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  1. Allow configuration of 'embed PDFs in Excel'

    6 votes

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    Under Review  ·  2 comments  ·  Core » License & settings  ·  Admin →
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    James commented  · 

    Agreed that providing a way to apply the setting one way or the other as a default across all users would be helpful. I think the toggle still being available would be helpful for unique circumstances.

    James supported this idea  · 

  2. template sharing user to user

    16 votes

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    Under Review  ·  4 comments  ·  Core » Document Matching  ·  Admin →
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    James commented  · 

    For both Form Extraction and Document Matching, templates can be saved as .xml files to be uploaded as Company Templates. Allowing users to upload .xml files to their "My Templates" section would be very helpful if there are specific modifications made to a general Company Template that may only be applicable to a smaller number of users or teams.

    James supported this idea  ·