715 results found
-
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
2 votes -
Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votes -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
option for the signer to sign first and then view the document
option for the signer to sign first and then view the document
2 votes -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote -
Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
3 votes -
Saved Messages in Bulk Send
Ability to pull the saved messages in bulk send feature
2 votes -
Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
3 votes -
transfer signer to another link after document completion
THe functionality to transfer signers of a form/document to another web page after document completion.
2 votes -
Delay when adding a recipient to the sent/completed document
Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.
1 vote -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
1 vote -
1 vote
-
ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
4 votes -
Admin and Manager Access to User Workspace Documents without Classified Content
The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.
1 vote -
Duplicate any document
Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.
Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…
1 vote -
hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 vote -
1 vote
-
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
1 vote
- Don't see your idea?