765 results found
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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 -
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 -
1 vote
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Option to document archive and vault using AWS S3 bucket
Option to document archive and vault using AWS S3 bucket
1 vote -
Changing the information without touching the components of the document
Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.
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1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Save specific pages to the Content Library together
For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.
1 vote -
If a document is deleted, all notifications to recipients stop
I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.
Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients
1 vote -
cc'd recepient function not editable
cc'd recepient function not editable
1 vote -
Recipient actions in document tab
This is to see immediately who viewed or signed the document without opening the document
1 vote -
Add the ability to turn on/off the hovering "required" or "optional" field on the client's end.
It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.
1 vote -
1 vote
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[Bulk Action] import tags
Bulk import tags.
1 vote -
Ability to pull all the tagged documents only within the folder you're currently in.
Ability to pull all the tagged documents only within the folder you're currently in.
1 vote -
Show Tax Exclusive Document Values on Document List
Option to show tax exclusive grand total values on the document's list
1 vote -
1 vote
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1 vote
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1 vote
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Enable page numbers upon PDF output to start on a specified page (other than the 'actual' first page)
e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....
1 vote
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