{"id":13795,"date":"2024-10-11T16:48:06","date_gmt":"2024-10-11T07:48:06","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=13795"},"modified":"2024-10-11T17:23:49","modified_gmt":"2024-10-11T08:23:49","slug":"whats-new-in-eformsign-october-2024","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/whats-new-in-eformsign-october-2024\/","title":{"rendered":"What&#8217;s new in eformsign: October 2024"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1858\" height=\"982\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2024\/10\/thumbnail.png\" alt=\"\" class=\"wp-image-13805\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"parallelsigning\"><strong><a href=\"#parallelsigning\">[New]&nbsp;Parallel signing added to New from my file<\/a><\/strong><\/h2>\n\n\n\n<p>The&nbsp;<strong>parallel signing<\/strong>&nbsp;feature, which allows you to send documents to multiple recipients at the same time regardless of the workflow order, is now available when creating documents using&nbsp;<strong>New from my file<\/strong>.<\/p>\n\n\n\n<p>Previously,&nbsp;<strong>parallel signing<\/strong>&nbsp;was only available when creating documents from&nbsp;<strong>New from template<\/strong>. Now, in&nbsp;<strong>New from my file<\/strong>&nbsp;&gt;&nbsp;<strong>Add Recipients<\/strong>, you can merge recipient steps together so that documents can be sent to multiple recipients at the same time.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1817\" height=\"487\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2024\/10\/parallel-signing.png\" alt=\"\" class=\"wp-image-13797\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"activityhistory\"><a href=\"#activityhistory\">[New]&nbsp;Added the Document history tab to the Manage activity history page<\/a><\/h2>\n\n\n\n<p>We have added the&nbsp;<strong>Document history<\/strong>&nbsp;tab to the&nbsp;<strong>Manage company<\/strong>&nbsp;&gt;&nbsp;<strong>Manage activity history<\/strong>&nbsp;page, allowing you to view all user activities related to documents.<\/p>\n\n\n\n<p>You can easily grasp various document activities at a glance\u2014such as creation, viewing, and deletion\u2014and check the activity history of not only members but also external recipients.<\/p>\n\n\n\n<ul><li>The\u00a0<strong>Document history<\/strong>\u00a0tab displays information including date and time, user, document name and ID, activity type, details, IP address, and access environment.<\/li><li>You can download document history in CSV file format.<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h5 id=\"id-20241010_[\uace0\uac1d]10\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-\u2705Howtoviewdocumenthistory\"><strong>\u2705<\/strong>&nbsp;<strong>How to view document history<\/strong><\/h5>\n\n\n\n<p>1. Navigate to the&nbsp;<strong>Manage company<\/strong>&nbsp;&gt;&nbsp;<strong>Manage activity history<\/strong>&nbsp;page in the sidebar.<\/p>\n\n\n\n<p>2. Click&nbsp;<strong>Document history<\/strong>&nbsp;on the left side of the screen.<\/p>\n\n\n\n<p>3. Choose the time period and activity type you want to view, and enter keywords if necessary.<\/p>\n\n\n\n<p>4.&nbsp;Click the search button to view the history that match the criteria.<\/p>\n\n\n\n<p>*You can view the history of the last two years and can search for up to three-month intervals at a time.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1882\" height=\"787\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2024\/10\/manage-activity-history-1.png\" alt=\"\" class=\"wp-image-13802\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"savetomydocuments\"><a href=\"#savetomydocuments\">[Enhancement] The Save to my documents feature is now better than ever!<\/a><\/h2>\n\n\n\n<p>When creating documents using&nbsp;<strong>New from my file<\/strong>, the feature for saving to the&nbsp;<strong>My saved documents<\/strong>&nbsp;inbox has been improved.<\/p>\n\n\n\n<p>Previously, even if you changed the document name when saving to the\u00a0<strong>My saved documents<\/strong>\u00a0inbox, it would overwrite the existing document instead of saving it as a new one. Now, you can use\u00a0<strong>Save As<\/strong>\u00a0to save it as a new document with a different name.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h5 id=\"id-20241010_[\uace0\uac1d]10\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-\u2705Instructions\"><strong>\u2705<\/strong>&nbsp;Instructions<\/h5>\n\n\n\n<ol><li>Click the&nbsp;<strong>Save<\/strong>&nbsp;button in the&nbsp;<strong>New from my file<\/strong>&nbsp;screen.<\/li><li>Click&nbsp;<strong>Save as<\/strong>&nbsp;in the&nbsp;<strong>Save to My saved documents<\/strong>&nbsp;pop-up, change the file name, and click the&nbsp;<strong>Save<\/strong>&nbsp;button.<\/li><li>The document is now saved as a new file in the&nbsp;<strong>My saved documents<\/strong>&nbsp;inbox.