Trust Portal Release 20240530
Planned production date: 30.05.2024 at 16:30 to 16:45
Content of this release:
Add signer name in create order process
Change signer email and name
Date of deletion of order details
Recover signed PDF
Improvement of error messages
"Include SSN" when signing with MitID and BankID NO
Modify order deadline
Add Signer name in create order process
You can now personify your email notification. For each signer’s email address in the create order page you have an option to add signers name (field is optional, you can choose not to enter name). In addition you need to configure the email template with ##SIGNERNAME##,” and the name added in the field will show wherever you add it in the template
Change signer’s email address and name
This is a new feature; now you can edit signer email and signer name for all steps irrespective the order status is active or inactive. In addition you can change the SSN. When you edit name, email address and/or SSN, a new email will be triggered. If you are editing and then enter SSN (it wasn't there when order was created) then a new email will not be triggered.
Restriction; you are NOT able to change any details if the signer has opened the signing link. (Restriction from E-Signing service)
Change date of deletion of order details in order list
Previous we removed documents after 90 days from the portal and you could still see the details of the orders for 180 days. To be more compliant to GDPR, we have changed to removig the documents and the details regarding the order 90 days after signing date. For Expired and cancelled, we will do the same 90 days after due date
Recover of signed PDF; Generate PAdES
This is a new service in Trust portal. If your company has this feature enabled, and the user have the right access, the user get access to a new page in Trust Portal. The user can upload an SDO and recover/generate a signed PDF. This is an invoiceable service. Contact Customer support to enable the feature
Improve error message for "signing failed"
We have improved error messages when singing fails, so it should be easier to understand why it failed
"Include SSN" when signing with MitID and BankID NO
Currently when you create an order and choose BankID NO or MitID you as caseworker need to add the signers SSN in the order creation process to be able to get SSN in the PAdES/SDO. We have now added a possibility to configure this in the “Configure E-Signing” page. If you check for it, you should be able to get the SSN automatically in the SDO/PAdES. SSN will never be provided to external signers, only caseworkers can choose to see. In addition we have added warnings regarding handling SSN according to GDPR regulations. (Your company need licence to handle SSN)
Modify order deadline
We have added the possibility to re-activate expired orders. You can change signing deadline for an order that has expired, and then re-send email with the order for signing. At Order list page, go to the expired order and choose View, here you will see the option to change signing deadline.
Restriction; you are NOT able to change any details (name/e-mail address/SSN) if the order is re-activated from Expired status. (Restriction from E-Signing service)
Demo feedback changes
Display all the services to users even they don’t have access and on click show a message “Please contact Nets/support team to subscribe the service”
For archive: Rejected documents - warning text improvements
For E-Signing: In Email Template group tagging, for non-editable groups we give an info of why it is not editable