May 4, 2026

More reliable e-signature workflows

E-signature in Collect is now more complete and reliable, from sending a document for signature to keeping the signed copy attached to the right request.

What’s new:

  • Improved DocuSign workflows.
  • Signed documents retrieved into Collect automatically, so they’re easy to find.
  • Include signed documents in exports, alongside appendices and merged files.
  • Signed-copy email notifications when a document is complete.

Also improved

  • Signing errors are handled more clearly, so teams can resolve blocked requests faster.
  • Signing status is more accurate, including for documents signed externally.
  • E-signature steps work better with merged documents and appendices.

A smoother path from request to signed, organized document.

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