Merged in a post:
Making docs editable like forms for more data intake from customers
To make documents editable like forms for longer or better client data intake to create a task. Currently I have to have them create and account just to be able to gather the amount of data needed to start the intake process and this is not something professionals want to have to do to complete a form that we use to build out our tasks off of. It would be nice to have the ability to have them complete the DOC or longer intake form and we were able to utilize that for data integration into the intake process to be able to create tasks. It would also be nice to be able to mention outside email addresses to have a "ball in court" like feature that allows you to mention people outside of your organization that you do not want in the space, but need an action item from them and want to set triggers
Hey Kimberly Powell! We actually have some form of this planned. I'm going to merge your post in with the post where it's being tracked.
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Quick update: This is on the roadmap now! 🎉
Justin Hunter: Fantastic, this is great news! We will finally be able to get rid of Google Docs for clients who won't use ClickUp directly. Thank you!
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Hey all, I'm the new Product Manager on Docs! 👋 Just wanted to say, we're starting to explore this. Nothing is firm yet on the roadmap, but we're going through all your feedback to help formulate a plan.
Some of the things I'm considering right now are:
- Where to indicate if a Doc should be editable or not when shared publicly
- How to toggle between editable and not
- Enabling whole Doc editablility vs certain content sections
Keep the feedback coming!
Justin Hunter: Sounds too simple, but I think most people know the process from Google Docs, so perhaps it shouldn't be too different, but perhaps you have some ideas to improve that.
Having just parts of the doc editable is a nice bonus for later! Especially with the "signing component" from the other issue that might be really interesting. Or better merge in forms... many interesting options for different use-cases.
Start small with the MVP. :)
Happy to see this is going forward!
No news about this?
Need to publically edit docs, but also restrict specific parts of the doc, e.g. public access to select a drop-down menu within a doc, and also to e-sign the doc, but not edit main content.
In addition to a publicly editable doc, just having the doc refresh in real time while a client is looking would be great.
We start meetings with agendas, checklists, sections for feedback and action items. It would be great for the client to see that info be changed real time even if they can't publicly edit themselves.
Merged in a post:
Edit docs on public URL
Manage content with docs is great, but... if an client want to add something or edit, I have to go along the painful process of an guest account creation and tutorial and meating and support just do add my client the capability to add a note, change a text or add an image. Everyone ends up giving up. So, if you could add the possibility to edit on a URL, like the public URL, and I just have to send the URL, and when the client opens it, he immediately realizes that he can edit it, it would be perfect.
So you can upgrade to enterprise and white-label docs. great. but when embedding docs, you can't edit. So if you're embedding a weekly update doc for example, and want to take live notes and keep them in the doc, do it in real-time on a screen share, etc... white-labeling loses 100% of it's value, as I have to open the doc in ClickUp in order to edit. or in my case, use an alternative solution & embed it which can then be edited.