Ideas

Laurie.LeeNewcomer

When you have a system glitch, outage, or dysfunction of any kind, create an alert that would go out universally to adminsIdea Submitted

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.

Forum|Forum|1 hour ago

Lara MooreNewcomer

Enable Send Later (Scheduled Sending) when using Shared Access with Send permissionIdea Submitted

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.

Forum|Forum|8 hours ago

Tijana BozicNewcomer

Feature Request – Default Copy Recipient at Account LevelIdea Submitted

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!

Forum|Forum|13 hours ago

maiNew Voice

【IAM】【契約期限管理】Upcoming renewalsのcsvにセットを反映Idea Submitted

契約の期限管理として、Upcoming renewalsのcsvから、各部署へのヒアリングシートを作成しようと考えています。csvにあるsetの列が空欄というのがデフォルトのようですが、ここにセットのID？を反映していただけると、ヒアリングシートを作成する際に、どこの部署が管轄している契約なのか、把握ができます。逆にここが空欄だと、向こう12か月（適宜設定）に通知がくるすべての契約書がcsvに反映されてしまい、せっかくのセット機能が有効活用されていないように思います。

Forum|Forum|15 hours ago

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PslimNew Voice

Agreement Manager - Use Folder-Level Path as Categorization Metadata on Bulk UploadIdea Submitted

When bulk uploading agreements into Agreement Manager, categorization currently relies on AI content analysis after ingest, or manual assignment to agreement types/categories/sets. There's no way to leverage the folder structure of the files being uploaded (e.g., from a mapped drive or cloud storage) as a source of categorization metadata.Many organizations already store historical agreements in a meaningful folder hierarchy, such as:/Sales/MSAs/2026//Procurement/Vendor Agreements/2026/Today, this structure is lost on upload — every file lands in Agreement Manager as an individual record, categorized only by what the AI infers from the document content, or by tags applied manually afterward.Request: When uploading a folder (or nested folders) of agreements, allow the folder path to be captured and mapped to categorization fields, for example:Auto-populate or suggest an agreement type, category, department, or custom field based on the folder name(s) in the path Let admins define a mapping between folder structure and metadata fields before or during upload (e.g., top-level folder → Department, second-level folder → Agreement Type) Preserve the original folder path as a searchable attribute on the agreement record, even if the user doesn't set up a mappingWhy it matters: Migrating agreements from network drives, SharePoint, or other DMS tools into Agreement Manager means re-doing categorization work that already exists in the folder structure. Using folder-level information would speed up migration, reduce manual tagging, and give AI categorization a stronger starting signal instead of relying on content inference alone.

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Forum|Forum|22 hours ago

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NeodymeNew Voice

Fix alignment of text, date and signature fieldsParked

The way I placed the text and signature date field in this form is the ideal placement for the bottom of the text to be aligned. The only way to verify that this is where the final result is going to line up, is to switch into preview mode and check what the document will look like once signed. It’s not possible to line up the text and signature date fields intuitively and trust that the contents will line up. The preview displayed while placing the fields with placeholders should be the exact same as what is shown in the final document. It’s incredibly tedious to get the placement right if you want the documents to look professional.

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Forum|Forum|1 day ago

TishMNewcomer

Feature Request: Adjustable Date/Time Field Sizing for Better Document CompatibilityDuplicate

Hello, we’ve been struggling with customer signatures overlapping the date/time field with one of our third-party vendors for our new account opening. Our third-party vendor has had to change their documents several times to accommodate for this and it seems like just when we have it working the way we want it to, an update or something changes and the box gets moved. I’ve work with DocuSign support, and they’ve confirmed that the date signed field cannot be adjusted as it automatically fills and will resize to fit the content. This also causes issues because customer signatures are all different sizes. It would be nice if this field was adjustable or font size was adjustable for the date/time to help it be more flexible when being used with third party applications. DocuSign support suggested I post on the community for evaluation for a possible feature update. Thanks for considering!

Forum|Forum|1 day ago

LLealNewcomer

How Does DocuSign Still Not Have a "Select All" Button for Contacts?Idea Submitted

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.

Forum|Forum|2 days ago

MattLNewcomer

Update "Select your verification method" Physical ID languageIdea Submitted

At some point the language used to describe the “Physical ID” verification option changed to “Verify by taking a photo of your ID and a selfie” even if only the ID is required. Speaking with Support, I was informed “ the "selfie" word was included there by default, so we won't be able to remove that specific word for the verification setup in your account.” This is baffling. We’re losing clients because they have no interest in providing a selfie. Please update this language or allow us to update it on our own. Edit: It also now gives “Clear” as an option even though that is not selected as an option in Identity Verification Accepted IDs.

