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Is there any way for the sender to add a company name so it shows in the Manage screen. 99% of our edocs are going to companies that do not have an Adobe account.
Thanks
Tony
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Hello VetBilling,
Where in Manage tab you are looking to show the Company name? Is it under the Sections such as Signed/Out For Signature? Or is in the document by adding form fields in document?
-Rijul
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In the Manage section you have 4 columns, Name, Company, Document Title, Date.
I would like to be able to add a Company name so it shows in that column. 99% of the docs going out are to clients that do not have an Adobe account and it makes it very hard to know by the Name column when it only shows their email address. We can not identify the potential client by the email address. We have to open the document to identify the company name.
It would be very helpful if when we send the docs we could add a name and/or company name so it would show in the Manage screen and not rely on the the very slim chance that they may have an Adobe account. As I stated 99% of all the docs we have sent has no name or company name because the potential clients do not have an Adobe account.
Thanks
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In the Manage section you have 4 columns, Name, Company, Document Title, Date.
I would like to be able to add a Company name so it shows in that column. 99% of the docs going out are to clients that do not have an Adobe account and it makes it very hard to know by the Name column when it only shows their email address. We can not identify the potential client by the email address. We have to open the document to identify the company name.
It would be very helpful if when we send the docs we could add a name and/or company name so it would show in the Manage screen and not rely on the the very slim chance that they may have an Adobe account. As I stated 99% of all the docs we have sent has no name or company name because the potential clients do not have an Adobe account.
Tony Ferraro
Electronic Billing & Customer Support
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Hello Vetbilling,
As of now, we don't have this feature but I have surely taken this as a feedback and will definitely pass it on. Thanks for highlighting it.
Regards,
-Rijul