You can check it out here!
]]>You can check it out here!
]]>To make attachments required, simply press the cog wheel next to the attachment section and activate it from there.
If you haven’t activated the “Allow counterparties to add attachments” it will automatically become activated when you use “Require counterparty attachments” as it’s mandatory for it to work.
To make attachments required, simply press the cog wheel next to the attachment section and activate it from there.
If you haven’t activated the “Allow counterparties to add attachments” it will automatically become activated when you use “Require counterparty attachments” as it’s mandatory for it to work.
How it works
When you press the search icon in the top bar it will take you to a global contract list that displays contracts in the Workspaces you have access to. We have also added the Workspace name on each contract to let you easily identify where the contract belongs.
Additionally we added a Workspace filter in the filter list that lets you choose which contracts to display from each Workspace.
We hope you like this feature as much as we do and that you magically find the contracts you’re looking for. Work wonders!
]]>How it works
When you press the search icon in the top bar it will take you to a global contract list that displays contracts in the Workspaces you have access to. We have also added the Workspace name on each contract to let you easily identify where the contract belongs.
Additionally we added a Workspace filter in the filter list that lets you choose which contracts to display from each Workspace.
We hope you like this feature as much as we do and that you magically find the contracts you’re looking for. Work wonders!
]]>Sidebar auto save
You no longer need to manually save changes in the sidebar. Any action you take, such as adding participants, changing settings or extending the signing period will be applied automatically to your template or contract.
Settings for contracts
Previously only templates had a settings tab. We have now made this available for contracts as well, which means that you can now change settings directly in a contract. However, some of these settings, such as defaults or permissions, are only controlled by templates and cannot be changed in a contract.We also took the opportunity to consolidate all settings and features that was previously scattered across other tabs into the new settings tab to make it more consistent. You'll now find the following settings in the new tab:
Signing period
Video
Download PDF (We have also added this to the options menu)
Require attachment signatures
Enable / disable comments
Sidebar auto save
You no longer need to manually save changes in the sidebar. Any action you take, such as adding participants, changing settings or extending the signing period will be applied automatically to your template or contract.
Settings for contracts
Previously only templates had a settings tab. We have now made this available for contracts as well, which means that you can now change settings directly in a contract. However, some of these settings, such as defaults or permissions, are only controlled by templates and cannot be changed in a contract.We also took the opportunity to consolidate all settings and features that was previously scattered across other tabs into the new settings tab to make it more consistent. You'll now find the following settings in the new tab:
Signing period
Video
Download PDF (We have also added this to the options menu)
Require attachment signatures
Enable / disable comments
User management / workspaces
Account
The new navigation
We have now merged the two menu items into one as we understand it was confusing and it should now easier for you to access the admin pages. You will now find all the admin settings under one menu icon: “Admin settings”.
We hope that you will enjoy this small but practical change and that it help you find things easier and stay in your flow!
]]>User management / workspaces
Account
The new navigation
We have now merged the two menu items into one as we understand it was confusing and it should now easier for you to access the admin pages. You will now find all the admin settings under one menu icon: “Admin settings”.
We hope that you will enjoy this small but practical change and that it help you find things easier and stay in your flow!
]]>