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How can we improve WP E-Signature?

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  1. Allow the creation of a new "draft" document from an existing document (either signed or awaiting signature)

    I know you can not allow someone to edit a document once it is created but it would be great if you could allow them to create a new "draft" document using the same content as an existing document.

    Many times you create a contract, send it to a signer only to have them request edits. If you where not smart enough to same a copy of the html content before you send it, you have to start from scratch.

    This is by far the biggest problem I have with your program as it requires me to keep copies of…

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. When is 2.0 due out?

    Any ETA on this? The solutions to some of my problems are all things that are being considered for 2.0, but without any date of when that will be I'm in a bit of a quandary.

    8 votes
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    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Extract Custom Fields Into XLS

    Extract custom fields to a proper excel document. So if i need to know name, email, DOB of whatever I have it in the pdf but also in a google spreadsheet for instance (like a google form)

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Hidden Form Fields

    It would be nice to be able to add hidden form fields in the Signer Fields drop down. This would allow for external applications to be able to assign values via the url/post to the standalone form. Then when the form is signed the form values can be post/put/get to a url.

    6 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Ability for a default value

    In templates, I might know what the value should be, but might want the ability to change it. Since you can't copy the placeholder text, it would be nice to pick a default value or option that can be overwritten if needed

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Delayed E-sign process

    Sometimes users do not have proper device handy like if their mouse is not working and only keyboard is working. We can send them a unique link to their email were they can click and sign later and the same gets stored in the backend of wp admin panel. what we can do is to provide a button on esign page where user can click on send me an email i will sign later... and the user should be able to continue the process without signing the document...

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Passing information through to Active Campaign

    Didn't quite see this, but it would be awesome if the information we have clients fill in on their document and then sign (the same document) could then be passed through to Active Campaign to update the user or an of the other CRMs out there...It's just odd that it only allows tags, or adding to a list? Gravity Forms does this already...but going through the Gravity Forms add-on takes away the ability to customize the contract from a template, before sending it, and still be able to send it to more than one signee.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Two layers authentification by phone/SMS

    It would be more convenient two have a functionnality that would permit the two layers authentification without the action of "giving" the code personnaly, but by a text message automatically directly to the signer.
    Would that be a possibility to devellop ?

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Share documents between users

    I created a stand alone document and it is working great getting signed.
    We created another user, but when he logs into WordPress he cannot see those signed documents.

    21 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Can the WP log in credentials be omitted from a signed document?

    Hi, our documents for signature are accessed through a generic log-in to Wordpress. When producing documents for signature, these credentials appear on the signed document. It is confusing to our signers. Is there a way to omit this information from the signed document?

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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

  13. How can I use digital certificates to sign PDF documents with WP E-Signature?

    I'm from Brazil and I would like to use the digital certificates from Brazil in the platform.

    1 vote
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    started  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Mass Delete And Empty Trash

    We need a way to be able to either mass delete entries, or change the number of documents listed per page so we can select a hundred or more documents that are no longer needed to be 'moved to trash'. As well we need an 'empty trash' button

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Screen Options Items Per Page

    It would be great to be able to adjust the number of documents listed on the admin page just as you are able to on the wordpress posts page.

    0 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. add an option to assign all documents to one user rather than recreating all the documents

    When you create documents with user A and user B but only want emails to go to user B, it is a huge hassle to rewrite each document as user B. Instead, I suggest a feature that allows us to assign which user(s) should get emails for any/all documents from a single page.

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Photo of user on the document

    If user is using laptop or desktop with webcam or any handheld device with front camera, A picture of the user should be automatically added to the signed document, obviously with the users consent and approval.

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to add tables keep original Formatting

    When using tablepress for tables, the formatting is lost when used in WPesgin.

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

    We’re actually working on a PDF upload drag and drop feature which should be out early 2017. In it we plan on including the ability in our contract creator tool for you to add tables on non-pdf agreements that are using our contract creation tool. For that reason I’m marking this feature request as “started”

  19. Option to hide document name on signature page / pdf

    Hello,

    The document name appears on top of the signature page / pdf.
    However some document might need more complex/different titles. Currently the user has to add the "true" document title in the document body.
    Then it would be great to get the option to hide the document name in this case, to avoid confusing presentation for signers.

    Thanks,
    Best regards,
    Alexis

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Hide empty fields

    Not all of my Gravity Form fields are mandatory. Some are conditional fields, and some are optional values.

    It would be great if the "insert field" shortcode could include a "Title" and an option to "Hide if empty".

    [esiggravity formid="3" field_id="11" title="Other" hideEmpty="true" ]
    could produce
    <label for="fieldName123">Your title here</label><span id="fieldName123" class="hideEmpty underline"></span>

    Then, a fairly simple jQuery statement could hide all hideEmpty fields whose text value is empty.

    8 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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