CT Sign Package Release Notes

Table of Contents

Here you could find a feature, the link to the corresponding article, and the version of the CT Sign package in which the feature is available.

The CT Sign package v. 1.29 '23

Previously, if at least one of the templates had a related ContentVersion object record with specific package fields set to null, the list of available templates was empty (even templates, which are properly set, were not displayed). Now, templates with undefined fields are not displayed, and templates with proper settings are displayed in the list.

The No Auth option is added for the Authorization Type of the Signature button when using the DocuSign sign type. If specified, no confirmation will be required during the signing process.

Previously, during the signing, it was impossible to select a template, for which no record type is specified. Now, such template will be available for all object record types and can be selected.
Some read-only attributes, specified on the Form Document layout, were available for editing. Now, all read-only attributes cannot be edited during the signing process.
Some required attributes, specified on the Form Document layout, could be ignored during the signing process. Now, all required attributes must be filled out to complete the signing process.
Fixed displaying date and time on the generated PDF document instead of just date.
The Save Draft button has been removed from the Form Document page, because it does not launch any action.

Template Editor supports the Salesforce table.

Use the Salesforce table to display values from the fields of the selected object according to the criteria.
The rows of the table are filled out with real values from the selected object when you start to sign a document. If the field is empty, the marker will be replaced with a blank space.

When the EU Advanced signature type is selected for the Signature button:

to verify the signatory, use either the Email or Device option as the Signatory Place. Previously, only the Device option was available.
SMS confirmation is used as the Authorization Type. Previously, authorization types were not used.

The revised object model provides a better user experience and performance.

The CT Sign Control Panel is used to connect the Salesforce organization with the Application Service and e-signature provider.

Integration with the DocuSign provider.
The Application Service for sending the transaction statuses and signed documents.

The Template Editor is used as a comprehensive tool for creating templates and setting up signatories for documents being signed.

Tap the Form Document button to generate a PDF based on a template to sign a document.

Сustomize layouts to view all required info.
The ability to convert an HTML template to a PDF document.
The ability to save the generated PDF locally.
Error validation: integration with the e-signature provider, filling of fields, and selecting a signatory.
Validation of the template availability according to the record type if it was specified for the selected template.

Other features

The Batch_DocumentSender Apex class is designed to complete the document signing process launched in the CT Mobile app if the internet connection has been lost on the mobile device. The Apex class will operate every 15 minutes.
The new Complete on Device status is set if the document signing process has been finished in the CT Mobile app. The SignDocumentProcess trigger will attach the signed document to the Sign Document record according to this status.
Notification for the processes launched by clicking Generate PDF and Sign Document buttons.