210 results found
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Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote -
13 votes
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option to access the page properties even if it's an uploaded page
option to access page properties even if it's an uploaded page
7 votes -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
4 votes -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 votes -
export the template details into a spreadsheet
export the template details into a spreadsheet
3 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
5 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
28 votes -
1 vote
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Page Break Formatting
Page breaks: PDF page breaks, where content library items are not brought in properly and the page break is in a different place than it initially shows.
1 vote -
4 votes
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Suggest edits on the Template level
Suggest edits on the Template level
3 votes -
Pull items from content library as an attachment/hyperlink
Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.
10 votes -
Traffic light report
Traffic light report where the traffic light can be changed to red, amber or green. This would mean giving a status update for what is being reported on, i.e Header, status and smart content changing the colour when clicked on. This can be added as a table into a report or included as a page.
1 vote -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
11 votes -
Converting from Document to Template - Tags and Name of Doc
When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.
We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.
When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one…
1 vote -
categorize shared templates
categorize shared templates
2 votes -
upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
Template for downloading CSV of form responses
Ability to choose a template when downloading a CSV file of form responses
1 vote -
Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
1 vote
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