Ability to reassign locked documents to move to other sleeves
The ability to move/reallocate a locked document to other sleeves, so we can organise signed variations, change notes etc with their original documents. Documents are locked when they go through Docusign, and the PDF produced is locked and saved in one sleeve. Would also want to amend the document title, description to enable people to find it/ have housekeeping to keep contracts tidy. This should not/ would not impact the actual locked “File Name” of the document that has been signed.
Susan Godfrey
shared this idea
Thanks for your suggestion. We have now built this feature and made it available in version R118.
More details of the new feature can be found here:
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AdminHuzy Bahadur
(Admin, Medius Group )
commented
Thanks for your suggestion. We have chosen to move forward with this idea as part of our roadmap.
Please keep an eye on our Success Portal for further updates.
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Paul Dashwood
commented
The 'Main Contract' tabs / sleeves for larger Contract Records are getting pretty full with unnecessary variations and change notifications which should be securely stored within the 'variation' or 'change control' tabs.
Main Contract tab looks much more complicated than it actually is, and variations etc look to be incomplete as the signed versions are stored in the wrong location.
This is compounded by the fact that the titles or descriptions cannot be updated if the correct naming convention hasn't been used.