--- title: "API changelog" url: "https://docs.signnow.com/docs/signnow-api-changelog" type: "page" section: "Documentation" slug: "signnow-api-changelog" --- # API changelog # SignNow API Changelog Explore new features, updates, and guides for the SignNow API.
**October 2026** ✅ **Endpoint improvements** - Published [Get doc group template info](/docs/document-group-template/operations/get-document-group-template-info), which returns the documents, roles, and fields of a document group template in one call, so you don't need to request each document separately before prefilling or sending. - Added the opt-in `include=documents.fields` option to [Get document group info (v.2)](/docs/document-group/operations/get-document-group-info-v2), so fields come back in the same format as for document group templates, and documented the other `include` values that were missing from the page. - Documented the limits for free trial accounts, accounts without a paid subscription, and apps in development mode on the [API errors](/docs/api-errors) page: phone authentication, freeform invite subject and message length, the number of signers, invite personalization, custom SMS, and custom branding. Each limit comes with the exact error code the API returns, and the affected invite, embedded invite, and branding endpoints show the same restrictions and error examples. - Added missing response schemas, field descriptions, and examples across the API reference, and fixed error examples to match what the live API returns.

**September 2026** ✅ **Endpoint improvements** - Added the `completed_at` and `expires_at` fields to [Get document group info (v.2)](/docs/document-group/operations/get-document-group-info-v2), so you can see when a document group was completed and when its soonest pending invite expires. - Added `invite_steps`, `documents`, and `completed_at` to the `document_group.complete` and `user.document_group.complete` webhook payloads. See the payload example in [Get callback info by ID](/docs/callbacks-info/operations/get-v2-dashboard-event-subscriptions-subscription-id-callbacks). ✅ **Integrations** - Published the [Automate eSignatures](/docs/clickup-zapier-signing-workflow) guide in [ClickUp and SignNow](/docs/clickup), covering a no-touch signing workflow with ClickUp and SharePoint through Zapier.

**August 2026** ✅ **Integrations** - Published the [SignNow for Procore](/docs/signnow-procore) guide, covering [installation](/docs/procore-installation) and app configuration, [supported record types](/docs/procore-record-types), [admin tools](/docs/procore-admin-tools) for templates, document flows, and custom actions, [sending for signature](/docs/procore-send-with-signnow) from a record, [tracking document statuses](/docs/procore-track-document-statuses), and [troubleshooting](/docs/procore-troubleshooting). - Published the [Workday and SignNow](/docs/signnow-workday) guide, covering how to connect the two apps through Zapier and [automate eSignatures](/docs/signnow-workday-automate-esignatures) in HR workflows. ✅ **Endpoint improvements** - Documented SMS and phone recipients on the [Update doc group invite](/docs/doc-group-field-invite/operations/update-document-group-invite) endpoint. All four recipient conversions — email to email, email to phone, phone to email, and phone to phone — have a request example, along with the validation rules for the matching email and phone fields and where to source the current phone recipient value. ✅ **Guides** - Corrected the lock-signing-date parameter in [Complex tag parameters](/docs/text-tags#complex-tag-parameters): the parameter is `lock_to_sign_date`, a boolean that pre-fills the date field with the signing date. - Reviewed and corrected the [API dashboard](/docs/account) page against current API behavior.

**July 2026** ✅ **Endpoint improvements** - Documented the optional `sms_message` parameter for the [document group invite](/docs/doc-group-field-invite/operations/invite-to-sign-document-group) and [single-document SMS invite](/docs/document-field-invite/operations/post-document-document-id-for-sms-invite-send-invite-via-sms) endpoints, so you can customize the SMS text your signers receive. Also added a mixed email + SMS invite example and kept the [SMS invite guide](/docs/sms-invite) in sync. - Added the DocumentGroup Invite Expiry events to the [Webhooks guide](/docs/guides-webhooks) and the [Get callback info by ID](/docs/callbacks-info/operations/get-v2-dashboard-event-subscriptions-subscription-id-callbacks) reference, with a payload example, giving you visibility into when document group invites expire so you can automate follow-up. ✅ **Branding** Updated the [Create and edit send invite brand resource](/docs/general-branding/operations/put-v2-brands-brand-id-resources-send-invite) endpoint and the [Send invite resource](/docs/branding-send-invite-resource) page to remove the retired `actions-on-completion` setting and refresh the Send invite screenshots, so the docs match the current product. ✅ **Guides** - Added an end-to-end flow to the [entities guide](/docs/entities) covering the reusable-template-to-embedded-signing path, from creating a template to instantiating a signable document for signing. - Published a new [Handling SignNow event callbacks](/docs/guides-handling-signnow-event-callbacks) guide covering how to subscribe to SignNow events and build a callback server to receive and process them, complete with an end-to-end flow diagram and a runnable example server. - Published a new [Sign PDFs in WordPress](/docs/sign-pdfs-in-wordpress) guide showing how to embed SignNow document signing in a WordPress page via the REST API.

