215 results found
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1 vote
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Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
8 votes -
Ability to scan template layouts
ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates
2 votes -
Page Break Formatting
Page breaks: PDF page breaks, where content library items are not brought in properly and the page break is in a different place than it initially shows.
1 vote -
I-9 employment eligibility template
I-9 employment eligibility template
3 votes -
Converting from Document to Template - Tags and Name of Doc
When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.
We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.
When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one…
1 vote -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 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 -
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.
5 votes -
template gallery - template with table of contents sample only
template with table of contents sample only for template gallery
1 vote -
export the template details into a spreadsheet
export the template details into a spreadsheet
3 votes -
Traffic light report
Traffic light report where the traffic light can be changed to red, amber or green. This would mean giving a status update for what is being reported on, i.e Header, status and smart content changing the colour when clicked on. This can be added as a table into a report or included as a page.
1 vote -
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 -
Template for downloading CSV of form responses
Ability to choose a template when downloading a CSV file of form responses
1 vote -
Button to find all assigned fields
Make it easier to find any fields, especially errant fields.
1 vote -
Ability to merge document in bundles.
Ability to merge document in bundles.
1 vote -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
4 votes -
Suggest edits on the Template level
Suggest edits on the Template level
3 votes -
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.
2 votes
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