Feature request for deleting documents in template

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Adam Harper

Requester

I'd like to request that the ability to delete documents that have been uploaded to a template, rather than having to start over with a new template.

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SkySlope Support posted about 2 months ago Admin

Created By Adam Harper

Requester

Hi Jessey,

 

I spent hours added the correct forms (13 forms total) and adding the correct blocks to the correct places in the form and then I uploaded a form that wasn't needed and now I can't delete that form. Client is asking why the form is included when I send to them. 

Thanks,

Adam

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SkySlope Support posted about 2 months ago Admin

Created By Adam Harper

Requester

Hi Eric,

Yes, you summed it up perfectly. Having that ability would be very helpful. Thank you.

Adam

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Adam!

 

Thanks for the additional information. That really helps me to understand where in your workflow you are experiencing this problem. It seems like there may be a few approaches we could take to this:

  1. Provide you with the ability to delete a page or full document from a template. Since you may not want to delete the form from the template permanently, we have potential options 2 and 3.
  2. During the envelope creation process, keep the individual forms of a template separated and allow you to selectively remove them
  3. During the envelope creation process, provide you with the ability to selectively remove one or more pages from an envelope

Did I sum that up according to your thoughts accurately? Did I miss anything?

I also want to let you know that we are currently exploring adding all of these capabilities to our upcoming major update to DigiSign.

 

Thanks,

Eric, Product Manager

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hey Adam,

I have a few questions to fully understand this request. Are you updating a DigiSign template with an updated form or changing the forms you use? What changes do you typically need to make to your templates?

 

Thanks for providing your feedback,

Jessey Clarke

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