Make sending documents simpler with new Duplicate Envelope feature and enhanced timezone options

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Published: Friday 23rd August 2024

Save time with our latest feature releases

At Signable, we’re always looking for ways to simplify your document signing process and save you precious time. Today, we’re excited to announce two exciting updates that will make your experience even smoother: our brand-new Duplicate Envelope feature and enhanced timezone options.

Whether you’re managing contracts, agreements, or other critical documents, these updates are designed to save you time, improve accuracy, and give you more control. Here’s how!

What is the Duplicate Envelope feature?

The Duplicate Envelope feature is exactly as its name suggests: a simple, time-saving tool that allows you to easily create a copy of any envelope you’ve already set up. Instead of starting from scratch each time you need a new document, you can just hit the duplicate button, tweak the details, and you’re good to go.

The benefits of duplicating envelopes:

• Save hours of time: For repetitive or recurring documents, the Duplicate Envelope feature eliminates the need to recreate envelopes from scratch. This feature works alongside our other time saving solution – Templates!
• Consistency across documents: Since you’re duplicating an existing envelope, it ensures accuracy and consistency in document setup, avoiding the possibility of errors from manual re-entry.
• Stay on top of changes: Last minute revision to your contract? Small adjustment to the moving in date of your tenant? No problem! Simply duplicate the envelope, make the necessary edits, and send again in just a few clicks, no need to start from scratch. (You’re welcome!)

How it works:

1. Locate the envelope: Head to your Signable account and find the envelope you want to duplicate. This must be an envelope which is not in “Draft” or “Unverified” status.
2. Select duplicate: Click on the three dots in the top right hand corner of your selected envelope. You’ll notice a “Duplicate” option—simply click it, and a copy of the envelope will be generated.
3. Make adjustments: Tweak any details you need to, such as the envelope title, recipient information, or the documents included, and it’s ready to send.

For an in-depth walkthrough on duplicating envelopes, visit our dedicated help guide.

Enhanced timezone options: what’s new?

We know our customers span the globe, and with that comes the need for timezone flexibility. That’s why we’ve made some powerful tweaks to our timezone options. Now, you can specify your own timezone within your Signable account, ensuring the date and time on your PDF certificate matches your local time.

This change will reflect across your audit trails, making your document history even more precise and reliable.

Why this matters:

• Localised audit trail: When you specify your timezone, the audit trail for your envelope automatically adjusts to reflect your local time. No more converting times in your head!
• Compliance and trust: Accurate documentation is essential for compliance. Now your records are detailed down to the exact minute, in the correct timezone.

How to adjust timezone settings:

1. Navigate to your company settings: Head to “Company Settings” in your Signable account and select “Preferences”.
2. Select your timezone: Under the “Timezone” section, simply select the timezone most relevant to you from the dropdown. Your changes will be saved automatically. All PDF certificates and audit trails will now reflect your selected timezone.

Ready to save time? Try these new features today

With our Duplicate Envelope feature and advanced timezone options, you’re able to save time, reduce errors, and ensure that your records are accurate, no matter where in the world you are.

Already a Signable user? Log in now and start using these features right away!

New to Signable? Sign up for a 14-day free trial today, and see for yourself how these tools can simplify your document management.

FAQs

1. Will the duplicated envelope retain all the information from the original?
Yes, the duplicated envelope will retain all details from the original, including recipients, fields, and document settings. You can edit anything as needed.

2. Is there a limit to how many envelopes I can duplicate?
No, there is no limit. You can duplicate as many envelopes as needed, making it easier to manage large batches of documents efficiently.

3. How do timezone changes affect existing audit trails?
Timezone changes apply to all documents meaning that historical audit trails will also reflect the updated timezone you specify.

4. Can I change my timezone after setting it?
Absolutely! You can change your timezone at any time by navigating to company settings and selecting a new timezone from the dropdown menu.

Karen

Head of Product

Karen is Signable’s Head of Product. She has over a decade of experience working with digital products for startup and scaling organisations. When not immersing herself in everything to do with product, strategy and leadership, she is usually exploring the beautiful Cotswolds countryside outside her home in the world heritage city of Bath.