636 results found
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1 vote
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2 votes
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Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
1 vote -
Option to revert the transfer of document ownership
- Will allow the user to be able to recall / revert the transfer of document ownership
3 votes -
Print only option
After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.
2 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
2 votes -
Document value based on variable
Option to set document value based on variable
1 vote -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
Home: change tabs order
Option to reorder tabs at Home
2 votes -
Signing order: sender should be able to fill out the document without the need to open it in the email
Signing order: sender should be able to fill out the document without the need to open it in the email.
For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png1 vote -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
1 vote -
Option to aggregate all documents with recipient comments
A feature that would enable the system to display all documents that have recipient comments.
1 vote -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
2 votes -
Reporting feature option will only export the email of the recipients
- Will allow the user to export the email of the recipients using the Reporting feature
1 vote -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
2 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
2 votes
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