777 results found
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Mass update documents with signers/recipients no longer in the organization (like transfer document ownership feature)
Ability to mass update documents with recipients that have left the company.
"The primary issue is when we have a primary singer in our org that reviews and signs all contracts and if that person leaves, we have no way to mass move the assigned signer from one user to the next. We are either left with the API option which most people don't have immediate help/resources to utilize ( developers) OR have to manually update hundreds of documents manually using the Change Signer UI OR implement clunky work arounds. For example, giving another user access to the previous signers…
1 vote -
propagate share permissions
When i share a user with a folder, it should automatically propogate that change to all the child folders. I need to share a folder with our lawyers and it doesn't seem there is any way to do this. This seems like a very basic behavior?
1 vote -
View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
Destination picker option during the making a copy of a template or document.
Feature Description: "Copy to Folder" Selector
Currently, when a user duplicates a template or document, the system automatically places the copy in the root (main) directory. This requires the user to leave their current view, locate the copy, and manually move it to the intended sub-folder.The Destination Picker eliminates these redundant steps by introducing a pop-up modal at the moment of duplication. This allows the user to specify exactly where the new file should live before it is even created.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes -
Filter Documents Based on Signing Order
Our company uses signing order, so we sign second. We would like a way to pull a list of documents that have been signed by the client and are waiting on the second signer.
1 vote -
Automatically apply a recipients name to the document title when downloading
Automatically apply a recipient's name to the document title when downloading
2 votes -
Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
2 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
2 votes -
Remove CC recipient from Expired document
Ability to remove a CC recipient from an Expired document
2 votes -
Remove Option to Turn Off Identity Verification
Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.
2 votes -
Printable Detailed Audit Log of Document History
Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.
2 votes -
Automatically Delete Recipients when Removing All Fields in a Document
Currently, when the final field assigned to a recipient is deleted, the system automatically moves that user to the CC list. It would be good to have an option to automatically delete the recipient upon removing their last field in a document.
2 votes -
Per-Page Signed Indicator on Completed Documents
When a document is fully signed/completed, automatically apply a visible mark or stamp on every page (e.g., "Signed" or "Completed"). This gives viewers, recipients a clear, at-a-glance confirmation that the entire document is executed, regardless of which page they're viewing.
2 votes -
Alternatives to retreieve a signed document
Alternative to retrieve a signed document. Adding a version control to easily protect the singer and sender if a signed document accidentally edited.
1 vote -
Fix defect: navigation bricking when Folders are top level
When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".
Solution options:
1. Prevent use of Folders at top level, require it must be Rooms.
2. Make program navigation and document move/copy navigation work if Folders are at the top level.1 vote -
Preserve signing order when bundling templates
At this point, when you creating a document via bundling a few templates (that have signing order enabled), signing order is getting erased. The client would like to preserve it.
2 votes -
Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote
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