426 results found
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1 vote
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Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
Delete attached file that was upload via manual status change
Ability to delete the attached file, in the attachment app from uploading an attachment via manual status change
1 vote -
Ability to change the owner of a document to a user with a read-only license
Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed
1 vote -
Download CSV of Documents filtered by title
In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents
1 vote -
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.25 votes -
When sending a document to multiple signers to have a message for just one signer.
When sending a document to multiple signers to have a message for just one signer.
1 vote -
1 vote
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restrict downloading of the completed document
restrict downloading of the completed document
5 votes -
Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Ability to see Bulk Send results in Reporting / Data Analytics
Ability to have Bulk send analytics results.
4 votes -
View and track edits feature in the document version history like in MS word or google docs
track edits feature in the document like in MS word or google docs
9 votes -
Condensed version of documents
Is there a function or possibility on our signed documents to make a condensed version?
The reason I ask, internally we only need about 3 pages of the 12-14 that are on very document, these are normally the same 3 pages.
2 votes -
attach bundle documents as a single file upon completion
attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")
now they are attached as separate files
8 votes -
Email notification for Sender to verify that the document is sent
email notification that the document is sent
6 votes -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
3 votes -
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 -
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 -
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
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