Changelog Entries - 2019

This help topic encompasses new features, enhancements, and defect corrections covering all aspects of your hosted environment, including Expere Document Services and the Expere Engine.

New Features

Enhancements

Defect Corrections

December

Signer Signature Sequence behavior modified - static documents
  • Type: Defect
  • Reference: PBI 589461
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A customer reported the following issues in generated PDF's using static documents with the sequencing in signature date fields:
  • An #<x> was appended to the end of the date field name with merged PDF's; for example: "WKES_Signdate_26#0" and "WKES_Signdate_26#1"
  • Field names with identical names and sequence numbers for non-merged PDF's; for example: multiple instances of "WKES_Signdate_7"

The root of the issue is that the Signer Signature Sequence is not being recognized and incremented by the Expere Engine when two signature lines and date fields for the same party exist on the same page.

Solution: Modifying the Expere Engine to force the Signer Signature Sequence to increment automatically resolves these issues.
Implementation Notes: This defect correction is available in the 2020 Release One (1) of the Expere Engine.
SUPPORT page - ability to now search for Generate API call
Summary: Per an internal enhancement request, we have updated the API Call dropdown on the SUPPORT page to now include Generate as a search option.


Additionally, Generate now appears as a potential option in the API Call column of the search results table.

Implementation Notes: This enhancement is available in the December release of Expere Document Services.
Tool Suite online help links updated
  • Type: Enhancement
  • Reference: PBI
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts:
Summary: We have implemented the following online help links in the Tool Suite:
  • The primary help link in the Tool Suite header has been activated; clicking this link takes you to the main Tool Suite Overview webhelp page .
  • On the pages, the help icon adjacent to the Content URI field, Resolve URI checkbox, and link/icon with the Using Packages and Packets checkbox have been updated to a new webhelp location .
  • On the pages, the help icon adjacent to the Pattern checkbox after clicking the Barcode checbkox has been updated to a new webhelp location .
Implementation Notes: This enhancement is available in the .
Document format not honored when using Generate
  • Type: Defect
  • Reference: PBI 580875
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was reported that when attempting to generate a package where certain documents were to be output as RTF documents, all of the documents within the package printed as PDF's instead, The <Format/> element was not being honored when the value was set to "RTF" at a document level when performing a Generate call.

The code sample below shows the portion of a request where the <Format/> element is set to a value of "RTF" for a particular document.

<data:DocumentsToGenerate>
<data:DocumentID>PKGD.LoanAgreement-Commercial</data:DocumentID>
<data:Format>RTF</data:Format>
</data:DocumentsToGenerate>
Solution: This issue has been corrected; individual documents that are specified with a <Format/> value of "RTF" now output as the desired output type.
Implementation Notes: This defect correction is available in the .
Tool Suite - Search Accounts functionality enhanced
  • Type: Enhancement
  • Reference: PBI 545852
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts:
Summary: We have made the following enhancements to our searching functionality within various SERVICES-related pages:
  • The Search Accounts section now contains a complete list of all customer accounts.
  • Previously, the Page 1 of 1 display did not reflect the total number of pages; that has been updated.
  • Previously, the search function on the EZ Config Transaction page did not function properly; that has been corrected.
Implementation Notes: This enhancement is available in the .

November

Static documents now honor eSignature setting

  • Type: Defect
  • Reference: PBI 580130
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: Previously, the Expere response returned <XCoordinate> and <YCoordinate> values when a static document was not marked eSignable.
Note: eSignable is a setting within the REQ properties that can be identified at the time of authoring.

