Product Ideas

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As a PrizmDoc Cloud Administrator, I would like to have the credit card information included on the receipts provided on the cloud portal

Our accounting departments needs to reconcile the credit cards. The current receipts provided do not include any card information. We need to have the following fields included to verify which credit card is used to the transaction on the receipt....

Created 19 Nov 03:24pm by Philip Denette

PrizmDoc Cloud

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As a PrizmDoc cloud administrator, I would like to have the date in the upper right hand corner have a label of "Subscription Start Date:"

When looking at the upper right hand corner of a monthly subscription receipt in the PrizmDoc Cloud Portal, the date does not match the transaction date. The date in the upper right hand corner is the date that the actual subscription started, how...

Created 14 Nov 04:17pm by Philip Denette

PrizmDoc Cloud

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Support for docx, pptx, xlsx output format from the Content Conversion Service

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Created 22 Aug 07:11pm by Brian Jenkins

PrizmDoc Viewer

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Support the IFC file format

As a user in the construction business, I would like to be able to open and view files that are in IFC file format.

Created 24 Jul 12:28pm by Bob Howard

PrizmDoc Viewer

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Feature or Sample request - Currency Fields in E-Sig

As a user I am interested in using the PrizmDoc Forms and E-sig module for allowing review of expenses and projects, and sometimes my clients want to have invoice like rows and fields in currency formats, and to allow for adding the column to a to...

Created 17 May 05:35pm by Brandon Mount

PrizmDoc Viewer

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PrizmDoc AutoRedaction plus 'area adjacent X,Y, size, orientation'

As a user, I am processing thousands of forms, and we try to use auto-redaction and search and redact whenever possible. Often I have documents with many dates on the document. The only date I can redact is the PII, the 'Date of Birth' date. I can...

Created 18 Apr 08:12pm by Brandon Mount

PrizmDoc Viewer

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As a prospective PrizmDoc customer I would like the PLU to give me the option to receive an MSO-capable evaluation so that I do not have to contact support/sales.

Why is it useful? I can more quickly evaluate the MSO feature of the product. Who would benefit from it? Customers interested in getting MSO fidelity from PrizmDoc. How should it work? A checkbox should allow the PLU to request a MSO-capable evalu...

Created 13 Apr 07:38pm by Brian Jenkins

PrizmDoc Viewer

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A checkbox field should be able to be set as required in the Template Designer

Currently, you're able to set individual checkbox marks to be 'required' in the Template Designer. I don't think you should be able to do this since it makes no sense from a UX perspective. If a checkbox is required, then it must be clicked when s...

Created 27 Mar 07:22pm by Mark Fears

PrizmDoc Viewer

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As a customer, I would like to be able to submit a path to document(s) and have PAS cache these automatically for me (watch folder)

Our initial implementation of the PAS caching will cache files on an individual basis. This puts the onus on the customer to determine which files they want to cache. It seems likely that a customer's real world usage scenario would be "Here's a f...

Created 27 Mar 07:10pm by Mark Fears

PrizmDoc Viewer

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WebClient e-sign date function doesn't allow deselection

There are 3 states to the date stamp button in the e-sign menu of the viewer client. Clicking once enables the single use date stamp. Clicking twice enables a multi stamp functionality. Click 3 times and the user is returned to the single stamp fu...

Created 27 Mar 06:49pm by Mark Fears

PrizmDoc Viewer

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Product Ideas

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As a PrizmDoc Cloud Administrator, I would like to have the credit card information included on the receipts provided on the cloud portal

As a PrizmDoc cloud administrator, I would like to have the date in the upper right hand corner have a label of "Subscription Start Date:"

Support for docx, pptx, xlsx output format from the Content Conversion Service

Support the IFC file format

Feature or Sample request - Currency Fields in E-Sig

PrizmDoc AutoRedaction plus 'area adjacent X,Y, size, orientation'

As a prospective PrizmDoc customer I would like the PLU to give me the option to receive an MSO-capable evaluation so that I do not have to contact support/sales.

A checkbox field should be able to be set as required in the Template Designer

As a customer, I would like to be able to submit a path to document(s) and have PAS cache these automatically for me (watch folder)

WebClient e-sign date function doesn't allow deselection

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As a PrizmDoc Cloud Administrator, I would like to have the credit card information included on the receipts provided on the cloud portal

As a PrizmDoc cloud administrator, I would like to have the date in the upper right hand corner have a label of "Subscription Start Date:"

Support for docx, pptx, xlsx output format from the Content Conversion Service

Support the IFC file format

Feature or Sample request - Currency Fields in E-Sig

PrizmDoc AutoRedaction plus 'area adjacent X,Y, size, orientation'

As a prospective PrizmDoc customer I would like the PLU to give me the option to receive an MSO-capable evaluation so that I do not have to contact support/sales.

A checkbox field should be able to be set as required in the Template Designer

As a customer, I would like to be able to submit a path to document(s) and have PAS cache these automatically for me (watch folder)

WebClient e-sign date function doesn't allow deselection