signNow Web Updates & Release Notes

SignNow now displays a dedicated empty state when you open a templates folder that contains no templates yet. This applies to both the root Templates folder and any subfolders you create, giving you clear guidance on what templates are and how they can streamline your document workflows. Once you create your first template in a folder, the empty state automatically transitions to your template list.

When you open an empty templates folder, you see an informative illustration, a brief explanation, and a clear call to action to get started. Selecting the CTA opens the uploader, where a new "See how templates save time" menu option helps you understand the value of templates before you begin. On mobile, you can tap the Upload button to open your device's file picker directly. This guided experience ensures you always know your next step when working with templates.

Templates are now built around roles instead of specific people, so you can reuse the same template for different signing scenarios.

• Role placeholders in the Recipients panel. Set up roles like Client, Approver, or HR Manager. Each role gets its own color, so you can see at a glance which fields belong to whom.
• Fill fields yourself. Choose Me (Fill Out Now) in the left panel to assign fields to yourself and complete them directly in the editor.
• Save & Send. The main button now saves your template and takes you directly to invite preparation. To save without sending, select Save and Close from the dropdown.
• Prompt before saving an empty template. If no fields are assigned, you'll be asked whether to add fields or continue with a freeform document.

Templates save a lot of time, and now the uploader shows you how right where you start a new document.

• Hover hint on Template. Pause over the Template option in the uploader and a short hint with a visual preview appears, explaining what templates do for your workflow.
• See how templates save time. A new section in the uploader area links directly to guides and videos on the support portal, so you can learn the basics and start using templates right away.

The section also appears in empty template folders and subfolders, so help is available exactly when you need it. The hover hint is available on desktop.

When users prepare a document and add fields assigned to themselves (Me 6 Fill Out Now), they can now add a signature, initials, or stamp with a single click.

Key improvements

• One-click signature, initials, and stamp. If a user already has a default signature, initials, or stamp saved, clicking the field places it immediately. No pop-up window opens, and no extra confirmation is required.
• Fewer steps for self-signing. Users can prepare and sign their own documents with fewer clicks, especially when a document includes multiple signature or initials fields.

How it works

• First-time setup stays the same. If a user hasn't created a signature, initials, or stamp yet, the usual setup window opens. After they create it, they can place it with one click going forward.
• Users can still choose a different option. Click the placed signature, initials, or stamp to select another or create a new one.
• Recipient signing is unchanged. This update applies only to fields users complete themselves while preparing a document. It does not affect the signing experience for recipients.

When you add recipients to a document, the suggested contacts list now shows the people you 6re most likely to send to.

Key improvements

• Suggestions come from Contacts. The recipient list in the editor now uses the same signNow Contacts you see in the Contacts section. Outdated or unrelated email addresses no longer appear in the list.
• Recent contacts appear first. Contacts are sorted by your most recent interaction, so the people you worked with most recently appear at the top.
• Suggestions appear right away. When you click the recipient email field, the suggestion list appears before you type anything. You can then select a contact in one click instead of entering the full email address.
• The list no longer covers the buttons below. Once the email field is filled, the suggestion list closes automatically and no longer covers the buttons below it.

SignNow introduces role-based file permissions for your Workspace public folder. Access to entities in the Workspace folder is now determined by your Workspace role, of which there are two: Administrator and Member.

Workspace Administrators are granted the Editor access level for all entities in the Workspace folder. They can edit, send invites, and view every document and template stored there. Members are granted the Sender access level. They can send invites and view all entities in the Workspace folder but cannot modify content.

These document access levels are aligned with the Single Share feature, keeping permission behavior consistent across the product.

This ensures the right people have the right level of access at all times. Whether a team lead needs to update templates while a colleague is out of the office or a new hire should be able to send and browse shared content, role-based permissions help keep your team productive and your documents protected.

Users see their assigned access level clearly in the interface. File-level permissions control only document access and do not grant any user management capabilities, such as adding members or approving invite requests.

