{"id":13895,"date":"2024-12-12T19:31:17","date_gmt":"2024-12-12T10:31:17","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=13895"},"modified":"2024-12-16T16:00:08","modified_gmt":"2024-12-16T07:00:08","slug":"whats-new-in-eformsign-december-2024","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/whats-new-in-eformsign-december-2024\/","title":{"rendered":"What’s new in eformsign: December 2024"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

Thanks for visiting our December 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

[Enhancement] Expanded identity verification functionality is now available at every step<\/a><\/strong><\/h2>\n\n\n\n

We have expanded the identity verification feature so that you can now verify identities at every step of the workflow for enhanced security.<\/p>\n\n\n\n

Also, you can now choose to verify identities before sending documents in addition to before viewing documents.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n

[Enhancement] Updated template creation permissions and publishing process<\/a><\/h2>\n\n\n\n

We have updated template creation permissions so that template creation permissions can be granted to ordinary members. Previously, only template managers could upload and add templates.<\/p>\n\n\n\n

Additionally, the template publishing process has been improved to require approval from a template manager before templates can be published.<\/p>\n\n\n\n

If you want to grant template creation permission to share a template you created, you must request a publication\/deletion request to a different template manager or the company administrator and gain approval.<\/p>\n\n\n\n

\u2705<\/strong>  Instructions<\/strong><\/strong><\/h3>\n\n\n\n

How grant the Create template permission<\/u><\/strong><\/p>\n\n\n\n

  1. Navigate to the\u00a0Manage company > Manage permissions<\/strong>\u00a0page and then click the\u00a0Create template<\/strong>\u00a0menu on the left side of the screen.<\/li>
  2. Select the\u00a0Manager or group<\/strong>\u00a0option at the top of the screen.<\/li>
  3. Click the\u00a0Add a manager or group<\/strong>\u00a0button on the right side of the screen.<\/li>
  4. Select the manager type or group.<\/strong>\u00a0and click the\u00a0Confirm<\/strong>\u00a0button to finish.<\/li>
  5. To grant the\u00a0Create template<\/strong>\u00a0permission to all members, click the\u00a0All members<\/strong>\u00a0option and click\u00a0OK<\/strong>\u00a0to finish.<\/li><\/ol>\n\n\n\n

    How to send a request to publish a template<\/u><\/strong><\/p>\n\n\n\n

    1. Navigate to the Manage templates<\/strong> page, click the Create template<\/strong> button, and select the Settings<\/strong> button of the desired template.<\/li>
    2. Navigate to the Configure<\/strong> > Set permissions<\/strong> page and select the group or member you want to grant the template usage permission.<\/li>
    3. Click the Save<\/strong> button and then click the Publish<\/strong> button.<\/li>
    4. Select the desired template publisher<\/strong> and click the Send publish request<\/strong> button.<\/li><\/ol>\n\n\n\n

      How template managers can publish a template<\/u><\/strong><\/p>\n\n\n\n

      1. Navigate to the Manage templates<\/strong> page and click the Publish<\/strong> button next to the template with the publish request.<\/li>
      2. Review the template, and check the “I have reviewed the template.”<\/strong> check box.<\/li>
      3. Click the Publish<\/strong> button to finish.<\/li><\/ol>\n\n\n\n
        <\/div>\n\n\n\n

        [Enhancement] Expanded company manager permissions<\/a><\/h2>\n\n\n\n

        We have broadened the scope of company manager permissions, making it easier for them to oversee important activities.<\/p>\n\n\n\n

        Company managers will now be able to access the Manage permissions<\/strong> page and the Manage activity history<\/strong> page, which were previously accessible only to company administrators.<\/p>\n\n\n\n

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

        [Enhancement] Expanded access to the Usage status page<\/a><\/h2>\n\n\n\n

        We are making it easier for everyone in your company to understand their own usage patterns.<\/p>\n\n\n\n

        Previously, only company administrators and company managers could access the Usage status<\/strong> page. Now, ordinary members can view their own usage history, giving them greater visibility into their activities. In addition, company administrators and company managers will gain access to a more detailed view of the company\u2019s overall usage.<\/p>\n\n\n\n

        For ordinary members<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        <\/p>\n\n\n\n

        For company admninistrators and company managers<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n
        <\/div>\n\n\n\n

        [Other] Usability improvements for a better experience<\/h2>\n\n\n\n

        We have made several enhancements to improve overall usability and efficiency.<\/p>\n\n\n\n

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

        • Improved stamp scanning accuracy through enhanced stamp scan paper design.<\/li>
        • Display of a reason for voiding bulk sent documents in the Document status<\/strong> tab of document inboxes and in the Manage activity history > Document history<\/strong> page.<\/li>
        • Addition of a “Reason” column to the selectable columns when generating data files in the Bulk sent documents inbox, Completed inbox, Shared inbox, Manage documents page, Manage bulk sent document page, and the Trash page.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

          Thanks for visiting our December product updates blog. Take a look at what eformsign has been up to this month. [Enhancement] Expanded identity verification functionality is now available at every step We have expanded the identity verification feature so that you can now verify identities at every step of the workflow for enhanced security. Also, […]<\/p>\n","protected":false},"author":5,"featured_media":13896,"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\/13895"}],"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=13895"}],"version-history":[{"count":7,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13895\/revisions"}],"predecessor-version":[{"id":13910,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13895\/revisions\/13910"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/13896"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=13895"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=13895"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=13895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}