Product Area: Contract Upload workflows

 Impact of Change: Quality of life

 Roles Impacted: All users who upload contracts

Details

While uploading contracts, users always have to fill three questions: Contract Type, Contracting Entity, and Counterparty. A lot of times, this information is not straightforwardly known, and even when it is, it’s a bit of a hassle to enter it, especially in cases where there are more than one contracts to upload.

To help with this mundane task, we’re introducing Smart Data Capture Lite, which brings the power of Smart Data Capture, but does it slightly quicker for a seamless experience. By the time a contract is uploaded, the data extraction is already in progress.

Note: This does not consume any credits, and works for all machine PDF contracts for free, across all the three upload flows.

How to Enable: This feature is being rolled out to all customers. If you’d like to have it enabled sooner, please reach out to your CSM.

Relevant Resources: NA 

 Product Area: SpotDraft E-Sign

 Impact of Change: New Functionality

 Roles Impacted: Business Users & Executives

Details

Introducing Signing Queue – Streamline Contract Signing Like Never Before!

Say goodbye to the hassle of tracking down contracts individually! With our brand-new Signing Queue, you can now sign all your pending contracts in one seamless session.

Here’s how it works: After signing your first contract, you’ll automatically be prompted to review and sign the next one in line. No more searching through emails or digging into repositories—simply sign, click, and move on to the next document in a smooth, uninterrupted flow.

Why you’ll love it:

• Effortless: Save time by completing all your pending signatures in one sitting.
• Seamless Experience: Go from one signing screen to the next with just a click.
• Stay Organized: Never lose track of pending contracts again.
• Optimized for Mobile: Leverage this new feature while signing on mobile.

Ready to boost your productivity? Dive into the Signing Queue and get it done in record time!

How to Enable: Enabled for all workspaces

Relevant Resources: NA 

 Product Area: DocuSign Integration

 Impact of Change: New Functionality

 Roles Impacted: Business Users

Details

Introducing DocuSign Advanced Electronic Signature (AES) on SpotDraft!

We’re excited to announce that SpotDraft now supports DocuSign Advanced Electronic Signature (AES), providing an enhanced level of security for collecting e-signatures on your contracts. AES ensures a more secure and legally robust signing process, helping you safeguard sensitive agreements.

Business users can now choose between two AES Authentication Methods for signatories:

1. Access Code: A unique code that signatories must enter to access the contract.
2. Phone Number: A one-time password (OTP) sent to the signatory’s phone for verification.

How it Works:

Before signing the contract, signatories will need to authenticate themselves using the selected method. This additional layer of verification ensures that only authorized parties can access and sign your contracts, providing greater peace of mind and compliance with advanced e-signature standards.

How to Enable: This will be enabled on request.
Before enabling for a customer, we need to ensure the following -
1.DocuSign integration is set up
2.The customer’s DocuSign subscription includes AES

Relevant Resources: Help Documentation  

 Product Area: SpotDraft E-Sign

 Impact of Change: Improved UX

 Roles Impacted: Business Users

Details

We’ve made two small, but significant improvements to the way users can position the sign fields when preparing a document for signing.

Arrow Keys for Micro Adjustments:

When preparing a document for signing, users can now make micro adjustments to the position of the sign fields in the document.

This helps to get that perfect placement in the document very easily!

Dragging and Dropping a Sign Field

Previously, when a sign field was clicked on to drag and drop to a different position, the cursor would always snap to the top left of the field. This made the drag-drop experience very jarring and difficult to make small changes.

Now, when a user clicks on a sign field to drag and drop, the cursor will no longer snap to the top left, and the field will be picked up from where the user clicks on it.

How to Enable: This is now live for all workspaces.

Relevant Resources: NA 

 Product Area: SpotDraft E-Sign

 Impact of Change: Improved UI & UX

 Roles Impacted: Business Users

Details

We’ve completely revamped the way sign fields look and feel on SpotDraft. We’ve taken inspiration from the leaders of E-Sign to give our customers a similar experience.

