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How to Use the Ideas Feature

What you need to know about Docusign Community IdeasThis guide will walk you through the process of sharing your ideas, voting on existing ideas, and

Update on the status of submitted ideas

Hi everyone! We’ve heard your questions about the status of submitted ideas in the Ideas forum.Internally, the Docusign team is actively reviewing you

    637 Ideas

    Scott.Nieman
    Troubleshooter
    Scott.NiemanTroubleshooter

    Add OR operand capability to conditional rules on templates avoid duplicative tabs, and is not null for disabling other tabsExisting Functionality

    Conditional rules template tabs is VERY limited, only allowing ONE filter condition.   This limitation requires the creation of duplicative tabs to enable visibility, etc.Documentation for creation conditional rules in nearly non-existent and Support has guided me here (again).  The worst-case scenario is the W-9 which can be retrieved from the DocuSign Template Library.  This template does not meet the IRS Rule 1 for this form, failing to allow the EIN to be entered for individuals and sole proprietors.  In addition, there are duplicative tabs for EIN1, EIN2..EIN9, one set for each of the various business entity options.  Ideally the filter option would be a multi-select control, which in the background would implement the logical OR operator “|”, for example, if (Option == IND) | (Option == C-Corp) | (Option == S-Corp) etc, … then make the EIN tabs visible for data entry.Another valuable feature would be to test for data entry, where if a tab.value is not null, then disable other tabs.  For example, if the EIN is being filled out, then the SSN tabs are disable. 

    2
    J
    Forum|Forum|2 hours ago
    K
    Newcomer
    KRW LawyersNewcomer

    Adding Statement of Completion to Multiple FilesParked

    It would be helpful if the Page of Completion could be added to each document when you upload multiple documents. Currently you can only combine all the files you upload into one file but it would be helpful if I could have the page of completion be added to each individual file as well.

    2
    M
    Forum|Forum|6 hours ago
    D
    New Voice
    DakotaP22New Voice

    eSignature SCIM SupportDelivered

    DocuSign currently does not support SCIM for eSignature. This means that while DocuSign can provision accounts automatically with Just-In-Time Provisioning, it cannot automatically de-provision accounts when associates leave our organization. This means our support staff has to check every Termination/Transfer at our company and check to see if the Terminated/Transfered associate has access that needs to be revoked. For a large organization this is quite time consuming and we would be thrilled to give that time back to our support staff. 

    13
    M
    Forum|Forum|6 hours ago
    Scott.Nieman
    Troubleshooter
    Scott.NiemanTroubleshooter

    Enhancement Request - allow a subset of envelope documents to be combined into one PDF by their documentId and sequence to add, while being able to download the remaining as individual documentsParked

    GET {{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes/{{envelopeId}}/documents/combined is not working for us and we need enhancements.In our contracting process we want to assemble and reuse templates as much as possible.The boilerplate language of the agreement is a template with tabs.Our Exhibit A is a listing of arable fields that a farmer operates and may be eligible for a carbon program.  We generate and add this document via the APIExhibits B, C and D are reuseable templates.We may optionally add sensitive documents such as the IRS W-9 template, and our ACH enrollment forms.  These sensitive documents need to be captured and place in a secure Azure container, with only authorized individuals allowed to see (PII).  The business does NOT want to send multiple envelopes.  These are farmers, and sometimes the only computer they have is in the tractor cab or their cellphone.We need to add query parameters to the combine resource to specify [{“documentId”: “1”, “sequenceId”:”1”},{“documentId”: “2”, “sequenceId”:”2”},{“documentId”: “3”, “sequenceId”:”3”}, “documentId”: “4”, “sequenceId”:”4”}, {“documentId”: “5”, “sequenceId”:”5”}], and retrieve the remaining directly.The existing combine feature is too basic.  Support has suggested use this Idea platform.

    3
    niani.byrd
    Forum|Forum|8 hours ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    requesting a seamless migration of all envelopes in any statuses for transfer envelopes in different accountExisting Functionality

    this envelope is transfer from one account to another account in org admin. and then create recipient view failed with this error message.  400 BadRequest{"errorCode":"UNKNOWN_ENVELOPE_RECIPIENT","message":"The recipient you have identified is not a valid recipient of the specified envelope."} all the parameters are correct. I think it is a bug. hope can fix it ASAP. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🔧 First globally to pass DocuSign eSignature Technical Consultant certification🚀 Expertise in DocuSign integrations with in-house systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.

