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Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed
Ability to create new status tiles for document management.
32 votes -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
17 votes -
4 votes
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2 votes
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[Content Library] download content library items
Add ability to download CLIs
11 votes -
Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
9 votes -
2 votes
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Add indicator for expiring soon documents
I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document
Request was added for Mobile app, but could be a common request.
4 votes -
Ability to search from Dashboard
Search documents from the dashboard
20 votes -
[Comments] Ability to delete comments
Editor 2.0
Ability to delete comments
15 votes -
Archive the completed documents
Save all the completed documents as PDFs automatically.
14 votes -
1 vote
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Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
13 votes
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14 votes
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
15 votes -
3 votes
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HBSC account direct payment
Make payments go to HSBC account directly instead of going through PayPal or Stripe.
2 votes -
2 votes
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The Signed status in the Actions tab
The sender should know when a document was signed, not only completed.
22 votes
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