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Web UI - E-Signature Templates & Miscellaneous Improvements

External Release Notes: Web UI (July 17, 2024)

New Features And Enhancements

Changes in the Permissions Pop-up Window 

The new permissions pop-up offers the users with options such as:

  • Managing user permissions.
  • Adding existing users to the groups.
  • Inviting new users.

This feature will be enabled on July 22, 2024.

Web ui- 1.png

The default user permission is now Viewer as compared to the Editor permission earlier.

The ability to invite multiple users at once is currently available only for document room plans and Enterprise Lite plans.

E-Signature Templates

Egnyte introduces E-Signature templates, enabling users to streamline the signature process for frequently used documents. These pre-configured documents or forms can be reused, eliminating the need to create new documents for repetitive signature requests.

Admins get the ability to create, edit, and delete these templates by default. They can extend the functionality to the power users and the new or existing roles. The users can create a template on any documents that supports e-signature.

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They can use an active template from Workflows & Signatures -> Signatures -> Template -> Use Template.Web ui- 3.png

Learn more about Managing Signature Templates and Creating Signature Requests using Template.

Review Signature Request Details

The users can now review all the details added to the signature request before sending it to the recipient(s). When they click on Send Signature Request in the document preparation interface, they will get a summary of the signature request details to verify.

Web ui-4.png

 

Issues Addressed

Inconsistency in Recent File Activity

There were inconsistencies observed in the data displayed under recent file activity in the Web UI when the files were being accessed from the Desktop App.

Additional Information And Resources

The current release contains a few improvements to existing functionality.

  •  Minor performance, security, and stability improvements
  •  Minor UI improvements
  •  Minor bug fixes

 These changes will be available to all users by July 18, 2024.

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