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Active Voice
March 2, 2026
Idea Submitted

Add A Column on the Agreements page to show the origination of the agreement: Envelope Template or Web Form

Categories:eSignatureWeb Forms
  • March 2, 2026
  • 0 replies
  • 12 views

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