    3
    Raileen.Del
    Forum|Forum|10 hours ago
    H
    New Voice
    hmosley1New Voice

    Allow Visibility Adjustments for Completed Signers in Envelope CorrectionsParked

    When correcting an envelope, if a document originally hidden from a completed signer no longer has fields assigned to a later signer (e.g. fields were removed due to a different document version being added to the envelope), it becomes visible to all recipients. While visibility settings can then be adjusted for those still in the signing order, they remain locked for those who have already signed. The only workaround is keeping a placeholder field on the document. We request an enhancement to allow visibility adjustments for completed signers when correcting an envelope, ensuring internal documents remain restricted from external recipients without requiring unnecessary fields or voiding the envelope.

    2
    M
    Forum|Forum|11 hours ago
    L
    New Voice
    LynnCNew Voice

    P11 Module Enabled - Product Limitation Compliance GapIdea Submitted

    As new users of Docusign operating in a regulated GxP environment, and during our review of monthly software release notes and system behavior, we identified a significant compliance gap related to the use of the Docusign Mobile Application when the 21 CFR Part 11 (P11) module is enabled.Currently, there is no configuration option or administrative control that allows an organization to prevent users from sending and/or signing envelopes using the Docusign mobile application. This limitation is not aligned with the compliance expectations associated with the P11 module and creates a conflict between advertised configuration controls and actual system behavior.Specifically, not all Part 11, related checks and controls appear to be enforced or configurable within the mobile application to the same extent as the web interface. As a result, mobile usage introduces additional compliance risks related to authentication, procedural controls, and intended use, which must be addressed through compensating measures such as expanded validation scope, additional risk assessments, and enhanced user training. These activities would not be required if appropriate system-level restrictions were available.From a regulated user perspective, there should be configurable options that allow organizations to: Fully restrict the use of the Docusign mobile application for GxP-regulated activities, or Limit mobile usage to specific actions (e.g., signing only, sending only), consistent with the organization’s intended use and validation strategy. At present, none of these controls are available, leaving organizations unable to technically enforce their compliance decisions.This limitation also raises concerns regarding the purpose and scope of existing compliance artifacts. For example: What is the intended role of the monthly Validator Report if mobile application functionality is not included or verified as part of Part 11 compliance? What is the practical value of the configuration setting “Allow recipients to sign on a mobile device” if recipients are able to sign via the mobile application regardless of this setting? These inconsistencies make it difficult for regulated customers to rely on system configuration alone to enforce Part 11 compliant behavior and may lead to unintended noncompliant use.Enhancement Request:We formally request that Docusign consider enhancements to: Provide administrative controls to disable or restrict Docusign mobile application usage when the Part 11 module is enabled Clearly align mobile application behavior with Part 11 configuration settings and validation documentation Expand Part 11 validation coverage and documentation to explicitly include mobile application functionality, or clearly state limitations where applicable Such enhancements would significantly improve Docusign’s usability and credibility in regulated environments and reduce the need for procedural workarounds that increase operational burden and compliance risk.

    1
    L
    New Voice
    Forum|Forum|11 hours ago
    A
    Newcomer
    arthresherNewcomer

    Restrict Ability to Add Recipients to Template in Advanced EditParked

    It would be very nice to have the ability to configure templates so that users can delete, replace, and add documents and signing fields and modify or delete recipients without being able to add recipients.Setting the template to Quick Send Only prevents senders from adding recipients; however, it is then impossible to delete, replace, or add documents to the template or to modify the signing fields. Moreover, once a Quick Send draft is saved, resuming the draft opens directly into Advanced Edit, where the sender is free to add recipients. I also cannot imagine that is the intended behavior.This is the main hurdle preventing my organization from expanding our usage of Docusign eSignature beyond a handful of document types.

