Comments
-
No problem, I’m glad you got it working!!
-
Just leaving another comment for more visibility. For those who have the opportunity to drop by and see the comment - there is nothing but only positives from this idea… could walk through use cases and am sure there’s plenty others have as well. I encourage any type of feedback to keep this conversation moving. Would love…
-
I totally agree!!! Thanks for sharing your example -- I think it should be pinned somewhere, it would have been very useful to have as a new user and I think alot of people will benefit from viewing this
-
Hi @Krys West - this is a good thought. Our organization has explored this before with a few other projects and at the time couldn’t find a way to make this happen. You can add new versions of the document over top of previous versions - which solved our use case (but all other versions are still accessible if looking…
-
Hi Melissa, does your team use Dynamic View? Do you have any workflow diagrams for your processes that you use? We have a workflow approval process that is similar, but it also includes a "Revise" section, that opens the approval back up and reruns the process. We have a routing formula that audits this entire process that…
-
I'd have to agree with @Linda Hoydic here -- we have had to do alot of remapping when we have multiple regions across sheets. As we scale, I could see this being a problem dependent upon the amount of times sheets will need to scale and expand. Idea: You could add a "Copy Mapping" feature that once click, can be applied to…
-
@Syd——好的,我附加一个word文档,this comment that explains it step by step. Basically, I have my Google Chrome browser laid out to ask me anytime I download a file, where I want the file saved. Some automatically default it to a certain folder, and sometimes it just is defaulted automatically to a downloads folder...…
-
No problem at all... let me see if I can send some screenshots to show from my perspective. Hopefully it helps!!
-
@Syd - my apologies, I misunderstood the question. You can attach the files and review them that way... are you having trouble opening? They should be accessible by clicking and downloading the file... but I don't believe you have access to separate who sees what... if its submitted, whoever is on the notification should…
-
Hi @Syd - From my experience, the only way to push the attachment through is by using the generate document/docusign feature. We currently use adobe sign, and have a specific method that allows a process we have to get the document and sign the document via adobe sign... but it is more manually intensive than the docusign…
