532 results found
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Stamp auto-population
Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.
2 votes -
Ability to create custom variable groups
Ability to create variable groups instead of all of the custom variables going into the Custom group
2 votes -
variable for a line item total
variable for a line item total
2 votes -
Ability to edit fields across the entire workspace at once
The Ability to change fields across the entire workspace, which would affect all templates with that particular field.
i.e change the field ID across all templates
2 votes -
Conditional field on date field
Conditional rule can be set up on date field
2 votes -
Change Field Type for AI Auto Assigned Fields
If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.
Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.
2 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
Ability to set up a field that changes based on the value the prospect selects in the dropdown
ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input
2 votes -
2 votes
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pricing table aplhanumeric format
give access to edit numerical value cells with N/A or WAIVED
2 votes -
Edit custom variable that is already in use and auto replace throughout document
If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.
2 votes -
2 votes
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2 votes
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Date field - calendar settings customization
The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.
2 votes -
option to remove signature field's frame/border
option to remove signature field's frame/border on a sent document
2 votes -
Option to put Spaces to separate the characters within a text field.
Option to put Spaces to seperate the character per box
- will allow the user to seperate the charecter per box once the recipient fill it in
2 votes -
Add numerical value to a drop down or with a radio button to generate a score.
"I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com
2 votes -
2 votes
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Ability to adjust text fields size for sent document.
Ability to adjust text fields size for sent document.
2 votes -
2 votes
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