For example:

<r:SignaturePoint>
<r:IncludeDate>false</r:IncludeDate>
<r:PageNumber>2</r:PageNumber>
<r:PageOrder>1</r:PageOrder>
<r:Height>36.0</r:Height>
<r:Width>198.0</r:Width>
<r:SignatureText>Jane eSignature</r:SignatureText>
<r:XCoordinate>36.0</r:XCoordinate>
<r:YCoordinate>650.0</r:YCoordinate>
<r:Type>Signature</r:Type>
<r:FieldName>WKES_Signature__5</r:FieldName>
<r:Sequencing>5</r:Sequencing>
<r:SignatureRequired>false</r:SignatureRequired>
</r:SignaturePoint>
Solution: <XCoordinate> and <YCoordinate> values are no longer returned in the Expere response when a static document is not eSignable.
Implementation Notes: This defect correction requires an Expere 2019 Release Two (2) update.

October

AccountNumber now returned with DiscreteParty in response
Summary: The DiscreteParty section within the Expere response file now contains the Account number in the form of a new <AccountNumber> element. This new element only appears when the Account number is specifically authored in the content. This enhancement was requested so documents could be assigned to a corresponding account.
Implementation Notes: This enhancement is available in the 2019 Release Two (2) of the Expere Engine.
ListPackagesResponse updated to include PackageID / DisplayName
  • Type: Enhancement
  • Reference: PBI 576575
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Previously, the package identifier was populated as the value for the <PackageName> in the Expere response. However, it was determined that users need the package identifier and package name to contain different values. As a result, we have created a new <PackageID> element. We have updated the WSDL to include the following optional elements in the <ListPackagesResponse> > <ArrayOfPackageDescription> > <PackageDescription element:
  • DisplayName
  • PackageID
Implementation Notes: This WSDL change is updated in the October release of Expere Document Services / Hosted Expere; the elements will be included in the response in our November release.
WKES field name updated when "Multiline" attributes used
  • Type: Enhancement
  • Reference: PBI 572310
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: A need existed to identify a WKES fillable field that contained multiple lines in the field name.

As a result, when content has been authored to include a multline field with WKES fillable fields, the field name now reflects the use of a "Multiline" attribute; for example: WKES_Multiline_email_M_#, where "Multiline" reflects the Field Type.

Implementation Notes: This enhancement is available in the Expere 2019 Release Two (2).
SignerID behavior enhanced when used with DiscreteParty
  • Type: Enhancement
  • Reference: PBI 567610
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: Users reported that the <SignerID> element value was being used to populate the <DiscretePartyID> element. The expected behavior is if the <DiscretePartyID> element contains a value, the <SignerID> element value should not override it. We have updated Expere to ignore the <SignerID> element when a <DiscretePartyID> value is present.
Implementation Notes: This enhancement is available in the Expere Engine 2019 Release Two (2).

September

New AncillaryOutputOptions > OutputType of PreserveDocinstances added
Summary: It was determined that there was no option to preserve individual document instances (<DocInstance> when requesting a PdfMerge ancillary option for a packet, as this functionality did not previously exist. As a result, the resulting Expere response file did not display the individual <DocInstance> elements with document information, only that of the merged PDF document.

We have created a new PreserveDocInstances ancillary option that, when used with the PdfMerge option, preserves these individual document instances when specifying a packet. The subsequent Expere response file now includes <DocInstance> elements for both merged PDF and individual PDF documents.

Technical Notes: A portion of a sample request is included below:
<data:AncillaryOutputOptions>
                    <data:OutputType>PdfMerge</data:OutputType>
                </data:AncillaryOutputOptions>
                <data:AncillaryOutputOptions>
                    <data:OutputType>PreserveDocInstances</data:OutputType>
           </data:AncillaryOutputOptions>
Implementation Notes: This enhancement is available in the September release of Hosted Expere / Expere Document Services.
Date field generation behavior enhanced for Wolters Kluwer E-Sign documents
  • Type: Enhancement
  • Reference: PBI 571902
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: An issue was identified when generating a static document with a single party, where Wolters Kluwer E-Sign was requested. When creating fillable fields for WKES the co-borrower date field was being rendered, and presented for completion in WKES, when a co-borrower was not present. This was causing signing issues within WKES, as the field was requiring to be completed, but was not applicable to any of the parties on the document.

