tag:ideas.echosign.com,2008-02-07:/forums/21617 EchoSign - General on UserVoice 2014-08-01T02:01:29+08:00 tag:ideas.echosign.com,2008-02-07:Event/18941203 2014-08-01T02:01:29+08:00 2014-08-01T02:01:29+08:00 My I idea is for you to create an easier way for a person to unsubscribe from this program [updated] <p>Ernest Di Nardo said:<br /><div class="typeset"><p>So easy to sign up for this program, but so hard to cancel it !</p></div></p> Ernest Di Nardo tag:ideas.echosign.com,2008-02-07:Event/18941186 2014-08-01T02:00:01+08:00 2014-08-01T02:00:01+08:00 My I idea is for you to create an easier way for a person to unsubscribe from this program Ernest Di Nardo tag:ideas.echosign.com,2008-02-07:Event/18916765 2014-07-30T02:55:16+08:00 2014-07-30T02:55:16+08:00 Add push notification to iPhone/iPad app <p>Andy Dively suggested:<br />Add push notification to the iPhone/iPad application so a signing party that involved in the signing is aware that they need to look at the app without having to reference their email. A multitude of games/other applications are able to do this.</p> Andy Dively tag:ideas.echosign.com,2008-02-07:Event/18901666 2014-07-28T23:07:59+08:00 2014-07-28T23:07:59+08:00 select and change options of multiple fields at the same time, instead of selecting one by one <p>Anonymous suggested:<br />We would like to be able to select and change options of multiple fields at the same time, instead of selecting one by one</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18901486 2014-07-28T22:47:13+08:00 2014-07-28T22:47:13+08:00 Hebrew [updated] <p>At the moment Hebrew is not supported and only the old form of text tags is supported. The supportion of the new text tags will be incredible!</p><p>Yoni Bazak said:<br /><div class="typeset"><p>Yes, this is a great problem. And also the we need the rtl</p></div></p> Yoni Bazak tag:ideas.echosign.com,2008-02-07:Event/18901154 2014-07-28T22:09:13+08:00 2014-07-28T22:09:13+08:00 EchoSign API external Id to save reference Id of source system <p>Sujitha Gorukanti suggested:<br />In Echosign API, I would like to store reference Id of external system onto echosign &quot;sendDocument&quot; by assigning value to externalId object. So that later point we can make api call to &quot;getDocumentInfosByExternalId&quot; to bring the document status/info etc with that reference Id. Right now it is only supporting SALESFORCE and not available for other systems. If you make this option as generic as possible to refer from any system that would be great. Thanks Sujitha Gorukanti </p> Sujitha Gorukanti tag:ideas.echosign.com,2008-02-07:Event/18898545 2014-07-28T14:24:02+08:00 2014-07-28T14:24:02+08:00 select and change options of multiple fields at the same time, instead of selecting one by one <p>Anonymous suggested:<br />We would like to be able to select and change options of multiple fields at the same time, instead of selecting one by one</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18876704 2014-07-25T22:49:42+08:00 2014-07-25T22:49:42+08:00 Given this is a programme to enable signatures it should not be concerned with e.g. default date (US/UK) formats and ask for any corrections <p>Anonymous suggested:<br />Given this is a programme to enable signatures it should not be concerned with other aspects of the document. In my case the date format was listed as an error (e.g. if in UK format instead of the default US in ES) and there was in effect a requirement they are changed by not allowing progression until they are. It is the responsibility of the authors to format their document for the audience receiving it and US dates do not fit with most of the rest of the world. EchoSign should just enable signatures. This format issue ultimately stopped me from using it and changing the format a) didn&#39;t work and b) was very time-consuming. Multiple document tasks makes this prohibitive. I cannot now use ES because of this.</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18867733 2014-07-25T03:23:52+08:00 2014-07-25T03:23:52+08:00 Include EchoSign in the full Creative Cloud subscription [updated] <p>Would be really useful to have the full EchoSign service available to Creative Cloud subscribers at no extra cost. Many creative firms issue proposals/invoices to clients and it would be useful to have EchoSign available seamlessly.</p><p>Vijay Iyer said:<br /><div class="typeset"><p>Hear hear!</p></div></p> Vijay Iyer tag:ideas.echosign.com,2008-02-07:Event/18864740 2014-07-24T23:43:42+08:00 2014-07-24T23:43:42+08:00 Enable resends for expired documents [updated] <p>Often times a client is unable to get to their computer to sign while we are speaking on the phone and we send documents out for signature later with a 3 day expiration period. If they come expire, we then have to re-upload and re-send the documents after contacting the client. Can we have a button on our expired documents that will re-send the same documents to the same e-mail address?