541 results found
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Ability to search from Dashboard
Search documents from the dashboard
23 votes -
The Signed status in the Actions tab
The sender should know when a document was signed, not only completed.
23 votes -
Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
21 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
19 votes -
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).
19 votes -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
19 votes -
19 votes
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Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.18 votes -
Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library18 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.
18 votes -
Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
18 votes -
SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
17 votes -
Sort SEARCH RESULTS by modified date, created date, document name, etc.
Search for documents based on a specific date (created on...)
17 votes -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
17 votes -
Search cross workspaces for documents
Allow Search cross workspaces for documents
16 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
16 votes -
[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
16 votes -
Ability to search within the document
Ability to search within the document
16 votes -
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).
16 votes -
[Comments] Ability to delete comments
Editor 2.0
Ability to delete comments
15 votes
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