As a result, Expere has been enhanced to no longer generate date fields when the corresponding signature field is not rendered.

Implementation Notes: This enhancement is available in the September release of Expere Document Services / Hosted Expere.
Web Services Guide updated with sample token/assertion information with Hosted Expere
Summary: The Expere Document Services Web Services Guide has been updated to include helpful information on getting a token from Wolters Kluwer Administration and using SOAP headers and assertions. The Using Authentication/Authorization with Expere Document Services section contains examples of sample tokens, assertions, and a sample SelectAndGenerate call with complete security information.
Implementation Notes: This enhancement is available in the Expere Document Services Web Services in conjunction with our September application deployment.
Note: We initially deployed to our Customer Test (CT) environment on 9/3. After discovering an issue that could potentially break customer functionality, we rolled back our deployment changes on 9/4. We will redeploy to our CT environment on 9/10 and to our Production environment on 9/19.
PacketCustomDataItem now returns data in the response
  • Type: Enhancement
  • Reference: PBI 570726
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary:Expere Document Services has been enhanced to include data in the <PacketCustomDataItem/> element in the GetGenerateResults response, when it has been authored in the content. This element has been a part of the response, but has not returned data until now. This can be used at the institution's discretion to describe something about the packet. That data can then be used for internal processes or additional LOS operations.
Technical Notes: Below is an example of an Expere Document Services response with <PacketCustomeDataItem/> authored:
<PacketCustomDataItems>
<PacketCustomDataItem DataItemName="image_docs_code">0141</PacketCustomDataItem>
<PacketCustomDataItem DataItemName="ivault_doc_code">2179</PacketCustomDataItem>
<PacketCustomDataItem DataItemName="ivault_doc_description">Loan Estimate Package</PacketCustomDataItem>
</PacketCustomDataItems>
Implementation Notes: This enhancement is available in the September deployment of Wolters Kluwer Hosted Expere / Expere Document Services.

August

Callbacks failing in Generate call
  • Type: Defect
  • Reference: PBI 571689
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A user reported that after the 8/6 customer test deployment, callbacks were not functioning properly. Prior to this deployment, an HTTPBasic authorization was passed in that set the Callback Authorization object value to "null." This was expected behavior as we determine if any credentials are configured for either the user or account. If none are found, the Callback Authorization object is set to "null."

However the deployment on 8/6, introduced a change that caused this functionality to break. This caused the following error to appear:

System.InvalidOperationException: The username is not provided. Specify username in ClientCredentials
Solution: We have corrected this issue and users should no longer be receiving the error referenced above.
Implementation Notes: This defect correction is available in the August deployment of Expere Document Services / Hosted Expere. No user action is required.
Tool Tip behavior enhanced
  • Type: Enhancement
  • Reference: PBI 507697
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: Previously if a fillable PDF contained tool tip help text that exceeded 255 characters, the transaction would fail.

Document Generation Services has been enhanced so that when the tool tip text on a fillable PDF exceeds 255 characters, the text is truncated and the transaction no longer fails.

Implementation Notes: This enhancement
Expere no longer supporting TLS 1.1
  • Type: Enhancement
  • Reference: PBI 566093
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No document impact
Summary: As of the 2019 Release Two, Wolters Kluwer no longer supports TLS 1.1 for use with the Expere Engine due to outdated security algorithms and cryptosystems. It is required that you enable 1.2. If you do not, callback functionality could be compromised.
Implementation Notes: Upgrade to TLS 1.2 or higher, then disable TLS 1.1 for all requests being sent to Expere. This enhancement is deployed in the 2019 Release Two of the Expere Engine.
July
Web services guide updated for callback information and generation/delivery WSDL's
Summary: The Expere Document Services Web Services Guide has been updated to include accurate information regarding the Wolters Kluwer callback service.

Previously, the EDS production and CT callback URL's referenced in our WSDL Overview section were incorrect and not usable. We have replaced these URL's with links to a new Sample Callback Request and WSDL's help topic which provide a sample callback request and document generation and delivery WSDL's that integrators should use.

