Sertifi Release Notes

This article contains summaries of the bug fixes, feature enhancements, and new features for the Sertifi releases. The Sertifi Classic releases are named after the day they're released. For more detailed information about new features, see Sertifi what's new.

2021 Releases

Version 03.30.2021

Sertifi Classic

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version 0.02.07)

What's New

  • Performance improvements for added reliability and speed.

Version 20211803

Sertifi Classic

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version 0.02.06)

What's New

  • Fixes for a bug in which a folder would display incorrect information about recent participant activity (Last Invited date/time, Last Visited date/time)

  • Performance improvements for added reliability and speed.

Version 20210403

Sertifi Classic

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version 0.02.05)

What's New

  • When adding a payment to a folder, the "add payment" button is now disabled after the payment is added.

  • Payments can no longer be deleted if they've been paid.

  • Bug fixes for the Replace Document feature.

  • If a document was declined for signature, the activity would display two or more times in the Recent Activity section. A similar issue would also occur when a payment was submited to a folder containing multiple payments. The issue has been fixed and the Recent Activity section on the Dashboard should now accurately reflect folder activity.

  • Admins who don't have permission to edit payments can no longer delete payments in Folder Maintenance.

  • Performance improvements for added reliability and speed.

Version 20211802

Sertifi Classic

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version 0.02.04)

What's New

  • Performance enhancements for added reliability and speed.

  • The removal of a user from a folder will now be recorded and displayed in the Activity Log.

  • Development work continues on the Next Generation signing interface.

Version 20210402

Sertifi Classic

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version 0.02.03)

What's New

In Sertifi Next Generation, admins now have the ability to replace a document that has not been signed. The replacement can be an updated version of the document being replaced, or an entirely new document. In either case, admins also have the option of retaining previously configured signature locations, or creating new signature locations after replacing the document.

Admins can access this function under the More Actions menu. From there, they will see three available actions:

  • Replace Document
  • Expire Document
  • Document Details

The Replace Document action allows admins to upload a new document, or to select a document from the portal’s document library. When replacing a document, the Transfer Signing Locations will transfer all of the replaced document’s signature fields to the new document.

What's Been Fixed

  • Admins can now make edits to a folder if they access the folder maintenance page from a passthrough link.
  • When using the API and setting a participant as the Payer, the selected participant's email will not correctly default to be the Requested Payer when viewing the email in the portal.
  • When attempting to upload a file larger than 20 MB, admins will now receive the message "Upload failed; documents must be 20MB or smaller."

Version 20212101

Sertifi Classic

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version 0.02.02)

What's New

  • The functionality for Duplicate Folder has been restored. In folders where duplication is enabled, users can locate the Duplicate Folder action on the Folder Maintenance page under Folder Actions.
  • Development work continues on the Next Generation signing interface.

Version 20210107

Sertifi Classic

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version 0.02.01)

What's New

  • Bulk Send is now available. Power Admins and Super Admins can now mass create signature documents and folders for sending to participants. To explore this feature, hover the mouse over Create New and then click Bulk Send. If you’d like to enable Bulk Send for your portal, contact your Customer Success Manager.

  • A notice was added to clarify that Sertifi Next Generation is only available for portals using eSignatures or ePayments. Access to eAuthorizations in NextGen will be added later in 2021.

What's Been Fixed

  • Previously, if a user clicked the More Actions menu option on an archived folder, they would see a Delete Folders action. This has been fixed. Now, if a user can no longer take any action on a particular folder, the More Actions menu option will no longer appear.

  • When reviewing the metric for Documents requiring your signature, users would see documents or folders for which they were a participant, but not a signer. This no longer occurs.

  • Users would see a blank page when attempting to navigate to Folder Maintenance while not logged in. This no longer occurs. If a user isn't logged in when trying to access Folder Maintenance, they're taken to the login page and can then log in normally. Afterward, they will be navigated to the Folder Maintenance page.

2020 Releases

Release 20201217

Sertifi Classic

What's Been Fixed

  • Previously, users could inadvertently delete folders containing partially-signed documents. This is no longer possible; folders containing partially-signed documents can only be archived.

Sertifi Next Generation (Version .24)

What's Been Fixed

  • In the Folder Maintenance window, the Expire All function would did not function whatsoever. This has been fixed; when pressing the Expire All button, any documents that are not fully signed will be marked as Expired.

