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6 votes
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can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
4 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
7 votes -
Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
3 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
4 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
21 votes
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Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library14 votes -
Assign date to Signatures
Assign specific dates from which the recipients may sign the document
4 votes -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
6 votes -
Signature alignment
Ability to choose if a signature is to the left, centered, or to the right.
5 votes -
Using Redlining and Approval Workflow Together
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
11 votes -
PDF attachment
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
3 votes -
Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)
See exact date and time of document completion in the web view
2 votes -
Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
5 votes -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
10 votes -
The Signed status in the Actions tab
The sender should know when a document was signed, not only completed.
22 votes -
Ability to search from Dashboard
Search documents from the dashboard
15 votes
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