{"id":12492,"date":"2022-11-03T15:39:24","date_gmt":"2022-11-03T06:39:24","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=12492"},"modified":"2024-06-12T09:43:40","modified_gmt":"2024-06-12T00:43:40","slug":"whats-new-in-eformsign-october-2022","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/whats-new-in-eformsign-october-2022\/","title":{"rendered":"What’s new in eformsign: October 2022"},"content":{"rendered":"\n

Thanks for visiting our October product updates blog. Take a look at what eformsign has been up to this month. <\/p>\n\n\n\n

<\/div>\n\n\n\n

1.\u00a0[New] Try adding a new recipient type, ‘Need to view’, to your workflow<\/h2>\n\n\n\n

Now you can select a new type of recipient called Need to view<\/strong> when selecting recipients in the workflow. A recipient who is assigned as Need to view<\/strong> can send a document to the next step in the workflow by only viewing the document.<\/p>\n\n\n\n

\u2757Note that a recipient assigned the Need to view<\/strong> type cannot fill out a document, and cannot approve\/reject a document. <\/strong><\/th><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Instructions (from ‘Template settings’<\/strong>):<\/strong><\/p>\n\n\n\n

  1. Go to Manage templates <\/strong>and select the template you want.<\/li>
  2. Go to Configure <\/strong>> Workflow<\/strong>.<\/li>
  3. Click the Select recipient type <\/strong>button (+) and select Need to view<\/strong>.
    <\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Instructions (from ‘New from my file’):<\/strong><\/p>\n\n\n\n

    1. Upload the file you want from your computer and go to the Add recipients <\/strong>step.<\/li>
    2. Click the Select recipient type <\/strong>button (+) and select Need to view<\/strong>.<\/li><\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      <\/div>\n\n\n\n

      2. [New] Merge workflow steps<\/h2>\n\n\n\n

      You can now merge multiple workflow steps into one so that documents can be sent to all recipients at the same time, regardless of the signing order. You can also split workflow steps that are merged together.<\/p>\n\n\n\n

      \u2757 Note this feature is applied to only New from template<\/strong> in this update. For New from my file<\/strong>, the feature is planned to be applied in a future update <\/strong><\/th><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Instructions:<\/strong><\/p>\n\n\n\n

      1. Go to Manage templates<\/strong> > Template settings<\/strong>> Configure<\/strong> > Workflow<\/strong>.<\/li>
      2. Click the workflow step you want to merge with (when merging two steps, you must click the bottom one).<\/li>
      3. Click the Merge signing order icon displayed at the top left corner of the selected workflow step. The bottom and top workflow steps will be merged together.<\/li>
      4. You can also split workflow steps by clicking the same icon.<\/li><\/ol>\n\n\n\n
        \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

        Thanks for visiting our October product updates blog. Take a look at what eformsign has been up to this month. 1.\u00a0[New] Try adding a new recipient type, ‘Need to view’, to your workflow Now you can select a new type of recipient called Need to view when selecting recipients in the workflow. A recipient who is assigned […]<\/p>\n","protected":false},"author":5,"featured_media":12498,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[164,165,154,155],"_links":{"self":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12492"}],"collection":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/comments?post=12492"}],"version-history":[{"count":5,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12492\/revisions"}],"predecessor-version":[{"id":13551,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12492\/revisions\/13551"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/12498"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=12492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=12492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=12492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}