CT Sign for CT Mobile iOS Release Notes

Here you could find a CT Sign feature, the link to the corresponding article, and the CT Mobile version in which the feature is available. Add the CT Sign module to the CT Mobile iOS app to have the ability to sign documents on the mobile device.

CT Sign 2.0 for CT Mobile 2.6

New Features and Improvements

Templates:

  • Support fields of the Date and Formula types.

  • For localization purposes, the ability to use a custom label for the Sign Document button.

Salesforce tables:

  • Support of several Salesforce tables on a template.

  • Titles of columns now display labels for selected fields instead of their API names.

Fixes

  • Fixed filling out status and date of signing for the completed documents on the device.

  • Fixed attaching a signed document. The signed document is available on the Files tab on the appropriate object.

CT Sign 2.0 for CT Mobile 2.5

New Features and Improvements

Sign documents offline using a simple signature.

  • All signatories must sign the document, or it will not be saved.

  • The document may not need to be signed when generated based on a template without the Signature button(s).

  • The finished document will be saved in the Files section of the parent object and the Sign Document object.

  • Add the handwritten signature, select a photo from the device gallery, or take a new one with the signature.

When creating a template in the Template Editor, use Salesforce Table for displaying values from the related records.

Fixes

Only documents from the specified workspaces will be downloaded on the mobile device.

CT Sign 2.0 for CT Mobile 2.4

New Features and Improvements

Add CT Sign to the menu to sign documents in the CT Mobile app.

  • Templates available for the mobile user are automatically downloaded.

  • The Sign Document records available for the mobile user are automatically downloaded.

The ability to create a document on the Account, Contact, or Activity record via the Sign Document button.

The ability to sign documents with a legally binding signature:

  • Sign a document with the e-mail or SMS verification.

  • Sign a document with the Phone or SMS verification via an in-app browser (embedded signing).

Support signing documents in the CT Mobile app in case of internet connection loss.

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