Implementation Notes: This enhancement is available in the July deployment of Expere Document Services.
eOriginal ID now included in Expere response
Summary: The eOriginal transaction ID (<eOriginalTransactionID>) and eOriginal profile ID (<eOriginalDocumentProfileID>) are now available in the Expere response file. These values are used in the transaction creation process and are available for users to reference in the eOriginal Command Center.
Note: These new parameters are optional and will only be returned in the response when working with eOriginal to receive an eNote in place of a traditional paper Note. You may disregard this change if you are not using eNotes.
Implementation Notes: This enhancement is available in the 2019 Release One (1) of the Expere Engine.
Transaction failures due to presence of certain non-ASCII characters
  • Type: Defect
  • Reference: PBI 560380
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: A defect was identified internally where a request using any of the non-ASCII characters below would result in a transaction failure when the documents generated contained fillable fields; the Engine version referenced above contains the latest change.
  • Left single quotation mark
  • Right single quotation mark
  • Left double quotation mark
  • Right double quotation mark
  • En dash
  • Em dash
  • Degree sign
  • horizontal box
Solution: With this fix, transactions containing fillable fields and the above non-ASCII characters no longer fail.
Implementation Notes: This defect correction requires an Expere Engine 2019 Release One (1) update.

June

Page numbering issue for barcode cover page addressed
  • Type: Defect
  • Reference: PBI 555636 / 555742
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was determined that the Expere response file did not include the correct page count when using a barcode cover page. The following elements within the response file did not include the correct total page count:
  • DocInstance > InstancePageCount
  • FillableFieldSet and SignaturePointSet
  • DocSetSummary > PageCount

As a result, when using the bookmark on the PDF to locate the fillable field, users were taken to the wrong location in the PDF file.

In the <PageNumber/> and <PageCount/> elements, the page count did not include the barcode cover page (see screen shot below). Furthermore, the <SignaturePointSet/> element also did not accurately reflect the page count.



Solution: These have been resolved; the Expere response file now accurately displays the total page count when barcode cover page is used.
Implementation Notes: This defect correction requires an Expere Engine 2019 Release One (1) update.

May

RTF behavior enhanced
  • Type: Enhancement
  • Reference: PBI 552983
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: We have enhanced the following user-reported issues when documents were generated to an RTF output:
  • Logo images appearing incorrectly (when left justified, missing image icons appeared in the center and right of header); logo images now appear in the correct justified area, and no missing icons appear.
  • The Acknowledgement section appeared directly underneath the signature line; the Acknowledgement section is now spaced appropriately to the preceding section.
Implementation Notes: This enhancement is available in the May deployment of Expere Document Services.
Date field behavior enhanced
  • Type: Enhancement
  • Reference: PBI 552495
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It was reported that the second instance of a date field was not signable via Wolters Kluwer ESign, for Static documents. It was found that the date fields were not enumerating correctly when more than on signature date was present on the document, due to the signature date not being given a unique name.

This behavior has been enhanced. The SignDatefields on static documents are now enumerated, giving the SignDate a unique field name, making it recognizable by Wolters Kluwer ESign.

Implementation Notes: This enhancement is available in the May deployment of Expere Document Services.
Previously-released TrackXPathChanges flag updated in SecuritySessionService for
  • Type: Enhancement
  • Reference: PBI
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: In the 2018.4 release of DocViewer, a "TrackXPathChanges" flag was implemented. While it was implemented in the DocViewer WSDL, it was not added to Expere Document Services nor Document Generation Services when it should have been. We have updated the SecuritySessionService API for to implement the "TrackXPathChanges" flag in the WSDL.
Implementation Notes: While not considered a change that will break functionality, .
Invalid character messaging enhanced
  • Type: Enhancement
  • Reference: PBI 551691
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: We previously observed that certain errors being logged internally were being truncated in our SQL database if they exceeded 255 characters. The errors in question pertained to invalid characters that appeared in the submitted request. Because our document engine cannot process the request due to the presence of invalid characters, the submitted request would reside in an incomplete state. As a result, the user would not be alerted if the message exceeded 255 characters, and the transaction would time out after 15 minutes.

