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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When a document has a pre-fill field that the sender must fill in before sending the document, the error message is not very helpful for the sender. It simply tells the user that a pre-fill field must be filled in. It does not specify what field or give any useful information. It would be ideal that the document would jump right to where the missing information is located so that the sender can easily understand what they are missing.
We would like to submit a feature request for DocuSign Request regarding the visibility of approval comments.Business RequirementOur approval workflow includes multiple approvers from different departments. Each approver should be able to review and submit their own approval decision without seeing comments made by other approvers.We would like to have the ability to configure approval comment visibility as follows:Each Approver can view only their own approval comments. The Submitter can view all approval comments. Approvers cannot view comments left by other approvers.Business ValueIn many approval scenarios, approvers provide confidential or independent feedback. Allowing approvers to view each other's comments may influence their decisions or expose information that should remain confidential.Providing configurable comment visibility would help organizations:Maintain the independence of each approval decision. Protect confidential approval comments. Improve compliance with internal approval policies. Give submitters complete visibility while limiting visibility for approvers.We believe this capability would be valuable for organizations with complex approval workflows and would appreciate your consideration for a future enhancement.Thank you for your time and consideration.
In short - In an Org-managed + SSO environment, only recipients involved in the signing process can access Completed envelopes through a Docusign email, even if they have been granted Shared Access with the sender of the envelope. Processors of the Completed envelope receive an authentication error when they click the link in the email, and they must login to Docusign environment and go through all the steps to locate the envelope with Shared Access. Solution - Users with Shared Access should be able to access the Completed envelope if the Sender/Recipient is a User they were granted access to. Or the ability to lighten the restrictions on accessing Completed Envelopes could be added to the Admin Settings. Background - Our Mortgage department asked for a Department User and they would all share the login credentials. I thought I could replicate the experience with Custody Transfer + Shared Access.With all their envelopes being sent on behalf of the Department User, they all receive the email notifications but only the individuals directly involved in the signing process are able to access the Completed envelope. (No issues while signing in process)With the error message and inconvenience of finding the envelope through Shared Access, the Mortgage department would rather login manually to the Department User so they can access the envelope directly from the email link.
Hello,I would like to suggest an enhancement regarding envelope decline notifications.Currently, when a signer declines an envelope and provides a reason, the decline reason is included in the email notification sent to the sender. However, recipients who are included in the workflow as CC recipients only receive a notification that the envelope was declined and do not receive the actual reason entered by the signer.This can create challenges in organizations that use a shared or service account as the sender (for example, through an integration), while business users and stakeholders are added as CC recipients to stay informed about the envelope status.Suggested enhancement: Provide an account-level or envelope-level option that allows the decline reason entered by the signer to be included in the decline notification emails sent to CC recipients.Benefits:Improved visibility for all stakeholders involved in the signing process. Reduced need for manual follow-up with the sender. Better support for integrated and automated DocuSign environments that use service accounts. Faster resolution of issues that caused the signer to decline the document.Ideally, administrators could enable or disable this behavior according to their organization's security and privacy requirements.Thank you for considering this enhancement. I believe it would improve transparency and communication throughout the signing workflow. **information removed due to PII**
PLEASE add a turn off box for the new notification every time you move an envelope to another folder as it is SUPER ANNOYING!! It stays there until you close out EVERY popup notification.
As notaries we should be able to adjust, edit, or add fields while inside of a live signing session with a signer. It has never made sense to me that I can’t do this on Docusign. I love the notary platform, I enjoy how easy it is to use, and it is my platform of choice in general; however, the ability to adjust, edit or add a field during a session is a feature of most other notary platforms, and I've not understood why this isn't the case for Docusign.It would save a lot of time to see that a field is missing in the session and be able to place it right away, instead of either ending the session to correct it and starting over, or completing the session then creating another one to correct and sign again. Especially for something like a loan closing package that often has 100+ pages to filter through to place these fields, it’s only natural to accidentally miss one and catch it during the session. Please add the ability to adjust, edit, or add fields while inside of a live signing session with a signer.
Be proactive in alerting customers (at least account administrators) that Docusign is glitching and that people may experience problems. This way, we don’t spend time unnecessarily trying to research what is happening and can be prepared with a Plan B, again, without having to waste time wondering what is going on.
