New and Enhanced Features
New and Enhanced Features
Release Note Applicability
This publication applies to the Demo and Production releases for January 2025, version 24.4.01.00. All datacenters have been deployed for this Production release.
Release Note Corrections
The following changes have been made to this document since its initial release:
Update entry, Envelope Type Required by Default for New Templates
Country Code Dropdown for Phone Verification Fields
With this enhancement, the Data Verification phone field group will provide a dropdown of country calling codes. Signers will now be able to select a country from a pre-populated list. This offers a better signing experience, and helps reduce verification errors.
Web Forms Enhancements
The following Web Forms functionality will start rolling out to the Demo environment in January. The rollout will complete to Demo and Production environments in February.
Phone number field:
This new field type will allow users filling out a web form to provide phone number values, including country code, that can be used to initiate SMS or phone-based verification on eSignature envelopes and Maestro workflows.
Sharing permissions:
A web form creator will be able to provide view, edit, or manage access on a form as well as access to form submission data to other users on the same Docusign account.
Multi-recipients forms:
Each signer on the same eSignature envelope will be able to fill out fields through a dedicated web form user experience. Note that this feature requires the Advanced Web Forms add-on. Contact Docusign sales to learn more.
Agreement Template Builder (ATB) Enhancements
Download and Upload Support for ATB Templates
Users can now download and upload their ATB Template JSON files. When ATB was launched, these features were not supported, which posed challenges for users building templates in demo environments and transferring them to production environments. With this update, we have streamlined the template creation and sharing process, making it more efficient for all users.This feature has been available by default for all customers since November.
Resizable Signer Fields
Signer fields are the standard fields assigned to recipients to complete. Users will now be able to resize the following signer fields when placing them on a document using ATB:- Full Name
- Company
- Title
- Text
This functionality will be enabled by default. It is scheduled in both Demo and Production accounts by January 2025.
Enhanced Discoverability for Rule Builder
The rule builder provides users with a way to add conditional logic rules in ATB. These rules can show or hide content in a generated document based on values entered in sender fields.To make the rule builder more discoverable in ATB, users will now be able to access this feature from two locations.
- Toolbar: New logic rule icon to add a rule at the current cursor position.
- Document margin: When a user hovers their cursor over the right margin of the document, they will see a logic rule icon. Clicking the icon will insert a rule automatically for the corresponding text section.
This functionality will be enabled by default. It is scheduled in both Demo and Production accounts by January 2025.
Support for Headers and Footers
Users will now be able to see their headers and footers while editing their documents using ATB. Previously, documents uploaded to ATB, would lose their headers and footers. Now, ATB is able to automatically detect if documents have headers and/or footers, retain them, and allow users to view them while editing the document.This feature has been available by default for all customers since November.
Create New Documents in Docusign
Template builders now have the ability to create new documents directly in Docusign. When creating a new template, users can chose to build a new document instead of having to upload a document. When a user selects Create New Template, the Upload button has a new option called Create New Document. If the user selects this option, they will be brought into our Agreement Template Builder where they can build their document as they like.This feature will available by default and will be available in Demo and Production accounts in mid-January and rollout to all customers by the end of February.
Word Template Assistant User Experience Improvements
These UX improvements offer a smoother experience and better upload feature discoverability. Users will now see additional tooltips in the Fields and Tables panel. As well as the following changes:
Updates to Action Buttons
Upload to Docusign as the primary action button when using Template Assistant with two secondary action buttons on top Insert and Preview.- Insert inserts fields and tables into the word template.
- Preview previews the document template with merged in values.
Enhanced search functionality
Search functionality has now been moved to the top of the Word Template Assistant,. This makes it more accessible for searching for fields and tables. Additionally, users can now use search within Template Assistant to search both fields and dynamic tables by name.
New Account Page Panel
Users will now notice a new panel on left hand side of the Template Assistant focused on account and user details. Users will need to go to this panel to log out of the Template Assistant.
This functionality will be enabled by default. This feature has been available by default for all customers since November.
Download DOCX Files from Document Generation Templates
Users can now download the Microsoft .docx document from their Document Generation templates. Previously, users could only download the PDF, making it difficult to edit. Now, the .docx file will be downloaded, making it easy for users to update their template. To do this, edit the Template, select the three-dot menu in the document thumbnail, then select the Download Document icon. This feature only applies to documents created using the Word Template Assistant.
This feature will be available by default and begin ramping in Demo and Production accounts in mid-December and rollout to all customers by the end of January 2025.
Field Assist on Multi-Recipient Envelopes
Field Assist is an AI functionality that automatically detects and places Signature and Date Signed fields on the documents. We plan to begin a gradual rollout of this feature for envelopes with multiple recipients, up to a max of envelopes with five recipients. The ramp-up is scheduled to start in late January and complete by February.
This feature will be enabled by default for agreements that meet specific criteria:
- Envelopes containing documents totaling less than or equal to 20 pages.
- No form fields on documents. Note: Field Assist is not available for templates.
Envelope Type Required by Default for New Templates
Today, customers have the ability to optionally set an envelope type when creating or editing templates or envelopes. They can do this either by choosing from a dropdown list of envelope types or by choosing Other and specifying a custom envelope type. Starting in February 2025, envelope type will be a required input by default when creating new templates.
