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2025 - Digital Forms Updates
- Kai Andras
25 March 2025
New Feature: Excel Reports will mark Confidential Field data
TPHP-6719 Confidential fields in the Excel Reports will now have their cells coloured with a light red background to help differentiate them from the other fields in the report.
Bug Fixes:
TPHP-6719 Fixed a bug where Confidential fields were not exported into the Excel Reports for ADMIN and SYSADMIN account user types.
TPHP-6768 Fixed a bug where the Enter key on your keyboard was not firing the Login process.
20 March 2025
New Feature: Approver Form Hiding
TPHP-6327 We now support hiding specific forms in the document from being seen by Approvers. When the Form Pack is being configured, you can set which Approvers each specific form is hidden for.
New Feature: Conditional Approvals
TPHP-6327 We now support being able to setup conditional approvals. When the Form Pack is being configured, you can setup conditions based on various fields in the forms which change the approval workflow, allowing you to customise who will be approving the document based on what fields and values are input into the document by users.
Document Distributions:
TPHP-5441 Contacts for the Document Distributions module will now be automatically populated from the Insert Document screen when adding a new user to a document.
Insert Document:
TPHP-6060 Users can now create documents with more than 25 forms.
TPHP-6811 Fixed a bug where saving a document in the Insert Document screen would throw a Validation Error with 0 errors, preventing you from saving the document.
TPHP-6731 Added additional error validation to the signer sequence in the Insert Document screen so that the Signature Positions are forced to be sequential without any missing signatures. This also adds validation to the Copy, Clone and Modify actions.
Bug Fixes:
TPHP-6726 Comments embedded into PDFs will now be hidden on the PDF Viewer
TPHP-6610 Fixed a bug where SysAdmin logins were being logged out erroneously.
TPHP-6606 Implemented some performance improvements when approving a document.
TPHP-6714 Fixed a bug where a corrupted report would be generated and downloaded if the report had zero document records to display.
TPHP-6446 Fixed a bug where ADMIN accounts were not able to leave comments on documents.
TPHP-6521 Fixed a bug where ADMIN accounts were not able to use the Move to Drafts, Clone and Modify actions.
TPHP-6603 Added additional validation to the Login screen fields and making all fields required before the Login function is enabled.
TPHP-6603 Added a “Show Password” button to the Password field on the Login screen.
TPHP-6826 Fixed a bug where the Payroll Pack setting was not saving when setting up a Form Pack.
TPHP-6702 Fixed a bug where the Clone, Modify, Edit and Send actions could fail by the system sending an invalid document identifier.
TPHP-6130 Fixed a bug where Multiple Emails entered into the Form Template screen would not pull through into the Form Pack.
TPHP-6132 Multiple Placeholders have now been added into the Subject Line of Email Templates. This allows further customisation of Email Templates.
27 February 2025
New Feature: Multiple External Signers for a single document
TPHP-6289 We now support using multiple external signers in the approval workflow for each document. This allows you to add as many external signers as you need to each document.
Payroll:
TPHP-6191/TPHP-6278/TPHP-6268 Numerous fixes to the TPH Payroll upload when a contract is fully approved. A payroll flagged contract will now be automatically sent to TPH Payroll when fully approved.
TPHP-6125 Removed the duplicate field validation for the DBField under Form Templates → Form Entry Fields to support TPH Payroll uploads.
Bug Fixes:
TPHP-6451 Fixed the Move to Drafts button failing for ADMIN user account types.
TPHP-6472 Fixed a bug with the Document table not updating after approving a document.
TPHP-6410 Fixed a bug with icons/buttons not correctly displaying in the Documents section.
TPHP-6449 Fixed a bug that sent External Signers a submission reminder email when their contract had already been submitted.
TPHP-6455 Fixed a bug with the Tax Risk and Doc Distribution access options under User Setup not correctly setting permissions to see the modules.
TPHP-6322 Fixed a bug with the Submit button failing in Online Forms if the user refreshed their browser anytime during the form filling process.
22 January 2025
New Feature: Performance Increase when initially creating documents
TPHP-5057 / TPHP-6447 We’ve implemented asynchronous processing when initially creating a contract in the Insert Document screen. You should notice a large speed improvement when saving a document. We will be implementing this speed improvement when editing an existing document in the future.
Bug Fixes:
TPHP-6443 Fixed a bug that prevented users from logging in after having been logged out.
TPHP-6451 Fixed a bug where the Move to Drafts button would fail to move the document back to Drafts.
16 January 2025
New Feature: Daily Reminder Emails for External Signers who haven’t signed documents
TPHP-4984 We’ve implemented daily reminder emails for External Signers. If a external signer has not yet signed and submitted their contract, they will be reminded once per day until it has been completed.
This setting can be turned off per contract from the Pending section by clicking the 3-dot action menu.
09 January 2025
Bug Fixes:
TPHP-6412 Fixed a bug where the Resend Approval Email button would fail to send an email when using ADMIN and SYSADMIN accounts.
TPHP-6401 Fixed a bug where the Tax Risk mapping excel file would download a corrupt form after uploading the file.
08 January 2025
New Feature: Multi-select and Select All is now available in the document table
TPHP-5800 Implemented the ability to multi-select / select all contract records in the WEB UI and undertake actions upon them for sending for approval, approving, and downloading.
Bug Fixes:
TPHP-6411 Fixed a bug where all contract send and approval dates were displaying as 01/01/1970 in the WEB UI.
TPHP-6341 / TPHP-6267 Fixed a security issue and few error message typos in the Document Distribution module.