215 results found
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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 -
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.
7 votes -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
2 votes -
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.
At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
Additional layer, it's unknown where else that template needs updating.2 votes -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the links below! -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
2 votes -
Template for an equity agreement in a startup.
When creating a startup it is necessary to make a founders agreement and an equity agreement. The equity agreement is much more formal in terms of ownership and is something I think will be used a lot.
1 vote -
Pull report showing unused templates data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
5 votes -
Separate Repository for Templates
separate icon for templates
2 votes -
Template: Trash Bin
Ability to restore templates
8 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
10 votes -
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.
17 votes -
6 votes
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Increase the number of characters for template title
Increase the number of characters for template title
3 votes -
3 votes
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Option to download a template so that the PDF version appears the same way as it does in the editor
Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.
2 votes -
1 vote
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Custom Role: ability to create documents only from shared templates in document wizard
Custom role permission:
I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.1 vote -
Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
9 votes -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote
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