206 results found
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Ability to set roles later on when setting recipients.
Ability to set roles later on when setting reciepients..
1 vote -
1 vote
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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 -
1 vote
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1 vote
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5 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 -
5 votes
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1 vote
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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"
5 votes -
Automatically add roles when you add smart content with the content library items.
Option to automatically add roles when you add smart content with the content library items.
6 votes -
Items preview in the Content library (change content library item list view)
Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)
4 votes -
Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
10 votes -
12 votes
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Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
2 votes -
Ability to remove "Client" as a default addition to new templates
Would like the ability to remove the default "Client" role from new templates.
4 votes -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
4 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
1 vote
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BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
8 votes
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