11.01.2024
· 5 min read
We have launched Electronic Signing with the Express API, introduced PDF Hydration and added support for Dashboard notifications.
What's new?
- Express Signing: Integrated Express Signature API to manage multi-document signing.
- PDF hydration: Fill in PDF templates with variables collected during user journeys.
- Dashboard alerts: Define and trigger real-time dashboard notifications.
- Finance lookup: Added Organisation Finance Lookup step for business credit data.
Documentation
Resolved issues
- Fixed: URLs in the API documentation pointing to the wrong environment.
Form component
Improved
- Handing files with the same name. To prevent files with the same name are overwritten on upload, we strengthened file validation with file handling logic and a counter.
- Tables with one column should take the full-screen width. We improved the design of tables with only one column. They are now displayed at full width.
- Option to set checklist item as required. This improvement allows setting checklist items to "required", therefore forcing the end-user to select at least one element from the given list.
Resolved issues
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Fixed: Radio buttons get shrunken with long text. Before the fix, radio buttons would shrink in size when the text description was too long.
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Fixed: Re-adding files in upload is not recognised. This fix addresses a problem that occurred when a file was selected for upload, then deleted and re-added again.
Mint Journeys
New features
- Added downloading form files. This new functionality allows downloading files that have been uploaded by the end-user during a journey. The files are listed in the respective Step or the "Files" tab in the Mint Journeys. Steps containing a downloadable file are marked with a paperclip in the Mint Journeys.
Improved
- Added more step detail pages for Organisation PEP/Sanction, Basic, Role and Authorization lookups. We added more detail pages for specific lookups, to return more information from the response.
- Added the request to lookup details pages. To understand the result of the lookups better, we added the original request data to each available lookup detail page.
Mint Steps: Alerts
New features
- Added support for Dashboard notifications. We added a new Mint step category to define alerts and notifications. You can now trigger notifications in the Dashboard based on events in Mint and organise them by severity level and role, using customisable texts and links.
Mint Steps: Data Verification
New features
- Added "Organisation finance lookup". We added the Organisation finance lookup step to the Data Verification step with support for a limited set of sources and countries. This extends the coverage of Data Verification services available in Mint.
Mint Steps: Electronic Signing
New features
- Create signing order. Electronic Signing is now available! You can use Electronic Signing to create signing orders for multiple documents with a limited set of options and features, using the Express Signature API.
- Add signer to existing signing order. We added a step to add multiple signers to an existing signing order after creation. You can now add signers during a flow based on conditional logic, the path taken or at any stage of the process.
Mint Steps: PDF Hydration
New features
- PDF Hydration. We added a new feature that allows you to select a PDF template and fill it in with the data (in JSON format) collected during the user journey.
Mint API
New features
- Added full file handling capabilities. To handle files between frontend and the storage, the Mint API offers endpoints to upload and download files and stores the references to be reused by the frontend and all Mint steps.
- Added downloading uploaded form files. The API client can download the files uploaded by the end-user during a journey.
Improved
- Full CSV export containing all journey data. The CSV export was upgraded to export the full dataset of a user journey instead of exporting only general data.
- Organised execution log of user journeys. The execution log offers an overview of the stages each step runs through in a user journey. To improve the overview and analytics abilities, we organised the stages into folders for each step.
Mint Engine
New features
- Added full support for custom domains. The Mint engine now supports full custom domains.
- Added automated cleanup of finished user journeys. Mint is an orchestration platform, not a data archive. Now, user journey data gets automatically deleted 31 days after workflow completion.
- Added automated cancellation of suspended workflows. The engine is configured to now cancel data from suspended user journeys after 31 days.
Visual Builder
New features
- File management. You can now upload files when designing a workflow in the Visual Builder. File management is available for many steps, such as PDF Hydration or electronic signing.
Improved
- Add collapsible sections. You can now collapse sections to better organise your forms and workflows in the visual builder. This also enables you to control whether they should be collapsed by default.
Resolved issues
- Fixed: Conditional logic fails for "contains" operator. Before this fix, a conditional logic step would fail when it used the "contains" operator, trying to compare two values of different data types.