Protect your DocuGen settings

You can now 'lock' your DocuGen settings to protect them again changes. When you lock a view, no one except the board owners can make changes to DocuGen settings. Non-owners can still see the settings but cannot make changes. Only the board owners can lock or unlock a DocuGen view.

Lock DocuGen Sign settings 

Go to your DocuGen Sign view and click on the lock icon near the "Settings" tab:

Lock DocuGen Generate settings

Go to your DocuGen view and click on the lock icon near the "Preview" tab (in case of item view) or the "Settings" tab (in case of board view.)

Item view	Board view

Filter by Group

When you insert a table into your documents, you can now filter items by Group:

1. Go to your DocuGen item view and click on "Item tables"
2. Edit an existing table or create a new one
3. Click the button "Filter..." and select "Group" as the column. Fill out the "Condition" and "Value" fields

That's all: when you generate a new document containing this table's placeholder, the document will include items that belong to the group you specified. 

This feature is only available in item tables on board views. It is not available for subitem tables as subitems don't have groups.

More about tables here...

DocuGen Sign preconfigured template

You can start using DocuGen Sign quickly by using our new preconfigured template. Go to the Template center and search for DocuGen Sign:

Learn more about DocuGen's preconfigured templates...

Send documents for signature even if some signers are missing

You can now choose between two options when sending documents for signature by multiple signers:

1. All or nothing: The document will not go out for signature if there are missing signers. In other words, all the signer columns must be populated in order to send the document for signature.
2. Send anyway: The document will go out for signature to the existing signers. In other words, even if some signer columns are blank, the document will still go out for signature to the other signers.

Go to your DocuGen Sign view, click on the "Settings" tab and expand the "Signers" accordion:

1. Check the box "Do not send documents..." if you want documents to go out only if all signers are filled.
2. Uncheck the box if you want the flexibility of fewer signers.

Note: This settings applies to integration recipes only. When you send a document for signature using the "Preview" and "Send" buttons in the DocuGen Sign view, the document will always be sent even if there are missing signers.

Learn more about defining signers for your documents...

Send the certificate of completion to all signers

DocuGen provides an official certificate of completion for each signed document. You can now automatically send the certificate of completion to all signers who signed the document:

1. As a separate attachment: The certificate of completion is attached to the email containing the signed document
2. Appended to the signed document: The certificate of completion is added as the final page of the signed document

As a separate document

1. Go to your DocuGen Sign view and select the "Settings" tab
2. Under the "Signer notifications" accordion, select "Send as separate attachment" from the dropdown

As an additional page

1. Go to your DocuGen Sign view and select the "Settings" tab
2. Under the "Signer notifications" accordion, select "Append to the signed document" from the dropdown

Learn more about the certificate of completion...

Get notified when signers open or sign

You can now receive email notifications when a signer opens or signs a document:

1. Go to your DocuGen Sign view and click on the "Settings" tab
2. Under the "Internal notifications" accordion, check one or both of the boxes:
   1. "each signer opens the document"
   2. "each signer signs the document"

Learn more about internal notifications...