Settings and activity
8 results found
-
3 votes
-
12 votes
An error occurred while saving the comment -
9 votes
An error occurred while saving the comment 
Robert Myers
commented
Many of our users are skipping past required fields and going directly to signature. Once at signature they think the document is complete and close the window. We should not allow signature until all required fields are completed.
-
5 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
An error occurred while saving the comment Robert Myers
commented
Formatting via the API is critical and especially when using tables. We cannot do anything with a value via templates when providing a user options in a table.
-
30 votes
An error occurred while saving the comment Robert Myers
commented
Same for us - needs to be front and center. Also should not allow signature of a document until all fields are completed.
-
3 votes
-
2 votes
-
3 votes
Suggest to move next next and finished to the top of the page and make it more prominent until the document is completed. This is causing several premature "I completed that already" comments from our customers.