884 results found

1. export document data

   export document data on waiting for signatures into excel

   13 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

2. [Bulk Action] import tags

   Bulk import tags.

   1 vote

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3. Ability to pull all the tagged documents only within the folder you're currently in.

   Ability to pull all the tagged documents only within the folder you're currently in.

   1 vote

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4. Number of Pages on Docs Statistics (environmental contribution)
   4 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

5. Show Tax Exclusive Document Values on Document List

   Option to show tax exclusive grand total values on the document's list

   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Resend expired documents in bulk
   3 votes

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7. List / sort folders in alphabetical order

   List folders in alphabetical order

   7 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

8. Limit rights for collaborators

   Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

   3 votes

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   Idea  ·  Lindsey Schocke responded

9. Option to automatically copy the field format of a previous document when uploading a new one
   1 vote

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10. Reminders before the start date of the contract
    1 vote

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11. The option to set up conditional validation of documents
    2 votes

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12. RSVP in documents
    2 votes

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13. View exact time (timestamps) in audit trail section
    5 votes

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    Idea  ·  Lindsey Schocke responded

14. Enable page numbers upon PDF output to start on a specified page (other than the 'actual' first page)

    e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

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15. Change the owner of the document, who receives notifications for edits/suggestions
    2 votes

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16. Ability to limit document creation for account users

    Ability to limit document creation for account users

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Move document in Draft to a specific folder

    Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

18. Selected filters remain when user returns to the documents tab

    When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

19. 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,

    20 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

20. Option to check Analytics of a previous version of a document
    2 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded