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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4 Comments
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SkySlope Supportposted
3 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
0 Votes
S
SkySlope Supportposted
3 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
0 Votes
S
SkySlope Supportposted
3 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:
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.
During the envelope creation process, keep the individual forms of a template separated and allow you to selectively remove them
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
0 Votes
S
SkySlope Supportposted
3 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?
Created By Adam Harper
RequesterI'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.
0 Votes
4 Comments
SkySlope Support posted 3 months ago Admin
Created By Adam Harper
RequesterHi 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
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Adam Harper
RequesterHi Eric,
Yes, you summed it up perfectly. Having that ability would be very helpful. Thank you.
Adam
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi 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:
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
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHey 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
0 Votes
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