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  1. 2 votes

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  2. 5 votes

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  3. 5 votes

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  4. 4 votes

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    Aimee Baxter commented  · 

    We have a similar use case. I have a template where I have a number of variables. One of the variables is a residential address, which I have a list of possible choices. Is there a way to connect a variable to a list of choices when creating a template, so the person creating documents from the template have a limited list of choices to choose from?

  5. 1 vote

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    Aimee Baxter shared this idea  · 
  6. 25 votes

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  7. 2 votes

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    Aimee Baxter commented  · 

    This would be a much better solution than using the current Advance Capture that we use to scrape data from forms to our document management system.

    Aimee Baxter supported this idea  · 
  8. 6 votes

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    Aimee Baxter supported this idea  · 
  9. 17 votes

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    Aimee Baxter commented  · 

    This is key to document any conversations related to contracts or agreements. Ideally, the chat could be an option to be added to the PDF attachment.

    Aimee Baxter supported this idea  · 
  10. 7 votes

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    Aimee Baxter commented  · 

    We have templates where sensitive information is gathered and we cannot use the masked field, because we need the final PDF to show the information. We would like to restrict the ability for the signers in the workflow to download the document and keep this sensitive information in their own records. Also, it makes more sense if one sets to restrict downloading for the template, that this would carry over to the FORM....

    Aimee Baxter supported this idea  · 
  11. 24 votes

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  12. 1 vote

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  13. 7 votes

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    Aimee Baxter supported this idea  · 
  14. 9 votes

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    Aimee Baxter shared this idea  · 
  15. 4 votes

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    Aimee Baxter supported this idea  · 
  16. 74 votes

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    Aimee Baxter supported this idea  · 
  17. 86 votes

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    Aimee Baxter supported this idea  · 
  18. 50 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  19. 101 votes

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    Aimee Baxter supported this idea  · 
  20. 1 vote

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    Aimee Baxter shared this idea  · 
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