Release 20201203

Sertifi Next Generation (Version .23)

What's Been Fixed

  • Previously, an error would occur if uploading a document larger than 4MB. You can now upload documents larger than 4MB and up to 20MB.
  • The Sign Now button no longer appears in Folder Maintenance for a document that the folder owner has to countersign if they have already signed the document. Also, the option no longer displays if it's NOT yet the folder owner's turn to sign.
  • A caching issue in Internet Explorer would result in a user having access to profile information for a different user. This no longer occurs.

Release 20201119

Sertifi Classic

What's New

  • Our Advanced Fraud Tools feature has been updated to display more detailed information about why a transaction received a particular score. For more information, see the main page for Advanced Fraud Tools

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Sertifi Next Generation (Version .22)

What's Been Fixed

  • Performance enhancements for added reliability and speed.

Release 20201105

Sertifi Classic

What's Been Fixed

  • If the PDF microservice failed to push an event to the queue, the previous logging setup provided inadequate information about the problem and its cause. The service now provides additional logging for event push failures; the retry algorithm has also been updated and improved.

Sertifi Next Generation (Version .21)

What's Been Fixed

  • Previously, some admins would be returned to the portal selection screen upon logging out, or being returned to the portal without actually logging out. This has been fixed, and admin accounts now fully log out when the user elects to log out.

Release 20201022

Sertifi Classic

What's New

  • Performance enhancements for added reliability and speed

Sertifi Next Generation (Version .20)

What's Been Fixed

  • When clicking on the Documents About to Expire metric on the Dashboard page, View Folders will now display the correct results.

Release 20201008

What's New

  • Admins can now unmask card numbers when reviewing payment information.
  • Performance enhancements for added reliability and speed

Fixes

  • An error would occur when attempting to access View Folders if there are folders with no assigned participants. This no longer occurs.

Release 20200813

What's New

  • Super Admins can now determine when they would like their Sertifi portal to automatically expire and remove signer-uploaded attachments. By default, attachments will be expired and removed when their associated signature document reaches its expiration. However, signer-uploaded attachments can be retained for a period of up to 1 year. Note that changing this setting will immediately affect all attachments currently within the system, which may result in unintended deletions. For example, if the setting is changed from “30 days” to “1 day”, any document that was uploaded more than 30 days ago will be expired.
  • Folder Maintenance screens now display user-uploaded attachments.

Fixes

  • If a folder contained only signed signature documents, some users attempting to open the folder would receive a “cannot read property ‘role’ of undefined” error. This has been fixed and should no longer occur.
  • Regex validation bugs would result in errors occurring when attempting to input email addresses containing a capital letter and a period (e.g. Faye.Valentine@gmail.com). This has been fixed and should no longer occur.
  • When scrolling to the bottom of the View Folders screen, certain folders would disappear if a change was made to the “Created” filter. This has been fixed.
  • If no default email group was selected, portals would sometimes auto-select a random email group for workflows. This should no longer occur if a default email group is selected.

Release 20200715

Sertifi is excited to announce the release of our new Advanced Fraud Tools. With a combination of smart technology and data analysis, your Sertifi portal will now automatically assess new transactions for signs of potential fraud. More than 100 points of data are used to perform the risk assessment, including IP address, user device type, billing address, and CVV verification. Hotel staff can review the risk analysis score before deciding on whether or not to proceed with a transaction.

Next Generation Release Notes (Version .13)

  • User interface updates were made to the toggle links, making it easier for users to switch between Sertifi Classic and Sertifi Next Generation.

  • For eSignature and ePayment portals, Super Admins can now choose for their portals to use either the Sertifi Classic or Sertifi Next Generation user interfaces. Super Admins can also give Admins the ability to choose between Sertifi Classic or Sertifi Next Generation. This functionality will become available in eAuthorization portals later this year.

Release 20200702

When Admins view signer attachments, the attachments will now appear in a separate browser tab. This is a fix for a security issue in which signer attachments had to be downloaded to the user's loca machine if the user needed to see the attachment.

Release 20200406

This release contains no major updates to frontend features because Sertifi is hard at work enhancing our backend functionality to prepare for upcoming feature releases.

