802 results found
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Searching a contact within the Contacts tab by postal code/phone number/street address
Searching a contact within the Contacts tab by postal code/phone number/street address
4 votes -
Search by Company
Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.
4 votes -
4 votes
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4 votes
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Add indicator for expiring soon documents
I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document
Request was added for Mobile app, but could be a common request.
4 votes -
4 votes
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Adding tag qualifies as document modification
When tag is applied the date modified time stamp should update. This would allow for better reporting.
4 votes -
4 votes
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4 votes
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dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 votes -
TOC: Ability to hide pages
Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.
3 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
3 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Download option in the home dashboard
Make the download option available on the Home dashboard.
3 votes -
[Upload} Increase File Limit from 10 to more than 10
Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.
3 votes -
Trash Bin: Be able to view documents without restoring them.
Trash Bin: Be able to view documents without restoring them.
3 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
Option to resend a completed document to one of the signers for re-signing
Option to resend a completed document to one of the signers for re-signing (without editing the document)
3 votes
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