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1674\" height=\"731\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2024\/10\/save-as.png\" alt=\"\" class=\"wp-image-13799\" \/><\/figure>\n\n\n\n<p>\ud83d\udca1<strong>Notes<\/strong><\/p>\n\n\n\n<ul><li>If there is a file with the same name in the <strong>My saved documents<\/strong> inbox, a pop-up will appear asking whether you want to overwrite it. If you click&nbsp;<strong>Yes<\/strong>, the existing file will be overwritten.<\/li><li>If there are two or more files with the same name in the <strong>My saved documents<\/strong> inbox , the other files will automatically have their names changed and will be displayed in the format &#8216;<strong>filename_n<\/strong>&#8216; in order of the most recent save date.<\/li><li>The document name, which was previously set in&nbsp;<strong>Options<\/strong>, can now be changed in the top-right corner of the screen after clicking&nbsp;<strong>Start now<\/strong>. <\/li><\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"resend\"><a href=\"#resend\">[Enhancement]&nbsp;<strong>Document managers can now resend documents<\/strong><\/a><\/h2>\n\n\n\n<p>Previously, only the most recent member who processed a document could resend it. Now,&nbsp;<strong>document managers<\/strong>&nbsp;have been granted the permission to resend documents, allowing them to resend documents to recipients who have yet to process documents.<\/p>\n\n\n\n<ul><li>For documents that can be resent, a&nbsp;<strong>resend<\/strong>&nbsp;button will appear in the&nbsp;<strong>Manage documents&nbsp;<\/strong>page and the&nbsp;<strong>Manage bulk sent documents&nbsp;<\/strong>page<strong>&nbsp;&gt; Detail View<\/strong>.<\/li><li>When resending documents in bulk from the<strong>&nbsp;Bulk send<\/strong>&nbsp;inbox<strong>&nbsp;<\/strong>page and the&nbsp;<strong>Manage bulk sent documents&nbsp;<\/strong>page, you can change the existing message and document expiration.<\/li><\/ul>\n\n\n\n<h5><strong>\u2705 Manage documents<\/strong><\/h5>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1798\" height=\"454\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2024\/10\/manage-documents-resend.png\" alt=\"\" class=\"wp-image-13800\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h5><strong>\u2705<\/strong>\u00a0<strong>Manage bulk sent documents<\/strong><\/h5>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"2103\" height=\"827\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2024\/10\/manage-bulk-sent-documents-resend.png\" alt=\"\" class=\"wp-image-13801\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><strong>[Enhancement] More formulas supported when using eformsign for Microsoft Office in Excel<\/strong><\/h2>\n\n\n\n<p>When creating templates in Excel, the following functions are now additionally supported:<\/p>\n\n\n\n<ul><li><strong>COUNTIF<\/strong><\/li><li><strong>SUMIF<\/strong><\/li><li><strong>IFERROR<\/strong><\/li><li><strong>MONTH<\/strong><\/li><li><strong>DAY<\/strong><\/li><li><strong>YEAR<\/strong><\/li><\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><strong>[Other]&nbsp;Usability and UI improvements<\/strong><\/h2>\n\n\n\n<p>Additionally, to enhance usability, the following features and UI have been improved:<\/p>\n\n\n\n<ul><li>Placeholders for signature fields are no longer displayed in completed documents.<\/li><li>Enhanced the UI of the pop-up displayed when sending SMS.<\/li><li>Templates in the&nbsp;<strong>Manage templates<\/strong>&nbsp;page are now displayed in list format (previously thumbnail).<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>[New]&nbsp;Parallel signing added to New from my file The&nbsp;parallel signing&nbsp;feature, which allows you to send documents to multiple recipients at the same time regardless of the workflow order, is now available when creating documents using&nbsp;New from my file. Previously,&nbsp;parallel signing&nbsp;was only available when creating documents from&nbsp;New from template. Now, in&nbsp;New from my file&nbsp;&gt;&nbsp;Add Recipients, you [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":13805,"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\/13795"}],"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=13795"}],"version-history":[{"count":6,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13795\/revisions"}],"predecessor-version":[{"id":13809,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13795\/revisions\/13809"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/13805"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=13795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=13795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=13795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}