Idea Submitted
Add A Column on the Agreements page to show the origination of the agreement: Envelope Template or Web Form
Enhance the current Agreements and Send pages by adding a column to show the origination of the agreement template: Envelope or Web Form. Having this column would make updated the template easier.
Name Origination Template Progress
Date Type
Agreement 1 2/1/2026 Envelope 3 out of 7
Agreement 2 2/2/2026 Web 2 out of 5
etc.
See photo below

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