Envelope type will continue to be an optional input when editing existing templates. It will also continue to be optional when creating or editing envelopes (new or existing). This update will not impact the API.
Customers will continue to have the option of turning off the envelope types dropdown feature by deselecting the Enable envelope types dropdown option in the account settings.
This feature will be rolled out gradually to all customers in February in the Demo environment, and in March in the Production environments.
Template Editing on iOS Mobile App
Template editing is now available on the Docusign iOS app. Users can now easily edit template names, descriptions, documents, and recipient information directly from their mobile devices. This enhancement allows for greater flexibility and convenience, making it simpler to manage and send templates while on the go.
Include Liveness Check Breakdown in ID Evidence
We’ve made some improvements to the ID Evidence files for customers using ID Verification with Liveness Detection. Customers will now be able to opt in to see the full breakdown of checks performed during the identity verification in their ID Evidence file for both successful and failed attempts.
ID Verification Attempt Report updated to include breakdown of checks for ID Verification with Liveness Detection
Alongside the updates that are being made to the ID Evidence for ID Verification with Liveness detection, the ID Verification Attempt Report is also being updated to include more detail on the list of checks conducted to verify the identity of the signer. Customers can opt into this more detailed reporting by reaching out to their account team.
Create Liveness Configuration for specific countries and ID documents
Customers using ID Verification with Liveness Detection can now create custom configurations for specific countries and ID documents. This enhancement provides customers with greater flexibility to create the identity configurations that best suit their needs.
Send Envelopes from iOS Mobile Devices
You can now send envelopes directly from your mobile device with no app download required. Start by creating your envelope on any supported web browser. After you’ve uploaded a document and added recipient information, the process seamlessly switches to a lightweight version of our mobile app. From this application, you can add fields to your document and complete the sending process. This feature provides a smooth, native iOS experience without the need to log in or download and install the full app.
This capability will be ramping to Digital customers in January and to Direct customers in February.
Trust Service Provider URL Format and New Branding Updates to Certificate of Completion
To improve the readability of Trust Service Provider (TSP) URLs that are included in the “Signer Events” section of Certificate Of Completion documents, long TSP URLs that expand beyond a single line will now be divided such that every line ends with a '/' character. Short TSP URLs that are single line will be placed in the second line below the label "Signature Provider Location.”
In addition, as part of the company-wide branding effort, we are rolling out Docusign’s new branding to the Certificate of Completion. Moving forward, you will see our company name written as “Docusign” as a single word with a capital “D” and lowercase “s”. This is purely a visual change and will only impact envelopes created moving forward; previous envelopes will not be affected.
These updates will be available according to the following schedule:
- Demo environment by January 2, 2025
- Production environments from January 4 through approximately mid-February, 2025
PDF Attachments Included in Combined Download
To ensure there is no loss of data at time of download, we now support combining the attachments in individual PDFs when performing combined download.
Organization-Level Connect For Enterprises
Organization-Level Connect (OLC) is a true enterprise feature that offers the following benefits:
- A single view of all Connect configurations across accounts linked to your Organization.
- New search and filtering functionality.
- Organization-Level Connect configurations.
- Increased limits for Envelope Publish and Downloading Logs compared to the account level.
OLC provides a centralized platform for efficiently managing all of your Connect configurations. It helps streamline your operations, improve compliance standards, and enhance productivity.
Use cases include:
- Managing settings for Connect configurations across multiple Docusign accounts.
- Quickly identifying a specific account or configuration that is experiencing a Connect failure.
- Proactively consolidating hundreds of Configurations into a single Organization Level Connect configuration
Supported functionality
Organization-level Connect configurations support only the Connect 2.0 (JSON/SIM) experience. The supported security options are HMAC, TLS, and OAuth. Basic Authentication is not supported.
Availability
Organization-level Connect will soon be available on Enterprise Pro and Organization Management plans.Phase 1
The ability to manage account level configurations and view Connect logs across all configurations at the Organization level. Available by mid-December 2024.
Phase 2
The ability to create Organization-level Configurations, Republishing Envelopes, and enhanced search functionality. Available by the end of January 2025.
Update on Docusign Email IP Addresses
In the Docusign Core Demo Release Notes: 24.3.00.00 September 2024, Docusign shared that we are adding new IP addresses to outgoing emails as part of the migration to cloud-based email providers. If you use email allow listing to filter notification delivery for eSignature or CLM, the following source IP addresses need to be added to your companies firewall rules.
North America-based accounts (Demo and Production)
IP range: 54.240.115.126 - 54.240.115.137 and IPs:
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161.38.201.204
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161.38.201.205
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161.38.201.202
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161.38.201.203
European Union-based accounts (Demo and Production)
IP range: 54.240.54.89 - 54.240.54.92 and IPs:
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204.220.160.187
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204.220.160.199
These IPs were originally listed on our trust site on October 1, 2024. If you have already taken action then no new action is needed.
Email Traffic Rollout schedule Update:
We originally shared November 2024 as our target date to start rollout use of the new IPs. This date has been postponed to February 2025. Docusign will slowly roll out use of the new email IPs over the next 12 months, starting in Demo, then proceeding to Production.
Please see this FAQ for more information about our cloud email providers, security, and the custom email domain feature.
CLM demo and Custom Email Domain Demo are excluded from the initial rollout.