#1 Document Administrator Role

RELEASED 2023-08-27

To increase security and flexibility for enterprise teams, eDoc is introducing a Document Administrator role separate from the existing Document Owner.

The Administrator role is required for Release and Training Management as well as items in the (Document) Administration menu. The Owner role will continue to author revisions and manage the review process, up to the release point.

Administrators are assigned by groups in the eSign Document Settings.

Open

Notes

• By default Document Owners have the Administrator role. If necessary, disable this in Space Settings.

• Administrators can perform Owner tasks.

• Groups are created and managed within Atlassian User Management.

#2 Sequential Approvals

RELEASED 2023-08-19

With this update, eSign Document Management now supports Sequential Approvals.

• Sequential approvals require each reviewer to sign and approve in series, one after the other.

  Open

  

• The eSign Document Header macro has been updated to display sequential approvals with the state of each Approved, Open and Waiting review.

• Sequential approval is enabled per document type within Space Settings. By default all document type approvals are parallel (sign in any order).

• If a prior approval is reopened or rejected all subsequent approvals will also need to be re-approved. For example, if reviewer 1 and 2 have both approved the document, but reviewer 1 later reopens the review, the approval of reviewer 2 will be cancelled and that user will need to sign again. These changes are tracked in the audit trail.

#2 Document Management

• New configuration option to control eSign auto locking of Working and Release copies on Finalize and Release.

   

• Added support for the Confluence Free edition. Note as Confluence free edition does not allow page restrictions eSign is not able to lock finalized or released pages.

#3 Training Management

• Assigned Training is automatically cancelled with document revisions are Obsoleted.

• Added a New Document Administration action to allow document owners to bulk cancel all open training for a document revision.
  
  

#4 Usability Improvements

• Enhanced the document review notification emails to include details of the Review status for each reviewer. This will be especially useful for sequential reviews where users have to sign in order to know who the Next person to sign is.

• Both the Approval Signatures and Training Signatures forms now auto-focus on Pin field on entry to allow faster sign-off and facilitate keyboard entry of Signatures.

• Improved the layout of the Signature Block macro for PDF and Word exports.

• Notifications email now sent by ‘eSign Documents’ instead of ‘eSign’ for clarity with customers who have multiple eSign apps.

#5 Issues Fixed

• Resolved issue where reopening and finalizing a working copy revision multiple times would add multiple revision history rows