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353 results found

  1. 1 vote

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  2. 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.

  3. 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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  4. 1 vote

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  5. 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.

  6. 0 votes

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  7. 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.

    0 votes

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  8. 1 vote

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    not planned  ·  Jenica responded

    We are considering alternative solutions to address this issue.

  9. 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.

    0 votes

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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.

  10. 2 votes

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  11. 2 votes

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  12. 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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  13. 1 vote

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    not planned  ·  0 comments  ·  Workflow  ·  Admin →
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  14. workflows that move files based on file contents or filename

    The ability to have workflows that move files based on file contents or filename

    8 votes

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    not planned  ·  1 comment  ·  Workflow  ·  Admin →
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  15. 1 vote

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  16. 1 vote

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  17. Update permissions on Template Editor to be able to publish a template without action from Template Owner

    As a template editor, I can edit a template but cannot publish the template without being the template owner.

    Super confusing, as it seems I cannot save changes without the help of the owner.

    0 votes

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    not planned  ·  Jenica responded

    Any changes you make are auto-saved even if it is not published. You should ask the template owner to make you an owner as well if you should have permissions to publishThat being said, I passed the feedback to our designer so we can refine. Thanks for submitting!

  18. 1 vote

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    1 comment  ·  Workflow  ·  Admin →
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    This is an old feature request that is no longer relevant based on new feature delivery. If this is still relevant please submit a new pulse.

  19. Automatically select content to be approved if only one piece of content is within the workflow

    Super confusing that when I want to build a template and choose an approval step, I have to manually check the 1 piece of content that needs to be approved, or else the looping on the Reject path doesn't work.

    If I only have 1 piece of content, I shouldn't have to hit the checkbox on the content that needs to be approved - it should already be checked for me (or not even shown).

    0 votes

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  20. 0 votes

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