736 results found
-
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
6 votes -
Option to sort the documents by several combinations
Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible
3 votes -
Delete documents from inbox without deleting the document from the account
Delete documents from inbox without deleting the document from the account
4 votes -
Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes -
[Reporting] 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 -
send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email
The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients. In your app, I chose my email address as a "CC". In any email system, there is a "To" field and a "CC" field. What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.
7 votes -
Option to sign the document only after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
Manually change the document status from completed to approved
Manually change the document status from completed to approved
2 votes -
1 vote
-
report
Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section
1 vote -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
Ability to set up automatic documents deletion.
Ability to set up automatic documents deletion.
2 votes -
option to download signed copies under audit trail
if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?
2 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes -
Generate all document links rather then individually
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votes -
Document show viewed only if a signer viewed
Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.
1 vote -
3 votes
-
Change Status to paid
Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024
1 vote -
1 vote
- Don't see your idea?