719 results found
-
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,19 votes -
1 vote
-
Time to view (Reporting)- include the specific pages as it does on single document level
We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.
Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.
"We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."
3 votes -
Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
2 votes -
add tags to multiple documents
adding tags to multiple documents
10 votes -
Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votes -
Condensed version of documents
Is there a function or possibility on our signed documents to make a condensed version?
The reason I ask, internally we only need about 3 pages of the 12-14 that are on very document, these are normally the same 3 pages.
2 votes -
1 vote
-
Search by Document & Template ID
Ability to search for documents and templates by ID.
6 votes -
1 vote
-
move pages between two bundle document
move pages between two bundle document
3 votes -
restrict downloading of the completed document
restrict downloading of the completed document
5 votes -
Lock bundled documents so they can't be edited or deleted.
The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.
1 vote -
Ability to see Bulk Send results in Reporting / Data Analytics
Ability to have Bulk send analytics results.
4 votes -
Document Analytics: See Date and Time instead of Number of Days Passed
Document Analytics would be easier to see the date directly instead of the number of days passed.
2 votes -
add tags inside the document to the selected parts to be able to track these selected items tagged within the document
to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.
1 vote -
Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
3 votes -
Bring back the document status list on the bottom-left of the page
Option to restore classic status indicator on documents:
Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.1 vote -
export the sales part of the documents in the CSV file
export the sales part of the documents in the CSV file
E.g. Pricing tables items
1 vote -
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
1 vote
- Don't see your idea?