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Hi, When opening a new Template in the designer view embedded in our app I've noticed some things with the Add Recipient form: |
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Reply to: Designer view redirect when done
Thursday, October 22, 2020 at 09:34amI see, thanks for the alternatives.
Reply to: Template designer Add Recipient form validation
Thursday, October 22, 2020 at 10:58amHi Duo,
Thanks you for creating the support ticket.
For the first point, our business application needs to define and re-use templates for saving documents, field definitions, and recipient roles. We will only fill out the recipient information when creating a transaction from the template. For example, creating a re-usable template for a Contract document with fields to be filled and signed by a Contractor. So with the current design our template managers will need to change the recipient type from Recipient to Placeholder the majority of the time they create new templates.
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2 | 3 years 6 months ago | 29 | ||
Hi, When opening a new Template in the designer view embedded in our app I've noticed some things with the Add Recipient form: |
3 | 3 years 6 months ago | 78 |