721 results found
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Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
3 votes -
Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
1 vote -
Date of Deletion: Be able to see the date when a document was moved to Trash.
Be able to see the date when a document was moved to Trash.
1 vote -
Time to view (Reporting)- include the specific pages as it does on single document level
We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.
Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.
"We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."
3 votes -
1 vote
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Option to download PDFs in PDFA format
For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).
1 vote -
[Global Setting] disable the ability for the clients to forward all existing agreements at once
[Global Setting] disable the ability for the clients to forward agreements
1 vote -
Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
3 votes -
1 vote
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Option to save email body automatically
Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost
1 vote -
2 votes
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download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
Perform an action affecting all documents with a certain tag.
The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.
1 vote -
automatically add the document owner signature to a document when it is completed by other recipients
automatically add the document owner signature to a document when it is completed by other recipients
1 vote -
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.
4 votes -
2 votes
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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.
29 votes -
1 vote
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1 vote
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Inbox, filter by status for documents
Filter documents in Inbox by status
4 votes
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