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Ideas

Want to shape the future of Docusign? Add your ideas for dream features and upvote others you love.

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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

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Forum|Forum|1 year ago

18250

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

Forum|Forum|8 months ago

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722 Ideas

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Oishabelle.EscotoDocusign Employee

Regional Settings applied to all sections on the actionIdea Submitted

The regional setting for date format is not applied to all sections on the account. We are transferring envelopes from one user to another. However, the custom date is confusing as it remains on the US date format.

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Forum|Forum|14 hours ago

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Ste.BNew Voice

Envelope Routing for Users with Multiple AccountsIdea Submitted

In certain operational contexts, it is common for a single user to have multiple accounts linked to the same corporate email address. This setup is often necessary to maintain separate environments for regulatory compliance, such as when DocuSign Part 11 is activated to meet industry-specific standards.To avoid confusion and ensure proper routing of envelopes, we suggest implementing a tagging mechanism that allows each envelope to be explicitly associated with the correct account. This tag could be visible during the sending and receiving process and include a reference to the intended account (e.g., #AccountPart11, #AccountStandard), which would help:Ensure envelopes are assigned to the appropriate operational context. Improve traceability in regulated environments. Reduce the risk of errors in sending or signing documents.This solution would be especially beneficial for users operating in dual-mode, managing both standard and regulated workflows, and would enhance both efficiency and compliance in document handling

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Forum|Forum|2 days ago

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Amanda.CNewcomer

Allow Agreement Correction to Send to All RecipientsIdea Submitted

Currently, you can only re-send an agreement to outstanding signors. Allow an option to re-send an agreement to CC Only recipients so all recipients can get notified when a correction is done.

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Forum|Forum|2 days ago

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JmaierVTAActive Voice

Admin Visibility into User's Signing DelegatesIdea Submitted

One of the most common asks that I get from Executive Secretaries and support staff is to configure a signing delegate on someone’s behalf. Oftentimes, this request comes while said user is out of the office, but a signature delegate has been set up via the business process owner via a delegation memo. We’ve increased our outreach in this regard to prevent this, but it would ultimately be very beneficial for admins to have visibility and control over signature delegates.

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Forum|Forum|2 days ago

mshealyEstablished Contributor

esig-Allow Document Visibility with PowerFormsIdea Submitted

This limitation is causing me much pain. I have a template with document visibility that works fine, then i make it a powerform and it doesn’t.per DS documentationDocument visibility settings are not supported in PowerForms. A PowerForm signer will see all documents that exist in the PowerForm's associated template, regardless of any document visibility settings applied on the template.

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Forum|Forum|2 days ago

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sarah.smith56New Voice

Option to turn off the "You're done! Want to sign Another Document?" pop upIdea Submitted

I have to sign up to 50 documents a day during our busy season and I do not sign them in the order in which they were received. Having to click on ‘no thanks’ after EVERY. SINGLE. SIGNING. really slows down the process. The answer is always no thanks, and it always will be. Can we have an option to turn this pop-up off?

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Forum|Forum|3 days ago

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DrewciferEstablished Contributor

Add a Tooltip/Description attribute to Envelope Custom FieldsIdea Submitted

Would love to be able to have an explaining definition/tooltip for the Envelope Custom Fields just like we do for fields on the document. Example uses Custom Field: “Accounts” Tooltip: “Include leading zeroes. Separate account numbers by semi-colon.” Custom Field: “Priority Code”Tooltip: “G - General, R - Rush, A - Archive”

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Forum|Forum|3 days ago

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ValcodNewcomer

Docusign Apps Launcher - Allow Event 'Envelope Corrected' to be synced back to Salesforce.Parked

Currently, when creating an Envelope Template on the Docusign Apps Launcher, only the following events are available to be synced back to Salesforce. Please add the event ‘Envelope Corrected’ so we can track in Salesforce when envelopes have been corrected during their life cycle.

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Forum|Forum|3 days ago

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PJLNew Voice

Increasing the number of SMS RecipientsParked

Currently, SMS Delivery of an envelope is currently limited to 5 recipients, which many not be sufficient in all cases when this method of delivery is selected. Looking for a way to manage the number of SMS recipients at an account level or if the limit can be increased at a product level. Is increasing the limit of SMS recipients on a product road map or is there a specific reason for the limititation?

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Forum|Forum|3 days ago

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AMeersNewcomer

Esignature Box ResizingIdea Submitted

We need to be able to adjust the esignature box vertically and horizontally independently of each other please. Being restricted to diagonal only is hindering our ability to properly place esign boxes in the tightest of places, especially tax returns.

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Forum|Forum|3 days ago

mshealyEstablished Contributor

esig envelope error notificationIdea Submitted

I would like to receive an email if there is an error on an envelope. We received an authentication error, but if we had not looked under agreements, we would not have known. Maybe make it template-based as an option.

