221 results found
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Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
1 vote
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Chat box with signers while conducting a notary session
can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session
1 vote -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
1 vote -
2 votes
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Disable / turn off approval notification email sent to approver
the ability of an approver to turn off the approval notification email whenever a document is sent for approval
4 votes -
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).
6 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
1 vote -
Share Templates Across Accounts
Ability to share templates across accounts, not just workspaces.
6 votes -
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
A Collaborator with Approver Access
Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.
1 vote -
Auto-Reminders For Bulk Send: The ability to change reminder settings in bulk for a large number of sent documents.
Set auto-reminder in one go for documents that have already been sent by bulk.
18 votes -
collaborators can see the attached files
collaborators can see the attached files with the permission to view and comment the document
2 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
9 votes -
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
22 votes -
Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
2 votes -
Use images in saved messages
Use images in saved messages
6 votes -
Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 vote -
Copy Smart content Templates between workspace
We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save
9 votes -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
7 votes
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