216 results found
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export the template details into a spreadsheet
export the template details into a spreadsheet
4 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.
6 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.
30 votes -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 votes -
Suggest edits on the Template level
Suggest edits on the Template level
4 votes -
1 vote
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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.
15 votes -
refresh the TOC automatically when headings are inserted, modified or deleted
refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).
5 votes -
4 votes
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Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
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 -
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 -
History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes -
Template for downloading CSV of form responses
Ability to choose a template when downloading a CSV file of form responses
1 vote -
Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
62 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Ability to Reorder Templates by Drag and Drop
I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.
5 votes -
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 -
4 votes
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Ability to manually rearrange the order of the content library items used in a specific template smart content block
Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.
3 votes
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