Ideas | Community

amillerNewcomer

Need the ability to delete custom fieldsIdea Submitted

Within IAM, you can create custom fields but cannot manage the fields you create. There needs to be a mechanism for deleting custom fields that are no longer needed, and there should also be a way to edit existing custom fields. There is a limit to the number of custom fields allowed, but if I want to then edit or remove fields that I either (1) created by mistake or (2) no longer need, there is no option for that. If I exceed the custom field limit, there are no options to fix it.

Forum|Forum|15 hours ago

PslimNew Voice

Agreement Desk - Due Date Notifications setup via WorkflowIdea Submitted

Need to allow workflow to trace and track that Docusign Agreement Desk request is due in X amount of days. e.g. 10 days due and a notification can be send to a group as the owner of request could be on maternity leave.

angeliho

Allow to set the fields mutually exclusive without adding a controlling field, such as a checkbox, dropdown, or radio button.Idea Submitted

Have a form with 2 fields. User only allows to enter values into one of the 2 and cannot be both.I cannot set this up with a trigger field which is a dropbox or radio button.However, this trigger field setup does not make sense in plain PDF form and we are required to keep PDF form and docusign to be the same. There is a condition that we can set on the text box or number box.It would be very helpful to expand that condition to involve logic like If-then-else and also across different fields. Or expand the validation of the field to contain formulas.

MPeaceNewcomer

Countersignatures on digitally signed documentIdea Submitted

Docusign’s new enforcement of not allowing countersignatures on digitally signed documents has caused a major issue with our execution of contracts. We lost the ability to tag with date (using text field), printed name and title. The workaround was our broker scanning the digitally signed document and then we were able to use all fields. The tradeoff is that you lose the ability to validate the reinsurer's original digital certificate because the scan is just an image. However, the broker intentionally sent us the scanned version that is being used for countersignature, many contracting parties treat the scan as the signing copy. Not perfect but a workaround. Can Docusign upgrade in order to allow countersignatures on digitally signed documents?

maria.claraNewcomer

Automation of Information in Web FormsIdea Submitted

Hello! We would like to share an idea about using the tool “web forms” (if this idea already exists, please inform us). For example, when we enter the company’s EIN (Employer Identification Number), the system could automatically retrieve the information already registered in our database, such as the company’s legal name, address, and other relevant details. This way, there will be no need to re-enter all the informations again.

Ana.RochaDocusign Employee

Two-Step Verification ReportIdea Submitted

Please include Two-Step verification status somewhere in the basic User reports.

Forum|Forum|2 days ago

ConstantineNewcomer

Date Signed Field - Recipients Time ZoneIdea Submitted

We have our default setting for the Date Signed Field on our account set to the Recipient, however this is not using the Recipient's Date/Time Zone.Every document is defaulting to the Account's Default Time Zone which is CDT. After a Live Chat session with DocuSign Support, we found the recipients have their Time Zone set to Match My Computer's Time Zone. Based on the chat, we then updated one user to Specify a Time Zone and selected Eastern Time (US & Canada).The Signature Date then updated correctly to Eastern Time. We are providing this feedback to alert you of the potential for legal risk. We also have many recipients who do not have an account, there should be an option to default to the Date Signed to Match My Computer's Time Zone whether they have an account or not. Looking forward to your swift reply. Thank you!

Forum|Forum|5 days ago

connor.mooneyNew Voice

Bulk Update for Document Custom FieldsIdea Submitted

In the Admin panel > Document Custom Fields page, add a tool to download all document custom fields and their attributes as a csv, and a tool to import and bulk update document custom fields from csv. Having to maintain dozens or hundreds of document custom fields by manually editing/removing each one is very time consuming, and having the ability to view and update document custom field attributes in a CSV will make sure that the fields we use in docusign match any corresponding fields in other systems.

Forum|Forum|5 days ago

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Steve.NNewcomer

Allow delegated signing in the Docusign Ink 2.0 iOS app through allowReassignIdea Submitted

The Docusign Ink 2.0 iOS app should allow the sender to enable allowReassign: "true" when creating an envelope or automatically honor the applicable account configuration. Currently, if the sender initiates an envelope via the Docusign iOS application and a recipient has a delegate configured this delegate will never received the envelope to sign. The only solution is to void the envelope and start the process again through the Web application. Our only solution to this is to tell all of our users to not use the mobile application just in case someone has a delegate. If we allow users to use the mobile application this will cause delays in contracts and additional work for them to be voided and to go through the signature workflow all over again if anyone in the process is unavailable and has a delegate configured in their absence. This enhancement would provide consistent delegated-signing support when envelopes are created through iOS, without requiring the sender to know each recipient’s delegation configuration in advance. This should also be investigated for envelopes created through the Android application as the same issue may be present.