Now when an invalid character is present in the submitted request, Expere Document Services will present the user with an error message alerting them of this issue.

Implementation Notes: This enhancement is available in the May release of Expere Document Services; no user action is required.

April

2D barcode behavior enhanced
  • Type: Defect
  • Reference: PBI 551344
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: It was reported that when using a 2D barcode, the barcode covered the "Page 1 of <x>" in the footer of a document. In the screenshot below, the barcode appears over the "Page 1 of <x>."


Solution: We have updated the barcode output code so that the 2D barcode appears properly in the footer and does not obscure any portion of the text.
Implementation Notes: This defect correction requires an Expere Engine 2019 Release One (1) update.
System version dependencies documented for Hosted Expere / Expere Document Services
Summary: The Expere Document Services Web Services now contains required system-level dependencies an integrating partner should expect to use with Wolters Kluwer Hosted Expere.
Implementation Notes: The new System Version Dependencies topic is available in the April publication of the Expere Document Services Web Services Guide.
DiscreteParty updated for use with foreign addresses
Summary: Expere now supports Foreign Addresses. As a result, the <DiscreteParty> object now accepts <CountryCode> as a parameter. When using a Foreign Address, the <CountryCode> is required.
Implementation Notes: This enhancement is available in the 2019 Release One (1) of the Expere Engine.
eSignature behavior enhanced for middle pages within dynamic documents (.REQ documents)
  • Type: Enhancement
  • Reference: PBI 541407
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: An issue was identified with dynamic documents containing eSignatures authored in the footer: while the first page, last page, and first middle page contained a correct eSignature, eSignatures did not appear in the footer of additional middle pages.

After analysis occurred, it was determined that an internal process did not identify any eSignature placeholders for pages other than the first, last, and first middle. This internal process was enhanced to identify and enable all eSignature placeholders.

Implementation Notes: This enhancement is available in the 2019 Release One (1) of the Expere Engine.
DocViewer User Guide available
  • Type: Enhancement
  • Reference: PBI 549605
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Expere Engine landing page
Summary: We have published an updated DocViewer user guide; the guide is independent of any specific product and provides details on how to use base DocViewer functionaity.
Implementation Notes: The DocViewer User Guide is available in the 2019 Release One of the Expere Engine.
WSDL updated to require recipient information
  • Type: Enhancement
  • Reference: PBI 514789
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: The WSDL has been updated to require recipient information when the request includes a Delivery call. Required information includes:
  • Name
  • Address
  • City
  • State
  • Zip Code

If a Delivery request is submitted and missing any of this information, the transaction will fail.

Implementation Notes: This enhancement is available in the April release of Expere Document Services.
Signature field name and sequencing elements enabled for Expere Document Services response
  • Type: Enhancement
  • Reference: PBI 539818
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: It was noted that the Signature FieldName and Sequencing elements were not being returned in the EDS response when requesting SignatrePointSet or eSignatureAndFieldSupport. This has been updated so the FieldName is returned for all signature fields, and Sequencing is returned for signature fields when using WKESign.
Technical Notes: For more information on these elements, see SignaturePoint in the Expere Document Services web services guide.
Implementation Notes: This enhancement is available in the April release of Expere Document Services.
Fillable Field enumeration enhanced
  • Type: Enhancement
  • Reference: PBI 538515
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Summary: We have modified the enumeration logic regarding fillable fields. It was determined that using the same field name in multiple locations within a single PDF could cause issues, such as: the fillable field would not generate properly based on the name. After additional research, we have appended unique sequencing identifiers to each field name when the same field name is used in more than one location in the same document.
Technical Notes: Note the following example for standard fields:
  • Standard Field Example
    • FillableField
    • FillableField_2
Implementation Notes: This enhancement is available in the 2019 Release One of the Expere Engine.

