331 results found
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2 votes
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Group for View Only access
a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.
2 votes -
2 votes
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Ability to add a user to view a workspace for just a limited amount of time
Ability to add a user to view a workspace for just a limited amount of time
2 votes -
2 votes
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Option to disable change status of documents for non admins roles
Option to disable change status of documents for non admins roles
- will allow the Admin [Owner] to disable the feature from non-Admin user role.
2 votes -
Custom Permissions for adding tags
Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.
2 votes -
Add permission option to "View Team Page" without the ability to edit users' roles or licenses
Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.
Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.
2 votes -
Restrict page deletion
Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.
2 votes -
2 votes
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes -
2 votes
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Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Option to use workspace name and picture when sending a document
Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.
2 votes -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
2 votes -
Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
2 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
2 votes -
2 votes
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2 votes
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2 votes
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