Stavvy 0.57.0 Release Notes - March 21, 2023

• 📝 Document Signing Types

• 📥 Document Upload and Action Menu Updates

• ❌ Cancel Document
•  Product Enhancements
  • Improved Document Actions: Rename, View Versions
  • Identifying Notarized Documents
  • Remove KBA from Notary Profile
  • Filter to "My Packets" in eSign
•  Bug Fixes
  
  • Observer Users eConsent

📝 Document Signing Types

Summary: We’ve added the concept of document signing types (eSign, Wet Sign, and Read Only). Signing types allow documents to be managed based on the way they will be executed. There are different actions available for documents based on their signing type.

Helpful Hints: A document’s signing type indicates how it will be signed or executed. It does not indicate what kind of annotations a document contains. Signing types are set upon document upload, but can be changed using the documents action menu.

You can see a document's signing type in any documents table

Seeing a document with a type of Unknown? Don't worry - you can change the type or proceed with adding annotations to it as usual. It won't impact your ability to prepare or sign your document. You may see a few documents with this type as we roll out this feature. 

Wet sign documents can be marked as signed. This will result in a status of Wet Signed, a completed status for wet sign documents. Wet sign documents do not go through a certification process.

To mark a wet sign document as signed, click the “Mark as Signed” action in the action menu.

Learn more at: help.stavvy.com/document-upload

📥 Document Upload, Action Menu, and Filtering Updates

Summary: Uploading a document or interacting with the action menu in Stavvy is similar to how it always has been, but we’ve standardized the experience across meetings, eSign packets, and files. We've also added a way to filter document lists.

Helpful Hints: Upon upload, you must select a signing type for a document. All PDF documents will default to esign, but they can be changed. All non-PDF documents will default to read only and can not be changed.

There is now an option to select document type upon upload. This field is not required except in files. 

Selecting a document type of other will allow you to enter a custom description for the document. This will display in the documents table.

To access any document action, click on the ellipse menu at the far right of each document in the documents table.

You can now filter the documents table by signing type, document type, or status. You can also sort on every column in the documents table.

Learn more at: help.stavvy.com/document-upload

❌ Cancel Document

Summary: You can now cancel documents. Canceling a document is a terminal state for a document and it can not be undone. Canceling should be used for documents that have mistakes or are no longer needed to complete the transaction. Canceled documents will not display to signers in the meeting or eSign experience.

Helpful Hints: To cancel a document, click on the cancel action in the action menu.

When you select cancel, you will be prompted to confirm the action. This will change the document status to canceled.

A document with a status of Canceled can only be Viewed or Downloaded. Documents with a status of Wet Signed or Certified can not be Canceled.

 Product Enhancements