875 results found
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Separate timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
4 votes -
SSO: SCIM 2.0
SSO SCIM 2.0
35 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
5 votes -
Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
4 votes -
Extend/ adjust time period of Home screen (currently default is 1 week)
Recently, the time period for the home screen was changed to one week. Would like the ability to extend that time to multiple months.
2 votes -
redirect to work with the downloaded file
Redirect to work with the downloaded file
4 votes -
Additional notification before sending an empty email with a document
There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.
2 votes -
Download PDF: Show the Initials and Signature fields when downloading a Template
Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.
2 votes -
Home: show just the completed status on the finalized view, and will not show signed
To show just the completed status on the finalized view, and will not show signed
3 votes -
Home: document overview option
We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!
2 votes -
Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
Reporting: Suggestions/ Comments
Ability to filter or get data based on suggestions or comments.
2 votes -
Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes -
3 votes
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Have the option to remove the document from the finalized view if this was saved to a folder
Have the option to remove the document from the finalized view if this was saved to a folder
2 votes -
Mass create draft
Currently we can only mass send documents but it would be useful to mass create draft documents for our sales team to go through and send individually. Mass creating drafts and having them land in a folder which the salespeople can share out amongst themselves would be a great help to the way we do business.
2 votes -
Option to manually change document status to sent
Option to manually change document status to sent
1 vote -
True alphabetical order that will be applied both to folders and documents.
If the sort order is set to alphabetical and a file is called "abstract" and a folder is called "business tools" and then a file is called "Clearance".. currently I'll get the folder with the letter "b" (business) first in the list even though a file clearly should be first since it starts with an "a" (abstract). This should not be. It should list them in true alphabetical order. Perhaps some people like the folder vs. true sort order method, but then give a toggle to turn it on and off
2 votes -
Sort documents by RECIPIENT in Documents View
It is not possible to sort documents sent by RECIPIENT in the Documents View page - it is sorting by document name and all of my engagement letters have the same name so this is not helpful at all.
I need to log in our task management system the letters that are sent and it would be SO much easier if the letters were sorted alphabetically by last name of recipient. The ability to search through filters does not help with what I need. The ability to sort by recipient last name would save an immense amount of time when…
1 vote -
native setting to prevent a document creator from filling out fields prior to sending
After the client completes their required fields and signs, we need the document to return to the original preparer so they can enter a contract start date and then sign. The key requirement is that this start date field must be technically locked and not editable by the preparer until after the client has executed the document.
Have the need to prevent the creator from filling in fields prior to sending.
1 vote
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