</p><p>Enoch &quot;Nick&quot; Bishop, MBA, MHA - Informatics said:<br /><div class="typeset"><p>Dear Adobe EchoSign Design and Development Team, 07/24/2014</p> <p>Request for EchoSign Upgrade - Resend a document that has been expired</p> <p>Need: <br />I have a provider who indicates that they missed the e-mail sent to them requesting they </p> <p>electronically sign a contract and they believe that they may have deleted it. Therefore </p> <p>they want me to resend the agreement for signature. However, the agreement/contract shows </p> <p>as expired and is not available to resend. So I need a method for resetting the expiration </p> <p>date in addition I need to resend the contract.</p> <p>Request: <br />After talking to your Support Agent (Ajeet Singh Chhonkar) I was impressed with the </p> <p>professionalism and patience provided. We came to the conclusion that what I need and what </p> <p>is available is currently not available per the current version of EchoSign. <br />Therefore, I need to have the following considered and available to the author of the </p> <p>contract. <br />I officially request that EchoSign implement a re-send and reset expiration date feature </p> <p>into the EchoSign platform for future versions, to enable the author of the contract aka </p> <p>the sender to be able to quickly scan through expired contracts, select those that need to </p> <p>be resent, reset the expiration date on all, and then hit the resend button to implement a </p> <p>quick mail out process to resend out all contracts selected for signature. </p> <p>Your help in working this concern and building a better mousetrap to solve this challenge </p> <p>is commendable and most appreciated.</p> <p>Sincerely,</p> <p>Enoch &quot;Nick&quot; Bishop, MBA, MHA - Informatics <br />Large Practice and Ancillary Contracting Executive <br />Humana Inc. <br />Sandy, Utah Office</p> <p>e-mail: <a href="mailto:ebishop@humana.com">ebishop@humana.com</a></p></div></p> Enoch "Nick" Bishop, MBA, MHA - Informatics tag:ideas.echosign.com,2008-02-07:Event/18861357 2014-07-24T14:23:11+08:00 2014-07-24T14:23:11+08:00 You should a tool or option for documents that are not considered agreements ie. memos, notices, letters. No signature required. <p>Susan Torralba suggested:<br />As a suggestion, you should also have an option or a tool for documents that are not considered agreements (for example, notifications, memos, letters, etc.) for mass distribution and will not require signatures from recipients, however, we shall also receive an acknowledgement after the recipient has opened/read the document. This is the tool that we really need for the sales team. Please let me know if you can further assist us. Thank you. </p> Susan Torralba tag:ideas.echosign.com,2008-02-07:Event/18854491 2014-07-24T02:50:20+08:00 2014-07-24T02:50:20+08:00 Edit/Add to an emailed document that was already sent <p>Nikki Cruz suggested:<br />Is there a way to add and attachment to an email that was already sent or to add a document after you&#39;ve entered in the person&#39;s email from the preview screen? Or even to remove an attachment from the preview screen?</p> Nikki Cruz tag:ideas.echosign.com,2008-02-07:Event/18809380 2014-07-19T14:15:00+08:00 2014-07-19T14:15:00+08:00 editable widgets i.e. ability to edit a widget [updated] <p>Widgets once created are not editable. Make them so!</p><p>Anonymous said:<br /><div class="typeset"><p>Wtf I am brad myers some1 call 812 3618208 now</p></div></p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18795218 2014-07-18T05:18:55+08:00 2014-07-18T05:18:55+08:00 Ability to copy csv file to third party <p>Enrique suggested:<br />As part of the definition of a template, or the sending of a document, I should be able to specify that a third party is to get a copy of the signed document (this part is supported) and a copy of the csv file generated with form data. As an example, our field support agents send a form to our customers. They fill in the information and sign it, and the document and csv are copied to our internal support team, which enter the information in our management system.