**June 2026** ✅ **Endpoint improvements** Documented the new [`GET /v2/search`](/docs/search/operations/get-v2-search) endpoint, giving developers a single call to search documents, templates, document groups, and document group templates across every folder they can access. Added the `content.initiator_id` and `content.initiator_email` parameters, new event payload examples, and missing response fields to [Get callback info by ID](/docs/callbacks-info/operations/get-v2-dashboard-event-subscriptions-subscription-id-callbacks).

**May 2026** ✅ **Endpoint improvements** Added approver role documentation to the embedded invite endpoints for documents and document groups, and updated the [Embedded signing guide](/docs/guides-embedded-signing#recipient-roles) with recipient role details. - [Create embedded invite for document](/docs/document-embedded-signing/operations/create-embedded-signing-invite) - [Create embedded invite for document group](/docs/doc-group-embedded-signing/operations/create-embedded-invite-document-group) Added CRUD documentation for scheduled invite endpoints which let you schedule signing invites for a future date, reducing manual follow-up for time-sensitive workflows. - [Scheduled document invite](/docs/reference) - [Scheduled document group invite](/docs/reference) Documented new fields for setting reminders and expiration across the entire invite at once, applying to all recipients rather than configuring each one individually (`general_expiration_days`, `general_reminder`, `general_expiration_time` — available for document groups only). - [Invite to sign](/docs/document-field-invite/operations/post-document-doc-id-invite) - [Get document group info](/docs/document-group/operations/get-document-group-info-v2) - [Create document group invite](/docs/doc-group-field-invite/operations/invite-to-sign-document-group) - [Edit document group template recipients](/docs/document-group-template/operations/put-v2-document-group-templates-document-group-template-id-recipients) - [List document group template recipients](/docs/document-group-template/operations/get-v2-document-group-templates-doc-group-template-id-recipients) - [Complete DG correction](/docs/document-group/operations/put-v2-document-groups-document-group-id-invite-document-group-invite-id-correction) ✅ **SignNow MCP Server** Added documentation for new [SignNow MCP Server tools](/docs/mcp-tools) covering signing workflows, document and contact management. ✅ **Custom fields** Published a new article on [Custom fields](/docs/custom-fields) covering how to build integrations using pre-set fields for embedded workflows.

**April 2026** ✅ **Endpoint improvements** - [Import CRM contacts in bulk](/docs/contacts/operations/post-v2-crm-contacts-import) — published endpoint that adds multiple contacts to the account from a CSV file in a single request. - [Update a document](/docs/document/operations/edit-document) — added the `document_name` parameter to the example, schema, and JSON so users know the call can also rename a document. - [Get document](/docs/document/operations/get-document), [Get document group info](/docs/document-group/operations/get-document-group-info-v2) — added the full list of `email_statuses` values (`sent`, `mail_open`, `bounce`, `mail_click`, `reminder_sent`, `undefined`) and the per-event fields returned with each status. - [Edit document group recipients](/docs/doc-group-field-invite/operations/put-v2-document-groups-document-group-id-recipients) — explained that one email can hold multiple roles across documents and added mapping guidance for developers building custom integrations. ✅ **Branding** Added `field-settings` and `default-fields` parameters to the [Editor brand resource](/docs/general-branding/operations/put-v2-brands-brand-id-editor) for customizing the embedded sending and embedded editor experience. ✅ **Guide improvements** - [Authentication guide](/docs/authentication#common-401-errors-and-solutions) — added troubleshooting for 401 responses. - [Branding guide](/docs/guides-branding#brand-ownership) — documented the brand ownership model (`common`, `organization`, `user`). - [Embedded editor guide](/docs/guides-embedded-editor#troubleshooting) — added a troubleshooting section. - [Embedded signing guide](/docs/guides-embedded-signing#link-and-session-expiration) — added `session_expiration` info and a troubleshooting section. - [Webhooks guide](/docs/guides-webhooks#webhook-recovery) — added retry policy details and a webhook recovery section.

