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.
At this time, admins must review two different reports to see authentication used for legacy and modern authentication. It would be more efficient to have a single report showing all envelopes sent and the authentication method used in the envelope. The two reports are the Envelope Authentication Report and the Application Identity Verification Report.We are limited by Salesforce integration having only legacy authentication available through Nintex, so we have to monitor both reports. We are also limited by the 24hour skip authentication setting only being available for legacy authentication methods, so we have our wire teams on legacy so that we don’t stop production in a time sensitive business function. Our ideal state would be to use only modern authentication, but we need proper reporting to monitor all authentication methods in use.
Once requestor submit the request in DocuSign and if any approver/stakeholder deny the request then requestor must have correct feature to resubmit the same document.Current - Once Task is declined there is no option to resubmit the same request, every time new request needs to be submitted.
I opened a support ticket with Docusign and they suggested I create an idea for a custody envelope transfer for an inactive sender account (employee left the company etc). If I inactivate a sender, I used the custody search and am not able to locate the inactive users when I search by email or by name. I know the user has envelopes from 6 months ago because I was able to search on a date range, but this is difficult to transfer all of them at once. So the work around they suggested is not inactivating the user until the envelopes are transferred. I am not fond of keeping accounts active until the transfer can be completed.
Currently, in Docusign Workflow Builder (formerly Maestro), there is no way to directly access or use the workflow initiator (sender) details — such as name, email address, or user ID — within the workflow logic or subsequent steps.This enhancement would allow workflows to dynamically reference the initiator’s information without requiring an API start or additional manual input.Example use cases: Display or store the sender’s name and email in downstream workflow steps. Use the initiator’s details in conditions, notifications, or audit logs. Simplify workflow design when the workflow is started manually by a user (not via API).
When our team is countersigning a lease (the tenant) has already signed the lease. It would be helpful if we were able to rotate the lease should it need to be adjusted.
I just ran into the fact that DocuSign doesn’t have the ability to rotate fields. This would be extremely useful for me in getting architectural documents signed, where information is often laid out sideways as well as vertically. Honestly, this is such a basic feature it’s crazy to me that DocuSign doesn’t have it, especially for a system that costs as much as it does. Please add!
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.





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