Release 20200325

New Email Tokens for Payment Details

Super admins are now able to add fields from their Payment Settings to email templates; by doing so, emails will automatically be populated with information from the relevant field.

Email tokens are available for the following fields:

Website

Location

RefundCancellationPolicies

SupportPhoneNumber

SupportEmailAddress

Release 20200225

Sertifi Agreement Platform

This release doesn't introduce any new front end feature work because Sertifi is hard at work enhancing our backend functionality to prepare for upcoming feature releases. None of the backend enhancements in this release should affect your current environment.

Release 20200225

What's new

World Pay & CardConnect Payment Gateways

You can now set up World Pay or CardConnect as your payment gateway for your Sertifi Portal to collect credit card payments.

Release 20200225

What's new

PCI Compliance for Portals

You can now force your admins to reset their password every 90 days which makes your Portal more PCI compliant. Contact your Sertifi Customer Success Manager to enable this for your portal. Note that if your admins are using SSO to access Sertifi, this setting doesn't apply.

Release 20200203

What's new

eConfirmations

The eConfirmations report includes a Record Source on the eConfirmations record pop up so you can see which provider or partner you're receiving records from.

Sending experience

You can restrict the ability to send a document to multiple first signers during the sending experience, limiting the number of first signers to one. Contact your Sertifi CSM to enable this feature on your portal.

Release 20200116

What's new

Signing Experience and Portals

Now, signers can select Polish for their signing experience language and senders can set Polish as the default language for their portal. This option translates the Sertifi signing experience, but won't translate any signature or reference documents.

2019 Release Archives

Release 20191219

Sertifi Agreement Platform

  • This release doesn't introduce any new front end feature work because Sertifi is hard at work enhancing our backend functionality to prepare for upcoming feature releases. None of the backend enhancements in this release should affect your current environment.

Release 20191207

What's new

Sertifi Agreement Platform

  • Now the Sertifi Agreement Platform supports UTF-16 characters in most input fields. This means that you can enter multicultural characters in most input fields in the Sertifi system.

Release 20191113

Bug fixes

Reports

  • Fixed an issue preventing eConfirmations records from being pulled into Usage Total Reports.

What's new

Sertifi eConfirmations

  • Now you can mark eConfirmations as processed from the eConfirmations report.

Web Service Push

  • Now you can receive the card expiration date in web service push events.

Release 20191105

Bug fixes

Sertifi eConfirmations

  • Fixed an issue preventing Power Admins from viewing the eConfirmations report in the portal.

What's new

Sertifi eSignatures, ePayments, and eAuthorizations

  • Now you can prevent admins from updating signature documents in the Document Library. Contact your Sertifi CSM to enable this feature for your portal.

Gateway API

  • Now you can select a version of the Gateway API for DownloadFileContents to receive a ZIP file with either .pdf extension or .pdf.pdf extension. For a single .pdf extension, send your API call to gatewayv2.asmx.

Release 20191017

Bug Fixes

Signer Upload

  • Fixed an issue preventing signers from uploading documents on Apple mobile devices.

What's new

Sertifi eConfirmations

  • As an addition to the Sertifi eAuthorizations solution, you can now enable Sertifi eConfirmations to accept reservations from travel partners and virtual card providers directly into your Portal without the need for authorization forms or faxes.

Release 20191002

What's new

Sertifi eAuthorizations & ePayments

  • Sertifi can now automatically add a leading zero to zip codes less than five digits for customers using TSYS as their processor and Merchant Link as their gateway. Reach out to your Sertifi CSM to enable this setting for your Portal.

Sertifi eAuthorizations

  • Updated the Opera username field to accept at least 100 characters to enhance security.

Release 20190918

Sertifi eSignatures, ePayments, and eAuthorizations

  • Sertifi is implementing backend changes for future feature releases. You shouldn't see anything different in your sandbox environment, despite backend updates. If you experience any issues, send an email to support_ticket@sertifi.com. Look out for exciting updates coming soon!

Release 20190904

Sertifi eSignatures, ePayments, and eAuthorizations

  • Sertifi is implementing backend changes for future feature releases. You shouldn't see anything different in your sandbox environment, despite backend updates. If you experience any issues, send an email to support_ticket@sertifi.com. Look out for exciting updates coming soon!