</p> Enrique tag:ideas.echosign.com,2008-02-07:Event/18795183 2014-07-18T05:14:11+08:00 2014-07-18T05:14:11+08:00 Ability to handle document level propertied at the document/template level <p>Enrique suggested:<br />Document-level properties should be controlled at the document/template level. If there is an option to attach a csv file when a document is filled out and signed, I should be able to specify for which documents I want to do this. Similarly, if there&#39;s the ability to send an extra copy of a document to a third party, I should be able to specify this at the template level, so Form A is copied to the Operations group while Form B is copied to HR. These examples point to a poorly designed system infrastructure/database schema, and makes a true administration of template documents and the processes the organization needs to implement very difficult, if not impossible.</p> Enrique tag:ideas.echosign.com,2008-02-07:Event/18794092 2014-07-18T03:11:47+08:00 2014-07-18T03:11:47+08:00 email confirmation of items sent via reader <p>Roy Cornatzer suggested:<br />I would like to optionally receive confirmation that a signed document was sent via reader without logging in to the portal and going through multiple steps to verify it.</p> Roy Cornatzer tag:ideas.echosign.com,2008-02-07:Event/18792372 2014-07-17T23:49:56+08:00 2014-07-17T23:49:56+08:00 The signature field should be sizable. [updated] <p>I frequently find myself dropping fields into contracts rather than using text tags. There is not always enough space for the signature fields, so they end up overlapping other fields. Please make the signature field sizable as well.</p><p>Enrique said:<br /><div class="typeset"><p>There is a feature for this, but you need to have Tech Support enable it for your organization.</p></div></p> Enrique tag:ideas.echosign.com,2008-02-07:Event/18789269 2014-07-17T16:46:25+08:00 2014-07-17T16:46:25+08:00 Be able to select document from library &amp; use to create a widget and vice versa. [updated] <p>This way you don&#39;t have to redo all the fields you customized, marked required, set up to signer, sender, any. It would really make life easier.</p><p>Anonymous said:<br /><div class="typeset"><p>I absolutely agree with the comments above. This is an obvious requirement and should really have been implemented when widgets were introduced. Please fix this!</p></div></p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18774851 2014-07-16T03:37:57+08:00 2014-07-16T03:37:57+08:00 Allow administrators full control over document library [updated] <p>Allow administrators to add or remove documents and assign them to specific groups for their use. This would allow account administrators to pre-load and manage forms for various groups use. Going further, I would like to see the ability to specify multiple groups that would be able to see certain forms, and hide those forms from other groups. This would allow us to simplify form management when forms are updated rather than having the group admins from each group upload the same form.</p><p>Enrique said:<br /><div class="typeset"><p>I definitely agree. Seems like this would be a very basic feature required by most medium sized organizations...</p></div></p> Enrique tag:ideas.echosign.com,2008-02-07:Event/18771973 2014-07-15T23:47:20+08:00 2014-07-15T23:47:20+08:00 A MASS DELETE function. To choose a date range, and doc type, and all activity that meets that criteria will be deleted from your account. <p>Anonymous suggested:<br />A MASS DELETE function. To choose a date range, and doc type, and all activity that meets that criteria will be deleted from your account</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18732731 2014-07-10T23:09:50+08:00 2014-07-10T23:09:50+08:00 Ability to back up any / all documents at once <p>Anonymous suggested:<br />Ability to &quot;Select All&quot; documents that you wish for the purpose of backing them up to a hard-drive, cloud storage or disk. </p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18732136 2014-07-10T22:11:15+08:00 2014-07-10T22:11:15+08:00 Add the ability to send reminders for shared files. <p>Anonymous suggested:<br />I need the ability to send out reminders for files shared with another account. Even if it was a user status that the group admin could turn on. My boss and I often tag team sending contracts to our sales team. However, we aren&#39;t able to work on each others&#39; contracts. This really does render the sharing feature useless for me and is a huge drawback. If Adobe won&#39;t add this then I think you will see many people start to make the switch over to Docusign since they already have this feature.</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18723452 2014-07-10T02:46:36+08:00 2014-07-10T02:46:36+08:00 Add multiple signers to widgets [updated] <p>Widgets need the ability to have more than one signer, and also to have other workflow capabilities. Also, any changes need to be able to be fully controlled via the API.