Templates

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Have magnification capability

Currently you can not jump to specific page in document while viewing your document in template. Please add "go to Page" functionality. Second, add page zooming functionality to enlarge/reduce the viewing document.

Guest over 1 year ago in Templates 0 Open for voting

3 VOTE

Increase character length

Increase character length of some fields, such as:email bodyemail [Custom Message]and in JotBlocks:Multi-choice input blocks Instructions and Radio Button text

Guest about 1 year ago in Templates 0 Open for voting

3 VOTE

Word attachments

When a signer adds an attachment, the system currently does not allow word documents to be attached. Expanding on this functionality would eliminate the need for for a signers to covert their word document to PDF prior to completing the signing pr...

Guest over 1 year ago in Templates 0 Open for voting

3 VOTE

Upload a List for Dropdown Jot Block Options

In other products, I have been able to paste a list with each choice on a new line for dropdown options however this one requires each one entered one by one. Even for options where the user selects a department name and the choice fills in the de...

Guest over 1 year ago in Templates 0 Under Review

1 VOTE

Template Import File Validation "Select All" option

In cases where we import a template into the live environment from the sandbox environment, there is always a validation error because the webhooks already exist in the live environment. Given that our dev team has 11 environments with correspondi...

Guest 11 days ago in Templates 0

1 VOTE

If the Training Unit Owner has left the business, is there a way I can transfer all training units to another person? Just like how we do for process and risk transfers.

Cassie Gao 12 days ago in Templates 0

1 VOTE

Allow all jotblock types to be resized by exact measurements

Allowing jotblocks to be resized by exact measurements (ex: "50 pixels x 100 pixels," "0.5 inches x 2 inches," etc.) would be incredibly helpful in providing a cleaner & more professional-looking customer experience by having data presented in...

Guest 23 days ago in Templates 0

1 VOTE

Allow jotblocks to be moved using directional keys

We often run into issues with getting jotblocks to line up with the spaces made for them on documents, so it ends up looking unprofessional with the populated information being off-centered and not having a uniform appearance. By allowing jotblock...

Guest 23 days ago in Templates 0

1 VOTE

Webhook Design Templates

While we currently are able to create Email Design sets that will apply a specific set of Email notifications to templates, I believe having that functionality for Webhooks/DocumentTRAK would be extremely beneficial due to using the same webhooks ...

Guest 25 days ago in Templates 0

1 VOTE

Classic template bulk import/export

The import/export process of classic templates is very time consuming because you need to do import/export one by one. If you had a bulk import export that would make the import/export process more efficient.

David Gomez 2 months ago in Templates 0

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