Sertifi Sandbox Release Notes

These release notes only pertain to the Sertifi Sandbox environment. These updates are not yet released to production environments, and you may still encounter bugs when previewing these features in your sandbox. Sertifi releases bug fixes and enhancements to the Sandbox environment for at least one week before releasing the features into production. During this timeframe, you can conduct your own testing of these features and report any issues you experience back to Sertifi.

Additionally, not every feature contained in a sandbox release will automatically appear in the production release at least a week later. If any bugs or other issues are discovered during the sandbox testing period, it can prevent a feature from entering into production. For the latest information about Sertifi production releases, see Release Notes.

If you have any questions about the sandbox releases or want to inquire about receiving your own Sertifi Sandbox, send an email to [email protected].

Beginning in April 2022, sandbox release notes will only be posted on the Sertifi Next Generation support site.

Sandbox 20221603

Agreements Platform (eSignatures, ePayments)

  • Super Admins now have the ability to regenerate PDFs. (ESIG-917, ESIG-964)

  • New PDF engines have been deployed for PFTtron and Aspose. (ARC-497)

  • Sertifi Next Gen: Previously, a 500 error would result if a participant was added after a folder had been completely signed. This has been fixed. (ESIG-958)

  • Sertifi Next Gen: When switching to a new portal from the Folder Maintenance page, users will now be greeted with the new portal's dashboard page. (ESIG-959)

  • Sertifi Next Gen: When adding new participants, users would sometimes see the new participants deleted if they clicked into another field after adding them. This has been fixed and no longer occurs. (ESIG-967)

  • Sertifi Next Gen: Erratic scroll behavior in the Recent Activity section of the dashboard has been fixed. (ESIG-975)

Authorizations Platform (eAuthorizations, eConfirmations)

New features for the Authorizations platform are currently under development.

Sandbox 20220303

Agreements Platform (eSignatures, ePayments)

  • Payments would sometimes fail due to a mismatch between a provided CVV value and a payment processor's accepted CVV values; this tended to occur when a user was paying with an American Express card. This no longer occurs. (PAY-1662)

  • Sertifi Next Gen: Previously, users would sometimes receive a 500 Error when attempting to add a new signer to the first signing level via Folder Maintenance. This no longer occurs. (ESIG-943)

  • Sertifi Next Gen: When reviewing eAuthorization records, the user interface would occasionally collapse if a user scrolled down, making it difficult to see the record. This has been fixed. (ESIG-934)

Authorizations Platform (eAuthorizations, eConfirmations)

  • Admins now receive notification emails when they receive new eConfirmations to review in their portals. (EC-70/ESIG-913)

Sandbox 20221402

Agreements Platform (eSignatures, ePayments)

  • When using a PDF microservice, some users would experience documents being regenerated with missing signature information. A fix has been applied; a new masters tool has been created that allows master admins to regenerate documents that include the missing signature input. (ESIG-818)

  • Payment forms no longer require entries on the fields for ZIP codes or state/provinces. This allows for payers who may be located in countries that do not use ZIP codes or contain states/provinces. (PAY-849)

  • Payment forms no longer use the USA as the default country; instead, the country field simply remains blank. (PAY-1618)

  • Sertifi Next Generation: In the Folder Maintenance window, the Event Date and Expire Date fields would occasionally cause a visual distortion depending on the user's device screen size. This has been fixed. (ESIG-879)

  • Sertifi Next Generation: Previously, users could delete folders containing documents that were declined for signature by one or more signers. This is no longer possible; folders can only be archived if they have already been sent for signature. (ESIG-881)

  • Sertifi Next Generation: Some users were able to clone and refund payments despite not having the permissions to do so. This has been fixed. (ESIG-908)

Authorizations Platform (eAuthorizations, eConfirmations)

New features for the Authorizations platform are currently under development.

