209 results found
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Sort Template folders when creating a document from a template view.
Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)
Similar to how Templates has a View option (List/Grid)
3 votes -
5 votes
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Ability to customize a link/URL to show the client's name and order number.
Ability to customize a link/URL to show the client's name and order number.
1 vote -
2 votes
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2 votes
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1 vote
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7 votes
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Option (button) to delete a role when assigning recipients to roles and creating a document
delete role during the add recipients stage in creating a document
7 votes -
13 votes
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The Signing order should be set on Bundling feature.
Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.
5 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
23 votes -
Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
11 votes -
Ability to download content library items as Word docs
"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"
8 votes -
1 vote
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Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
1 vote
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Add multiple users to the template automatically vs manually
Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be
1 vote -
1 vote
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add "Are you sure" feature when accidentaly hit the ESc or X button while editing the document so the updated info won't be lost
Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.
2 votes -
Direct hyperlink to a template
Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.
1 vote
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