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Forum|Forum|5 days ago

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RLostNewcomer

Give Us Back Our Inbox — Urgent Request to Restore Classic NavigationIdea Submitted

I’d like to request the option to use the previous navigation layout in DocuSign eSignature. The new UI significantly disrupts daily workflow, particularly in the way the folder structure and inbox are displayed. My inbox has always functioned as my primary to‑do list, giving me quick visibility into what needs action — the new layout makes this much harder to manage.Additionally, the current toggle that allows switching back to the classic UI does not stay in place; it reverts after every action, forcing constant manual resets. This creates unnecessary friction and slows down high‑volume users who depend on efficiency.Restoring the option to use the previous interface, or allowing users to permanently select their preferred view, would meaningfully improve usability and productivity.Thank you for considering this enhancement.

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Forum|Forum|6 days ago

Neomm77Newcomer

Envelope Process AnalyticsIdea Submitted

We currently have limited visibility of how long a DocuSign envelope takes to progress from creation through to completion.I’d like to explore adding functionality to the DocuSign Reports section that allows us to analyse the journey of completed and in-progress envelopes through each stage of the process, currently we can only see total time start to finish.The functionality would ideally allow us to see:The total time taken for an envelope from creation to completion. The time spent between each individual stage of the envelope journey. The users involved at each stage. Where an envelope is currently sitting in the process. Average processing times by stage and by user. Common points where envelopes are delayed or remain inactive for longer than expected.The aim would be to identify recurring bottlenecks in the process. For example, if a particular stage consistently takes significantly longer than others, or if envelopes are regularly delayed when sitting with a particular user or team, we could identify this through the data and investigate the underlying cause.This would give us a much clearer understanding of the end-to-end process and allow us to focus improvement activity on the specific stages, users or teams that are contributing to delays.Ultimately, the objective is to reduce the overall time taken for an envelope to progress from start to finish, improve the user experience and create a more efficient document-signing process.Potential additional functionality: The ability to filter or report this data by date range, document type, department, user and envelope status would make the analysis particularly valuable.

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GabrielaNogueiraDocusign Employee

Increase the maximum combined eSignature envelope size from 200 MB to 500 MBIdea Submitted

Hi Team,I have a customer using Docusign where is regularly encountering the 200 MB maximum combined envelope size when sending large document sets for signature.The customer is requesting that Docusign consider increasing the maximum combined envelope size to 500 MB. This request relates to the total size of all documents within an envelope, rather than the size of an individual PDF.The current Large File Support capability does not address this requirement because the total envelope limit remains 200 MB. We would therefore ask Docusign to consider one of the following options: Increase the standard combined envelope limit to 500 MB. Introduce an opt-in capability for eligible enterprise customers. Offer a controlled beta or other supported workflow for large document sets. This enhancement would reduce the need to split related document sets across multiple envelopes and would provide a more efficient signing experience for customers handling large project documentation.Please consider this requirement for future product planning and advise whether it could be evaluated as a product enhancement.Thank you so much!!

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connor.mooneyNew Voice

Add new document field type: Show Envelope Custom FieldIdea Submitted

Add the ability to place within a document a read-only field that displays the value of an envelope custom field for that envelope. For example, if I have an envelope custom field called Doc_Type that is a dropdown list, I would like the ability to display the selected Doc_Type value in the documents themselves.

connor.mooneyNew Voice

List all instances of a document custom fieldIdea Submitted

From the admin panel > document custom fields page, add the ability to list all templates currently using the custom field. Until DocuSign adds the ability to update all instances of a custom field in existing templates, it’s up to the admin to know which templates include the custom field that needs to be updated. While this can be done by API, not all accounts have access to an API developer and there are too many quality of life UX features that are being skipped with the excuse that it can be done via API.Related to:

connor.mooneyNew Voice

Update all instances of document custom fieldIdea Submitted

When updating the properties of a document custom field from the admin panel, give the option to update all instances of that custom field across all templates. Without being able to update existing instances of the custom field in templates, the document custom field feature is not very useful.Currently, the admin needs to magically know every template that uses the custom field, manually edit each template, and replicate the field changes. Alternatively, one would need an API developer (an additional cost/resource not everyone has) to identify all templates using the document custom field and then run a script to update each instance of the field in those templates.Another helpful feature for this would be to list all templates in which the document custom field is used. I’ll submit a separate idea post for that.

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dsmallNew Voice

Fix the hold feature so it works correctlyIdea Submitted

The hold feature doesn’t work correctly. It currently will put an envelope on hold with no way to get it out of hold without contacting DocuSign support. It gives options to move it in the signing process but then when saved it doesn’t work. It gives options to change the hold release date and/or the number of days/hours on hold but then when saved it doesn’t work. We like to use this feature, but it seems half baked and doesn’t allow for options to edit/update the envelope one it hits the hold. Please allow the ability to edit and change holds once they go into effect.

