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DocuSign April 2020 Update

Released on March 20th, 2020

The April 2020 describes new or enhanced features, fixes, coming-soon features, and technical alerts.

Release Availability: Each month, Release Notes include items from different parts of the DocuSign product. Some of these areas have different release cycles, which means the availability of the feature may vary. Items are available by the end of the month for which the notes are written, but may appear slightly before or after the release notes are published.

Note: Some features and options are supported only in certain DocuSign plans. Your account plan might not support some options in these Release Notes. For information about which options are available for your account, check your account plan or contact your Account Manager.

New/Enhanced

Admin/Org Admin

  • Administrators can now customize the sending brand logo applied to emails generated by the DocuSign eSignature sending experience. This is managed from the Branding page in eSignature Admin.
  • An administrator can now remove an account from a Display Appliance Pool in DocuSign Admin. Any envelopes that were created on that account with the pool will become unavailable.
  • The “Enable witness signing” setting was moved from the Signing Settings page to the Sending Settings page in eSignature Admin.

New Signed By certificate is available

  • Customers who are using the Signed By Certificate should be aware that a new Signed By certificate is now available. The new certificate can be downloaded from our Trust site https://www.docusign.com/trust/ compliance/public-certificates. The Signed By certificate is an alternative certificate some customers elect to use and trust locally. If you are doing any local checks on certificate properties or you are specifically trusting the Intermediate and Root CA of the current signed by certificate DocuSign recommends you either remove these checks all together OR take action to update to the renewed certificate as of 3/18/2020.

Templates and Tags

Convert removeRecipIfNoTabsAndAnchorsOnly can now be set from API or Settings tab.

Coming Soon

Template List Performance Improvements for IE

DocuSign will be updating the template list to be in line with the envelope list. Updates will be made to the menu for the folder items and structure.

21 CFR Part 11- Alternative Signing Option

The Alternative Signing Option for Part 11 will streamline the signing experience for Part 11 signers. With this new option, Part 11 signers will authenticate (with a minimum of email and password) at the point of accessing the envelope, which is the start of the individual’s signing session, and again before completing the envelope. The Alternative Signing Option is turned on by request and will become available to select Early Access customers starting March 2020 and is expected to launch for general availability as part of DocuSign’s Summer ‘20 Release.

Download Email Improvements

Users will be taken to a download section upon clicking the Download link from an email. From the link, users are immediately taken to the download section inside Reporting. Users can see up to 90 days worth of scheduled reports. Once the View button is clicked, the CSV file downloads.

DocuSign eWitness

DocuSign eWitness allows organizations to enable signers to identify up to two witnesses to sign an agreement in a legal and confidential manner. eWitness captures the witness information in the Certificate of Completion to support any legal disputes. This means many of the typically paperbased deeds can be digitized in the future,

saving organization significant time and money. This feature is currently only available for Enterprise Pro customers. If you are not an Enterprise Pro customer, please ask your Account Manager to enable this feature.

Enable clients to enforce uploading a signature

During January DocuSign began releasing a new feature to enable clients to enforce uploading a signature (instead of allowing the selection option of the default or to draw a signature).

It will be enabled from a checkbox ("Allow senders to require signers to upload a new image to sign or initial") in the Sending Settings. The checkbox will be OFF by default, so clients will not see it. The feature will be activated during the Prepare phase under the Advanced Settings tab. For more information please see https:// support.docusign.com/en/guides/ndse-user-guide-upload-new-signature.

Branding Language Experience Improvement Administrators can select a subset of languages for a brand:

  • Add a setting to allow admin to choose branding languages from the 44 signing languages, prepopulated
  • Set as many languages as possible
  • Edit and save the the setting or cancel the operation

Administrators can select a default brand language:

  • Indicate which languages from the selected is the default branding language (if the signer does not have any languages listed as branding languages, the signer can receive the default language instead)
  • Edit and save the the setting or cancel the operation

Important Notes: This enhancement will not impact how the current resource file is setup for customers.

Customers do not need to change anything. Customers can choose which languages for branding from the new

UI. Brand can be set up in Demo. Once the language selection feature is available in production, they can choose

the languages with the brand set up in Demo. This is currently being ramped up in Production.

Create Recipient View

This communication is regarding a change to the URL returned by the following API endpoint:

Create Recipient View ([https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeViews/

createRecipient])

What will change?

  • Customers can expect to see the length of the URL to be longer.
  • Customers can expect to be redirected through a different subdomain depending on region of the account sending the envelope.
  • Please verify your domain whitelist per the following documentation: [https://www.docusign.com/trust/security/ whitelists]

What will not change?

  • DocuSign has designed this change such that your existing functionality should not change.

Why is DocuSign making this change?

  • These changes are part of an effort to standardize and further secure links that redirect into Signing Ceremony.
  • DocuSign is working to centralize the system used for authentication across all its products
  • These new links provide improved security compared to the current system
  • Ability to expire, revoke, or modify an existing link without changing it
  • Make secret links harder to brute force or to guess
  • Provide improved auditing on redemption
  • Better ability to enforce authentication policies such as two-step verification

When can you expect these changes?

  • Changes started rolling out the week of Feb 18th. If you will not be ready by the Prod rollout, you can request an extension for your Production accounts by working with support or your account manager. If you are ready to see the change in Production and would like to request early access, please reach out to support or your account manager.

Fixed

Admin

  • Administrators are now required to provide values when creating required list Envelope Custom Fields.
  • Document Custom Fields with the type “Stamp” now saves correctly.

Glob

  • Adopt signature page now has 2 separate boxes to enter first and last names. When this option is enabled, in Japanese First Last name specified in sending UI is set as Last First in adopted signature UI.

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