</p><p>Anonymous said:<br /><div class="typeset"><p>It would be great if the capability were there for the first signer could enter an email address for the second signer during their signing process. Then after they complete, Echosign forwards it to the email they entered. There are some situations where we would need signer one to provide that info when they access the form, rather than us restricting/controlling it.</p></div></p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18722641 2014-07-10T01:15:46+08:00 2014-07-10T01:15:46+08:00 save feature (for signers) [updated] <p>allow signers who are directed to the documents page to save their progress (for document containining multiple forms) and log back in to complete</p><p>Anonymous said:<br /><div class="typeset"><p>I agree. We often send long forms, and some applicants cannot complete all in one sitting. The ability for them to save and come back without losing all their work would be appreciated. </p></div></p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18721568 2014-07-09T23:23:47+08:00 2014-07-09T23:23:47+08:00 Have option to &quot;turn off&quot; the &quot;I will not e-sign this document&quot; <p>Dave Johnson suggested:<br />We have the need to send out a document that needs to be e-signed with a required field of &quot;yes&quot; or &quot;no&quot; (&quot;no&quot; requires additional text). As it stands now, EchoSign allows the receiver the option of &quot;I will not e-sign this document&quot;... effectively cancelling the transaction and notifying us of the cancellation. It would be very helpful to allow the sender to &quot;turn off&quot;, or remove, this opportunity to refuse or cancel.</p> Dave Johnson tag:ideas.echosign.com,2008-02-07:Event/18714298 2014-07-09T04:13:46+08:00 2014-07-09T04:13:46+08:00 Can the “Sign in any order” be updated to generate access code? <p>Kristen McCafferty-Strong suggested:<br />RFE to &quot;Sign in any order&quot; option to generate Access Code. Can the “Sign in any order” option (under signing options) be updated to include the access code generated? Currently, when using the &quot;Sign in any order&quot; option, the Access code is not generated. However, when using the option &quot;Sign in the order entered&quot;, it does generate an access code. It doesn’t make sense to have it work for only one signature method since it is so particularly useful. </p> Kristen McCafferty-Strong tag:ideas.echosign.com,2008-02-07:Event/18710099 2014-07-08T23:36:57+08:00 2014-07-08T23:36:57+08:00 The signature field should be sizable. <p>Anonymous suggested:<br />I frequently find myself dropping fields into contracts rather than using text tags. There is not always enough space for the signature fields, so they end up overlapping other fields. Please make the signature field sizable as well.</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18709855 2014-07-08T23:12:52+08:00 2014-07-08T23:12:52+08:00 Require sign in as in Adobe Send Now <p>George Buckland suggested:<br />I often send documents via Send Now to ensure that sign-in is required by the intended recipient before viewing the document. Can this be incorporated into EchoSign when sharing?</p> George Buckland tag:ideas.echosign.com,2008-02-07:Event/18704348 2014-07-08T07:12:54+08:00 2014-07-08T07:12:54+08:00 Add a feature to print a report to list the outstanding contracts that need to be followed up on. <p>Anonymous suggested:<br />Add a feature to print a report to list the outstanding contracts that need to be followed up on.</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18698938 2014-07-08T00:10:06+08:00 2014-07-08T00:10:06+08:00 Add multiple signers to widgets [updated] <p>Widgets need the ability to have more than one signer, and also to have other workflow capabilities. Also, any changes need to be able to be fully controlled via the API.</p><p>Anonymous said:<br /><div class="typeset"><p>In our school division, we have multiple forms that both parents and students need to sign. It would be ideal to be able to have the ability for both parents and students to e-sign these documents.</p></div></p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18691937 2014-07-07T02:41:58+08:00 2014-07-07T02:41:58+08:00 Add time to date section <p>Anonymous suggested:<br />Real Estate contracts are time sensitive and the contracts call for Date and Time. We need the time field on your program.</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18691913 2014-07-07T02:37:28+08:00 2014-07-07T02:37:28+08:00 I am very upset that the system no longer remembers email addresses. It is a pain to type them each time and it is esy to make mistakes. <p>Anonymous suggested:<br />I will not renew my subscription if this is not corrected. I just don&#39;t understand why you want to change for the worse when the previous system worked better.