor

• Developer API - Send reminders from external API Bundle/SendReminder

• Developer API - Customer status summary now available on the Bundle object (Customer.CustomerBundleStatus)

Bugs

• Fixed a bug where a vertical bar would show on the fusesign email button

• Fixed a bug where the default sign team was not cleared if the user was removed from that team

Minor

• New users management page for FuseSign to simplify the experience

Bugs

• Fixed an issue where removing a user from a team did not clear their default team

• Various PDF viewer issues resolved

Minor

• Warning will now show when removing a recipient with Signature Placements

• Can now request View Only documents to be excluded from Bundle finalisation emails to the Firm.

Bugs

• Incorrect message shown on finalisation email when No Attachments was set on the bundle

• Email error notification shown after successful email sent

• Fixed an issue preventing update of a Customer Phone when the customer was in use on other bundles 

Major

• Customer import rework. Ability to import customers from external sources. CSV import has now moved to the Settings -> data sync feature

  • CSV import has been reworked, no longer requires a support request to do the upload (max of 5000 records at a time.

• Improvements to the get help page

Minor

• Detailed customer history now available when viewing a customers details

• SMS usage shown more clearly on billing page

• Settings tabs now included in the URL so pages can be linked or bookmarked

Bugs

• Bundle will now retract if all signer actions are cancelled on the bundle

• Fixed a bug where the bundle would show that it had progressed to the next group incorrectly when a document had been cancelled

• Fixed a bug where recipient search would not operate correctly

• Exception will now throw if DisplayName is not set on a document [External API]

• Fixed an issue preventing signers from signing if a bundle had an error

• Fixed a bug where signing order cant be changed after opening a draft

Major

• Verification modes are now presented as a slider bar and can be disabled or defaulted in Settings

Minor

• Improved performance of archive customer 

• Option to cancel one customer from the Finalise Now dialog

• Extended the signing link length to improve security

• Made the customer verification request SMS/Email button easier to understand

Bugs

• Fixed a bug where the archive customer feature would not work

• Fixed a but where a refresh customer link request could refresh a different customers link instead of the one requested

Major

• Ability to delegate a signer to a different signer [External API] 

• General performance improvements

• Ability to cancel the actions of a specific recipient

• Emails are now validated during the bundle creation process to give the user a better idea if the email will deliver

• Ability to separate the bundle audit log from the bundle [External API]

• FuseDocs to FuseSign workflow feedback

Minor

• Ability to export the bundle search screen to CSV file

• Ability to set a redirect after signing [External API]

• Bundle groups no longer have to be sequential or in the correct order [External API]

• Oauth2 token revoke endpoint [External API]

• Ability to change the signed file name to place the (SIGNED) notation at the front with square brackets: [SIGNED] filename.pdf

Bugs

• Fixed an issue where bookmarks in the signed document would be broken

Minor

• Ability to set Email From Name per team 

• Preview option to view the emails for each recipient before sending the bundle

• Ability to set branding per bundle (for Developer API)

• Various performance improvements

• Documentation updates to the Developer API Swagger page

Bugs

• Fixed a bug where two archive bundle buttons would show after clicking Download documents on a bundle

• Fixed a bug where retracting a bundle would crash the page

Major

• Recipient Groups: Bundle recipients can be grouped in the order in which they will sign/view the bundle. This replaces the Last Signer feature. 

Minor

• Can now view a preview of the customer email before sending the bundle

• Developer API will now accept phone numbers without country code

• Customer lookup improvements on bundle creator page

Bugs

• Cannot archive a customer which is active on a live bundle

Major Changes

• Rejig of groups to the new structure i.e. User Admins, FuseDocs Champion and FuseSign Champion

Minor Changes

• Rejig of SMS charges to charge in a set block if >$3 Or >0 if subscription cancelled

• Ordering teams and recipients alphabetically

• Recipient colour coding changes

Bugs

• Fix issue where email reads not flagged as errors and then not being cleared when re-sent

• Fix a bug where downloading all documents did not flag them as seen

• Ability to disconnect any developer connections to your account

Minor Changes

• Purging of bundle audit trail (Currently disabled)

• Default team settings

• Show drafter ID and date on draft home screen

• Customer SMS failures now appear in audit log

• Retain original copies of documents until archive rather than delete on signing

• Improvements to the external API swagger page including descriptions and examples

• Order the bundle templates list alphabetically

Bugs

• Can now handle pdfs with corrupt cross table

• Fixed a bug causing due dates to look strange on bundle reviewer

Major Changes

• Advanced Bundle search - you can now search for bundles across many categories, such as Recipient or Sender

• More detail on the billing page dialogs to give more context when changing plans for buying credits.

Minor Changes

• Ability to CC the bundle creator in Bundle finalise and rejection emails

Bugs

• Fixed a bug where scanned PDF's would show strange annotations

• Fixed a bug where the Due Date would show incorrectly on the bundle review screen

• Fixed issues with sub-businesses support

Major Changes

• Bundle Templates - You can now create and assign bundle templates to prefill your email subject and body, as well as bundle tags/

• Bundle Tags - you can now tag bundles to better categorise your bundles

Minor Changes

• FuseSign API Users can now use impersonation, where a FuseSign administrator token can specify a Created By email to mark the bundle as created by that user

Major Changes

• Grid mode option when creating bundles - a more condensed view to make it easier to create large bundles

Minor Changes

• A warning will now show if attempting to send add a user whose name contains PTY, LTD, TRUST or FUND. Bundles should only be sent to real people rather than entities.

• General performance improvements

Bug Fixes

• Fixed an issue where FuseDocs/FuseSign integration users could not proceed on first time use.

Major Changes

• The settings page is now split into tabs to simplify the experience

Minor Changes

• Support for preferred time zone for output reports (Defaults to UTC time)

• Ability to set Default due date time span rather than just 30 days

• Underscores are no longer supported in file names

• You now do not need to hit Save on the settings page (Except when changing the Signer Webpage/Email customisations)

Bug Fixes

• General performance optimisations

Minor Changes

• Can now set the custom branding banner colour independently of the button colour. The banner is the section behind your logo in the Branded email, and the top bar in the Signer experience.

• Fixed an issue where drafts would not save due dates

• Fixed an issue where the signer custom branding setting would not save

• The bundle creator will now receive an email when a document is rejected even if the bundle is not yet finalised.

Major Changes

•  User experience improvements to the Recipient signer desktop experience

• Support for Recipient signer experience custom Firm Branding

Minor Changes

• Partially rejected bundles will now show the document rejection reason in the finalisation email, as well as on the Bundle review screen

• Draft bundles can be now created with no Subject or Body or document actions specified

• Support for Default country code setting in FuseDocs integration

• Get Help now links to this page

• Added more detail to the finalisation email wording for Signers. 

• Support for bulk update customers via CSV upload

• Bundles are no longer rejected if only some documents in the bundle are rejected, instead the rejected documents are marked as Rejected, and all the other documents are signed as normal.

• You can now set the email logo to be aligned to the Left, Right or Centre.