Enhancements
Add participants from Softpro via NotaryLoop
Schedulers using Softpro can now add participants to an order using the Additional Email Addresses for Signing Services Notifications field.
Once added to an order, participants will be notified as the order progresses.
Updated the notary view when a partial document redraw occurs
When a partial document redraw occurs, the system will replace the old documents with the new ones regardless of the document download status.
If the notary has already downloaded the original wet sign package, notify them of updated documents to download.
Notaries, schedulers, and client users will no longer see the package_redraw_wet_sign package from their UI.
The download status of the redrawn documents will be visible and accurate at all times.
Updated the “Did Not Sign” dialog and the associated activity log
We updated the “Did Not Sign” dialog to help the notary give more details about the incident. The updated dialog provides the following selections:
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I printed for this signing
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I traveled for this signing
We also updated the associated activity log to include the details provided by the notary. See below for examples:
Bug Fixes
We fixed the following issues:
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The Automator was triggered on past orders.
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Invoice numbers were missing in the file or filename. The fix ensures all CVS and PDF files will include the invoice numbers.