You can now customize the text of the One-Time Password (OTP) SMS sent to signers via the Yousign API.

This feature allows you to align the OTP SMS content with your brand and provide clear instructions to your signers.

For more information, visit the Custom OTP SMS documentation.

You can now add or remove users from workspaces via the API:

• Add Users: Add users from your organization to a workspace.
• Remove Users: Remove users from a workspace unless they are the owner of the organization or it's their last workspace.

For more details, refer to our Workspaces guide.

It's now possible to upload a docx in the Signature Request. You can also replace PDF by docx and vice-versa.

To help you create even better integration with our API, we have added 3 new Webhook events:

1. signature_request.deleted to be notified when a Signature Request is deleted.
2. signature_request.canceledto be notified when a Signature Request is canceled.
3. signature_request.reactivatedto be notified when an expired Signature Request is reactivated.

Please consult our dedicated guide to learn more about Webhooks.

It's now possible to trigger actions when a signature is completed on iFrame integration.

We provide a new method onSignatureDone() on our latest iFrame SDK version (1.6.0).

This is the preferred moment if you want to download the complete document with all signatures.

For more details about how to use it, please check the iFrame SDK reference.

🔗 It’s now possible to set a custom URL to which the signer will be redirected if they decline the signature.

It can be configured:

• At Signer level in the Signer creation endpoint POST/signature_requests/{id}/signers (see API reference).
• In the Custom Experience; either in the web app or via API in the Custom Experience creation endpoint POST/custom_experiences (see API reference).

Learn more about how to redirect a Signer at the end of the signing flow here.

To enhance security and protect against potential threats, a paid plan is now required to configure redirect URLs.

Consult this page to learn more about this feature.

🗃️ Workspaces management endpoints

A whole new set of CRUD endpoints is available for Workspaces management, as well as two new support methods for default workspace management. More information can be found in the API Reference and the Guide .

Within endpoint Sign Signature Request, we fixed support for the 'Z' character to correctly represent the UTC date-time format.

Now both formats are accepted: 2024-01-18T22:00:00+00:00 and 2024-01-18T22:00:00Z

More info on this feature here

📘

What is Salesforce ?

Salesforce is a cloud-based Customer Relationship Management software (CRM). It makes it easier for companies to find more prospects, close more deals, and connect with customers so they can provide them with appropriate service at scale.

To ease Yousign's API integration within Salesforce we released a Toolbox for Salesforce!

This toolbox provides plug & play functionalities, code samples and documentation. You have access to the source code and metadata to customize it to your needs if necessary. As such, you are able to avoid the troubles of technical constraints and focus on customizing the integration to your business processes.

For more details on how to install this toolbox in your organization, refer to our Getting Started guide.