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How can we improve WP E-Signature?

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  1. Add metadata to user account created if a document was signed

    When using the create user on signing add-on there is no way to link the signed document and the user account automatically. For any use case where the documents are waivers or contracts it is vital to be able to see which users have completed them. There should be a flag set for the signed document or even better a link to all signed documents by a particular user.

    6 votes
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      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Add support for WPML

      We send contracts in both French and English. It would be nice to be able to easily display buttons and labels on the document in the right language.

      6 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Create pricing for the little guys

        I'm a 2 employee company. I'll be using 1 mode. And that is contract mode. This doc will never change and I need all my client to sign this agreement. It would be nice for a $99 forever option for only 1 mode. It's just not wroth it to me ($300) to buy it.

        6 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Add-On: Contract Expiration Date

          As an admin user I would like the ability to create a contract/document expiration date and expire a document if a signature has not yet been signed.

          6 votes
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            under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Use Gender Neutral Language

            Ensure that all notifications are gender neutral, "Well done Sir : Your e-signature settings have been updated." is disappointing. Please be forward thinking enough to know that women use this plugin and sign documents too.

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

              Sharefile Integration - Add User to ShareFile Folder After Signing - Sharefile seems to be the most common and secure file sharing system available, from what I've learned. It would be nice to automate adding the user to a folder after they have signed the EULA, giving them access to their purchase immediately thereafter.

              5 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Private Signatures

                When sending a document to multiple signers...we don't want everyone to be able to see who signed, or who is still awaiting signature. Can there be a private feature?

                5 votes
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                  under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Bulk add mail adresses

                  I would like an option when i can upload email addresses all at once instead of one by one.

                  When i want to send 5000 contract i need to do it one bij one and that is impossible to do everytime.

                  i think it would be must easier this way.

                  Please find an solution soon.

                  5 votes
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                    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Define signed document notification email address

                    Specify who should receive a notification that a stand alone document has a new submission, with attached document.

                    Overrides "owner" notification.

                    Particularly useful for alias addresses.

                    5 votes
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                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →

                      Hey Lauren… great suggestion… we actually have this feature built out/slated for our 2.0 release. It’s already in development. While I don’t yet have a release date for you I can tell you the team is working full-steam ahead (and has been for quite sometime) on 2.0. I personally would LOVE to start internal beta sometime around (or shortly after) the holidays but it really depends on how soon QA can approve the work. Thanks for the feedback and great suggestion. – Kevin

                    • Input Field Shortcodes

                      There is no way, through a shortcode, or filter to give a field a value prior to sending for signature.

                      e.g. text inputs are rendered with

                      return $this->text_to_html($label, $name, '', $required, false, $verifysigner, $size,$displaytype);

                      With the third parameter the value.

                      This needs to be either
                      a shortcode attribute; or
                      a filterable value

                      Ideally, both for ease in shortcodes and dynamism with a filter.

                      5 votes
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                        under review  ·  3 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 →
                        • Get some phone support. Incredible confusing due to lack of videos

                          Just confusing enough to make me want to pull out my hair. Get some over the shoulder videos so this does not confuse the heck out of us. Or get a phone person to quickly resolve issues.

                          4 votes
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                            under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • User Registration After Signing - Choose Username

                            We currently have an Add-On "WordPress User Registration After Signing" that creates a new WP User after a customer/client signs a contract.

                            The issue is that it creates the username from the email address which is not ideal. The issues with this method are:

                            1) If a user doesn't remember to change their display name and do any posting etc. their email is public for the world to see/bots to harvest. This can open up huge privacy concerns for users.

                            2) Technically it stores the email address in two places, their username and again in their email. WordPress has 2…

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

                              Hi Amber, thank you for these great suggestions. I can definitely see the value in being able to allow users to create a username. I’ll be sure to pass this info along to our developers and see what they think. In regards to your comment below about being able to assign contracts to existing WordPress users we have a new feature coming out in 1.3.1 (which will be released early next week) that will allow you to assign contracts to a WordPress user role.

                              This feature will let you create any number of “required” docs for any WordPress user type. You simply create your docs. Assign them to a “User Role” and insert a shortcode on the page where you want your logged in users to see their required (or optional) docs and also you can add a separate shortcode for the “Signed Docs.”

                              We look forward to sharing this…

                            • Your contact us form doesn't work!

                              How infuriating. The only way to contact you is with a webform, but the submit button disappears as soon as any message is written. I'm in Chrome on a Mac and this is not impressive...

                              4 votes
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                                0 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 →
                                • 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 →
                                  • Allow same email address for two signers.

                                    It is common for spouses to share an email address. We need use the same address for both signers in many cases.

                                    4 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 →
                                      • pCloud Integration

                                        Similar to DropBox integration but better. Also, have the ability to add signed PDFs to Crypto folder for secure documents.

                                        4 votes
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                                          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Create Documents With Form Layout

                                          ApproveMe works well with text contracts but there are occasions when a form layout is needed e.g. Job Application, Mortgage etc. that has user fillable fields

                                          Hence when creating a document, it would be helpful if a form layout or similar could be used.

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