New Functionality Added
This system update added the following new functionality:
- eSignature Capability through DocuSign - We have added full eSignature capabilities into the system through an integration with DocuSign, the leader in the esignature industry. Creator Users can now send eSignature packages, called "Envelopes", for signature from within the Transaction Details screen by selecting recipients for each signing role that has been pre-defined by the associated Content Provider. Users can track the status of signature Envelopes from within the Transaction Details screen. Once all Envelope recipients have signed their required documents, the signed documents and signing certificate are immediately available within the Ancillary Files grid on the Transaction Details screen.
To configure eSignature fuctionality, the associated Content Provider first creates signing roles, selects the signable documents for the Envelope, and creates an email template for each Transaction Type that will be signable. They then set up signature tabs within the appropriate Templates and connect these to signing roles.
For more information on how to enable eSignature capabilities in your account, contact your Document Agility account manager.
- Re-wording of Interview "Finish" Button - In response to client feedback that the current wording of the Interview's "Finish" gives the impression that clicking the button is a final step allowing no way to return, we have re-worded the button to read "Save and Exit". Our feedback from discussions with many clients indicated that this new wording is more indicative of the function of the button, given that the system allows users to return to the Interview without restriction until the User either finalizes the Transaction or completes their segment of processing.