Settings and activity

360 results found

1. Close Applications

   47 votes

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   2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

2. Print Packets - Form Title on Cover Page

   8 votes

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   3 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

3. Saving all documents in one packet

   9 votes

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   4 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

4. DocuSign & Merge Templates Single Signature

   9 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Robin Baker supported this idea  ·  Oct 25, 2024

5. Move "Choose File Type" in Create Documents

   17 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

6. merged templates default

   10 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

7. Make merging documents as easy as using merge for batch emails

   7 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

8. Show Merge documents in alphabetical order

   2 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

9. "Document Type" location when creating documents

   9 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Oct 25, 2024

10. mergeable fields of internal staff members

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

11. kbakhshi@fmscleveland.com

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

12. kbakhshi@fmscleveland.com

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

13. Merge Template - Attach to Email Feature

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    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

14. elizabeth@oshkoshareacf.org

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

15. kbakhshi@fmscleveland.com

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

16. Be able to add more DocuSign fields in Merge Templates

    9 votes

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    2 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 3, 2024

17. executivedirector@valleyfoundation.ca

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 3, 2024

18. Report Complete Automation

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 3, 2024

19. Export charts from run report

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 3, 2024

20. There needs to be a way to delay the automatic email for follow up's

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 3, 2024