**March 2026** ✅ **Document generation** Published an article for the [SignNow document generation](/docs/document-generations) use cases and added new endpoints to the public API docs, along with new webhook events to the [Webhooks guide](/docs/guides-webhooks). - [Generate a document from uploaded file](/docs/document-generation/operations/post-v2-document-generations-upload) - [Generate a document from URL](/docs/document-generation/operations/post-v2-document-generations-url) - [Get document generation status](/docs/document-generation/operations/get-v2-document-generations-process-id-status) ✅ **Document, Document Group, Document Group Template sharing** Published full CRUD documentation for personal sharing of documents, document groups, and document group templates, covering endpoints for listing, assigning, updating, and removing user roles (sender or viewer). **Document** - [Share document](/docs/document/operations/share-document) - [Get document users](/docs/document/operations/get-document-roles) - [Unshare document from all users](/docs/document/operations/unshare-document-from-user) - [Unshare document from user](/docs/document/operations/unshare-document-from-user) **Document Group** - [Share document group](/docs/document-group/operations/share-document-group) - [Get document group users](/docs/document-group/operations/get-document-group-roles) - [Unshare document group from all users](/docs/document-group/operations/unshare-document-group-from-user) - [Update document group role](/docs/document-group/operations/update-document-group-role) - [Unshare document group from user](/docs/document-group/operations/unshare-document-group-from-user) **Document Group Template** - [Share document group template](/docs/deprecated-dgt/operations/share-document-group-template) - [Get document group template roles](/docs/document-group-template/operations/list-document-group-template-roles) - [Unshare document group template from all users](/docs/document-group-template/operations/unshare-document-group-template-user) - [Update document group template role](/docs/document-group-template/operations/update-document-group-template-role) - [Unshare document group template from user](/docs/document-group-template/operations/unshare-document-group-template-user) ✅ **Branding** Added the [Branding and web settings configuration priority](/docs/guides-branding#branding-and-web-settings-configuration-priority) section to the Branding guide, explaining the hierarchy of API-based branding and web settings. ✅ **AI connectors** Published a dedicated [AI Security article](/docs/mcp-server-security) in the API Tools section covering the security model of the MCP Server and linking to the SignNow AI security documentation.

**February 2026** ✅ **Branding** Added new settings to the [Editor resource](/docs/general-branding/operations/put-v2-brands-brand-id-editor) for customizing the signing session for the recipient: - `editor.signing-settings.guide-signers-only-through-required-fields` - `editor.signing-settings.auto-apply-signatures-and-initials-to-document-fields` ✅ **Guides** Updated the Text tags guide with examples of [radio button tags](/docs/text-tags#radio-buttons). ✅ **Endpoint improvements** Added the `lock_to_sign_prefill` attribute to [`PUT /document/{{document_id}}`](/docs/document/operations/edit-document) and [`GET /document/{{document_id}}`](/docs/document/operations/get-document) endpoints. This attribute controls whether recipients can edit `prefilled_text` fields.

**January 2026** ✅ A new section, **SignNow AI Tools**, has been added to the documentation covering the Model Context Protocol (MCP) suite: - [SignNow MCP Server](/docs/mcp-server) - [SignNow API Helper MCP](/docs/api-helper-mcp) ✅ **Microsoft 365** Published the [Word/Excel add-in user guide](/docs/word-excel-add-in). ✅ **Branding** New guides are available for configuring custom branding across different stages of the workflow: - [White-labeled signing](/docs/white-labeled-signing) - [White-labeled sending](/docs/white-labeled-sending) - [White-labeled editor](/docs/white-labeled-editor) ✅ **Webhooks** New event subscriptions added for document group copying: - `user.document_group.copy`: Triggers for all user document groups. - `document_group.copy`: Triggers for a single document group. - Updated the [Webhooks guide](/docs/guides-webhooks). ✅ **Endpoint improvements** - Added `prefill_signature_name` parameter to the [Invite to sign a doc group](/docs/doc-group-field-invite/operations/invite-to-sign-document-group) and [Create embedded invite for a doc group](/docs/doc-group-embedded-signing/operations/create-embedded-invite-document-group) requests. - Added info that freeform invite can be sent to the sender: for a [document](/docs/document-field-invite/operations/post-document-doc-id-invite) and [document group](/docs/doc-group-freeform-invite/operations/post-v2-document-groups-document-group-id-free-form-invites). ✅ **User flow** Updated the [Getting started page](/docs/get-started) to align with the new user flow, now empowering users to send their first signature invite directly from the docs.