    5
    M
    Forum|Forum|12 hours ago
    U
    Newcomer
    UserHereNewcomer

    AI functionality should be an account setting, not a user settingIdea Submitted

    Came her to emphatically argue that whether or not AI functionality is enabled should be an account-level setting, NOT (as it is now) a user-level setting.In our case, we absolutely need the AI functionality off in order to use DocuSign, and it is a hassle to make sure each user switches it off. Especially since we have SSO and anyone can basically create an account. That’s all. I really really really hope the product teams sees this, understands, and fixes it.Thanks. 

    0
    U
    Newcomer
    Forum|Forum|20 hours ago
    D
    Established Contributor
    DrewciferEstablished Contributor

    Allow resizeable checkboxesDelivered

    A user can’t make clean templates out of IRS forms etc without being able to make the checkboxes smaller.  

    2
    M
    Forum|Forum|20 hours ago
    D
    Established Contributor
    DrewciferEstablished Contributor

    Alert sender if envelope is not opened within X hours/minutesParked

    There are situations where some invitation to sign emails get accepted by the recipient’s email provider, but then the provider doesn’t deliver the envelope in a timely manner. In these scenarios it would be nice to notify the sender if an envelope has not been opened within a given time limit set by the sender.

    3
    M
    Forum|Forum|20 hours ago
    A
    Conversation Starter
    ageppertConversation Starter

    Control Docusign Frame at user or document levelDelivered

    Some of our users do not want to have the Docusign frame around the signature, but we need it for other documents. This would be much more user friendly to control per document and set an account default, or let the users themselves control if the frame is used.

    3
    M
    Forum|Forum|20 hours ago
    S
    Newcomer
    SHessCordGerNewcomer

    SSO login use email of already logged in userIdea Submitted

    If you use DocuSign (sign of documents) with sso login and you are already logged in. With enabled Part11 module there are some points to reauthenticate.  At moment a user always need to input it’s email address and then to decide if to use classic login or to use company login. The IDP (sso) is always asking the email + password again. That is very time consuming and frustrating for the users, always type in the email twice. DocuSign should recognizes the email address of an already logged-in user and only ask of use classic login or use company login and forward to configured sso IDP without request for email first (only if the user is already logged in). Please consider that enhancement.

    0
    S
    Newcomer
    Forum|Forum|20 hours ago
    A
    New Voice
    AlexUL21New Voice

    Allow the iOS-app to filter for templates marked as "Favorites"Existing Functionality

    Hey DocuSign Community,our company (12 employees) is using many different templates, as we often have to create new ones on a per-project basis with about 50 different projects per year. We are using the iOS-app on an iPad a lot for in-person signing and my users asked if they could filter for the templates they marked as “Favorites” (star symbol) in the browser-based application to shorten the list of templates when clicking “Use Template”?

    2
    M
    Forum|Forum|21 hours ago
    S
    Newcomer
    SherriNewcomer

    Please go back to the previous Docusign prior to the updateIdea Submitted

    Please go back to the Docusign prior to the last update. It’s no longer user friendly. It took me forever to send a contract out this evening.

    2
    T
    Forum|Forum|2 days ago
    F
    New Voice
    Floyd MartisNew Voice

    Preserve user groups when closing an accountParked

    Current Behavior:When an account is closed, the user is automatically removed from all associated groups.Problem:In organizations with many groups and users, it becomes challenging to track and recall which groups a user belonged to—especially if the account needs to be reactivated later. This can lead to inefficiencies and mistakes in restoring access.Proposed Change:Instead of removing the user from all groups upon account closure, preserve the user's group memberships. This way, if the account is reactivated, the user can be reinstated with the same group affiliations, ensuring a smoother and more accurate restoration process.Benefits: Easier account reactivation with correct group access Reduced administrative overhead Improved auditability and historical tracking

    2
    J
    Forum|Forum|3 days ago
    L
    Newcomer
    LLKNewcomer

    After clicking on “Add Recipient,” force user to choose from the "Need to Sign" dropdown before continuingParked

    Hello! Would it be possible (after clicking on Start > Envelopes > Send and Envelope) that when clicking on “Add Recipient” that the “Need to Sign” dropdown pops up to force you to select an option before moving on?  Currently, when you click on “Add Recipient,” it automatically defaults to “Need to Sign.”Not sure about anyone else, but I often forget to change it to “Receives a copy” (or another option) for recipients that don’t need to sign. Thanks!

