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  1. Red Lining/Track Changes

    4 votes

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    Feedback Needed  ·  2 comments  ·  SmartSimple Idea Lab » Documentation  ·  Admin →
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    Hollie Short commented  · 

    In order to use SmartSimple for contracts, they need the ability to red-line terms and track the changes of the redlines by all of the parties involved in the red-lining process. This would include the ability to accept/reject changes, add comments, and once a final version is agreed upon, lock in the final version to be included in the signed copy. How SmartSimple shows field-level changes would be very cumbersome for someone to easily see what changes were made and there isn't the ability to accept/decline the change.

    Hollie Short shared this idea  · 

  2. Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)

    21 votes

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    Under Consideration  ·  6 comments  ·  SmartSimple Idea Lab » Documentation  ·  Admin →
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    Hollie Short commented  · 

    Want the ability to open and view documents uploaded into a form without having to download the file/document.