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How can we improve WP E-Signature?

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  1. 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 →
    • 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.

      • Add custom variables to documents

        One thing you want to avoid when using templates is to forget to fill a part that is generic. For instance, "The project will be delivered in X days". Forgetting to change "X" for the right number (e.g. 5) is not really professional.

        To avoid that, I suggest we can create variables like this:
        The project will be delivered in [esign var="days"] days.

        When you detect a short code, you would add a textbox (via post_meta) and simply replace the value I put in the textbox into the content directly. That way, I know that when I filled all the…

        6 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 3 votes
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            0 comments  ·  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 →
            • 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 →
                • 53 votes
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                    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

                    We have indeed been working on 2.0 for a while. We were initially planning on releasing it 100% as a fully WordPress ran application… and got very very close to doing so; however, similar to the PCI compliance industry (i.e. the industry that regulates accepting credit cards online) there’s been an uprising of laws and regulations in the document signing industry.

                    So while we are very close to having 2.0 release ready we’re in the process of having to re-architect the API and set it up to run a portion of the application in our cloud while still maintaining the overall customer experience so everything still feels seamless and like it’s all taking place on YOUR site. As such there’s still some backend changes that we are quickly working to mitigate.

                    The good news is the team is continuing to develop the final screens that remained however, it will realistically…

                  • 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 →
                    • 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 →
                      • 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 →
                        • 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 →
                          • 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 →
                            • 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 →
                              • 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 →
                                • 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?

                                    • Automated reminders for all documents

                                      automatically have reminders turned on for all documents created from a stand alone

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • GPS coordinates of signer

                                        Please add ability in next release, to add in signed pdf documents GPS (geolocation) of signer device, current position.

                                        4 votes
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                                          under review  ·  2 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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