127 results found
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Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
notify when a change to the document is made
notify when a change to the document is made
3 votes -
3 votes
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3 votes
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Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
2 votes -
History view for content library items
History viewer for content library items on which templates/documents they were used.
2 votes -
Create document level custom field/variable
Create a document level or system level custom field/variable so users can store their own internal ID or information.
2 votes -
2 votes
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Multi-year template available in the public template gallery
multi-year template should be added in template gallery
2 votes -
"End of contract" template
end of contract template to be added in the template gallery and dashboard tile for status
2 votes -
Ability to convert content library items to image library items or to move CLIs to the image library
Ability to convert content library items to image library items or to move CLIs to the image library
2 votes -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
2 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
2 votes -
2 votes
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Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
2 votes -
smart content lock
smart content block option unavailability for content library.
2 votes -
Ability to turn templates into content library items.
Ability to turn templates into content library items.
2 votes -
Option to disable Roles from template and documents
Option to disable Roles from template and documents.
2 votes
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