Sandbox 20220201

Agreements Platform (eSignatures, ePayments)

  • The FreedomPay integration can now be configured to use any or all of the currencies supported by FreedomPay. (PAY-1545)

  • Sertifi Next Gen: Entries on the View Folders page can now be sorted according to column headers. (ESIG-869)

  • Sertifi Next Gen: Tiles displaying portal metrics on the dashboard would occassionally not render properly. This has been fixed. (ESIG-851)

  • Sertifi Next Gen: When working in Folder Maintenance, email addresses are automatically validated after being entered. If the email is not valid, a warning appears. (EISG-880)

  • Sertifi Next Gen:

    If a folder name is too long to be fully displayed in View Folders, admins can now see the complete folder name in a tooltip by hovering the mouse over the folder name. (EISG-871)

  • Sertifi Next Gen:

    A UI update was made to clarify how to change a participant's role when configuring a folder. (ESIG-850)

  • Sertifi Next Gen:

    Previously, users were able to add participants out of sequence (e.g. adding 2nd level signers after initially sending a folder with only 1st and 3rd level signers). This has been fixed. (ESIG-673)

Authorizations Platform (eAuthorizations, eConfirmations)

New features for the Authorizations platform are currently under development.

Sandbox 20220118

Agreements Platform (eSignatures, ePayments)

  • The Freedompay integration now accepts British pounds (£/GBP). (PAY-1521)

  • When a payment would fail, the file activity page would occassionally not display a reason for failure. This has been fixed. (PAY-1466)

  • If a payment amount was edited, it would occassionally revert back to the original payment amount before being saved. This has been fixed and no longer occurs. (PAY-1401)

  • When searching by File Name, search results are now sorted alphabetically. (ESIG-468)

  • Folder names now have an increased maximum name length of 150 characters. (ESIG-753)

  • In some cases, documents in expired folders could still be signed. This has been fixed. (ESIG-780)

  • Participants can no longer resend invitations from expired folders. (ESIG-784)

  • When using consolidated signing, all upload requests are now displayed on a single, unified page. (ESIG-835)

Authorizations Platform (eConfirmations, eAuthorizations)

New features for the Authorizations platform are currently under development.

Sandbox 20211206

Agreements Platform (eSignatures, ePayments)

  • Bug fix: In a workflow with multiple participant groups, a fully-signed document would sometimes appear as being only partially-signed. This has been resolved. (ESIG-814)

  • Bug fix: A single participant added at multiple signing levels would occasionally not see all of their required signature fields. This no longer occurs. (ESIG-802)

  • Performance logging was added to consolidated document signing; this will help Sertifi ensure that the consolidated signing feature is functioning properly. (ESIG-800)

  • When uploading a file while using Consolidated Signing, users will now see what document is associated with the upload request. As an example, a user uploading a rental agreement will see that the agreement is associated with the workflow for the document "January Concert 2022". (ESIG-782)

  • Bug fix: When using the Consolidated Signing feature, users would sometimes not receive a Discard Changes? pop-up window if they attempted to navigate away from the signing page before clicking Next Task/Finish, which could result in undoing their actions on the document. This no longer occurs. (ESIG-813)

  • The endpoint URL for the US Bank API was updated in both global settings and custom sites/settings. (PAY-1421)

  • A code refactor was performed for the Braintree integration to prevent a new customer being generated after every new payment submission (PAY-1406)

Authorizations Platform (eConfirmations, eAuthorizations)

  • If a failure occurs during a record push to Opera, the error thrown for the failure will now be displayed on the View eAuthorizations page (AUTH-365)

  • If an eAuthorization record fails to push to Opera due to incorrect information, admins can now update the erroneous information and re-push the record back into Opera. This new information is also updated in the back end so that a re-push is validated against correct information. (AUTH-366)

  • Previously, Power Admins and Admins could update eForms created by Super Admins. For security purposes, this is no longer possible. (AUTH-342)

  • Previously, new eForms would be set to Public by default. This has been fixed; new eForms are set to Private upon creation. (AUTH-294)

  • eForms now support notes of unlimited length. This is an improvement over the previous limit of 250 characters. (AUTH-336)

  • When changes are applied to eForms, the fields for "Created By", "Updated By", and "Updated On" now immediately refresh themselves in order to display the most accurate information. (AUTH-333)

  • Admin+ users can now hide Request information from public-facing eForms. (AUTH-293)

  • When editing CSS for an eForm, Admins can now enjoy an expanded editing modal, letting them easily scroll through the full CSS and make edits on the fly. (AUTH-292)

  • Admin+ users can now see payment information for eAuthorizations without having to go into the Folder Maintenance page. (AUTH-252)

  • Users would occasionally receive a 404 error when attempting to view folder details for eAuthorizations. This has been fixed. (AUTH-318)