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How can we improve WP E-Signature?

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  1. Custom Names for Signed Documents

    It would be nice if signed documents created from templates could have the person's name automatically included in the filename when it gets saved as a PDF. This currently happens for stand-alone documents, but not documents from templates.

    10 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Hire some support personnel that can respond during business hours in North America

      Hire some support personnel that can respond during business hours in North America. Sometimes getting a technical issue with a contract resolved is an emergency. More timely support would be a great idea.

      9 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Deal rotting

        Have contracts 'rot', or automatically archive themselves after say 30/60/90 days. In my business, my availability changes so timelines often change as well. Having a client sign an old contract out of the blue throws a curveball into my business that I would rather not have to deal with.

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Multiple Senders for Single Company-wide Standalone doc

          We have one SAD that needs to be able to be sent by different staff members to customers.

          Don't want to copy (via template) the same doc for every staff member - makes no sense. It also is an issue with being forced to use different email addresses as sender for the same company wide doc. And the final issue is that the way WP and SMTP Servers work with authorization and reply-addresses the signed document is received by the one email that WP uses to send all transactional emails as admin and therefore the 'Awaiting Signature' will wait forever…

          12 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Upload certificat to the blockchain

            Can you create a web application very similar to Proof of Existence
            Read more : https://www.pluralsight.com/guides/interesting-apis/proof-of-existence-in-the-blockchain-with-tierion-rethinkdb-and-pubnub

            This has the following advantages:

            It demonstrates data ownership without revealing actual data.
            It checks for document integrity.
            Using the blockchain, you can certify the existence of the document without the need of a central authority.
            In practice, this decentralized proof can't be erased or modified by anyone.
            It's anonymous, so others cannot identify you or your data.

            2 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Conditional Logic to trigger specific contract

              would love to see ability for WP e-sig to allow for conditional logic to trigger one contract or another. Rather than having a different form for different scenarios, I'd like to build 1 form and based on the customer selection, the appropriate Fields populate. For instance, if Product A is selected, it requires 2 contracts to be signed, but if Product B is selected, only 1 contract has to be signed. Based on the product selected, I'd like e-sig to populate the correct contract(s).

              In addition, it would be great, like Gravity Forms, to have fields appear or disappear if…

              5 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Database Management

                We already have 2100 documents in our database and our standalone documents have to be filled out again each year (Membership Application and Waiver). Need the ability to export/archive documents. Delete by date ranges, etc....

                12 votes
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                  4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                  These are great ideas and we will review them for future updates. The export of multiple documents poses unique challenges that we are considering different options for. Since the server needs to generate PDF’s for each one it can be very time consuming and resource hungry. Most of our clients servers would have issues exporting multiple documents sequentially.

                • shareable document link

                  It would be greate to have a share-able document link. This is the only reason I am using the Dropbox extension, so that I can send a link to the signed document.

                  1 vote
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                    This is a great idea. One of the challenges though, is that as a security precaution, we don’t store generated documents on our customers servers. The document data is encrypted and stored in the database to prevent tampering or theft. Generating a PDF and storing it in a directory opens on the door for other security exploitations. We are working on new unique ways to solve this challenge. Thanks again for the feedback.

                  • configurable dynamic document title w/ gravity forms

                    The current document naming format when configuring with gravity forms wp e-sign workflow is 'Document Title - [input field selected for signee name]'

                    We need the ability to differentiate the document title naming convention and the signee name as it is sometimes necessary to name documents based on something other than the signee name.

                    I would suggest simply adding an addition field above 'signer name' and 'signer email' to select a separate form field for the document naming convention.

                    This would be very helpful.

                    9 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Support HTML formatted input for all email text via Admin interface

                      Ability to use simple HTML formatting in all input fields on the Admin side for branding emails and custom contract emails.

                      4 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Exporting/Saving emails for database

                        Can we possibly save or export the email addresses for a database?

                        4 votes
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Highlight Fields and Prev / Next Buttons

                          Both DocuSign and HelloSign highlight all document input fields in yellow, to make it easier for users to find the places where they need to input information.

                          Additionally, both these services provide Prev / Next buttons that automatically move the cursor to the next or previous field. This allows the user to simply click on the Next button repeatedly to navigate to each field, rather than manually scrolling through the document, hunting around for fields that need to be completed. It would be great to see these enhanced navigation features implemented in WP E-Signature.

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Email Verification for Stand-Alone Documents

                            The feature request is for email validation for stand-alone documents.

                            Current Fow: Customer Signs document--> Contract signing complete--> Email is sent to both parties.

                            Proposed Flow: Customer Fills Out Document-->Email is sent to the customer with a button to confirm email and redirect to the final signing-->Customer Signs Document--> Contract signing complete--> Email is sent to both parties (with correct customer email.)

                            Do you have any plans for javascript form validation in the future? This would be a great feature!

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                              Thanks for the feedback. We have something similar in the pipeline. We are working on integrating a third party email validation service into our software which would solve the issue of ensuring the email used is real.

                              Would this solve your needs?

                            • Ability to control the pfd document name by fields in the document instead of only the signer name.

                              Currently the stored document ends with the signer name. Sometimes the signer is in behalf of a party with whom the odcument needs to be associated. Having that name in the document name makes it more easily identifiable. For instance, a medical release form needs to be signed on behalf of a minor Lilly C. Mom (Mommy C) signs the document. The resulting PDF file name is "document-name-mommy-c.pdf". I don't know that this document is for "Lilly C". I'd like it to be "document-name-lilly-c.pdf." requiring a way to specify what field in the document will be included in the file…

                              2 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Custom redirect from frontend

                                could I use contact form 7 or another system to create the custom redirect? My unique situation is that I would like to create the form from the frontend form and input the redirect url (invoice link) in a text field that carries over to the form and redirects the user to that unique URL (invoice) after they sign.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Standalone Documents and Approval Signers

                                  I have a few comments and suggestions pertaining to standalone documents and the approval signer feature:

                                  1. Presently, when the first user signs a standalone document, the admin receives an email notification stating that the user has VIEWED the document. This is incorrect.. It should state that the user has SIGNED the document.

                                  2. After the first user has signed the document, it shows up in the "Signed Documents" section in the admin. However, since it still requires an approval signature, shouldn't it also show up in the "Awaiting SIgnatures" section?

                                  3. Presently, the Approval Signer receives an email notification…

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Have a option to password protect a document once signed.

                                    I would like to see an option to have a password automatically added to the document once signed. Some documents have sensitive information, and it would be good to add an extra layer of protection.

                                    The password could be assigned based on a combination of field data and wordpress admin info, or an area in the plugin with a code that could be changed. Or something else you can come up with.

                                    3 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Signing multiple forms at once

                                      Signing multiple forms at once. I have multiple forms that need to be signed but the only way I can figure out how to do it is to create one "stand alone document" for each form, then have them redirect to each other. But this means that the client has to still enter their name, email address, and sign each individual form. Is there an easier way to do that that I'm missing? (And ultimately I need each form to be its own PDF - or at least its own page in a PDF).

                                      8 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add multiple Signers to Standalone forms

                                        The standalone form is great becuase it truly allows you to get signatures completed on documents online, however it doesn't address the issue that i have multiple parties required to sign each of my documents. Take a lease for example or another contract which has muliple parties... -> Like docusign, an email should be sent to the 2nd, 3rd, ... parties to "generate a login" and/or sign the documents as a guest.

                                        51 votes
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                                          13 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Post a signed PDF to FTP

                                          Upon completion of a document, the document then gets placed in a specified user FTP folder, for later review or retrevial.

                                          4 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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