467 results found
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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.
19 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
19 votes -
19 votes
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transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
18 votes -
Status for partially completed (first signature)
More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.
18 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 -
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 -
Support Loom video embed in documents
support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.
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 -
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 library16 votes -
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.15 votes -
[Comments] Ability to delete comments
Editor 2.0
Ability to delete comments
15 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).
15 votes -
Archive the completed documents
Save all the completed documents as PDFs automatically.
14 votes -
14 votes
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13 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).
13 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
13 votes -
Set the expiration date before sending the document.
Set the expiration date before sending the document.
13 votes
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