26 results found
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2 votes
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DocuSign Visibility On or Off
Process maps to a Settings Option that mandates for all users. That impacts those who have a DocuSign License where non Medius users are then impacted. The rule is to select of the 4 available options for Document Visibility in the DocuSign Sender Settings, one of the first two must be selected. The 4 options are shown below:
Must sign to view, unless a member of sender’s account
Must sign to view, unless the senderSender can set “must sign to view unless a member of sender’s account”
Sender can set “must sign to view unless sender”However for me…
2 votes -
Assigning countries to user ( within relationship section)
Allow Admin user to select multiple countries via a tick box option (and all or under a cluster/region) when assigning countries to user. At the moment you have to add each one individually which takes a lot of time.
2 votes -
Document access
When accessing a document, the default is set to “all users” and then you can pick as another option “Owners & Editors”. I think it would more appropriate to have "Owners & Editors" as the default and then "all users" as the alternative option.
2 votes -
In Reporting section of CM : general design and functionality
In Reporting section of CM : general design and functionality development over the pilot version
• to merge Contract Expiry with Contract Expiry Banding
• Contract by (Groups) to be better organized with better visibility
2 votes -
1 vote
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