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XNLXR11xNewcomer

better solution—or a better view/overview—regarding the full list of signersIdea Submitted

Hello, please let your development team know that we are very interested in a better solution—or a better view/overview—regarding the full list of signers. Ideally, all signers and viewers (CC recipients) would be displayed when opening the envelope or document. This could be shown directly on the document itself, or added as a menu item—such as "All Signers"—under the three-dot menu next to "My Document".How quickly can this be implemented?

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Forum|Forum|8 days ago

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Heather CruzNewcomer

Supporting Documents ReportsIdea Submitted

When attaching supporting documents and using any of the “Accept” actions, we should be able to run a report across all envelopes to verify who has accepted. It is tedious to have to check every envelope when you use this feature across 100s of employees.

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Forum|Forum|9 days ago

JPFVNewcomer

When looking at envelopes we would like the ability to view all as a selection.Idea Submitted

When looking at envelopes we would like the ability to view all as a selection. currently we can only see 50 envelopes per page and there is multiple pages we would like the ability to have a “view all” selection.

Forum|Forum|9 days ago

NorbertKuzniaNewcomer

Format of Full Name build from First Name and Last NameIdea Submitted

We use in our company Full Name build as “LastName FirstName”. DocuSign Doesn’t provide today any functionality in configuration to manage how the Full Name should looks like and its build as “FirstName LastName”.Due to this difference once we get email from DocuSign to sing some envelope, the format of Full Name in email looks strange, as first name and lest name are coming in wrong order.We would apricate to have functionality to specify as customer how the Full name should be build.

Forum|Forum|10 days ago

PINGET-GROULTNewcomer

delegataireIdea Submitted

Permettre d' avoir plusieurs délégataires et pas une personne unique

Forum|Forum|13 days ago

JMorse77Newcomer

Update visible envelope subject within DocuSign dynamically to match the next signer’s custom messageIdea Submitted

My team uses signing groups and uses the "Custom message and language for each recipient" option to provide details needed to know who on the team should be signing. The issue is that the emails aren't always catching with my filter logic in Outlook and when I look in DocuSign, the envelopes always have the first signer's subject line regardless of which signer is queued to sign next. It would be incredibly helpful if the subject line that appears in DocuSign matches the Custom Message's subject line given the stage/signer at any particular time so that it updates along with the envelope as signing occurs.

Forum|Forum|14 days ago

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Eric.NobleNew Voice

Allow Dynamics Administrators to Control Which Dynamics 365 Entities Display DocuSign Log In/Log Out CommandsIdea Submitted

Today, DocuSign for Dynamics 365 allows administrators to configure which entities are enabled for DocuSign actions such as Sign, Send with DocuSign, and Bulk Send with DocuSign. However, the DocuSign Log In/Log Out ribbon commands (which I believe came as part of the move to OAuth) appear on entities that are not enabled for DocuSign use.We would like an enhancement that gives administrators explicit control over where the Log In/Log Out commands are displayed, ideally leveraging the existing entity configuration experience within DocuSign Admin.Suggested approaches:Only display Log In/Log Out commands on entities that are enabled for DocuSign integration (e.g. Sign, Send, Bulk Send). Alternatively, add a configurable setting per entity that controls Log In/Log Out visibility, similar to existing DocuSign command configuration options.Business Value I would assume most organizations use DocuSign with only a subset of Dynamics 365 entities. Displaying Log In/Log Out commands across unrelated entities:Creates unnecessary ribbon clutter. Confuses users who will never use DocuSign. Introduces DocuSign-related processing on forms that have no DocuSign business purpose. Limits administrators' ability to tailor the user experience to their business processes.Providing entity-level control would improve usability, reduce user confusion, and better align the DocuSign experience with how customers already configure entity-specific functionality in Dynamics 365.Expected Outcome Administrators should be able to determine exactly which entities expose DocuSign authentication commands, resulting in a cleaner and more relevant Dynamics 365 experience for end users.

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Forum|Forum|15 days ago

clairemccloskeyDigital Collaborator

Request for senders to receive notifications when recipient signs a documentUnder review

It would be helpful if senders to received a notification when recipient signs a document, not just when they view it

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Forum|Forum|15 days ago

plwifaNewcomer

Add possibility to edit specific parts of DS CLM External Review EmailIdea Submitted

Currently there are parts of external review email in CLM (sent using Workflow from Docusign CLM) which cannot be edited (I confirmed this with Docusign support before creating this Idea).One is the email address directly under body of the message (1)Second is instruction how to do a review (2) , which is directly under the first section I mentioned. Some of our external reviewers do not follow the instructions (2) properly and instead click on email address (1) instead of replying to the email message, which breaks email review thread. We would like to edit both the email address and instruction below it to make it easier for our reviewers to complete the process.