Currently, users with Shared Access and Send permission can create and send envelopes on behalf of another user, but they cannot use the Send Later (Scheduled Sending) feature. This limitation requires users to either send envelopes immediately or log in directly as the shared user to schedule delivery.Many organizations use Shared Access for centralized mailboxes (such as HR, Benefits, Payroll, or Legal) so employees can send documents from a shared account while maintaining their own credentials and audit trail.A common use case is preparing onboarding or HR documents in advance and scheduling them to be sent at a specific date and time. Although Scheduled Sending is available when working in the account directly, it is not available when acting through Shared Access, forcing organizations to choose between security best practices and scheduling functionality.Requested enhancement:Allow users with Shared Access and Send permission to use Send Later (Scheduled Sending) for envelopes they create while acting on behalf of the shared user.Business benefits:Supports secure use of Shared Access without requiring users to log in as shared accounts. Enables HR, Payroll, Benefits, Legal, and other administrative teams to prepare and schedule communications in advance. Improves workflow efficiency by eliminating the need to manually send time-sensitive envelopes. Provides feature parity between direct account access and Shared Access for users with Send permission.This enhancement would make Shared Access a more complete solution for organizations that rely on centralized sending accounts while following security and governance best practices.
Hi team,We would like to submit a feature request, as our research indicates that this functionality is currently not supported in DocuSign eSignature.Feature descriptionThe requested functionality is to have a default recipient of a copy automatically added to every envelope created by specific groups of users. To clarify, this would not be a default recipient configured on individual templates, but rather an account-level configuration that automatically adds the designated copy recipient regardless of whether the sender uses a predefined template or creates an envelope from scratch.Ideally, this would be configurable so that different groups of users could have different default copy recipients. For example, most users could have one designated mailbox automatically added, while HR or other departments could have different mailboxes configured.Additionally, users should have the ability to remove the automatically added copy recipient for individual envelopes whenever necessary.Business use caseThe main objective of this feature is to ensure that fully executed agreements are automatically copied to the appropriate shared mailbox, providing centralized visibility, governance, and document retention without relying on users to manually add the recipient each time they send an envelope.Today, users can easily forget to include the appropriate mailbox, which may result in executed agreements not being centrally stored or visible to the teams responsible for contract management. An account-level configuration would significantly reduce this risk while still allowing flexibility when exceptions are needed.We explored the suggested workaround of using eSignature templates with predefined copy recipients. However, this approach does not fully meet our business needs. It introduces additional steps for users when sending documents, removes the ability to use the drag-and-drop sending experience if template usage is enforced, and would require users to always select the appropriate template before sending.In addition, we would prefer not to make template usage mandatory for users who do not otherwise need templates as part of their workflow. We are looking for a solution that works seamlessly regardless of how an envelope is created, while preserving users' existing sending experience.Workflows and users that would benefitThis functionality would benefit multiple departments across our organization that use DocuSign eSignature. Different business units require different shared mailboxes to receive copies of executed agreements (for example, Legal, HR, or other operational teams), making group-based configuration important.The feature should apply regardless of how an envelope is created, whether users send documents from templates or create envelopes from scratch, and should support organizations with multiple teams that have different document management requirements.Could you please let us know whether this feature would be feasible to implement? If so, is there any estimated timeline for when it could potentially become available?Please let us know if you need any additional information from our side. Thank you!
I'm genuinely baffled that in today's age of technology, DocuSign still doesn't have a simple "Select All" option when managing contacts.I recently needed to replace my contact list by importing an updated one. Before I could do that, I had to delete my existing contacts. Unfortunately, I had 779 contacts, and because there isn't a Select All checkbox, I had to manually select every single contact before deleting them.This turned what should have been a 5-second task into a frustrating and time-consuming process.A simple Select All button along with options like Delete Selected or Delete All would dramatically improve the user experience for anyone managing large contact lists.Is there a technical reason this functionality doesn't exist? It seems like a very basic feature that most modern applications provide.I hope the DocuSign product team considers adding this. It would save users a tremendous amount of time and frustration.





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