Sympl UPDATES | December 2022

New Releases:

  • Show automata template in Sympl IF user is already subscribed to Automata
  • [Templates] If User is subscribed to Automata instead of Sympl Automations, he/she should be able to add templates to messages


Bug Fixes:

  • [Invoices] Link is broken

Signature Updates | January 9, 2023

We have made a number of updates and bug fixes this past quarter, including:

Updated: You can now sign documents directly in the app. If you’re the only signer on a document, the Send button will be replaced with a Sign button. Clicking it will open the signing editor, which will allow you to sign and submit the completed document directly in the dashboard.

Updated: Multiple document signers can now upload a photo ID. The saved image will appear next to each signer’s name in the Inbox Details overlay.

Updated: In order to improve ease of use, the tooltips in the template editor have been revised and updated for improved clarity.

Updated: A new content block has been added to the template editor that will insert a specified user’s name into the template when it is sent.

Updated: You can now send templates directly from the Edit Template overlay. You no longer have to click out of the editor, just to send a template.

Fixed: When typing into the search field, while selecting a signer, the cursor would sometimes disappear after the first letter was typed. This issue has been fixed.

Sympl Release Notes, October 2022

New Releases:

  • [Booking Formula] Not able to see Booking Formula on stage
  • [Enhancement] Add Created by column for Hold Events
  • [Enhancement Request][HomeAway] Add Merchant Name to Account Info section
  • [Enhancement Request]Add "YourWelcome" in app integration page
  • [Enhancement] Allow mass deletion of images from rentals
  • [Checklist] Add Rental Ready dots
  • [Billing Info] Replace this table with the Subscribed Applications table from the App Store
  • [Rentals] Provide ability to download Rentals
  • [Enhancement Request] Update Existing Guest when converting Hold to Booking
  • Billing Info Page - Add "Close Account" button and "Update Card"
  • [Enhancement Request-Booking Fees] Add ability to determine which fees added to the rentals should be applicable for which bookings


Bug Fixes:

  • Remove icon for in-app tour from Dashboard
  • [Close Account] Book A Call link should appear in new tab
  • [Clone Booking] Source is shown as empty if user clones a Sympl Booking
  • [API Channels] Duplicate "Channel Detail" tabs are appearing
  • Issue with Auto Invoicing



Sympl Updates | September 27, 2022

New Release:

  • [Enhancement-Booking Formula] Ability to select date period for a Booking Formula
  • [Enhancement-Inquiries Inbox] Show the booking Source or Channel in inbox view
  • [Enhancement - Planning Calendar] Add number of nights in the grey popup
  • [Enhancement Request-Rentals->Amenities] Please add the In-Person check-in  option
  • [Inquiries] When exporting booking report ability to download Booking Formula value as well if present
  • [Enhancement-Inquiries] Ability to select multiple Rentals when adding a reservation


Bug Fixes:

  • [Clone Booking] Update Tooltips for Clone Buttons.
  • [Bookings] Button label should be Clone as in Tokeet
  • [Inquiries] Clone Icon is not aligned
  • [Booking Formula] Remove "x" icon from Cancel button
  • [Invoices] The toggle to Send invoice is not opening
  • [Currencies] Sort the list alphabetically
  • Unable to register for Sympl
  • [Rentals] Update tooltip

Signature Updates | September 26, 2022

We have made a number of updates and bug fixes this quarter, including:

Updated: The contact data field behaviors for forms and contracts have now been merged. Forms can now display designated contact fields as read-only, and contracts can now retrieve contact details from designated contact fields. Learn more about it here.

Updated: When signing into a user account that does not have a phone number saved, a popup will appear requesting that a phone number be added to the account.

Fixed: When sending templates that contained a rental or inquiry data field, the Assigned Booking field was not showing the guest booking in the search results. This issue has been fixed.

Signature Updates | July 21, 2022

We have made a number of updates and bug fixes this quarter, including:

Updated: A custom signing order can be set on templates and documents. This allows users to specify the order that the template or document must be completed by all the signers. Learn more about it here.

Updated: In order to improve security, new users are now required to verify their email address, once the user has been created.

Updated: The custom branding logo is now displayed larger on the success page that displays after a document has been signed, for increased visibility.

Updated: When sending templates or documents to signers manually, you can now designate specific text fields to be filled in manually before sending. This will allow you to insert read-only text into the field, and it will be displayed when the signer opens the document for signing. Learn more about it here.

