Feature Requests

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  1. Typeform Experience

    Allow users to create forms in Type-form like experience.

    DocsCloud
    #New Feature 🥁

    2

  2. DocPublisher 2.0 = DocShare

    Significant enhancements in the DocPublisher module. Allowing users to upload files from any storage platform, be it Google, OneDrive, or similar. Multiple URLs for the same file (based upon the controls). Ability to add the watermark. Controls at the URL level.

    DocsCloud
    #New Feature 🥁#Improvement 👍

    3

  3. Pre-built Blocks in Form Builder

    Release prebuilt blocks in the Form Builder module. The modules can be - contact details, address and similar.

    DocsCloud
    #Improvement 👍

    2

  4. APIs 2.0

    New & improved APIs for, DocTemplate DocShare DocExtractor DocSignature

    DocsCloud
    #Integrations 🔗

    0

  5. Improvement in Conditional Logic

    We are going to redraw the conditional logic for document generation.

    DocsCloud
    #Improvement 👍

    0

  6. Multi-language

    I need to be able to configure the language of the emails sent from DocsCloud and the wording of the DocSignature so that it is not only in English, but also in other languages such as Spanish.

    Admin
    #Improvement 👍

    1

  7. Custom Templates

    Custom Templates Library

    DocsCloud
    #New Feature 🥁

    0

  8. Improvement in Form Rules

    We are going to redraw the form rules in the Form Builder.

    DocsCloud
    #Improvement 👍

    1

  9. Business Flow

    With Business Flow, we will identify & release the various actions that can be performed using the DocsCloud modules (at a granular level). We will also introduce a series of new functionalities, e.g. auto-reminder, incoming webhook, approval workflow (sequential & parallel) & much more. The idea is that you should orchestrate/transfer your business processes (related to documentation activities) to DocsCloud Business Flow. Also, once the Business Flow goes live, you will no longer require automation platforms like Pabbly or Integrately to connect any application with DocsCloud. We will be having our incoming webhooks & mapping interface.

    DocsCloud
    #New Feature 🥁

    2

  10. Create form for Templates with 1-click

    Hi! It would be great if we could create a DocTemplate and with a click of a button we could generate a Form with ALL the variables used. The workflow would be: Create template with all the variables Click generate Form A popup window shows all values and in front a dropdown to select the Field Type to be used in the form, click save A new form is generated with all the variables as fields using the field type selected in the previous step Thanks! Thanks

    David
    #Improvement 👍#New Feature 🥁#Big Release 🤩

    0

  11. Placeholder in header section of a doctemplate

    I am looking for a way to place a variable / placeholder in the header section of a doctemplate.

    finn
    #New Feature 🥁

    1

  12. Autosave

    Allow autosave across the platform.

    DocsCloud
    #Improvement 👍

    4

  13. Business Flow Enhancements

    Include Form & Template Variables in Notification Email Output Type Dropdown in DocExtractor Include Action for DocSignature & DocPublisher Approval Over Email Map multiple templates with Form and choose the template based upon the Form field.

    DocsCloud
    #Improvement 👍

    0

  14. Showing a preview of documents with forms

    It would be great if the person filling the form could preview the text that will be used in the DocTemplate module, that way we could incorporate signatures from the beginning (people will not put their signature in a document they cannot read). Example: I have a form to get details to be used in an NDA agreement. Then with that, I generate a document, sign it, send it to the original user for e-sign, and then send back signed. This could be streamlined if the user can see how his details are used, and also read the NDA so that he/she can sign from the beginning.

    David
    #Improvement 👍#New Feature 🥁

    0

  15. New Layouts in Form Builder

    Release new layouts in the Form Builder module.

    DocsCloud
    #Improvement 👍

    0