RT DocuSign

Version 5.0.2 (Available: 08/08/2023)

Release Notes

Compatibility:

• Versions 12.1 - 13.0 (on-premise and on-demand)

Features and Improvements

• Supports Accounts, Contacts, Leads, Opportunities, and Quotes modules
• Send Documents and PDF Templates from SugarCRM for signature
• Signed copies of each document are saved as revisions in the RT DocuSign module

Special Instructions:

• Please perform Repair and Rebuild after installation.

Version 5.0.1 (Available: 06/06/2023)

Release Notes

• Minor fixes related to Content Security Policy changes

Compatibility:

• Versions 12.0 and older (on-premise)
• Versions 12.1 - 13.0 (on-premise and on-demand)

Features and Improvements

• Supports Accounts, Contacts, Leads, Opportunities, and Quotes modules
• Send Documents and PDF Templates from SugarCRM for signature
• Signed copies of each document are saved as revisions in the RT DocuSign module

Special Instructions:

• Please perform Repair and Rebuild after installation.

Version 4.6.0 (Available: 08/05/2022)

Compatibility

• Compatible with Sugar12 and below

Improvement

• Migration feature now allows you to retain your existing DocuSign data if you are using an older version of RT DocuSign.

Version 2.0.1 (Available: 01/01/2020) Compatibility

From Sugar 8.0.0 to Sugar 9.2.0 Fixed

Records are attaching in subpanel of Accounts, Contacts, Quotes, and Opportunities in Document Record view. Changed

Update Naming Convention for Document Packets. Improvement

Structural improvements in code to make it upgrade safe.

Version 1.07 Onsite/OnDemand (Available: 07/05/2019)

Compatibility:

• SugarCRM 8.x.x to 9.0.0 (on-premise and on-demand)

Added:

• Full support for Quotes module.
• Added signature placeholder field in PDFManager module to pre-populate signature placeholder when a template is sent for signature.

Fixed:

• Email of account pre-populates when 'Send to Docusign' button is clicked.
• Current user is set when notification entry point is hit.
• Contact and Document's name get cleared when add button is clicked to add another Contact and Document.
• Status on dashlets updates correctly.

Changed:

• Status field value is changed from 'send' to 'sent'.
• Used translations throughout .hbs files.
• Used translations for status field.

Version 1.06.2 Onsite/OnDemand (Available: 6/11/2018)

Compatibility:

• SugarCRM 8.2.x (on-premise and on-demand)
• Backward Compatible

Fixed:

• Document does not open for send when the name of document is changed
• Wrong labels
• License Validation Bug

Version 1.06.1 Onsite/OnDemand (Available: 8/1/2018)

• Compatibility with Sugar Pro 8.1

Version 1.06 Onsite/OnDemand (Available: 12/21/2015)

• Bug Fixation
• Compatibility with Sugar Pro 7.2
• Compatibility with Sugar Pro 7.5
• Compatibility with Sugar Pro 7.6

Version 1.0 Onsite/OnDemand (Available: 04/12/2015)

• Configure RT DocuSign using Global DocuSign Account (one DocuSign Account configured by admin for all users).
• Configure RT DocuSign using User Account. (Each user has the ability to configure and use his DocuSign for sending documents).
• Send attached documents of Accounts Module for signature to DocuSign. 4‐ Send PDF (Sugar PDF Module Templates) from Accounts Module for Signature to DocuSign.
• Send attached documents of Contacts Module for signature to DocuSign. 6‐ Send PDF (Sugar PDF Module Templates) from Contacts Module for Signature to DocuSign.
• Send attached documents of Opportunities Module for signature to DocuSign. 8‐ Send PDF (Sugar PDF Module Templates) from Opportunities Module for Signature to DocuSign.
• Send attached documents of Leads Module for signature to DocuSign. 10‐ Send PDF (Sugar PDF Module Templates) from Leads Module for Signature to DocuSign.
• Functionality to Add/Remove attached documents with Documents packet before sending to DocuSign.
• Track the Status of Document Packet in Sugar Activity Stream.
• Visualize and view the details of the statuses of Documents Packets in Sugar Dashlets on Global, Module and Record Levels.
• Manage Revisions of packets documents in the form of PDF attached as Sugar documents with Document Packet Record.
• Manage final revision original Document once signed by all users.
• View Statuses of individual documents and Recipients in Documents Packets Modules Details View.