93 results found
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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 votesValeryia Baranava responded
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content library export
It would be great to have an option to export my content library
14 votes -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
13 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
13 votes -
CLI reporting: which templates/documents each content library item has been used in
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
13 votes -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votesLindsey Schocke responded
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Content Library search inside a folder
Content Library search inside a folder
13 votes -
Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
13 votes -
Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
12 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
11 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Customize Padding for Several Blocks at Once
Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.
11 votes -
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.
10 votes -
Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
9 votes -
Add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
8 votes -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
8 votes -
8 votes
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8 votes
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Prompt a warning before deleting content library items used in smart content blocks
There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.
7 votes
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