214 results found
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Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
14 votes -
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.
5 votes -
3 votes
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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 -
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.
6 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
2 votes -
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 Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
4 votes -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
3 votes -
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 -
1 vote
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Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
3 votes -
Grouping templates - when the origin template is edited, all the others in their respective folders are also edited in real-time
Grouping templates where if the origin template is edited, all the others in their respective folders are also edited in real-time so that we don't have to go back and change all of them manually
1 vote -
sync templates and content library items
sync templates and content library items that were shared across workspaces
2 votes -
6 votes
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video pop up when signer clicked to sign
Is there a way that we can get a video to automatically pop up when a client opens our agreement? We signed an agreement with another provider and saw that they had a video pop up when we clicked to sign, and we would love to use that feature if possible
3 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.
5 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
8 votes
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