Restrict Deletion of Documents Sent to the Notary
A new feature has been implemented to prevent users from deleting documents that have been sent to the notary. Originally, the requirement included showing a warning notification indicating that the user must request the notary to reject the document instead.After review, the behavior was improved — the Delete button is now hidden when the document is in the notary process, ensuring a clearer and safer user experience. This change avoids confusion and maintains data integrity within the notarial workflow.
Send a Mandatory Description to the Notary at the End of the Notary Flow
A new feature has been implemented that requires users to enter a mandatory description for the notary before completing the notary flow.The text label has been updated to “Detalle para la notaría” for better clarity.This ensures that each process sent to the notary includes a detailed note or context, improving communication, tracking, and document accuracy within the notarial workflow.
New CloudIA Call from Error or Warning Messages
A new feature has been implemented to improve the user experience when encountering error or warning messages on the platform. Since around 80% of tickets originate from error notifications, this enhancement provides users with alternative, self-service tools through CloudIA, helping them resolve issues faster and reducing unnecessary ticket creation. The update includes: Informative text and action button allowing users to ask CloudIA for help. Action trigger to open the CloudIA chat window directly from the error message. Copy-to-clipboard icon so users can easily copy error details when needed. This empowers customers to get immediate assistance without having to open support tickets.
Watermark for Smart Document
Added a new feature that allows users to add a watermark within the Smart Document settings.Users can now configure and display a custom watermark directly in their Smart Documents, improving branding, security, and document control.
Business Intelligence Folder for Power BI
Added a Business Intelligence folder in the API V2 documentation to organize Power BI under a dedicated section.This structure prepares the documentation for future integrations, allowing additional business intelligence methods to be grouped consistently in the same place.
Warning Notification When Deleting Documents Sent to the Notary
Added a new feature that displays a warning notification when users attempt to delete documents that have already been sent to the notary.Since users cannot delete these documents directly, the notification informs them that they must request the notary to reject the document in order to proceed.This improves user guidance and prevents confusion during the notarial process.
Send a Mandatory Description to the Notary at the End of the Notary Flow
Added a new feature that requires users to enter a mandatory description for the notary at the final stage of the notary flow.This ensures that every process sent to the notary includes clear contextual information, improving traceability and communication.
Conditional Rules for Workflow Steps Associated to a Form
Added support for conditional rules within workflow steps to dynamically control whether a step should be executed, and under which logic, based on form responses and CSV data. This feature enables advanced automation scenarios where signer assignment and step execution depend on the data collected through electronic forms or previously defined in CSV files. Data Sources: Conditions can be defined using values from either Smart Templates or CSV files. Comparison Options: Conditions can be configured manually or set by users, allowing flexible logic (equals, not equals, greater than, contains, etc.). Outcome: Depending on the evaluation, the workflow can decide who must sign, whether to trigger the step, or skip it entirely. This enhancement provides more granular control over automated workflows, enabling complex routing and conditional signing flows.
API Documentation Improvement
Added a new README / documentation section in GitHub to clarify the use of the correct Base URL for Production vs Test environments.This improvement helps developers easily understand which environment to use, reducing confusion during API integrations.
Default Option in List-Type Field to Remove Selection
Added a default option to remove an unwanted selection in List-type fields when configuring Smart Documents.This functionality was already available during the CSV configuration stage, and has now been extended to Smart Document forms. When a List-type field is used in a Smart Document, the form now includes by default an option that allows users to clear their selection if needed.