For accounting, legal, financial, and brokerage firms, data security goes beyond theoretical encryption—it comes down to daily operational execution. Internal human errors, cluttered email threads, and overly permissive access rights remain leading sources of operational risk. Convoflo 2.24 introduces precise role-based access controls for e-signature workflows alongside a 3-tier privacy model, ensuring complete alignment with Canadian data sovereignty and Law 25 regulations.
E-signature
Signature request permissions: eliminate team errors
When important contracts, tax authorizations, or engagement letters are sent for signature, process integrity must be enforced. No more risk of team members accidentally editing or cancelling an active request. Convoflo 2.24 applies a strict role-based access policy matrix:
Action | Access Policy & Required Rights |
|---|---|
Manage & Edit | Creator only. Exclusive right over request management. No edits allowed once signatures are collected, or if the request is archived, cancelled, or completed. |
Archive & Cancel | Restricted to organization members belonging to the creator's org with
access to the secure space. |
Delete | Creator only, in un-sent draft mode. |
Targeted Reminders | Send a general reminder to all signers or target the specific next required recipient in sequence. |
Compliance & data isolation (Law 25)
3-tier privacy settings overhaul
Organization administrators now hold granular controls to adjust visual data exposure across their entire account:
Normal mode
Nothing is hidden. Full names of users, files, folders, and secure spaces are displayed normally.
Strict mode
Sensitive file names are automatically masked. User, folder, and space names remain displayed.
Very strict mode
File, folder, and secure space names are completely hidden; only user first names are displayed and all message previews are removed.
Secure PDF exports, bulk selection & smart notifications
Attachment links in PDF conversation exports
When exporting conversation threads containing attachments to PDF, embedded hyperlinks now route back securely to authenticated Convoflo spaces rather than linking directly to raw files. Your file access governance applies at all times.
Bulk file selection & fast folder operations
The upgraded "Select All" option in your file area allows batch dropdown tagging, copying, moving, or folder creation across all visible files in a single click.
Reactive thread notifications
Replying to a conversation thread whose notifications were turned OFF automatically re-enables alerts for that specific thread, ensuring seamless follow-up.
đź’ˇ Expert Pro-Tip
Combine Granular Signatures with Strict Mode
According to recent Gartner research on human-centric security, over 60% of accidental exposure incidents stem from internal handling mistakes. For maximum Law 25 compliance, enable Strict Privacy Mode paired with Signature Permissions on sensitive client spaces.
Published on Wednesday, September 2, 2026
Last updated on Wednesday, September 23, 2026