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Forum|Forum|3 days ago

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mk1New Voice

Improvements for Document Template - It could be betterIdea Submitted

Document Template is a good tool to start replacing Docugen but there are key features that are missing to improve its performance. Currently it has a very basic text function that does not give a lot of freedom to create better looking documents. For instance, once you make a field in Document Template you can no longer remove that field, meaning if you make small mistakes you are stuck with a lot of extra fields. The text capabilities is also very minimum and lacking for any basic documents created with this tool, I work for a corporate mid size company, our letters need to look professional and thats hard to do with limited fonts and abilities to make indentations like you can on word (Cant show the whole example) I would like to see way more tools so that letters being sent out can look nice. You cant put multiple text on one line for instance to the right and left, same with images needs to be all on separate lines.We also lost the ability to have signers use the approve or decline button, for some reason you can only have them sign the document, before this wasnt and issue. When you use the letter as the owner of the letter, you are able to look at a side by side comparison of the textbox's you are imputing on the left and the letter on the right, however for some reason when you share the letter (IE Put it in a shared folders for others to use) they do not have this ability and it shows on two different screens. Like shown below :There is also a naming issue where you need to download the zip, rename the downloaded file on docusign, then upload the new one because it pulls the file name from the json file not the zip file - hence me trying to name it potato and still getting an error - you should have the option to name the new upload to avoid this whole mess The more I look the more bugs/issues I find, there needs to be a lot of improvement to this features capabilities, I understand its a new product and I am sure more is to come but here are just common issues I found.

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Forum|Forum|3 days ago

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Sharath ReddyNew Voice

How can I automate the transfer of envelope Ownership when it created from one particular TemplateParked

Hey Guys, Is there anyway to implement the automatic ownership transfer when envelope is created by using one specific Template and not sharing the envelope created from Different template. Note: I have used Custody transfer rules but it transfers all envelopes. Thanks,Sharath Reddy

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Forum|Forum|3 days ago

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SybsyncNew Voice

Why not create a model that allow users to purchase ENVELOP?Idea Submitted

Dear DocuSign Team,I hope this message finds you well.I would like to suggest that DocuSign consider a business continuity strategy that enables users to purchase envelopes on a pay-as-you-go basis according to their needs. For instance, a new user might start with 4 free envelopes for trial purposes, after which they could purchase additional envelopes as required, rather than being tied to a recurring monthly subscription.This model could be especially valuable for startups and small businesses in emerging markets, who may not have consistent usage levels but still wish to leverage your excellent platform. A flexible purchase option could help broaden adoption and prevent potential users from being discouraged by rigid subscription models.In addition, I would like to highlight an area of potential improvement: application performance. The app sometimes experiences lag and even stops functioning when internet speeds are below 20Mbps. Optimizing performance for lower bandwidth environments could significantly improve user experience, especially in regions with less stable internet connectivity.Thank you for considering these suggestions. DocuSign is a truly powerful tool, and these enhancements could make it even more accessible and reliable for a global audience.Best regards,

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Forum|Forum|3 days ago

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yas

Set up a DocuSign Administrator account without consuming a standard licenceIdea Submitted

I am a DocuSign Administrator that logs in to create/disable users, set up permission profiles, groups, settings, etc.I do not send any documents or use any envelopes.However, according to a couple of forum posts, a user must consume a standard licence to perform any form of account or billing management.https://community.docusign.com/esignature-111/how-to-set-up-a-docusign-admin-account-without-consuming-a-standard-license-25136https://community.docusign.com/esignature-111/license-requirement-for-admins-2529This is especially an issue for small companies with very few users who needs to burn a licence just for admin purposes, or get their own existing staff member who sends a lot of envelopes to take on additional administration tasks.Our licence model means we are right on the edge of our purchased user licences and utilising any for staff that do not need to send envelopes is a waste of a licence.

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Forum|Forum|3 days ago

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tãoSofiaActive Voice

Allow admins to manage shared contacts regardless of ownershipIdea Submitted

I’d like to request that Admin users can edit contacts regardless of ownership. In big companies, contact’s updates are frequent and should not be restricted to the person that created the contact. This functionality would help a lot the contact’s management.