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**December 2025** ✅ **Branding** Added the `from_email` and `from_name` parameters to [embedded sending](/docs/guides-embedded-sending#embedded-sending-features) and [embedded signing](/docs/guides-embedded-signing#senders-email-address-and-name) resources. These parameters allow API customers to build white-labeled eSignature workflows. ✅ **Onboarding flow** Published a new [Go-live checklist page](/docs/go-live-checklist) that provides developers with clear instructions for going live. ✅ **Webhooks** Updated the Webhooks 2.0 documentation: - All endpoints that use Basic authorization are now organized in the [Basic auth](/docs/reference) section. - Added the [`POST /v2/event-subscriptions`](/docs/manage-event-subscriptions/operations/create-event-subscription-2) endpoint. ✅ **Edit template and document recipients** Added endpoints for managing template and document recipients: - [Edit recipients](/docs/template/operations/edit-template-routing-details) - [Get recipients](/docs/template/operations/get-template-routing-details) ✅ **Customer use cases** Published a customer-based use case: [How to add static text to a document](/docs/add-static-text-to-document).

**November 2025** ✅ Published the user guide for the [SignNow Power Automate connector](/docs/power-automate-signnow-overview). The guide provides step-by-step instructions for integrating SignNow actions into automated workflows and includes detailed descriptions of each action.

**October 2025** ✅ **Branding** Added new attributes for the close button option in the editor. Now users can customize the closing options for the embedded editor, embedded sending, and signing session. - [Create and edit editor brand resource](/docs/general-branding/operations/put-v2-brands-brand-id-editor) - [Get editor brand resource](/docs/general-branding/operations/get-v2-brands-brand-id-editor) - [Editor brand resource](/docs/branding-editor-resource) in the branding guide ✅ **Webhooks** Added the new events: - `user.document_group.invite.signer.complete`: Triggers when all documents in a document group field invite sent by a [user](/docs/guides-webhooks#user-events) were completed by a specific signer. - `document_group.invite.signer.complete`: Triggers when all documents in a specific [document group](/docs/guides-webhooks#document-group-events) field invite were completed by a specific signer. ✅ **Request payments** Added endpoints for managing a Stripe account with a personal SignNow account: - [Connect payment account](/docs/request-payments/operations/post-v2-merchant-accounts) - [Get payment account](/docs/request-payments/operations/get-v2-merchant-accounts) - [Delete payment account](/docs/request-payments/operations/delete-v2-merchant-accounts) - Published the [Request payments](/docs/request-payments-guide) guide, which explains how to connect to a payment system and send a document group invite with a payment request. ✅ **API dashboard** Updated the [user guide](/docs/account) to reflect the new onboarding flow.

**September 2025** ✅ **Branding** Updated branding endpoints with new attributes for embedded editor, embedded sending, and FreeForm invite: - General resource ([Create and edit general brand resource](/docs/general-branding/operations/put-v2-brands-brand-id-general), [Get general brand resource](/docs/general-branding/operations/get-v2-brands-brand-id-general)) - Editor resource ( [Create and edit editor brand resource](/docs/general-branding/operations/put-v2-brands-brand-id-editor), [Get editor brand resource](/docs/general-branding/operations/get-v2-brands-brand-id-editor)) - [Get brand template file](/docs/general-branding/operations/get-v2-brands-template-file) - [Create brand from template file](/docs/general-branding/operations/post-v2-brands-upload-file) Added endpoints for the new `send invite` brand resource, allowing users to customize the Send Invite page: - [Create and edit send invite brand resource](/docs/general-branding/operations/put-v2-brands-brand-id-resources-send-invite) - [Get send invite brand resource](/docs/general-branding/operations/get-v2-brands-brand-id-resources-send-invite) - [Delete send invite brand resource](/docs/general-branding/operations/delete-v2-brands-brand-id-resources-send-invite) Updated the branding guide: - [General brand resource](/docs/branding-general-resource) - [Editor brand resource](/docs/branding-editor-resource) - [Send Invite brand resource](/docs/branding-send-invite-resource)

