10/24/19 Reporting, Spam, and Security
Sending and Sharing
Marking as Spam: Org Admins are now able to permanently block email addresses, fax numbers, and SMS numbers at the Org level.
Fax Update: Faxes sent to a number associated with an Org mailroom will no longer automatically move to the project they were most recently associated with. Faxes will remain in the Mailroom until they are manually moved to the desired project.
Reporting
Criteria Picker: The Report Builder’s “Chose Criteria” page now operates much like the “Set Up Columns” page, with the ability to search for criteria, choose multiple options, and select by double-clicking.
User List Report Type: The new User List report allows Org Admins to run a report of their list of users, with options including how many projects the user is a primary in, or how many unread notes the user has.
Fax List Report Type: The new Fax List report allows fax-enabled Orgs to run a report containing information about all sent or received faxes, including the sender, the fax status, and more.
Report Pagination: Reports now load by pages, meaning quicker report run times.
Soc 2
Email Verification: New users will now be asked to verify their email address and activate their account. They will be prompted to change their password upon signing in.
Password Lock-out: More than five incorrect password attempts will now lock you out of your account for 20 minutes.
10/31/19 Vinesign Updates
Vinesign
Resizing and Placement Fix: Users can now resize and place fields in the template, including signatures, consistently. Fields can be sized to fit into the lines of the text and will remain the same size and placement on the signed document. Signatures will no longer show on the wrong side of the document.
Signature Rotation Fix: A horizontal signature on a vertical document will no longer rotate the document.
Mergefields Fix: When PDF documents generated using DocGen are used as templates in Vinesign, their Mergefields will no longer disappear.
Mobile Optimization: Vinesign is now optimized for mobile.
SMS Message and Link Split: Dependent on carrier, Vinesign SMS messages will now be split into two messages—one for the text of the message and one for the link—to ensure that the link is not split and broken.
New Status and Filter Fix: Users can now filter jobs by a new status: “Expired.” The date filter on the Jobs page now works as intended.
New Download Link: When signed documents are downloaded from Vinesign, they will now include the name of the document, rather than with a string of random characters.
Search Box Fix: Search fields will no longer drop below visibility for Vinesign Admins.
Account Creation Errors Fix: Formerly, some errors in Vinesign’s sign-up form would lead to an account with missing information. Errors on this form will now generate an error message requesting that users correct the issue before signing up.
Watermark on Documents: Watermarks and URLs for DynamicPDF will now be displayed on templates.
11/7/19 Multi-DocGen & Fusion
Multi-DocGen and Fusions
New Widget: DocGen Multi-Template: This new Widget Type allows you to add multiple Doc Generation templates under one DocGen button. Learn more.
New Widget: Fusion Multi-Template: This new Widget Type allows you to add multiple Fusions under one field. Learn more.
Doc Generation Setup UI: The Doc Generation setup tool user interface has been updated to make it easier for users to find and add templates to DocGen buttons in a project. DocGen Templates are now uploaded through the Doc Generation Setup Advanced tool, rather than through the Customs Editor.
File Type
Unsupported File Types: Filevine will now refuse to upload or email to a project any file types that are harmful or unsupported. See the list of unsupported file types.
11/14/19 Vinesign Contact Search
Vinesign
New Contact Search: Vinesign has a new “Associate with a Filevine Contact” field. Users can now choose to associate a Vinesign job with a Filevine contact. Choosing the contact will automatically pull in the contact’s name, email 1, and phone number 1 as they exist in the Filevine contact card.
Fixed PDF Uploads: The issue with some forms of PDFs refusing to upload or coming back blank has been fixed.
12/19/19 Deadline Chains Branching and Converge
Deadline Chains
Branching and Converging: Create “groups” of deadlines which will act as different branches in a deadline chain. Each deadline in the group can have a different due date, and all other deadlines in the group will disappear when one is completed. Groups of deadlines can then be converged back into one deadline chain or remain as separate branches in the chain. Read more in the Setting Up Deadline Chains article.
Doc Generation
DocGen Improvements: In a single DocGen, update the template with a document of the same file type or replace the template with a different file type. DocGen template can also be renamed, and updated PDF templates will preserve {{replacement codes}} so long as field names are kept the same. Read more about editing DocGen templates.
Custom Fields
Show Hidden: When creating or editing customs fields in the Customs Editor, click on “+ Show Field Properties” to view and adjust row, visibility, and more for that field.
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