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
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Want to shape the future of Docusign? Add your ideas for dream features and upvote others you love.
I would love it if eSignature reporting could report 12 months data grouped into monthly buckets, especially on the Group Activity Report. Having to run each month one month at a time is a PAIN! I’d also love it if I could change the title of an idea and alter my own spelling mistake on Reporting in Monthly bucmets | Community (docusign.com)
It would be helpful to have a designated primary contact in DS Support who would answer the Cases opened by the Account Admin. This needs to be a similar Time Zone person with a secondary/backup person in case of the off hours.Thanks
I think it would be great if users could download all the enveloppe they sent and the associated receipts. You have visibility on your last 50 enveloppes in your dashboard, at least be able to download all of these, and if you click next page, same.
Hello,I have an envelope with multiple signers, where the last signer is the processor, who receives the signed envelope and takes all documents to the DMV to pay the fees and complete the work.It would be very useful if the last signer (processor) were able to upload the receipt of the work done at the DMV to the Docusign envelope and keep everything organized. I am only suggesting the ability to upload a receipt or other form of “proof of completion" to an existing signed envelope. BestGeraldo
Allow users to access and obtain a copy of a document that has been partially signed. This feature ensures that users can retrieve documents even if not all signatures have been completed.
we find the document told:https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=ggp1715622165552.html&_LANG=enusSet Draft Envelope Retention PeriodsYou can modify the draft envelope retention policy to specify the number of days that draft envelopes are retained. After the number of days has passed, the drafts are deleted from the system without further notification.From the Accounts view, select Document Retention. Select the Envelope Retention Policy tab. Select Set the draft envelope retention policy for this account. In the Keep for this many days field, enter the number of days between 30 and 120 to keep draft envelopes before sending them to the purge queue. The default value is 30 days. Select Save.but there is no limit of the days in the setting. Hope can add a notice the day should between 30-120. FreeLink🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.📊 DocuSign Community Leaderboard Top 5 contributor.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.
An application to assist real estate agents and brokerages and their compliance officers to remain in legal compliance with FINTRAC and the Canada’s AML laws.Financial Transactions and Reports Analysis Centre (FINTRAC) requirements requires Canadian real estate professionals to complete FINTRAC documents on every real estate transaction, residential and commercial. Verify client's identity verification using purpose-built applications. Automatically complete FINTRAC forms in-person using your phone's camera to read driver's licenses/ID cards and other government issued IDs. Add and update information. I am interested in discussions, please reach out c********@***********.com
Problem:We currently work with six banks, each having its own MPA PDF format. Additionally, we have 200+ partners whose MPAs follow the same structure and mapping, but each partner requires different header and footer branding. Because of this variability, adding static headers and footers in the source Word file is not feasible. Maintaining over 200 partner–bank combinations as separate documents is not scalable and would be extremely difficult to manage in real time. Previously, we only had five banks and four partners (20 combinations), which was manageable. Now, with a significantly larger set, we require the ability to insert header/footer images dynamically—similar to how we already populate text using text tabs.Our configuration:We are using DocuSign Envelope Templates in a partially customized setup. Envelope creation is triggered via ApexToolkit because some related objects are not directly connected to Salesforce Contract records.Idea:We need the capability to dynamically insert header and footer images into the document at runtime through the API, similar to the way dynamic text tabs or signature tabs are currently supported.
In "envelope custom fields”, it would be great to have more flexibility on the metadata. The least would be to be able to have more than 2000 characters, to be able to categorize the documents with as many as category as you want. The best would be to be able to have conditional metadata : first you chose the category of the document, and then it display a personalized list depending on the first choice. We would really need this change.
Hi Support,we will create two seals for our company with same OU and CN but by different seal type. one is DocuSign Express Signature and the another is DocuSign EU Advanced Signature. the with same logo and seal name. so it is can’t separate the seal and only can by Seal Identifier. we hope can add other column like : seal type, seal create date, description.
I was surprised to see Supply Agreement is not a contract type in Navigator. We have a significant distinction between Service Agreement which is a category and Supply Agreement which is not a category. I highly recommend Supply Agreement is added as a contract type in Navigator.
User icons are currently showing up in very ugly/mangled fashion in emails to recipients from dse@docusign.net. Branding looks fine, but recently updated user icons are cut with a circular frame. if the image is a square, the square still shows, but the corners are messed up, because they’re outside of the (unwanted) circle. Since this looks so ugly in emails to recipients, users need the ability to at least delete the existing user icon so that they have none at all, since recipients would then not know what they’re missing. Reference case #15939853
in esig, web form, i am editing the template fields. I prefer to autoplace so that if the template changes, its easier to replace.I see that drop downs do not allow autoplace. This causes more work to ensure the correct field is in the correct place. When you have multiple dropdowns, it causes issues with trying to put them back in the correct place if replacement of the template is done.Please add autoplace to drop downs in locations.Thank you





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