</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18677072 2014-07-04T11:38:52+08:00 2014-07-04T11:38:52+08:00 Be able to select document from library &amp; use to create a widget and vice versa. [updated] <p>This way you don&#39;t have to redo all the fields you customized, marked required, set up to signer, sender, any. It would really make life easier.</p><p>Anonymous said:<br /><div class="typeset"><p>I spent a LOT of time making a few contract templates perfect for send-out to clients. I was excited to see the widget feature, but totally bummed that I now would have to re-create them and do all of that work all over again in order to use them as a widget. This is a no-brainer. We need the ability to make a widget out of a template.</p></div></p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18664289 2014-07-03T03:39:08+08:00 2014-07-03T03:39:08+08:00 We need to be able to alphabetize documents in the Library when we go to send them. Abby Huddleston tag:ideas.echosign.com,2008-02-07:Event/18655841 2014-07-02T08:49:59+08:00 2014-07-02T08:49:59+08:00 Ability to download a PDF of the graphs produced in reports <p>Nikki Brennan suggested:<br />The graphs are really useful however to share these with management is not so slick as I have to copy them as a picture and insert them into a suitable document. It would be great if I could download the graphs as a PDF rather than just user the printer friendly report or exporting the data and recreating the graphs.</p> Nikki Brennan tag:ideas.echosign.com,2008-02-07:Event/18647564 2014-07-01T13:02:47+08:00 2014-07-01T13:02:47+08:00 Remove the requirement for a recipient to sign or approve a document. [updated] <p>This capability would expand the use cases for Echosign immensely. Echosign for Salesforce could easily steal market share from products like Conga Composer, LOOP or S-docs if it simply supported this feature. It&#39;s already doing 90% of the job, however it&#39;s forcing a restrictive workflow that requires the recipient to either sign or approve. Ideally, a workflow should have the capability of just asking a recipient to review/read a document. This should work in the same fashion as the carbon copy functionality that already exists in the product. The recipient gets an email advising them to review the document, and they are not required to sign or approve. Use Cases: Delivery of proposals &amp; quotes that don&#39;t require signature or approval. Delivery of resumes or other documentation used for recruiting that can be formatted and sent to clients without the requirement for approval or signatures. Sending of invoices or receipts.</p><p>Simon Bishop said:<br /><div class="typeset"><p>Yes please!</p></div></p> Simon Bishop tag:ideas.echosign.com,2008-02-07:Event/18645782 2014-07-01T06:53:52+08:00 2014-07-01T06:53:52+08:00 Remove the requirement for a recipient to sign or approve a document. [updated] <p>This capability would expand the use cases for Echosign immensely. Echosign for Salesforce could easily steal market share from products like Conga Composer, LOOP or S-docs if it simply supported this feature. It&#39;s already doing 90% of the job, however it&#39;s forcing a restrictive workflow that requires the recipient to either sign or approve. Ideally, a workflow should have the capability of just asking a recipient to review/read a document. This should work in the same fashion as the carbon copy functionality that already exists in the product. The recipient gets an email advising them to review the document, and they are not required to sign or approve. Use Cases: Delivery of proposals &amp; quotes that don&#39;t require signature or approval. Delivery of resumes or other documentation used for recruiting that can be formatted and sent to clients without the requirement for approval or signatures. Sending of invoices or receipts.</p><p>Adelaide said:<br /><div class="typeset"><p>Totally agree!</p></div></p> Adelaide tag:ideas.echosign.com,2008-02-07:Event/18645538 2014-07-01T06:22:29+08:00 2014-07-01T06:22:29+08:00 Remove the requirement for a recipient to sign or approve a document. [updated] <p>This capability would expand the use cases for Echosign immensely. Echosign for Salesforce could easily steal market share from products like Conga Composer, LOOP or S-docs if it simply supported this feature. It&#39;s already doing 90% of the job, however it&#39;s forcing a restrictive workflow that requires the recipient to either sign or approve. Ideally, a workflow should have the capability of just asking a recipient to review/read a document. This should work in the same fashion as the carbon copy functionality that already exists in the product. The recipient gets an email advising them to review the document, and they are not required to sign or approve. Use Cases: Delivery of proposals &amp; quotes that don&#39;t require signature or approval. Delivery of resumes or other documentation used for recruiting that can be formatted and sent to clients without the requirement for approval or signatures. Sending of invoices or receipts.