356 results found
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Customize Home Screen
Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.
1 vote -
Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote -
Guest to Standard license
A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest
1 vote -
Multiple Sender Names
Option to have multiple Sender Names for one login.
1 vote -
Custom role: User cannot edit a sent document
Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.
1 vote -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
1 vote -
Ability to set up different profile names in different workspaces.
Ability to set up different profile names in different workspaces.
1 vote -
Option to approve new users
When people add others to my team I would like the option to approve
1 vote -
Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote -
1 vote
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Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote -
Custom role can be used for the SSO
Custom role can be used for the SSO
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. To update your SSO settings, please reach out to the Support Team.
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Do not send automatic reminder if the manual reminder was sent
Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document
1 vote -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
2FA via email
Send code via email instead of using an authenticator app
1 vote -
Advanced Reporting for Content Library-ALL Workspaces
Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.
1 vote -
Start document sequence numbering from 0
Start document sequence numbering from 0
1 vote -
Group users by country or custom property for billing
Group users by country or custom property for billing and then report on those segments
1 vote
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