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Document Management: Allow these docs to be attached to Event Save Email Templates

It would be wonderful if we were able to select from our Event Contract docs (created under Document Management) when selecting Reports to attach to our automated ...
Suggested by: Tammy Miller (05 May, '22) Upvoted: 19 Dec, '23 Comments: 4

Document Management - Ability to set Security on Contracts based on Security Group

The ability to set security on Contracts that specific Groups can view them and not others. Similar to Object Security on Locations.
Suggested by: Mike C (CollegeNET) (17 May, '21) Upvoted: 03 Jan Comments: 0

Document Management header and footers should appear at the top/bottom of each page

Change Document Management headers and footers to function similarly to a word processor. Headers should appear at the top of all pages and footers should appear at ...
Suggested by: Juan Vasquez (12 Jul, '23) Upvoted: 01 Aug, '23 Comments: 3
Under consideration Document Management Reports

The names of Document Management items should be used as the file attachment name when emailing

Currently, when you build a document in Document Management and choose it as an Email Event attachment, the file name of the attachment that gets sent is not the same ...
Suggested by: Bob Eastman (29 Aug, '22) Upvoted: 12 Oct, '23 Comments: 0

Being able to copy documents created using "Document Management" feature.

I would like to be able to copy documents that I've created using the Document Management feature. This would provide the ability to create a template that can ...
Suggested by: Kirk Knittle (16 Aug, '22) Upvoted: 11 Oct, '22 Comments: 1

Ability to Attach Files to a Location

Since going paperless we are attempting to keep all pertinent documents in 25Live. For locations that require specific waivers or have MOUs that we must reference, it ...
Suggested by: Bonnie Hendrickson (19 Jul, '22) Upvoted: 02 Dec, '22 Comments: 1

Adding Event Subtotal, Event Adjustments, and Event Total to Document Management

For signature documents, it's important to have the Event Subtotal, Event Adjustments, and Event Total, so that we can have a signature and a total on a document ...
Suggested by: Megan Bladow (07 Jul, '21) Upvoted: 09 Jul, '21 Comments: 1

Document Management - Access to Resource Custom Attributes Variables

Currently, all of the variables related to the document management/custom contract are elements related specifically to the event. But, it would be useful to have ...
Suggested by: Keith Stiles (12 Apr, '21) Upvoted: 30 Nov, '23 Comments: 0

End date/time should be added to the location string variable

Currently, the location string variable (PP$pro.vars.locationsStringCSV}} shows locations on an event with a start date and time. It would be more beneficial if it ...
Suggested by: Andrea (30 Apr, '21) Upvoted: 13 Oct, '22 Comments: 0

Document Management: Scheduler Organization

Some contracts need a From: address in addition to a To: address to look professional--it would be helpful to have the From organization for this--the one attached to ...
Suggested by: Connie S. Fensky (24 Sep, '21) Upvoted: 18 Aug, '22 Comments: 1

Document Management - Event Contract

I really appreciate the Formatted Tables when creating an Event Contract with Document Management. The {{ws.SpaceShortResourceRelatedOccurrenceTable}} almost works ...
Suggested by: Haley Tucker (16 Mar, '21) Upvoted: 26 Mar, '21 Comments: 0
Under consideration 25Live Pro Document Management

Address Variable Option to Display as Continuous Line OR Block

In Document Management your only formatting option for an organization's address is in a block, as would be printed on an envelope. This creates a hard return after ...
Suggested by: Dawn Pustelnik (02 May, '23) Upvoted: 02 May, '23 Comments: 0
Under consideration Document Management

Document Management > Edit document - Saving closes screen and goes back to main menu

In Edit Email, when I click on Save and it saves the content but does not change the page. In Edit Document, when I click on Save it closes this page and returns ...
Suggested by: Michelle Bright (10 Jun, '21) Upvoted: 10 Jun, '21 Comments: 0