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  1. 3 votes

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    Lori Nolen shared this idea  · 
  2. 55 votes

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    Lori Nolen supported this idea  · 
  3. 48 votes

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    Lori Nolen commented  · 

    Customer L. Link from large non-profit has threatened full churn; once customers complete documents they often have to upload numerous requirements using Collect Files field; and when the document is complete it currently requires MANY different attachments to be opened one at a time to get the COMPLETE document. We need a way for them to see all of the attachments.

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  4. 16 votes

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    Lori Nolen commented  · 

    Account Owner very much needs to be able to do a document search across ALL workspaces at one time when searching for documents--she often spends large amounts of time looking for documents b/c she is not sure of the owner and the creator of the document could potentially be a part of multiple workspaces. mwillis@nkcac.org

    Lori Nolen supported this idea  · 
  5. 22 votes

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    Lori Nolen supported this idea  · 
  6. 2 votes

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    Lori Nolen commented  · 

    Inability to lock document functionality for users has created major gaps in required workflow for customer already on Enterprise plan. Need ability to lock document functionality within Custom Role options. Customer found over 500 documents that were not logged correctly with their webhook due to the user changing the document title and completed documents are coming back with missing REQUIRED fields b/c user deleted those fields before sending.

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  7. 2 votes

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    Lori Nolen supported this idea  · 
  8. 3 votes

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    Lori Nolen supported this idea  · 
  9. 11 votes

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    Lori Nolen commented  · 

    I have a customer with Sales Reps that are moving fields and creating major problems with documents going out to customers. Content locking does NOT solve the problem b/c they can still move the fields. Need a way to not only lock content, but ALSO be able to lock fields into position. Customer has threatened to churn without this feature request.

    Lori Nolen supported this idea  · 
  10. 8 votes

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  11. 10 votes

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    Lori Nolen commented  · 

    Direct request from my customer: a feature that would save time is a search field in the FOLDERS under CONTENT LIBRARY.

    We happen to have about 30 folders here so a search with a keyword is helpful and saves time in scrolling. kate.dilorenzo@carrworkplaces.com

    Lori Nolen supported this idea  · 
  12. 89 votes

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    Lori Nolen commented  · 

    My customer in a school district needs the ability to move documents between workspaces without losing the completed status and keeping certificates in tact--this is very important in regard to documents completed by parents regarding SPED/504 students--anything regarding maintaining FERPA privacy

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  13. 7 votes

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    Lori Nolen shared this idea  · 
  14. 7 votes

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    Lori Nolen commented  · 

    Need the ability to set the expiration date within the Form just like with templates. How can it offer a reminder setting and not an expiration setting?

    Lori Nolen supported this idea  · 
  15. 9 votes

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    Lori Nolen commented  · 

    This is a major need for one of my customers and for any customer that has multiple options for a recipient to need to choose from. Using checkboxes instead of radio buttons is not any better at all b/c you cannot require them all to be required...which means leaving them ALL unrequired which could lead to skipping that section completely.

    Lori Nolen supported this idea  · 
  16. 347 votes

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    Lori Nolen commented  · 

    Critical for my customer working within HubSpot since date variable does not sync up properly between HSpot & PDoc.

    Lori Nolen supported this idea  · 
  17. 198 votes

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    Lori Nolen commented  · 

    My customer will churn next year-- 100% certain-- if 2FA is not released before his renewal.

    Lori Nolen supported this idea  · 
  18. 29 votes

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    Lori Nolen supported this idea  · 
  19. 142 votes

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  20. 27 votes

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    Lori Nolen supported this idea  · 
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