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Improvement
4 months ago

Civica Cloud (Altitude) Integration and DocuSign enhancements

We are excited to share the latest updates and improvements we've made to enhance your experience. Based on valuable feedback from our clients, we've focused on refining key integrations and the first parts of a broader improvement to our DocuSign integration.

Civica Cloud Authentication

We have enhanced our existing Civica Integration to include Civica Altitude. Please note, this change only affects the authentication workflow with Civica; the processes for creating contracts and pulling contract spend remain unchanged.

DocuSign Approval Changes

Enhanced Error Handling

We have improved the error handling for the DocuSign integration as part of a larger update to the DocuSign integration. This enhancement aims to reduce the number of issues where DocuSign integrations fail. Instead of needing to contact support, the system will now prompt you with the necessary steps to resolve any issues.

Improved DocuSign Email Content

We have updated the email content from DocuSign to include a title with the record type (e.g., Contract) and the reference (e.g., Contract Number). This improvement is designed to help you quickly identify the purpose of the DocuSign approval.