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Forum|Forum|3 days ago

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EClementiNew Voice

Users present in several Accounts under same email Should have a complete view of their Signed and Sent envelopes indepently of where they are logged inParked

Hi recently we went into a project to concentrate 2 Accounts into 1, to simplify the management of Docusign accounts (systems), suscriptions and users belonging o our company. After starting the project we started to create users in the new system and moving the sent envelopes from one Account to the same user (email) in the new account. We did it user by user moving their Sent envelopes.Then we realized that the tracing and history of the signed documents is lost when my account is moved to the new acount. I still can see my sent envelopes in the new account and I can still seee them in reports, but the people that signed them in the previous account (SIGNERS), in the new account they just can’t see them any more, not even in reports. Since Envelopes are unique, they don’t disappear, It would be consider a natural behaviour if after loging in into any account, I could still see all the envelopes where I had participated, independently if they are sent or signed envelopes.Regards

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Forum|Forum|3 days ago

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dagarrityspsNewcomer

Open Closed Account Envelops from Shared UsersIdea Submitted

When an account is closed, and the envelopes are shared with another user, the other user cannot access the envelopes unless the account is re-opened. Since not all organizations have the ability to access transfer of envelopes, this should be allowed for management of enevelopes on offboarded accounts.

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Forum|Forum|3 days ago

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InterfimoNewcomer

Product enhancement request for text fields : block copy/paste for compliance reasonsIdea Submitted

For compliance reasons, we, along with other Crédit Agricole entities, need to ensure that the content of the text field entered by the signatory is actually typed and not copied/pasted. In the text field settings section, we would like to be able to add a checkbox to prevent copy-pasting within this text field. Indeed, in case of a litigation on loan guaranties, we need to prove that the signatory typed the text and not copied/pasted a text they received by email or Word. The associated business risk is very significant for us.

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Forum|Forum|3 days ago

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mkoziejaNewcomer

Simplify Identity verification in Poland with mObywatelIdea Submitted

Hello everyone. Today I needed to sign the document using Docusign and I was disappointed that I couldn’t use any of my government trusted profiles and needed to scan my documents. I’ve talked with colleagues at work and they also expressed dissatisfaction with the current process. We are used to more convenient methods of identity verification.I think that it would be much simpler proces for you and final users if Docusign supported identity verification via trusted platforms such as mObywatel in Poland.https://info.mobywatel.gov.pl/dla-instytucji

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Forum|Forum|3 days ago

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javierHereNewcomer

Bring back Failure tab in DocuSign Connect.Idea Submitted

With regards to DocuSign Connect. Recently the Failure tab has been removed. Therefore we are not able to delete failed DocuSign Events. Can you please re-estate this functionality.The deleting of failed events for a DocuSign Connection was very useful. Let me explain. Let's assume an integration with ServiceNow. Using DocuSign Connect, if the ServiceNOw Service Account password is updated, then the connection stops working and the failure events show on the DocuSign Connection. I tell customers that the event failures should always be zero. If it's not zero then their is a problem. We normally would reset the password.. update the password in DocuSign Connect and purge the failed events.Again it will show zero failure events and all is well.Since we cannot delete the failed events it makes it more difficult to manage the connection. Any chance they bring that feature back.

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Forum|Forum|4 days ago

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Josefina OSNewcomer

Document replacement should always be notifiedIdea Submitted

I have noticed that when a correction is made in an unsigned envelope, even if the recipient has already open the document, as long as he/she has not signed, they will not receive a notification that the document has been replaced. This is dangerous, you could download the Document to proof read it and in the meantime it can be changed. As long as you don’t look into the logs again before signing you will not know.

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Forum|Forum|4 days ago

Barry.LanneauNewcomer

Date Signed Format Change for One, but Not AllIdea Submitted

We know it is possible to change the date format in Admin Signing Settings from M/DD/YYYY to DD-MMM-YYYY site-wide and Regional Settings only affect date formatting while an individual navigates DocuSign. We have cases where we would like to change the envelope’s Date Signed field format to DD-MMM-YYYY without impacting the default format for other templates and envelopes.Idea #1 - Add the date formatting drop-down list seen in the Admin Signing Settings to the Date Signed field’s Formatting options alongside font, color and size that a sender or template creator can choose. Idea #2 - Allow Validation rules when Date Signed field type is selected on a document custom field. The option exists for Text field types, but is removed when Date Signed is selected.

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Forum|Forum|4 days ago

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TYKSWNewcomer

Automatic Password Protection for Completed DocumentsIdea Submitted

Hi, Currently, completed DocuSign documents are returned to us without password protection. To secure the documents before sending them off to providers we have to manually “print to PDF” and re-save them with a password. This is very time consuming and adds unnecessary manual steps to the process.Ideally, it would be very helpful if completed DocuSign documents could automatically be password protected using the same password entered when setting up the envelope (access code).This functionality already exists in Adobe Sign, and implementing something similar in DocuSign would significantly improve efficiency and document security.Thanks :)

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Forum|Forum|4 days ago

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GtheBNewcomer

Improve Search of envelopesIdea Submitted

It’s not clear what content of an envelope is indexed. I would like to wish that even the DocuSign documents are indexed and e.g. PDF/word content can be searched. Currently the search is for me quite useless as I don’t change autogenerated subject of an envelope when adding a document. It seems to me that also the more relevant content of the message is also ignored.

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Forum|Forum|4 days ago