319 results found
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Option to add multiple signature fields assigned to the list of recipients at once
Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists
17 votes -
Full Document History after clearing fields
If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.
5 votes -
Block ' assign' fields
Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.
5 votes -
Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
15 votes -
The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
3 votes -
7 votes
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custom fields in Price Table
Assign custom fields to columns in the Price Table
11 votes -
to be able to control the user's progress in filling up the fields in a document
to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first
3 votes -
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
27 votes -
Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document
option to setup a fillable field for date that will auto fill the date that the client opened the link
16 votes -
3 votes
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Create contact with filled-in fields via form automatically
OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way
14 votes -
Ability to autopopulate variables with the info from the specified document
Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.
6 votes -
3 votes
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3 votes
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Partially fill in document fields
Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.
7 votes -
12 votes
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Use excel to fill variables
Use excel to fill variables
14 votes -
Edit Document Creation Variable (system variables)
Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out
16 votes -
Fields signing order on a document/form
Add order in which the recipient would be able to act on fields.
17 votes
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