{"id":12630,"date":"2023-02-23T15:26:43","date_gmt":"2023-02-23T06:26:43","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=12630"},"modified":"2024-06-12T09:44:26","modified_gmt":"2024-06-12T00:44:26","slug":"whats-new-in-eformsign-february-2023","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/whats-new-in-eformsign-february-2023\/","title":{"rendered":"What’s new in eformsign: February 2023"},"content":{"rendered":"\n
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Thanks for visiting our February product updates blog. Take a look at what eformsign has been up to this month.<\/p>\n\n\n\n

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1.\u00a0[New] Search documents using recipients’ name\/email<\/a><\/h2>\n\n\n\n

With the newly added Recipient<\/strong> search condition, you can now search documents using the name\/email of all recipients (including non-members), which means being able to search documents you want faster in document inboxes and Manage documents.<\/p>\n\n\n\n

Instructions:<\/h2>\n\n\n\n

1. Go to the Action required<\/strong>, In progress<\/strong>, Completed<\/strong>, Shared<\/strong>, or Manage documents<\/strong> inbox in the side bar.<\/p>\n\n\n\n

2. Click the Advanced<\/strong> button at the top of the screen and click Name+Contents<\/strong>, and then select the Recipient<\/strong> condition.<\/p>\n\n\n\n

3. Enter the recipient info (name, email) below where it says ‘Search keywords’, and then click the search button (magnifying glass icon).<\/p>\n\n\n\n

4. Documents that match the search condition will be displayed.<\/p>\n\n\n\n

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\u2757 Note that by using the Recipient search condition, you can search for documents of all recipients in the workflow (excluding the document creator), regardless of the document status<\/strong>.<\/th><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
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2. [New] View completed documents in your browser when receiving completed document notifications via email\/SMS<\/a><\/h2>\n\n\n\n

Previously, you could only configure settings to automatically send completed documents as attachments in emails and text messages, but now you can choose from the two options below in the Document status notifications – Complete document<\/strong> pop-up.<\/p>\n\n\n\n