Rob Reich
4 years in the making, I've still got faith clickup fam!
Cyne
Really need this please!
It would be really nice if external clients can tick the checkboxes, upload a file, or have a function that they can 'Type something' in the doc for a seamless experience and so that everything will be in one place.
Also, good for feedback purposes in the doc.
Mark Hoffman
This please!
Jay Cuizon
Would really like this feature, it will allow our external clients to give feedback on copy shared via the document.
Hallan Dionisio
Any update on this?
Justin Hunter
Merged in a post:
Making docs editable like forms for more data intake from customers
K
Kimberly Powell
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
Justin Hunter
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.
Justin Hunter
planned
Quick update: This is on the roadmap now! 🎉
M
Matt Schwartz
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!
K
Kosta Kondratenko
Justin Hunter: This is great news. Looking forward to it!
Chris Knight
Justin Hunter: Any updates on this? Really excited about this feature 😄
Justin Hunter
under review
Justin Hunter
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!
Julian Pustkuchen
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!
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