400 results found

1. Export all documents list with statuses and other information

   Give option to export list of all Documents status.

   18 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. copy the entire folder with templates/docs in it
   18 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Download Chat / Private Message transcript

   Option to download private message /chat on a document.

   18 votes

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   Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Add a search bar for the Inbox

   It would be great to have a search function to make finding documents in the 'inbox' easier

   17 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. add tags to multiple documents

   adding tags to multiple documents

   15 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

6. Inbox, filter by status for documents

   Filter documents in Inbox by status

   15 votes

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   4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

7. Export specific data from Reporting, based on filters

   Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
   Ability to get not the overall report, but only the info you see inside the app after applying filters

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

8. Option to see the users who deleted a document / template

   A panel where customers can see which documents were deleted, and by whom and when.

   15 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

9. waiting for payment and paid Doc statuses outside of payment integrations

   Allow to set waiting for payment and paid Doc statuses outside of payment integrations

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Bulk Send: Download all completed documents in one

    Bulk Send: Download all completed documents without going to each folder.

    15 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. "awaiting your signature" in dashboard

    Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    15 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

16. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

17. Filter documents by owner
    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Signature certificate for the documents completed manually

    Option to generate a signature certificate for the documents completed manually

    14 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. export document data

    export document data on waiting for signatures into excel

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

20. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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