SignNow introduces a refreshed login experience with an updated visual design. The redesigned login interface delivers a cleaner, more streamlined appearance that aligns with modern design standards, ensuring a polished and consistent experience from the moment you access your account.

The updated login page features a refined layout with improved visual hierarchy, making it easier to:

• Navigate sign-in options
• Enter your credentials seamlessly

You will notice the changes automatically the next time you access the SignNow login screen - no action required on your part.

We’ve improved the signing flow on desktop and mobile to make it faster and easier for recipients to complete documents.

The updates include:

• Clearer action prompts that guide recipients to complete the document
• Fewer visual distractions for a cleaner, more focused interface
• Improved mobile layout and field guidance for easier navigation
• One-click signature and initial creation to boost document completion rates

We’ve also added a new option in Workspace → Workflow Settings — Automatically generate signatures for signers when filling out signature fields — giving organizations a smoother, more efficient signing experience.

SignNow streamlines how templates work within native app integrations by aligning them with your Workspace. When you upload templates through Admin Tools, they now go directly to your default Workspace Team Folder, making them instantly accessible to everyone in your organization. This eliminates the need for automatically created team folders and delivers a cleaner, more predictable experience — one shared folder where your team can always find the templates they need.

As an Integration Admin with Workspaces enabled, your first template upload through the Native App Admin Tools automatically saves to your default Workspace Team Folder. The system associates this folder with your organization, so all subsequent uploads remain centralized. No additional team folders are created in the background, and users joining from the native app for the first time are not automatically added to extra folders or Workspaces. Your team simply accesses templates through the single shared Workspace Team Folder that every user already belongs to by default.

SignNow now simplifies how you navigate the document editor in View Mode.

Tapping Done closes the editor directly, giving you a faster way to exit without additional steps.

The options menu — including email a copy, print, and close — moves to the three-dots overflow button, keeping useful actions accessible while streamlining your primary workflow.

This updated navigation applies consistently across both individual documents and document groups.

In Invite mode, the primary button now stays as Send whenever you prepare documents for others, providing a more predictable and consistent editing experience.

When you open a document or document group in View Mode, tap Done to close the editor immediately.

To access additional options like emailing a copy or printing, tap the three-dots button in the toolbar to open the actions menu.

If you work in Invite mode (Myself & Others), the primary button always displays Send, regardless of whether fields are present on the document.

When you sign documents yourself using the Myself option, the primary button remains Done.

These changes keep your toolbar consistent and predictable across all editing scenarios.

SignNow now delivers a significantly expanded Zapier connector, giving you more automation power over document groups, search, signing links, and document generation. Whether you manage multi-step signing workflows or generate documents from external data, these new actions let you build sophisticated, end-to-end automations without code. By embedding SignNow deeper into your Zapier workflows, you gain the flexibility to automate complex processes — from canceling group invites to deactivating signing links — making your workflows stickier, more reliable, and easier to scale as your business grows. This update introduces several new capabilities within the Zapier connector. You can now select and act on document groups directly, cancel document group invites, and choose between email or SMS delivery when sending group invites. A general search action lets you find documents across your account using multiple search modes. You can create document group templates from existing document groups, and create or deactivate signing links for document groups — all from within a Zap. Additionally, the connector now exposes SignNow's document generation API, enabling you to upload files with data, generate documents, and route them into signing workflows automatically. Each action is available as a new step when building or editing your Zaps.

SignNow introduces a document management tool on iOS, giving you a streamlined way to organize and manage your documents directly from your mobile device. This update brings a refined interface designed for clarity and ease of use, ensuring you can handle essential document tasks efficiently while on the go.

Access the document management tool from within the SignNow iOS app to view, organize, and take action on your documents. The screen presents your document information through a clean, structured layout that keeps key details and available actions easy to find, helping you stay productive from anywhere.