Settings and activity

  1. 133 votes

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    Matthew Carter commented  · 

    Content from the content library can be standardized and updated at the template level when changes are made and allow for the mass updates of say, legal language instead of needing to either go through each template and re-add it or insert the required legal language every time.

    Matthew Carter supported this idea  · 
  2. 149 votes

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    Matthew Carter supported this idea  · 
  3. 21 votes

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    Matthew Carter supported this idea  · 
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    Matthew Carter commented  · 

    New Status - Cancelled

    Use case: in the event that a document needs to be cancelled from the user end (you/sending company pulls out for any reason.) The additional status will allow for better record keeping and document/template improvements based on being able to differentiate between declined and cancelled

    Currently the only options for scenario are deleting the document and force decline.