</p><p>Fiona said:<br /><div class="typeset"><p>Great idea!</p></div></p> Fiona tag:ideas.echosign.com,2008-02-07:Event/18638056 2014-06-30T12:59:32+08:00 2014-06-30T12:59:32+08:00 Remove the requirement for a recipient to sign or approve a document. [updated] <p>This capability would expand the use cases for Echosign immensely. Echosign for Salesforce could easily steal market share from products like Conga Composer, LOOP or S-docs if it simply supported this feature. It&#39;s already doing 90% of the job, however it&#39;s forcing a restrictive workflow that requires the recipient to either sign or approve. Ideally, a workflow should have the capability of just asking a recipient to review/read a document. This should work in the same fashion as the carbon copy functionality that already exists in the product. The recipient gets an email advising them to review the document, and they are not required to sign or approve. Use Cases: Delivery of proposals &amp; quotes that don&#39;t require signature or approval. Delivery of resumes or other documentation used for recruiting that can be formatted and sent to clients without the requirement for approval or signatures. Sending of invoices or receipts.</p><p>Jesse Windebank said:<br /><div class="typeset"><p>Great idea, you have my vote!</p></div></p> Jesse Windebank tag:ideas.echosign.com,2008-02-07:Event/18630876 2014-06-29T07:48:35+08:00 2014-06-29T07:48:35+08:00 Easy replace form with the same codes <p>Anonymous suggested:<br />Hello currently there is not a feature that will allow a simple guy like myself to make changes to the widget I creature without having to creature a whole new form with all new codes, if a person like me is working with website developer than I have to make the changes then email the new codes to the developer (in India) wait for them to get the email then embed the new codes. DocuSign with them I can replace a document in my powerform which is in the website the code remains the same No change needed of New code. For anyone anywhere anytime, but if you need to change anything if you not embeding yourself you got wait. Over site in the 2100 century really. </p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18615943 2014-06-27T07:23:42+08:00 2014-06-27T07:23:42+08:00 Be able to create an address book/contact list <p>Marion suggested:<br />So that if you regularly send out documents to the same group of people, you do not have to copy and past each email address.</p> Marion tag:ideas.echosign.com,2008-02-07:Event/18613650 2014-06-27T02:29:59+08:00 2014-06-27T02:29:59+08:00 Security precautions for uploading and archiving documents <p>Jay suggested:<br />When uploading sensitive documents for archiving, EchoSign sends a confirmation email which includes an image of the document. This completely circumvents security measures around the uploaded document since the image of the document is included in the email. This feature should be off by default or there should be a warning that notifies that a confirmation will be sent.</p> Jay tag:ideas.echosign.com,2008-02-07:Event/18612505 2014-06-27T00:31:03+08:00 2014-06-27T00:31:03+08:00 Allow cloning of documents to avoid manual editing of numerous similar forms. <p>Anonymous suggested:<br />We are an insurance broker. Our applications forms are long and would have various options on them, i.e. one person, two people, different policy types etc. If we could clone a template document, or &quot;Save As&quot; with minor adjustments that would be very useful. Instead I need to manually edit a 12 page application form approx 10 times even though each one is only marginally different. </p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18592513 2014-06-25T02:32:00+08:00 2014-06-25T02:32:00+08:00 EIN Validation and Formatting [updated] <p>The only field in place for tax format validation is for SSN, which does not work for company validation. - EINs/FEIN is formatted as 12-3456789 - friendly messages should be prompting a user to enter in all nine characters without spaces or hyphens. Currently, I have to use SSN format in order to force the correct number of characters in the string.