337 results found
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1 vote
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Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
5 votes -
Ability to delete logo
Ability to delete logo
4 votes -
Allow upload image as an option for Available initials types.
It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.
8 votes -
2 votes
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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 -
1 vote
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Admin dashboard -- Overview all users / Manage all Users at once for all workspaces
It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.
28 votes -
SugarCRM two-way sync
SugarCRM two-way sync
1 vote -
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 -
PDF when completed to be sent
If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF
1 vote -
Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
30 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
3 votes -
2 votes
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Status Change Notifications
CC recipients on sent documents and have the option to be notified on the status change.
7 votes -
1 vote
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
7 votes -
1 vote
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