570 results found
-
Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
Ability to add a field caption.
Ability to add a field caption
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
Ability to Tag commonly used signer
Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful
1 vote -
Enforce Birth Year Rules for Date Fields
Feature Request: Enforce Birth Year Rules for Date Fields
Title: Enforce Birth Year Rules for Date Fields
Description:
Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.Benefits:
Reduces data entry errors Saves time on manual corrections Enhances user experience with better form validationCurrent Workarounds and Limitations:
…Setting the date field to "Past Dates" helps but doesn't fully prevent errors. Using a text1 vote -
Ability to select the field that the recipient will be taken to first.
Ability to select the field that the recipient will be taken to first.
1 vote -
Ability to automatically generate random number on fields
The customer requests that the field be capable of generating a random number to serve as an order or reference number.
1 vote -
1 vote
-
Display Card details field conditionally based on the value of the variable
Display Card details field conditionally based on the value of the variable.
For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.1 vote -
"Select all" Checkbox field
The "Select all" checkbox should automatically check all other options
1 vote -
Making fields required or not required based on other fields
Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.
1 vote -
Auto-place fields when the document is uploaded to the existing template/document
Auto-place fields when the document is uploaded to the existing template/document (via + button)
1 vote -
Set various required Signatory fields as a minimum (default) before Doc can be sent
This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!
1 vote -
Automatically fill in blank field
If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")
1 vote -
Ability to set up several rules for conditional fields
Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box
1 vote -
Maintain variable placement when the source file is replaced in the document
The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature
1 vote -
1 vote
-
Text block restricted by table cell
Option to make fillable text field only stretch to the perimeters of the table cell
1 vote -
Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
1 vote
-
Use role variables to auto-populate information on the document but exclude the recipient from the document
I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
- Don't see your idea?