Updated: Slight color modifications made to the template editor, in order to make select fields and signers more clearly visible.

Updated: Japanese translations have been added to the list of language options in the language menu. Learn more about it here.

Updated: Updated the photo ID request pop-up to mention 3 forms of national ID: passport, state ID, and driver's license.

Fixed: For long templates and documents, some fields were misaligned further down the document. This issue has been fixed.

Fixed: When sending templates with a Booking Confirmed trigger, the inquiry cost field was sometimes showing a value of 0. This issue has been fixed.

Fixed: The password reset email was being sent without a working link. This issue has been fixed.

Fixed: Deleted documents were appearing on the Documents tab of the Contact details overlay. This issue has been fixed.

Fixed: Contact fields in forms were displaying the word “Contact” twice. This issue has been fixed.

Fixed: The Preview button in the template editor was returning an error when it tried to open. This issue has been fixed.

Fixed: Translation errors have been corrected in the registration wizard. 

Signature Updates | February 14, 2022

Happy Valentine’s Day! We have made a number of updates that you’re sure to love this month, including:

Updated: Access contact details directly from the inbox. When viewing a document in the inbox, just click on the contact name to open the contact details.

Updated: Templates can now be sent directly from the contact details page. No need to exit the contact details, just to request a signature.

Updated: The document completed email has been updated to include the rental name in the email subject (only if there is an associated booking), and a list of all signers in the email body. 

Fixed: When sending documents to Booking.com, some email addresses were failing validation incorrectly. This issue has been fixed. Any affected documents can be resent free of charge. Learn more about it here.

Fixed: Non-administrator users were unable to see the Sign Or Send button in the UI. This issue has been fixed.

Signature Updates | January 6, 2022

Happy New Year! We have made a number of updates and bug fixes this month, including:

Updated: Multiple files can now be uploaded at once in order to create a template, or use Sign or Send. The uploaded files will be merged together into a single document in the editor, based on a merge order that you can set. Learn more about it here.

Updated: A groups column has been added to the Inbox page, to allow inbox documents to be sorted by their associated groups. To view this column, you will need to first edit the column headers. Learn more about it here.

Updated: An ALL types filter has been added to the Templates page, to match the Inbox page.

Updated: When creating a group with the same name as an existing group, a number will be added to the end to differentiate the new group from the original group.

Updated: Documents can now be added to groups in bulk on the Inbox page, using the Change Group feature found under the Actions button.

Updated: User access controls have been expanded with 2 new options to allow the specified user to view all items on the Templates and/or Inbox pages.

Fixed: Drag-and-drop functionality on the Templates page was not working for some accounts. This issue has been fixed.

Fixed: Filter counts were showing incorrectly depending on the user access settings. This issue has been fixed.

Fixed: Translation errors have been corrected.

Signature Updates | December 13, 2021

We have made a number of updates and bug fixes this month, including:

Updated: The new Snap-To-Alignment tool has been added, to make it easier to align fields in your templates and documents. Learn more about it here.

Updated: User access controls have been added to the user and group settings. You can now control who can view specific content in your account. Learn more about it here.

Updated: The old version of the UI has been phased out, and you will no longer be able to switch to it on the Settings page.

Fixed: Translation errors have been corrected.

Fixed: Display issues related to some language translations have been corrected.

Fixed: A typo in the success notification email has been corrected.

Fixed: The edit menu on the Templates page was clipping through the bottom of the dashboard.

Fixed: There was an issue with some audit trails that prevented some documents from being marked as completed. This issue has been fixed.

Signature Updates | November 8, 2021

We have made a number of updates and bug fixes this month, including:


Updated: Signature can now be used in the following languages: Spanish, German, Italian, French, Dutch, Portuguese, Russian, English. Learn more here.

Updated: When deleting a template, any associated automations in Signature, or triggers in Automata will be deleted. This will remove the need to manually clean up automations and triggers lists.

Updated: The switch UI banner has been moved to the Settings page, for any users who still wish to use the old UI.

Fixed: The tags field was not showing all the assigned tags correctly. This has been fixed.

Fixed: The edit menu was sometimes opening at the bottom of the page. This has been fixed.

Fixed: The Remember Me checkbox on the login page was not opening the Save Password dialog correctly. This has been fixed.

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