    2
    J
    Forum|Forum|3 days ago
    CorneliusReuter
    Conversation Starter
    CorneliusReuterConversation Starter

    Permission profile for work on envelopes - without signing permissionsParked

    In a company / organization there are often employee like assistance or secretaries or specialists (and so on) who have the task to create and manage the envelopes. But these employees don’t have the permission to sign documents.Today there are three standard user permission profils defined by docusign: DS Viewer, DS Sender and DS Admin. All profiles, also the "lowest" or "smallest" profile ‘DS Viewer’ contain the permission to sign documents. So, in my knowledge there is no way to create a permission profile that cover the organizational rights of these user groups.I would like to have or to create a permission profile that allows an user to create and send an envelope, but not allows to sign a document.

    2
    J
    Forum|Forum|3 days ago
    A
    Troubleshooter
    ACOUTroubleshooter

    Allow Wacom tablets for signingParked

    As topaz and ePad tablets are not well distributed in Europe, it would be good to add WACOM tablets to the list of compatible devices.

    2
    M
    Forum|Forum|3 days ago
    M
    Conversation Starter
    mauerbachConversation Starter

    Allow viewing/selecting more than 10 envelopes at a time in Targeted PurgeParked

    Currently in Targeted Purge, it’s only possible to view and select up to 10 envelopes at a time in order to add them to the purge queue. Please increase this! Something like 100 or 500 would be so appreciated. 

    2
    M
    Forum|Forum|3 days ago
    D
    Newcomer
    DLEETZNewcomer

    I can't select Curaçao on my profileDelivered

    Dear DocuSign Team,I hope this message finds you well. I am reaching out to kindly request the inclusion of Curaçao in DocuSign's list of supported regions. As a growing hub for business, finance, and technology in the Caribbean, Curaçao has a thriving professional landscape that would greatly benefit from DocuSign's secure and efficient electronic signature services.Many businesses and individuals in Curaçao rely on digital solutions to conduct transactions across borders. However, the absence of Curaçao from your supported regions list presents a challenge for seamless integration and adoption of your platform.By extending support to Curaçao, DocuSign would not only meet the increasing demand for reliable digital signature services in our region but also contribute to fostering greater efficiency and compliance in our business environment.I kindly ask you to consider this request and would greatly appreciate any updates on the potential timeline or requirements for making this possible.Thank you for your time and consideration. I look forward to your response.Kind Regards,Desmond G. Leetz(Removed due to personal information)

    2
    M
    Forum|Forum|3 days ago
    E
    New Voice
    edwards13400New Voice

    Drag sort feature on template dropdown listsExisting Functionality

    Please add the drag sort feature on template dropdown lists

    3
    E
    New Voice
    Forum|Forum|3 days ago
    B
    Active Voice
    BluelineActive Voice

    Conditional fields show on if a number is greater than or less than or text LIKEParked

    Conditional fields currently only allows display of fields if another field explicitly equals a string value. This should be expanded in a similar way to the Rule implementation, allowing users to select operators based on the field type, eg: >=, >, <=, <, =, != if a number type field; =, !=, LIKE if a string type field. 

    2
    M
    Forum|Forum|3 days ago
    E
    Newcomer
    ehasickaNewcomer

    PowerForm Change Sender Function - Design FlawIdea Submitted

    I have been using PowerForms for almost a decade and the change to require full DS Admin access to change the sender of a PowerForm seems misguided. There is already a PowerForm Admin role to be used.This change in September 2025 has broken my ability (and I suspect many others around the user base) to simply create a PowerForm, change sender to one of my agents, and be done. Now I can’t do it an my administrator should not be bothered every time I create a form requiring change sender.Please just add a checkbox to PowerForm administrator that the DS Admin can enable so I can change sender. After all, it’s called PowerForm Administrator but you can’t administrate now.

    0
    E
    Newcomer
    Forum|Forum|3 days ago
    G
    Conversation Starter
    gretchenhsConversation Starter

    Being able to download form data from several forms as one Excel fileDelivered

    It sure would be nice to be able to select several agreements at one time and being able to send the Form Data to an excel document.  Doing one at a time is pretty ridiculous.  We have a use case where it would be nice to go in daily and download all the form data to one Excel file as we have 100’s that will be coming in daily. Thanks 

    2
    M
    Forum|Forum|3 days ago

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