Back to Docusign.com
I searched on this forum for other people who might be experiencing the same frustration, and I was surprised that I didn’t find anything similar.
The new homepage/dashboard for Docusign is not intuitive, and quite frankly, I hate it. Mainly:
- Numbers overview of envelopes: I think the default used to be 6 months, but it has now changed to 30 days. I tried to go into the settings to see if this could be changed, but it doesn’t look like you can.
- “Action Needed” category removed: This caused me to miss out on issues with delivery, and some signatures were severely delayed. There are seasons where my firm is dealing with hundreds of DocuSign envelopes at a time, and having this section was extremely helpful.
- Drag and drop: I assume the drag and drop feature was taken away to add the options to create a web form and create a document template. However, when dealing with hundreds of Docusigns, the small amount of time saved per envelope adds up.
I understand products change overtime, and user interfaces need to change along with that. However, I think this was a change in the wrong direction. I would like to see homepage customization options in the future.