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341 results found

  1. Automate last step

    When destination folders of the last step are set in the workflow template, there should be an option to automate the processing of the task. In fact, many times the assignee of the task has nothing to do that just confirm the destination folder

    0 votes

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    not planned  ·  Jenica responded

    This is a technical limitation. We will look into a workaround, but this is not currently planned.

  2. The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.

    Summary:
    After a relay workflow is completed, the intermediate working folder remains without being deleted.
    For the folder, the Primary Administrator does not have "owner" permission so he can't delete the folder.
    For the folder, the normal user(who kicked the workflow) has "Co-owner" permission so he can call any external collaborator.

    Request:
    After the workflow is completed,
    - The owner of relay intermediate workfolder should be changed to Tenant Primary Admin.
    - The permission for the user(who kicked the workflow) should be changed to the less permission which can't call other collaborators.

    2 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  3. 1 vote

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  4. 4 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  5. Add in-app notifications to Relay

    In-app is better than email

    3 votes

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  6. More robust reporting on template versions

    Which document went through which template version and what that version looked like at that time

    0 votes

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  7. 1 vote

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  8. 2 votes

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  9. 1 vote

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  10. 1 vote

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    Thank you for this feedback. We intend to do a comprehensive review of the representation of users (including anonymous/unknown users) across the application and will update with a roadmap plan once that is complete.

  11. Add timer to automations before moving file

    Instead of moving files automatically, set it on a timer like 20 seconds, 5 minutes, 10 minutes, etc

    1 vote

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  12. 1 vote

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  13. Add redlining capability

    Option to redline contracts in the task flow

    2 votes

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    not planned  ·  Jenica responded

    This would require a change on the Web App and Files structure. This can be achieved today through Word redlines.

  14. 0 votes

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  15. Add view-only open shared link to view workflow

    We want this to share for auditing purposes, as the shared link only works for people that are part of the workflow.

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  16. 1 vote

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    not planned  ·  Jenica responded

    We are considering alternative solutions to address this issue.

  17. Age out workflows

    Have the capability to age out completed workflows after 30, 60, 90 days, etc. Instead of having a long list of completed workflows for power users.

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    not planned  ·  Jenica responded

    We will do a better job of completed workflows and the organization around those. This, specifically, will not be implemented.

  18. 2 votes

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  19. 2 votes

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  20. Shared Link Creation or Distribution as step

    Adding the ability to generate and/or send a file to a party as a step within Relay.

    1 vote

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