</p><p>Kimbry Woodbeck said:<br /><div class="typeset"><p>C.S. helped design a better expression that works. ^[0-9]{9}$</p></div></p> Kimbry Woodbeck tag:ideas.echosign.com,2008-02-07:Event/18579161 2014-06-24T07:35:47+08:00 2014-06-24T07:35:47+08:00 Remove the requirement for a recipient to sign or approve a document. <p>Dion Gunn suggested:<br />This capability would expand the use cases for Echosign immensely. Echosign for Salesforce could easily steal market share from products like Conga Composer, LOOP or S-docs if it simply supported this feature. It&#39;s already doing 90% of the job, however it&#39;s forcing a restrictive workflow that requires the recipient to either sign or approve. Ideally, a workflow should have the capability of just asking a recipient to review/read a document. This should work in the same fashion as the carbon copy functionality that already exists in the product. The recipient gets an email advising them to review the document, and they are not required to sign or approve. Use Cases: Delivery of proposals &amp; quotes that don&#39;t require signature or approval. Delivery of resumes or other documentation used for recruiting that can be formatted and sent to clients without the requirement for approval or signatures. Sending of invoices or receipts.</p> Dion Gunn tag:ideas.echosign.com,2008-02-07:Event/18575867 2014-06-24T00:52:48+08:00 2014-06-24T00:52:48+08:00 Monthly Invoices should be accessible on our account/profile <p>Allison suggested:<br />We have had a painful time over the last several months with a lack of response from the Echosign team regarding the receipt of our monthly invoices/statements for our accounting functions. Even when told that we would receive automatically via email, this has not actually happened. To avoid this kind of frustration, monthly invoices/statements should be readily available/accessible on members profiles in our account information. This would avoid the very inconveniencing process of opening a ticket and having severely delayed response times, and the overall hassle on both ends. It is helpful to have statement information readily available for accounting functions and financial teams who have memberships with Echosign. This ongoing issue could be completely avoided if someone would simply either a) get back to us in a timely fashion (which has been laughable so far) or more conveniently b) to have this information available at our convenience so that we wouldn&#39;t have to open tickets on a regular basis.</p> Allison tag:ideas.echosign.com,2008-02-07:Event/18547883 2014-06-20T02:32:05+08:00 2014-06-20T02:32:05+08:00 Save email addresses if you have to go back before sending <p>Anonymous suggested:<br />2. Once email addresses are entered and the document is uploaded on the initial “SEND” page, we select “SEND” to move to the next screen to start placing signatures within the document. If we realize that we missed someone on the “TO” section on the previous page (before selecting SEND again) is there a way to go “BACK” to previous page and add that email without canceling and completely starting over?</p> Anonymous tag:ideas.echosign.com,2008-02-07:Event/18546906 2014-06-20T00:48:12+08:00 2014-06-20T00:48:12+08:00 Android App [updated] <p>Echosign and Salesforce are a huge part of our operations and several of our franchisees use Android Tablets to do in person signatures.</p><p>Nonamaé Satya said:<br /><div class="typeset"><p>do they just not respond here? <br />i&#39;d really love to see this on android as well. <br />while i mostly use apple products, my phone (which is my portable office) could really use an app like this. </p> <p>dear adobe, </p> <p>any plans to put this out to the android community? pretty please :) <br />we&#39;d all love to know. </p> <p>in anticipation, </p> <p>a lover of your products </p></div></p> Nonamaé Satya tag:ideas.echosign.com,2008-02-07:Event/18546420 2014-06-19T23:56:50+08:00 2014-06-19T23:56:50+08:00 Have Support reply back to the administrators (the ACTUAL Users) not the Signors! <p>Tina Brewer suggested:<br />When there&#39;s an issue, I contact Support, but even days later you are sending emails to our Signor instead, he has to forward them to me (HOPEFULLY &amp; TIMELY?) </p> Tina Brewer tag:ideas.echosign.com,2008-02-07:Event/18546358 2014-06-19T23:51:38+08:00 2014-06-19T23:51:38+08:00 Add folders to organized signed documents [updated] <p>As a new user, I&#39;m finding the list of &quot;signed&quot; documents is getting quite long and a bit unmanageable. It&#39;d be great to create folders to organize by date or client so they&#39;re easier to find </p><p>Tina Brewer said:<br /><div class="typeset"><p>Agree, we need this!</p></div></p> Tina Brewer