Changes

Template:November2023Upgrade

479 bytes added, 20:05, 19 October 2023
Send cancelation emails for Adobe Sign
<!-- 137721 - Enhancement - Search Reference on fields to show references for list views as well -->
==== Send cancelation emails for Adobe Sign ==== 
If you are using Adobe Sign for electronic signatures we have added a new option to send a cancellation email to signees when the signing process is canceled from within SmartSimple. The process may be canceled from within Smartsimple via the '''E-signature Queue''' or the workflow task of '''E-Signature Cancellation'''. You can see the new setting called '''Send Cancellation Email to Signers''' by navigating to '''Global Settings''' > '''Integrations''' > '''Integration Key Management''' > and editing the '''Adobe Acrobat Sign''' settings.
<!-- 137747 - Adobe Cancellation Notification -->
 
==== Improvements to Consumer Creation buttons ====
 
You can now easily disable the consumer creation buttons based on Owner, Person, Branch, and Company. You can also define a message to display to users explaining why they are not able to apply. For example, you could disable (gray out the button) if a user or organization has already applied once to prevent users from applying to the same call multiple times.
 
<!-- 138877 - Consumer creation button, visibility options -->
==Notes for Admins==
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