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DocuSign May 2020 Update

Released on May 5th, 2020

New/Enhanced

User - eSignature

Advanced Recipient Routing

Conditional Recipients now supports Signing Groups. If you have groups of people (like HR, Billing, exec’s etc.) that you want to send to conditionally, you can now specify them all using a signing group in a conditional recipient.

Admin/Org Admin

Admin Release: May 5, 2020 Features and Enhancements

Administrators can now enable the organization level features available to them in the DocuSign Admin Center

  • Administrators can learn about existing and new solutions and features in DocuSign Admin and view related technical documentation.
  • Administrators can enable or disable features available to the organization.
  • Administrators can also learn about additional paid features that are not included in their current plan.
  • Administrators can now set a stamp’s height in eSignature Admin.

Admin Release: April 21, 2020 Features and Enhancements

Third-Party Login for Identity Providers

Users from outside your claimed domain can now be enabled to login to DocuSign via your Identity Provider.

  • The users must be on an unclaimed domain, for instance from a free email provider.
  • To enable this feature, select “Third-Party Login” in your Identity Provider Settings in DocuSign Admin Center.
  • For more information and detailed setup instructions, see the Third-Party Login section in the SSO Configuration Guide.
  • Availability: Requires Enterprise Pro or the Access Management Add-On

Enhancements

  • Updated the breadcrumbs in DocuSign Admin Center to only display on pages that are second-level and below.
  • Improved the user experience of editing an ID Verification configuration in eSignature Admin by rearranging the sections to streamline the process.

API

eSignature Admin

  • Enhancements to the APIs and Keys page in eSignature Admin
    • Updated user experience for selecting and logging into a production account.
  • Updated instructions in the “Review Results” modal for consistency.
  • Enabled “Download Logs” button even if the call count is less than 20.
  • Added a confirmation message for Go-Live process success.

Fixed

Admin/Org Admin

Fixed

  • Stamp group names can now contain an apersands (&) in eSignature Admin.
  • Administrators of organizations with accounts on multiple sites can now download an envelope volume report for accounts on each site (NA1 / NA2 / EU / etc.) in DocuSign Admin Center.
  • In DocuSign Admin Center, the domain setting text for auto-activating user memberships has been updated to include additional details.
  • When inviting an external account to link to an organization, the account list no longer includes closed accounts.
  • Breadcrumbs in DocuSign Admin Center and eSignature Admin now display the correct page title.

Coming Soon

Templates 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.

PowerForms with ARR Conditional Routing

PowerForms with Conditional Recipients will be available to customers in May. This gives senders the ability to create a PowerForm open to a wide audience, then route dynamically to the correct signers depending on how the form is filled out. The form can automatically route to different departments based on a dropdown.

Please contact your Account rep if you would like to try this feature.

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 became 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.

21 CFR Part 11- Improving Activation of Federated Users

DocuSign will be releasing a fix that will no longer block senders from sending to federated users without an active DocuSign account. This will only impact recipients with an email domain that is claimed on DocuSign. This improvement has been rolled out to a few select customers and will be rolling out to relevant CFR customers over the next few months.

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 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 setting or cancel the operation

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

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