Release 20190807

Sertifi eSignatures, ePayments, and eAuthorizations

  • Sertifi is hard at work wrapping up development for future feature releases. There are no front-end impacting features in this release.

Release 20190724

What's new

Sertifi Closing eSignatures, ePayments, and eAuthorizations

  • Now support JSON for Web Service Push.

Release 20190710

What's fixed

Sertifi eAuthorizations

  • Fixed an issue causing the re-push icon to display for successful records in the Opera Status Report.
  • Fixed an issue causing the incorrect error message to appear when the confirmation number was missing from a reservation in the Opera Status Report.

Sertifi ePayments and eAuthorizations

  • Updated the color of the AVS check column for the Not Verified status from red to blue.

Release 20190624

Bug Fixes

Sertifi ePayments

  • Fixed an issue preventing payment method selections from being enforced when no payment rules existed or when all payment rules were removed.

What's new

Sertifi ePayments and eAuthorizations

  • Now you can view the status of the AVS check run on any payments or eauthorizations on the File Maintenance page in the Sertifi Portal.
  • Now you can view automatically deactivated admins in the Deactivated Users report.

Web Service Push

  • Added PaymentReceived event to enable subscription to the last 4 digits of a payment.

Release 20190612

What's new

Sertifi eSignatures, ePayments, and eAuthorizations

  • Now, you can opt-in for your admin+ roles in the Sertifi Portal to get automatically deactivated from the portal after 90 days of inactivity. Super Admins can reactivate deactivated accounts on the View Admins page.

Release 20190508

What's new

Sertifi eAuthorizations

  • Updated the look and feel of the Opera Status report to include a new re-push icon and dropdowns that filter report data.

Release 20190404

Sertifi eSignatures, ePayments, and eAuthorizations

Sertifi is hard at work enhancing our backend functionality to prepare for upcoming feature releases. None of the released functionality in this Sandbox release should affect your current environment. If you are experiencing issues, contact support_ticket@sertifi.com.

Release 20190320

Sertifi eSignatures, ePayments, and eAuthorizations

Sertifi is hard at work enhancing our backend functionality to prepare for upcoming feature releases. None of the released functionality in this Sandbox release should affect your current environment. If you are experiencing issues, contact support_ticket@sertifi.com.

Release 20190306

Bug Fixes

Sertifi eSignatures, ePayments, and eAuthorizations

  • Fixed an issue causing the Create User page to not accept emails with 100 characters.
  • Fixed an issue causing the email field on the Forgot Password page to not accept emails with 100 characters.

Release 20190220

Bug Fixes

Sertifi eSignatures, ePayments, and eAuthorizations

  • Fixed an issue causing the downloaded printable document version to prevent documents from being completed.

What's new

Sertifi eSignatures, ePayments, and eAuthorizations

  • Now accept email addresses that contain up to 100 characters.
  • Admin+ roles added to an SSO portal now receive automated emails.
  • Updated the Sertifi Portal for GDPR.

Release 20190206

Bug Fixes

Sertifi eSignatures, ePayments, and eAuthorizations

  • Fixed an issue causing the expiration date token to display the time zone offset in emails.
  • Fixed an issue causing bulk sends to throw an error.
  • Fixed an issue causing the activity log to not display API site creation activities.

What's New

Sertifi eSignatures, ePayments, and eAuthorizations

  • Super Admins can now grant the ability to edit sending page defaults to Power Admins.
  • The Disabled Users Report was renamed to the Deactivated Users Report and now contains the enterprise ID for users with SSO enabled on their portal.

Release 20190109

Bug Fixes

Sertifi eSignatures, ePayments, and eAuthorizations

  • Fixed an issue preventing second signers and on from seeing the first signer's signature on an uploaded document
  • Fixed an issue causing queued bulk sends to send twice.

Sertifi ePayments and eAuthorizations

  • Fixed an issue causing Authorize.Net payment errors to occur.

What's New

Sertifi eSignatures, ePayments, and eAuthorizations

  • Updated the auto logout functionality to log out users after 15 minutes of inactivity.
  • Updated the Event Date functionality to enable admins to pick the current date as the event date for a folder.

