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  1. 0 votes

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  2. 1 vote

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  3. 0 votes

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  4. 1 vote

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  5. Workflow overview shows versions at each step

    When I click on the documents at each step, it should show the version at that point in time, rather than the current version of the document on Box. It would help me understand what version was reviewed or what changes correspond to an edit step, rather than combing through version history and aligning the dates to the relay overview.

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  6. Ability to add/ remove task owner after task is created

    Once task is created it is not possible to edit the task owner. The only way is to recreate the task.

    1 vote

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  7. 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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  8. More robust reporting on template versions

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

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  9. 4 votes

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  10. Elevate "general" task permissions to above previewer

    Preview permissions is too low for general in many cases. General + Upload does not work for the DocuSign step since users have no way of downloading the file to send via DocuSign. Another example is during client onboarding, where an advisor has to create an online account for the client using client documents that were uploaded into Box through Relay.

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  11. Include meaningful information about workflow step in email notification

    Nice to have the step instructions in the email notifications.

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  12. 1 vote

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  13. 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.

  14. 1 vote

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  15. 1 vote

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  16. Ability to format text in instructions

    As a user, I want to be able to add detailed bullet points that show up clearly in notification emails

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  17. 1 vote

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    not planned  ·  Jenica responded

    We are considering alternative solutions to address this issue.

  18. 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

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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.

  19. 1 vote

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  20. 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.

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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!

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