**August 2025** ✅ **Product guides** Published the [Kiosk Mode guide](/docs/kiosk-mode). ✅ **Text tags** Added description for [pre-filling the checkboxes](/docs/text-tags#simple-text-tag-parameters). ✅ **Embedded signing** Added parameters to customize the email `subject` and `message` when creating an embedded invite for a [document](/docs/document-embedded-signing/operations/create-embedded-signing-invite) and [document group](/docs/doc-group-embedded-signing/operations/create-embedded-invite-document-group). ✅ **OAuth 2.0** Updated the [Generate access token](/docs/oauth2/operations/post-oauth2-token) endpoint descriptions with links to grant types and detailed examples.

**July 2025** ✅ **Approver flow** Added the approver action for the [document](/docs/invite-to-sign#send-a-document-for-signature) and [document group](/docs/invite-to-sign#send-a-document-group-for-signature) sending. ✅ **Branding** Published the [white-labeling guide](/docs/guides-white-labeling). ✅ **Sample apps** Added the industry-specific [SignNow sample apps](/docs/sample-apps) to help users explore tailored use cases. ✅ **Endpoint improvements** - Added the `type` parameter for the [embedded sending links](/docs/embedded-sending/operations/post-v2-document-groups-document-group-id-embedded-sending). - Added parameters that let organization admins [configure redirect links](/docs/organizations#list-of-settings-and-possible-values) for senders to related endpoints: [Invite to sign a document](/docs/document-field-invite/operations/post-document-doc-id-invite), [Invite to sign a document via SMS](/docs/document-field-invite/operations/post-document-document-id-for-sms-invite-send-invite-via-sms), [Invite to sign a document group,](/docs/doc-group-field-invite/operations/invite-to-sign-document-group) [Complete a document group correction](/docs/document-group/operations/put-v2-document-groups-document-group-id-invite-document-group-invite-id-correction).

**May 2025** ✅ **Embedded view** Added new endpoints for creating embedded view links: - [Create a document embedded view link](/docs/embedded-view/operations/embedded-view) - [Create a document group embedded view link](/docs/embedded-view/operations/embedded-view-doc-group) ✅ **Embedded sending** Added the flow for [pre-filling the document group parameters](/docs/guides-embedded-sending#pre-filling-document-group-parameters-for-embedded-sending) in the embedded sending mode. ✅ **Two-factor signer authentication** Added a signer's `authentication` object for the [document group embedded signing](/docs/doc-group-embedded-signing/operations/create-embedded-invite-document-group). ✅ **User API** Added the [Send verification email](/docs/user/operations/post-user-verifyemail) endpoint.

**March 2025** ✅ **Branding resources** Added new attributes (`welcome-message.header-text`; `auth-page`, `download-button.visibility`, `decline-button`. ✅ **Authentication** Added details about [API keys](/docs/authentication#generate-an-api-key).

**February 2025** ✅ **Template sharing** Added new endpoints: - [Share a template](/docs/template/operations/post-v2-templates-template-id-roles) - [Update a role for a template](/docs/template/operations/put-v2-templates-template-id-roles-user-id) - [Get user role for a template](/docs/template/operations/get-v2-templates-template-id-roles-user-id) - [Remove access to a template](/docs/template/operations/delete-v2-templates-template-id-roles-user-id) ✅ **Branding resources** Added CC email branding [endpoints](/docs/reference). ✅ **Document groups** Added a new endpoint: [Edit a document group](/docs/document-group/operations/patch-v2-document-groups-document-group-id) ✅ **Document group template** Added new endpoints: - [Edit a document group template](/docs/document-group-template/operations/patch-v2-document-group-templates-doc-group-template-id) - [Edit a document group template recipients](/docs/document-group-template/operations/put-v2-document-group-templates-document-group-template-id-recipients) - [Add a template to document group template](/docs/document-group-template/operations/post-v2-document-group-templates-document-group-template-id-templates) - [Create an empty document group template](/docs/document-group-template/operations/post-v2-document-group-templates) ✅ **OAuth 2.0** Added a new endpoint: [**Terminate an access token**](/docs/oauth2/operations/post-oauth2-terminate)

View more [SignNow API updates](https://www.signnow.com/release-notes/signnow-api). --- *Full page: https://docs.signnow.com/docs/signnow-api-changelog*