339 results found
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1 vote
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5 votes
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Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
11 votes -
Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
152 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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Multiple Branding Options for One Workspace
Client would like the ability to add multiple branding settings, (like logos), for one workspace.
16 votes -
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
8 votes -
Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
6 votes -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
10 votes -
Add permission option to "View Team Page" without the ability to edit users' roles or licenses
Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.
Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.
2 votes -
Restrict page deletion
Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.
2 votes -
1 vote
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move a team member from one workspace to another
move one team member from one workspace to another
4 votes -
2 votes
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
2 votes -
Change account timezone within the system
Have an option to change timezone of the application to AEST.
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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3 votes
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Ability to set Default Role when Inviting new Users
If the account has custom roles- make it appear as default when a new user is invited.
Allow Member Role to be a default role when inviting new users.
9 votes -
1 vote
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