Forum|Forum|2 days ago

ThomasHConversation Starter

Improve Signing Group inclusion in Power Automate FlowsIdea Submitted

Are you a DocuSign heavy user or maybe just a bit lazy/annoyed to download envelopes after signing them? Wouldn’t it be convenient to retrieve signed envelopes in real-time or on a fixed schedule? Maybe not just downloaded into one folder but following a defined routine to be stored at the right places?😱 *mind blown* right?!So here is the pitch: Include Signing Groups in more Power Automate Actions and Triggers to increase the potential for more automated flows.Currently Signing Groups are only supported in a handful of Power Automate actions:Add recipient to an envelopeUpdate recipient on an envelopeCreate envelope using template with recipients and tabsCreate envelope using composite templatesRefer also to: Help needed to automate DocuSign pdf download via Power Automate | Community

Docusign error messages can be very confusing for ordinary users (not professional developers). It would be helpful to be able to use a Docusign diagnostic AI to identify exactly where the issue is occurring when you get a “generic” error message.For example, this message tells me something is wrong but it doesn’t tell me exactly what fields are resulting in the error, which makes correcting the issue a very challenging process.I went through and made sure all the fields were used the same locale indicator(s) and the issue still occurs and I don’t know why.

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Forum|Forum|7 days ago

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GreenLantern22New Voice

Feature request: reopen a completed envelope for correctionIdea Submitted

We have some complex/long forms and occasionally the signer will provide an incomplete/wrong answer to some questions.Rather that void and request them to complete a blank form again - we’d like to be able to reopen and send the form back (with all their existing answers) for them to make the required correction, resign and return.

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Forum|Forum|7 days ago

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claudia sallustioTroubleshooter

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLYIdea Submitted

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLY. I WOULD ALSO INCLUDE THE NEED FOR TAGS. REPORTING IS ALSO VERY LIMITED. I CANT SORT BY FOLDER WHICH IS THE ONLY WAY I CAN TRY TO KEEP A TRACK OF WHICH AGREEMENTS I HAVE ALREADY DOWNLOADED.

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Ivana ForestierNewcomer

filters in reportsDuplicate

Allow filtering as in Excel using the “contains” filter.Select multiple filters: for example, display all contracts that start in June and May, not just one of the two, to avoid having to create two reports.

Malik PressNewcomer

Docusign Part 11 Signing Reason AssignmentIdea Submitted

Current ChallengeWhen signing Part 11 envelopes, signers must select a "Signing Reason" for every signature applied. Currently, the dropdown menu to select a Signing Reason displays all Signing Reasons defined for the selected system language. By default, Docusign Part 11 provides three Signing Reasons (Author, Reviewed, Approve). Through the "Signing Resource File" of a specific Brand, an Admin can modify these or add custom reasons. However, for GMP documents, there is a fixed hierarchy of required signatures: 1. Author signatures, then 2. Reviewer signatures, finally 3. Approver signatures (Approver signatures are mandatory for every GMP document; Necessity of Author/Reviewer signatures vary by GMP document). Consequently, when we create a Part 11 envelope, the selection and order of signers are based on these requirements. Each signer is assigned a fixed role (Author, Reviewer, or Approver), which dictates exactly which Signing Reason they must select. Currently, we assign these roles visually at document creation via a signature table within the document itself (columns: Role, Name/Function, Signature). We explicitly enter "Author," "Reviewer," or "Approver" in the role column of each signer row. Signers are trained to check this column and then manually select the matching Signing Reason in Docusign. Pain PointsUnfortunately, deviations frequently occur. Despite training and support materials, signers often select a Signing Reason that does not match their assigned role. When this happens, the entire Part 11 envelope must be voided, re-created, and re-sent for signatures. Additionally, I noticed that when adding custom Signing Reasons via the Signing Resource File, they must be added manually for all languages. Otherwise, the custom reasons do not appear if a signer uses a different system language. Proposed Solutions (User Stories)To improve the "First-Time-Right" rate for signers and reduce the administrative burden of managing Signing Reasons, I have defined the following requirements: High PriorityHP1: As an Admin, I want to create, update, and delete Signing Reasons in a dedicated Admin Setting Section, so that they are available for all Part 11 envelopes regardless of the selected Brand.HP2: As an Admin, I want to define a Default Label for each Signing Reason, so that the reason is displayed to all signers even if a specific translation is missing.HP3: As an Admin, I want to define labels for all available system languages for each Signing Reason, so that they appear correctly in the signer's selected system language.HP4: As a Sender, I want to select/restrict the specific Signing Reasons available to a signer when creating a Part 11 envelope, ensuring the signer cannot accidentally select an incorrect reason. Low PriorityLP1: As an Admin, I want to create, update, and delete "Signing Roles" in a dedicated Admin Setting Section.LP2: As an Admin, I want to assign one or more Signing Reasons to a specific Signing Role.LP3 (Alternative to HP4): As a Sender, I want to assign a "Signing Role" to a signer when creating an envelope. This would restrict the dropdown menu to only show the Signing Reasons assigned to that role, ensuring the signer cannot accidentally select an incorrect reason.

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ErveNewcomer

Define brand ID via API for multitemplate useIdea Submitted

Connected to our CRM, we are calling Docusign to generate envelopes based on some templates. As we have many brands, we standardized the documents in order to use global template on which we would like to set brand when generating envelope via API.Unfortunately, APIs don’t have any brand id parameter that we can set to generate envelopes with the correct brand, and working with 100 different templates is not possible when it comes to maintenance and update.Is it possible to add the brandid as parameter when calling for a templated envelope generation? Regards

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