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Picture it: the envelopes you’ve sent, in the order they’ve been sent, regardless of current status. You could quickly identify envelopes that have been stalled in the process and follow up on those. I suspect little novel code would be required to implement such a feature.

Use caseWe’re an ISV in financial services. We send multi-signer envelopes through the eSignature REST API for brokerage account documents (joint, trust and entity accounts). Each signer’s sensitive data (SSN/Tax ID, date of birth) is prefilled on a shared document that every owner or trustee signs.RequirementEach signer should see their own sensitive values in full so they can confirm them. Every other signer on the envelope should see those values masked, for example ***-**-6789 for an SSN or the year alone for a DOB. The completed, signed document must contain the full, unmasked values. Custodians and back-office teams need the complete signed form to process the account.Why existing features don’t meet itconcealValueOnDocument (“Hide text with asterisks”) hides the value from other signers, but it also masks it on the completed PDF. The value can then only be retrieved from form data, and custodians won’t accept that. It isn’t supported on preFillTabs, and it masks the whole value

When a document is partially signed in Docusign and countersigned outside Docusign, it would save significant time to have a dedicated Replace option where we can replace a document in IAM with the fully executed version. It takes significant unnecessary time to (1) Upload the fully executed document as a new agreement, (2) Delete the prior version, if appropriate, then (3) Reapply any required metadata, tags, or agreement-set assignments. This is not a scalable solution when working with a large volume of agreements. 

I would like an admin, account-wide, setting that allows me to turn off all promotional emails from Docusign for users in my account.  The emails are distracting and not part of a process or work item, so it brings a lot of confusion for our envelope signers.  This has received negative feedback from our users and sours the entire Docusign experience. Currently, each user has to ‘Manage Preferences’ on the promotional emails.

It would be great to be able to turn off email attachments at the template level.  Some templates collect have PII and we don’t want to email that data. But other forms that don’t have sensitive information need to be attached in an email. Using asterisks to hide the PII data isn’t ideal for our users that need to see the completed form for their processing. Currently the only solution is to have 2 different accounts. One to house sensitive forms and another for non sensitive forms. Having this setting at template level would eliminate this need.

a nova versão já não permite usar a versão anterior e não tem a opção de verificarmos os contratos pendentes de visualização, ele se mistura em todos os outros, e corremos o risco de não liberar um contrato. Para o nosso negócio isso é muito ruim.

The sending experience options within Docusign Apps Launcher (Salesforce) aren’t flexible enough.  We have agreements with approved terms and conditions language that the sender is not authorized to manipulate in any way.  Our senders in this case should only have access to attach the document (either from the Salesforce record or upload the PDF) and assign the recipient.  They should not have access to add any additional input or merge fields (the correct signer tags are already included in the source documents).  We’d like to see a sender experience option in the envelope template settings that bypasses the full featured “prepare & send” page.  It appears my only option to accomplish this today is a completely customized Apex Toolkit code solution. 

Currently, when sending an envelope using WhatsApp delivery, DocuSign does not automatically populate the recipient's phone number from the saved contact information. Even when the recipient's phone number is already stored in the DocuSign address book, users must manually enter the number every time an envelope is sent. Automatically populating the phone number from the saved contact record would save time, improve efficiency, and reduce the risk of data-entry errors.

Business Case: Revert Changes in AI-Assisted ReviewExecutive SummaryAfter uploading an NDA document, initiating an AI-Assisted Review, and submitting edits, users currently cannot revert those changes from within the AI-Assisted Review chat experience. The absence of an automated or one-click “Revert Changes” action creates operational risk, increases recovery effort, and may reduce user confidence in the review workflow.This business case proposes introducing document versioning and a clear revert capability within the AI-Assisted Review chat panel. Users should be able to undo the latest submission or restore a prior document version without manually recovering the original document or repeating the review process.Business ProblemAI-Assisted Review allows users to submit document edits based on AI-generated recommendations. However, once edits are submitted:There is no one-click option to undo or revert the changes. Users must manually restore the original document or recreate the pr

Add an option to send a quick closing/thank you note for recipients who have signed a document.Example: I receive a signature from a customer. By clicking on a button “Send Thanks/Closing” a brief (or long) closing message (customizable) is sent to the customer (thus encouraging future signature requests).Thank you. 

I am quite new user, and there might be things that I do not yet know, but I haven’t been able to find a solution for this.Currently, DocuSign marks an agreement as Completed once all signatures have been collected. However, often additional work is still required after signing, such as downloading documents, filing them in internal systems, or sending them to external parties (not signatories). (However, my question is not about integration or automatic archiving files outside the tool some other location set by organisation).As a result, the All Agreements/Completed view contains both:Newly completed agreements still requiring action Completed agreements that have already been fully handledWhile folders can help organise agreements, they do not remove the items from the All Agreements view, just add “tag” of the folder name in the row. As agreement volumes grow, the All Agreements (Completed) view becomes increasingly cluttered because newly completed agreements and agreements that h