Templates: Include Support for System Functions

The system has functionality to do many things. For instance, it can allow recipients to accept or reject proposals, support e-signatures, and show whether a recipient has opened a document.

Templates should allow us access to the same sort of functions. So, for instance, if I create a template for a custom contract, I should be able to get to the screen to preview/send, know if the recipient has opened the document, and whether they’ve electronically signed it or not.

Please authenticate to join the conversation.

Upvoters
Status

Submitted

Board

💡 Feature Requests

Date

24 days ago

Author

Bruce Brown

Subscribe to post

Get notified by email when there are changes.