Document Forwarding Help Text (Change forward button text and make it more visible)
Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.
Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.
AdminKelly Brennan
(Admin, PandaDoc)
shared this idea
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Option to change the text of the Forward button to make it more clear to the client
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Steve Hodson
commented
This option is really hidden at the moment and hard to find even when you know it is there. I am not sure about document forwarding, but this causes a big problem for signature forwarding where you can get the wrong person on the esignature receipt from the person who actually signed it.
My suggestion would be to have a popup if signature forwarding is enabled on the document so when it is opened every time it tells them who they are signing for and how to forward. They can hide it if they want and it will put a cookie so they don't see it again. If they send their link on to someone else then the new person will get the same message - this time they will see that they are not the person the link was prepared for and can go back tot he person who should have forwarded