2018 Release Archives

Release 20181212

Bug Fixes

Sertifi eAuthorizations

  • Fixed an issue causing Opera records with incorrect or missing confirmation numbers to not appear in the Opera Status Report.

What's New

Sertifi eSignatures, ePayments, and eAuthorizations

  • Added the ability to drag and drop images into email templates.
  • Updated the rich text editor for email templates.

Sertifi eAuthorizations

  • Created the eAuthorization Usage by Sender Report.

Release 20181128

What's New

Sertifi eSignatures, ePayments, and eAuthorizations

  • Added the ability to expire a folder at a specific time, in your portal's time zone, in addition to the expiration date.
  • Updated default reminders and notifications, as well as custom reminders, to send at 7:30 a.m. in the time zone of your portal.

Release 20181107

What's Fixed

Sertifi eAuthorizations and ePayments

  • Fixed an issue causing the payment form to refresh to a blank page after a payer submitted card information when using Authorize.Net.

Sertifi eSignatures, ePayments, and eAuthorizations

  • Fixed an issue causing IDology checks to stop working.

Release 20181024

What's Fixed

Sertifi eSignatures, ePayments, and eAuthorizations

  • Fixed an issue causing an error to appear after clicking Save on the Account Settings page.

Sertifi eAuthorizations

  • Fixed an issue causing the PIN verification email to not send when attempting to view payment information.

Release 20181010

What's Fixed

Sertifi eSignatures, ePayments, and eAuthorizations

  • Fixed an issue causing multiple, duplicate emails to send from the portal.

Sertifi eAuthorizations

  • Fixed an issue causing manually archived folders to still appear in the Opera Status report with a status of Failed.

What's New/Changed

Sertifi eAuthorizations
  • Updated the Opera Status report so Power Admin+ roles can make corrections within the report and push changes directly to Opera.

Release 20180926

What's New/Changed

Sertifi eSignatures and ePayments
  • Updated the Bulk Send functionality to include payment information.

Release 20180829

What's Fixed

Sertifi Portal
  • Fixed an issue causing logout inconsistencies.
  • Fixed an issue causing unactivated users who were promoted to Sertifi admin+ roles from missing a link to activate their user account in the portal for the first time.

What's New/Changed

Sertifi ePayments and Sertifi eAuthorizations
  • Added support to accept Indian Rupees as the payment default for a portal.
  • Sertifi admin + users can now add payments to files indefinitely after file creation.
Sertifi eSignatures, ePayments, and eAuthorizations
  • Added new parameters to the FileQuery API response to return folder participant roles, email addresses, and signing levels.

Release 20180816

What's Fixed

Sertifi Portal

Fixed an issue causing a 500-error to occur upon user creation in the Sertifi portal.

What's New/Changed

Sertifi ePayments and Sertifi eAuthorizations

Added the ability to select credit card types for payment and authorization to the portal, and added accepted payment types to the payment form when using Sertifi ePayments and Sertifi eAuthorizations.

Sertifi eSignatures, ePayments, and eAuthorizations
  • Added the ability to restrict the amount of super admins a portal can have to 3 super admins by default.
  • Added the ability to restrict email addresses Sertifi admin+ roles can use for your Sertifi portal.

Release 20180725

What’s Fixed

Sertifi Portal

Fixed an issue preventing newly registered users from logging into a portal.

What's New/Changed

Sertifi eSignatures, ePayments, and eAuthorizations
  • Signing page
    • Added the ability for signers to change their language on the signing page. For more information, see Sertifi What's new.

Release 20180712

What’s Fixed

Sertifi API

Fixed an issue causing power admins and super admins to be unable to access signed documents using the API [GEN-946].

CyberSource Payment Gateway

Fixed an issue causing the CyberSource payment gateway to not accept payments when the payment name contained apostrophes [GEN-944].

Payment Forms

Fixed an issue causing double payment to occur when the Submit button on payment forms was erroneously double-clicked [GEN-953].

Opera Status Report

Fixed an issue causing the Opera Status report to not filter in the Internet Explorer and Microsoft Edge browsers [GEN-956].

Localization

Fixed an issue causing the language dropdown to appear when localization was turned off [GEN-985].

Sertifi Roles

Performed general hardening around the login functionality for Sertifi roles [GEN-961].