What’s new? v4.53 – External electronic signature and more providers

Iurefficient: The evolution of your Specialist Collaborator Discover the improvements we’ve built into each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.53.0 — Let your client sign, without giving them an account Until now, for someone to sign a document they had to exist in the system…
Iurefficient: The evolution of your Specialist Collaborator
Discover the improvements we’ve built into each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice.
v4.53.0 — Let your client sign, without giving them an account
Until now, for someone to sign a document they had to exist in the system or go through a paid provider. Neither is necessary when all you need is for a client to approve a proposal, a deliverable, or a change in scope.
Now you just send a link. Choose the document from the case file, add the person by their email, and send. They receive a personal link; when they open it, they identify themselves with a six-digit code sent to that same email, review the document, and draw their signature on the screen, with the mouse or a finger. They don’t create an account, install anything, or pay anything. If you prefer a password instead of the code, the system shows it to you only once so you can give it to them by phone or message —it never travels in the same email as the link, because then it wouldn’t protect anything—.
Everything is on record. A signature page is appended to the PDF with each signer’s stroke, the date and time, their IP address, the browser they used, the consent statement they accepted, and the document’s digital fingerprint. The signed document returns to the case file as a new version and, separately, you can download the complete record of the process.
What gets signed doesn’t change. The document is frozen when it’s sent: even if someone edits the original while the signature is in progress, the signer sees and signs exactly what was sent to them.
Designed for a link that travels by email. It’s personal, expires after fourteen days, locks after several failed attempts, and stops working as soon as it’s signed or declined. If the client loses it, a new one can be generated from the request with one click, and the previous one becomes useless.
It’s worth knowing what it is and what it isn’t. This is a simple electronic signature with solid evidence: perfect for approving and authorizing, and defensible between the parties. For a contract that could end up in court, there’s still Mifiel, the only option with an advanced signature and the SAT e.firma. The short rule: approve → link; authorize internally → password; contract → Mifiel.
Two new providers, for two different needs. Documenso is installed on the firm’s or the client’s server, for those who require that the document never leave their infrastructure. SignWell is an affordable cloud option that also issues NOM-151 certificates.
And the connection with Mifiel has been repaired. The integration had never been able to connect: the authentication signature was built incorrectly, the addresses of its service had changed, and its automatic notifications no longer worked as before. The whole cycle —connecting, sending, signing, and receiving the document with its NOM-151 certificate— was tested against the Mifiel sandbox environment, and the same with DocuSign.
Includes a migration for the Electronic Signature plugin that runs automatically on startup. Update backend and frontend together.
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