Signature, Initial & Seal Fields

• These fields now are resizable with a fixed aspect ratio. This makes it more predictable of how the final signature will look like.
• These fields will now have a minimum and maximum size limit. This helps to avoid any mistakes the users might make and make the final signature look more presentable
• The final signature will always be contained within the field that is placed by the user. Eliminating the possibility of overlap to occur

Name, Date Signed & Job Title

• The UI of these fields have been changed to give a “What you see is what you get” clarity to the user. It will now be more predictable of where the text will be rendered when signing the contract.
• These fields cannot be resized, however when the contract is being signed, the field will automatically extend to accommodate the user’s input and it will always be in one line

How to Enable: This is now live for all workspaces.

Relevant Resources: NA 

 Product Area: Supporting documents

 Impact of Change: Quality of life

 Roles Impacted: All users who upload supporting documents

Details

Until today, supporting documents uploaded to SpotDraft could only be downloaded-there was no way to preview them on SpotDraft. With this new update, this is changing.

Starting today, users will be able to preview PDFs and Images that they upload as supporting documents. All they have to do is click on the button and they will see the document open in an overlay. Note that other document formats are not supported to preview. These can still be downloaded by clicking on the three dot menu against the supporting document.

How to Enable: This is now live for all workspaces.

Relevant Resources: NA 

 Product Area: Summary Page

 Impact of Change: User experience improvement

 Roles Impacted: All user

Details

The information present in the 'Manage' tab in summary page used to be hard to find for our users, primarily because manage tab was not easy to identify & users did not know that the information is present in Manage tab. This lead to friction in the task users might be trying to complete.

To address this issue we have reorganised the contents of the summary page to make information accessible. Notable changes are:

• Moving Activity log card to the left bottom of the summary page
• Bring out info cards (approvals, contract info, related document, etc.) from the 'Manage' tab & getting rid of 'Manage' tab

How to Enable: It will be enabled by default for all users in the general release this week

Relevant Resources:  

 Product Area: Contract Editing/Review

 Impact of Change: New Integration

 Roles Impacted: Legal Users/Editors

Details

Users can now access the DraftMate plugin within the SpotDraft editor to collaborate on documents using Microsoft Word.

Things to note:

1. If users have DraftMate installed, they will be automatically re- directed to comment pane for the contract when they open DraftMate if they are editing via WebDAV
2. The feature accessibility on DraftMate is maintained. It supports tagging, internal and external comments, and access to clause library.
3. DraftMate also shows the time at which the last version was saved to SpotDraft i.e., when they hit command/ctrl + s

How to Enable: This feature is enabled in beta, by default, on all the workspaces using Word for Desktop.

Relevant Resources: Help Center Documentation 

 Product Area: Notifications

 Impact of Change: Improved UX

 Roles Impacted:Business Users & Legal Users

Details

We’ve significantly enhanced SpotDraft notifications on Slack, making them clearer and easier to consume!

Contract information is now presented in a more detailed and granular format, helping users quickly understand the contract and take action faster.

Note: This improved format is currently available for Signature and Approval request notifications only.

How to Enable:Released to all workspaces.

Relevant Resources: Help Center Documentation 

 Product Area: Upload contracts

 Impact of Change: Quality of life

 Roles Impacted:All users who upload contracts

Details

When users would hit “Save and review” while uploading multiple TPPs, they wouldn’t know why they’re unable to proceed. They would just be stuck on the screen without any feedback. It was because there was atleast one field in a contract that wasn’t filled--but we wouldn’t tell the user which one.

Starting today, as soon as users click on the “Save and Review” button, we’ll take them to the contract which is throwing a “required” error.

This is applicable for Intake forms on “Upload for Review” and “Send for Signature” workflows, and for the default three questions for “Upload Executed Contracts” workflows.

How to Enable:This feature is now live for all workspaces.

Relevant Resources: NA