825 results found
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The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Document Completion Screen Customization (Automatically send a thank you message when the document is completed)
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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Permissions for folders: hide some folders from users / restrict account users from seeing specific folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
72 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Bulk action] change document owner
Bulk change document owner ability
3 votes -
Sign to accept privacy of proposal and then see full details
I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.
2 votes -
Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
17 votes -
Move more than one folder with document to another folder
It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders
2 votes -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
44 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Search cross workspaces for documents
Allow Search cross workspaces for documents
25 votes -
ability to see who from team members opened a document
ability to see who from team members opened a document
1 vote -
19 votes
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waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
15 votes -
1 vote
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2 votes
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Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
2 votes
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Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
339 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes
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