Recently active topics

I have attached the email that was received when I sent something for external review.  I have looked at the resources files to see if I can change any of this text because I don’t want all of this in the email, so I need to modify it.  I was told that I could not modify the resource file for this.  We need a way to be able to modify all aspects of this email.  I may only want the reviewer to review it online.  

I’d like to share some feedback about the visuals of shared template folders. Our company heavily utilizes shared folders, and a recent update has created a lot of confusion. Here are the 2 main issues:It’s unclear that the user needs to click on the carrot arrow to expand a folder. They click the name of the folder and it’s not immediately apparent there are subfolders. The carrot doesn’t look like a clickable button.  It makes it look like a folder that has subfolders is actually a subfolder of the folder above it. For example, in my screenshot it looks like the Spokane Listing folder is a subfolder of the SoCal LC/TC Templates folder, but it is not.  I’ve attached screenshots of the current state and what I think would be a better visual experience. Thank you! Current Proposed 

A functional disadvantage was found in the case below, where no records were left in 'form data'.1. When the signature request is made to the personnel in signing group, the A signer writes it after accept and proceeds with Finish later without completing the signature.2. The B signer accept the form and completes the signature after writing the rest3. Finally, there is no record of the A signer in the form data, and it is recorded that the record written by the A signer was also written by the B signer. It is against CFR Part11 to leave the contents recorded by the A signer as recorded by the B signer. I am unable to use the signing group function due to this problem. Even if user doesn't complete the signature, please consider improving the form data so that the content written by each user is recorded. Therefore, even if the A signer does not complete the signature while writing, I think that it must be recorded who wrote the data.

Many DocuSign templates include a copyright notice that displays the current year. For PowerForms, there does not appear to be a way to automatically populate the copyright year with the current year when a user opens the form.As a result, administrators must manually review and update every affected template each year to keep the copyright year current. This creates unnecessary maintenance for what should be a simple, dynamic value.It would be very helpful to support a function such as: year() that could automatically return the current year and populate a text or formula field. This would allow template designers to display the current year without requiring annual template updates and would reduce ongoing administrative effort.Business Impact: Eliminates annual template maintenance, reduces the risk of outdated copyright notices, and improves template automation for all customers using PowerForms and reusable templates.

Hello,We’ve been running into an issue with some users who have multiple unrelated job titles. In Manage Profile, users can opt to either set a Job Title or leave it blank. However, if they ever sign a document that includes a Title field, Docusign will automatically save that value to the Manage Profile screen without notifying the user that it has done so. (This is primarily an issue when someone leaves the field blank under Manage Profile, especially if they’ve done so intentionally because they have multiple titles.)That value then shows up in the certificate of every future envelope, unless the user manually changes it every time they “switch hats” to sign for one job title or the other.Example:A user is both “Head of Dept A” and “Employee of Dept B” The user signs a document relating to Dept B. This document has a Title field, so they list “Employee of Dept B” Docusign saves this Title value to their profile without telling the user. Later, the user receives a different document

 I would like the ability to add a simple sender-facing intake form to an envelope template, similar to DocuSign Web Forms.When using the template, the sender could enter a few transaction-specific details, such as:Requestor  External/Internal Signer (Full Name) External/Internal Signer (Email) Document Title Counterparty Contract Value Effective Date Department/Project Review NotesEach response would become a variable that could automatically populate throughout the envelope, including the envelope name, email subject, custom messages, recipient information, and document fields.For example:Hi [InternalSigner.FirstName],Please countersign [DocumentTitle] with [Counterparty]. Contract value is [ContractValue].Legal notes: [ReviewNotes]The goal is simple: enter the transaction information once and allow the template to reuse it wherever needed, rather than manually updating the same information in multiple places.

When building an envelope from a template, users enter information that is already known to DocuSign, such as recipient names, recipient roles, and document information.I would like the ability to reference that information dynamically when creating the email subject and custom message.For example, if my template contains the recipient roles:Requestor External Signer Internal SignerI would like to create a standard message such as:Hi [External_Signer_Full_Name],[Requestor_CC_Full_Name] has requested your signature on [Document_Title]. Once you have signed, the agreement will be routed to [Internal_Signer_Full Name] for countersignature.When I create the envelope and enter the actual individuals into those template roles, DocuSign would automatically populate their names in the message.Ideally, these dynamic fields would be available through an Insert Variable/Merge Field menu while drafting the subject or message rather than requiring users to know special syntax.Available variables co

It would be helpful if users could group multiple commonly used fields together and save them as a reusable field set or custom button.For example, I frequently add the same four fields to agreements:Signature Name Title Date SignedRather than dragging and placing each field individually every time, I would like to save these four fields as a “Signature Block” and then drag or insert the entire group onto a document at once. After placement, each field should remain an individual element that can be moved, resized, or otherwise adjusted as needed to accommodate different signature blocks and document layouts.This would be especially useful for users who send many different agreements where templates are not practical because the underlying documents and signature locations vary.

Hi,the "specify recipient" action is miss understandable for my users:1) after selecting this action, the user must add the new recipient manually,2) the name field is marked with a star as mandatory, but input is not allowed for this function,3) the following error message is not clear and confusing.I already explained it in training sessions, but I would wish, you would have a clearer sequence for "specify recipient" --> e.g. automatically open only one field "role" and prohibiting entering name and email addressBR,Simone

There are a lot of documents I use in my day-to-day that could greatly benefit from being made into a template in DocuSign.  However, the fields are small, and DocuSign is limited as to how small the fonts can go.  If the font sizes could be spanned a couple of sizes in each direction, the utilization of more envelopes with templates created would increase.  In addition, it would be nice to scale down the check boxes so they don’t cover up the text during template creation.