2025.3 Release Notes

These items were released to production on May 28, 2025.

Updated

Reporting

When an ad-hoc report exceeds the size limit, the following error message will appear [1236801]:
Export exceeds size limits. Please reduce number of records or create a scheduled report.

DocuSign

Admins and Phase Owners can reassign the active participant during a digital signature phase. [882079, 1024260]

This will allow greater flexibility to reassign signatories when an Other Party Signatory is not specified correctly at the start of a signature phase, saving time and effort for signatories and other executives.

Only Admins and Phase Owners/Mediators will be able to do this.
This feature only applies to signature phases using DocuSign.
Users will be able to import participants into a signature phase through user groups. Updating a signatory on a workflow will not affect the user groups.
The edit (pencil) icon will only appear for the active phase participant, regardless of their role.
Clicking the pencil icon will open a popup showing the participant sequence. They user will be able to reassign the active participant with one of the users listed under Participant Info.
If an Admin replaces an active participant who has already signed a document, they'll see a confirmation alert stating that the participant has already completed their turn.
The removed participant will receive a corrected email from DocuSign.
The newly assigned signatory will receive signatory in-app and email notifications.
The workflow history will record the following: Original assigned signatory, newly assigned signatory, user who performed the assignment, date/timestamp of reassignment

Decrease the lag between DocuSign signatures occurring in DocuSign and appearing in symplr Contract [979693]

This feature resolves the following issues:

Abandoning a DocuSign envelope caused users to get stuck in the signature phase.
- Now when a user clicks Check Status, if the system identifies that the envelope was abandoned in DocuSign and not sent to the signatories, a popup will inform the user that the envelope has not been sent. If the user has sufficient permissions, there will be an option to retract.
The Check Status button failed to work if an Approver or External Party was in the participant sequence.
The Check Status button failed to work if a user declined an envelope.

Resolved

Workflows & Contracts

Attempting to view a document with certain special/unicode characters in the filename, such as en-dashes or diacritical marks, returned an error. [1160573]
This has been fixed; documents with special characters in the filename can be viewed.

Workflows & Worklist

A sequenced workflow participant was able to upload new documents and attachments to a workflow when it was not their turn. [1235506]
This has been fixed; sequenced workflow participants can only upload documents and attachments during their turn.
The application was unable to send a DocuSign envelope if one of the documents in the envelope had an overlong filename. [1115696]
This has been fixed; if the filename of a document uploaded to a workflow in the Add Document popup exceeds 180 characters (including the file extension. e.g. DOCX, PDF, etc.), then the Save button will be unavailable until the filename is shortened.
A phase mediator attempting to select a user group as phase owner returned an error. [1180354]
This has been fixed; phase mediators can select user groups as phase owners.
The Upload new version option was available to admins on cancelled workflows. [1177068]
This has been fixed; the Upload new version option is unavailable on cancelled workflows.
When a reassignment workflow was initiated, any attachments on the original workflow were updated with the date/timestamp of the reassignment workflow. [1174977]
This has been fixed; attachments retain the date/timestamps they were assigned upon upload.
When a workflow was initiated from a request workflow, any attachments on the request workflow were updated with the date/timestamp of the new workflow. [1174968]
This has been fixed; attachments retain the date/timestamps they were assigned upon upload.
When an abstraction workflow was initiated, any attachments on the contract were updated with the date/timestamp of the abstraction workflow. [1174335]
This has been fixed; attachments retain the date/timestamps they were assigned upon upload.

Reporting

When exporting a report, the sort order in the exported file differed from the sort order onscreen. [1173926]
This has been fixed; the sort order in onscreen and exported reports match.

Vendors & Providers

A visual defect caused lengthy contract location names to overlap in some cases, such as in the associated contracts table in a vendor or provider record. [924061]
This has been fixed; lengthy location names wrap instead of overlap.
Attempting to save a vendor or provider record after removing the Display Name failed to return an error. [1173449]
This has been fixed; attempting to save a vendor or provider record after removing the Display Name will return an error.

Contracts

When an amend/extend/renew workflow was activated on a contract (and the criteria for creating a critical date for an Evergreen renewal type have been met), the application failed to generate a new critical date on that contract. [1173698]
This has been fixed; when the criteria have been met, a new critical date will be generated.

Admin and Permissions

In the workflow template builder, a visual defect pushed the Document Source button (under Add Phase) out of alignment with the other phase buttons. [1173959]
This has been fixed; all phase buttons are top-aligned.
When exporting the organization tree, the column order of the exported file differed from the column order of the tree onscreen. [1159041]
This has been fixed; the column order of the onscreen and exported trees match.
In a multi-organization tenant, a user with admin permissions in one organization had phase owner/mediator permissions in a workflow where they were a reviewer in another organization. [1170690]
This has been fixed; organization-specific admin permissions are applied only within the correct organization.

Time Tracking

Updating the future approver or reporter in one managed scheduled timesheet associated with a single contract updated the future approver for all managed scheduled timesheets associated with that contract. [1234876, 1234899]
This has been fixed; updates to one managed scheduled timesheet no longer affect all others associated with a single contract.
A timesheet schedule with the “Automatically copy the timesheet schedule” option selected failed to autogenerate when the last timesheet period of the original timesheet schedule ended. [1183697]
This has been fixed; the timesheet schedule autogenerates when the option to copy is selected.
Attempting to open a timesheet as a newly assigned financial reviewer returned an error. [723027]
This has been fixed; financial reviewers can open timesheets.

Conflict Capture

Within the Add participant popup, the Assigned moderators dropdown list showed “0” as multiple options. [1175723]
This has been fixed; the dropdown loads as expected.