302 results found
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5 votes
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5 votes
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5 votes
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Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
5 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.5 votes -
5 votes
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A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
5 votes
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Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.5 votes -
Dropdown Field w/Fill-In option
It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:
Favorite Color
- blue
- green
- yellow
- red
- ENTER-YOUR-OWN-VALUE -... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.
5 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
5 votes -
Document Payment date variable
a variable that autopopulates when the document was paid
5 votes -
An ability to add decimals in the "Numbers only" text field
An ability to add decimals in the "Numbers only" text field
5 votes -
"Required" field tag not overlapping text
Re-orient "required" tag for fields so it doesn't overlap text on doc
5 votes -
Full Document History after clearing fields
If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.
5 votes -
Block ' assign' fields
Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.
5 votes -
5 votes
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5 votes
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Set multiline text settings for fields in bulk
Set multiline text settings for fields in bulk
5 votes -
Lock fields when redlining
After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?
5 votes
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