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  1. 4 votes

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    Under Review  ·  0 comments  ·  Core  ·  Admin →
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    Tiffany Payne supported this idea  · 
  2. 3 votes

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    0 comments  ·  Core » Table Snip  ·  Admin →
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    When repeating table snips, the column preservations makes sense and should be in place already.


    How would you suggest addressing row edit preservation? Preserving table 1's row edit assumes that each row height will be consistent for repeating tables. Is this the case that you are hoping to solve?


    If rows are dynamic in height, row preservation unfortunatley would not resolve the core issue.

    Do you have a different view on how this should work.

    Tiffany Payne shared this idea  · 
  3. 29 votes

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    Under Review  ·  3 comments  ·  Core » Text Snip  ·  Admin →
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    Tiffany Payne supported this idea  · 
  4. 10 votes

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    An error occurred while saving the comment
    Tiffany Payne commented  · 

    It would be useful to have the ability to export Version Compare results as a side-by-side PDF comparison including highlights vs only being able to see it side by side in Excel. Exporting the documents individually is not helpful since the documents don't scroll in sync in the PDF reader.

  5. 5 votes

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  6. 3 votes

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    Tiffany Payne shared this idea  · 
  7. 7 votes

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    Planned  ·  0 comments  ·  Core » Form Extraction  ·  Admin →
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    Tiffany Payne shared this idea  · 
  8. 21 votes

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    This has been deferred (not planned for the next 6 months).


    Please continue to share this idea, we will continue to monitor for votes and comments!

    Tiffany Payne supported this idea  · 
  9. 33 votes

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    Tiffany Payne supported this idea  · 
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    Tiffany Payne commented  · 

    Form extraction does not extract well from ADP Master Control Reports which is relevant for EBP audits. The decimals also do not extract from these reports.

  10. 6 votes

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    Tiffany Payne supported this idea  · 
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    Tiffany Payne commented  · 

    I want to be able to take all my PDFs within Document Organizer and merge them into 1 PDF in a specific order.

  11. 7 votes

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    Tiffany Payne shared this idea  · 
  12. 12 votes

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    Tiffany Payne commented  · 

    Create an option to automatically remove all documents across workbooks. Currently, the user must go into each workbook manually and select documents to remove at the end of an engagement. It would be beneficial to find a way to automate the document removal process to reduce the risk of retaining a client file.

  13. 3 votes

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    Tiffany Payne shared this idea  · 
  14. 7 votes

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    Tiffany Payne supported this idea  ·