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1 vote
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SSO assign license types at user sigup
Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP
4 votes -
19 votes
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Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
2 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
3 votes -
separate view for company details
Should be a separate tab with my company info, name and VAT number
in settings there is not a section for my company at all1 vote -
Allow reporting to be viewed by all members of team
Add an option so that all members of the workspace (not just managers) can access reporting.
1 vote -
Option to download signed doc as JPEG
Option to download signed doc as JPEG
1 vote -
move a team member from one workspace to another
move one team member from one workspace to another
1 vote -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
1 vote -
Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
2 votes -
Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
3 votes -
Show account owner/admins to members
At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins
1 vote -
Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
2 votes -
Real-time tracking of active user login and activity
Primarily a security feature with potential analytics application.
2 votes -
Initial User Roles
Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…
1 vote -
2 votes
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Option to specify CSV column separator in Workspace settings
when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
Thank you2 votes -
Add space between numbered list
Add space between numbered list
6 votes -
branding as add on feature to lower plans
branding as add on feature to lower plans
1 vote
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