Unified Contract Dashboard & Management for External/Received Documents
User Problem / Scenario:
Users who frequently sign contracts created by external parties (where they are the recipient/signer) have no reliable, centralized way to organize, search, or track these documents long-term. Currently:
External documents disappear from the Home page view after 1 year.
Users cannot apply folders, tags, or status labels to external documents.
There is no filtered view to isolate "Documents Received / Signed" vs. "Documents Sent / Owned."
This creates a high risk of lost contracts and forces users to rely on error-prone manual PDF downloads.
Proposed Solution:
Persistent Access: Allow external documents to remain visible in the account beyond the 1-year mark.
Organization Tools for Recipients: Enable recipients to apply tags/labels, custom notes, and folders to external documents within their own view.
Dedicated View/Filter: Add a tab or filter on the Home page/Document List specifically for "External Documents" or "Signed by Me."
Al Reenan Lodonia
shared this idea