March

Ability to embed fonts with a tagged PDF
Summary: As part of Expere's adherence to creating WCAG 2.0 and 2.1 compliant documents, fonts are now embedded in the generated .PDF file when PDF tagging has been enabled.
Technical Notes: To enable this functionality, use TaggedPDFEmbeddedFonts as your document format option.
<DocFormatType>TaggedPDFEmbeddedFonts</DocFormatType>
Implementation Notes: This enhancement is available in the 2019 Release One (1) of the Expere Engine.
Note: The Expere Engine Change supporting this function will be included in Expere Engine 2019 Release Two.
Ability to apply more than one OPPSA product of the same name
  • Type: Defect
  • Reference: PBI 538690
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: No documentation impact
Issue: An issue was identified when making a request to OPPSA for a multiple account opening scenario. When using the same product for more than one account, the first account successfully merged the product data into the transaction. However, subsequent account(s) (using the same product) would not get OPPSA product data merged into the transaction.
Solution: Now, when multiple accounts use the same OPPSA product, the product data is merged into each transaction based on order. Additionally, we have updated the ApplyPoliciesAndReturnTransactionRequest in the ExpereIEServices WSDL file to allow 0 to Many for the OppsaProductName element. Below is a sample request containing two OppsaProductName elements with the same values.
<exp:Product>
            <!--You have a CHOICE of the next 2 items at this level-->
            <exp:OppsaOrganizationName>bacd6b4e70d44bc9bd0590f178f53095</exp:OppsaOrganizationName>
            <!--Optional:-->
            <exp:OppsaProductName>MyCheckingProduct</exp:OppsaProductName>
            <exp:OppsaProductName>MyCheckingProduct</exp:OppsaProductName>
         </exp:Product>
Implementation Notes: This defect correction is available in the 2019 Release One (1) of the Expere Engine.

February

ID and Email added to response file for FillableFields
  • Type: Enhancement
  • Reference: PBI 528782
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Expere Document Services Web Services Guide: FillableField and FillableText
Summary: Previously in PBI 528780, we had updated the Expere Document Services WSDL to include the customer ID and SignerEmail for fillable fields. For PBI 528782, we enhanced the response file to now include the <ID/>, <SignerEmail/>, and <FieldName/> when fillable fields are generated on a document.
Implementation Notes: This enhancement is available in the February release of Expere Document Services.
Web Services Guide: API descriptions update
Summary: Several API operation pages have been updated to more accurately describe their descriptions. Included are all API operations under the API Overview topic (Generate, GetDeliveredImages, etc).
Implementation Notes: This enhancement is available in the February release of Expere Document Services.

January

Barcodes help link updated in Tool Suite
  • Type: Enhancement
  • Reference: PBI 517103
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Documentation Impacts: Expere Document Services Tool Suite: Select Generate Deliver; Select and Generate
Summary: We have updated the barcode pattern help link on the Select Generate Deliver and Select and Generate pages to point to the Barcode overview page in the Implementation Strategies online user guide.
Implementation Notes: This enhancement is available in the January release of Expere Document Services
WKES Signatures missing sequence number in PDF
  • Type: Defect
  • Reference: PBI 536584
  • Compliance Impacts: This item is not a compliance or regulatory issue.
  • Service Request: 1720482
  • Documentation Impacts: No documentation impact
Issue: It was reported that Wolters Kluwer ESign fillable fields did not allow users to add an electronic signature. It was determined that the field order sequencing number was missing from the Signature and Date fields in the generated .PDF, although the Expere response file returned the correct signature field name with sequencing number.
Solution: This issue has been corrected. Now the Signature and Date field names in the .PDF correctly match what it is in the response .XML match.
Implementation Notes: This defect correction is available in the December release of Expere Document Services.