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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 tracking the progress of your favorite suggestions within the Docusign community. What is Docusign Community Ideas? Docusign Community Ideas is your space to share and support innovations that can improve your Docusign experience. Your inputs help shape the future of Docusign. How to access and engage with existing ideasTo start engaging, head over to the Ideas tab on the Docusign Community. You can search, support with comments or upvotes, and contribute to new ideas in the Docusign Community. Here’s how:1. Log in: Anyone can view ideas, even if you aren’t logged in. However, if you want to post, upvote, or comment on ideas you must be logged into the Docusign Community. If it’s your first time visiting the Community, check out the Get Started guide with instructions on how to log in.  2. Find Ideas: Search to see if your idea has already been suggested. Browse by category tags to discover ideas related to topics you’re interested in. 3. Show your support: Upvote ideas you like or want implemented: You can upvote as many ideas as you like but can only upvote once per idea.   You can remove your upvote at any time. Upvotes help us track the most popular suggestions. Comment on ideas to share feedback, suggest improvements, or add use cases.  How to submit a new ideaFollow these steps to submit your idea to the Docusign Community:1. Log in: Make sure you're logged into your account before submitting an idea.2. Create your idea: Select Create an Idea to start your submission.3. Fill in the details: Title: Add a clear, concise title that summarizes your idea. Description: Write a clear description that communicates why this idea will drive impact: Be specific and avoid vague terms. Instead of saying, "It would be nice if it worked better," say something like, "The current process for X is slow, and this feature would automate that step, saving 30 minutes per day." Focus on the value: What benefit does this idea bring to you and other customers? Keep it actionable: Ensure your description gives enough context for Docusign teams to understand the need and solution. We recommend answering these questions in your description: What problem does this solve? Explain the challenge or pain point you're experiencing. Who will benefit? Specify the target users or teams (e.g., admins, end users, partners, developers). What impact will this have? Describe how it will improve processes, productivity, or overall experience. Add visuals: Attach screenshots, examples, or use cases to help illustrate your idea. Select tags: Choose the relevant product area and tags for your idea. 4. Submit your idea: Once you’ve completed writing your idea, select Submit. Note: Only Community moderators or administrators can edit your idea after submission. How to track the status of an ideaEach idea is assigned a status to show its progress:Idea Submitted: The default status for all ideas. When ideas are at this status, you are encouraged to upvote an idea or comment on it with your inputs to help the idea move into review. Under Review: The idea is being evaluated by Docusign. Planned: The idea has been selected for teams to begin developing.  In beta: The idea is available for early access and testing Parked: The idea is viable, but is not currently considered at this time. Delivered: The idea is implemented and live. Existing functionality: The idea can be solved within the set of capabilities and platform services that exist today. Duplicate: The idea was a duplication and merged with existing Idea. You can subscribe to your idea or other people’s submitted ideas to get updates on an idea’s progress. While we can’t guarantee that every idea will be implemented, or implemented exactly as worded, we appreciate your input in making Docusign better for everyone. Thanks for your ideas! Your feedback is invaluable, and by engaging with Ideas—whether it’s upvoting, commenting, or submitting your own suggestions—you play a vital role in making Docusign better for everyone.We can’t wait to see what you come up with! Thanks for being part of the innovation process

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 your feedback and working on a consistent response process. We promise we are listening and sharing this feedback with the right people. While we don’t have an exact timeline for status updates just yet, we’ll share an update as soon as we can.Thanks for your continued input and patience. Please keep the great ideas coming!Also: if you’re wondering what’s up next on the Docusign product roadmap, you can bookmark this link to the roadmap overview. 

    542 Ideas

    K
    Newcomer
    Kevin.KulbackiNewcomer

    Feature Request: Add an “Expired Agreements” Section to the Envelopes Sidebar NavigationIdea Submitted

    Currently, the Envelopes sidebar provides clear visibility into nearly every stage of the document lifecycle—from draft, to sent, to completed, and even Expiring Soon. However, once an agreement has officially expired, it effectively disappears from meaningful visibility. These expired agreements remain accessible only briefly, persisting in the Agreement Activity feed for as long as it takes roughly five new agreements to arrive. After that, they are no longer surfaced in any structured or discoverable way.This gap creates a significant missed opportunity for users.Expired agreements are often a valuable signal, representing prospects who were previously engaged but did not complete the signing process in time. Without a dedicated location for these agreements, users lose an important touchpoint for follow-up, analysis, and potential reengagement.Adding an “Expired Agreements” section to the Envelopes navigation would: Complete the document lifecycle representation within the platform. Every major stage—except expiration—is already accounted for. Improve user experience and workflow efficiency, ensuring expired agreements remain accessible and easy to review. Enable strategic reengagement, helping users identify and follow up with parties who demonstrated prior interest. Create continuity and clarity, especially for users handling large volumes of agreements where expiration is a meaningful status. By introducing a dedicated folder or view for expired agreements, the platform would deliver a more comprehensive lifecycle management experience and unlock a high-value resource for users looking to recover missed opportunities.

    0
    K
    Forum|Forum|16 hours ago
    B
    Newcomer
    ba audit gmbhNewcomer

    Notification settings for sendersIdea Submitted

    We usually send envelopes that are signed by several people. Whenever a person has signed, we receive an email confirmation.We would prefer to receive the confirmation email with the final document only after all signatures have been completed. This setting is not yet possible. Would it be possible to implement this in the near future? Thank you very much and best regardsConstantin Heers

    0
    B
    Forum|Forum|1 day ago
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    Newcomer
    RonsoloNewcomer

    Allow reporting on task original creation date and task assigned date to provide analytics on how long tasks are taking to be assignedIdea Submitted

    We want to know how long our workers are taking to claim a task but currently the Created Date always matches the Assigned Date, so that can’t be calculated.

    0
    R
    Forum|Forum|2 days ago
    J
    New Voice
    JoshBrownRSANew Voice

    Ungrouping all fields applied via template at onceIdea Submitted

    In some of our larger envelopes, we have 300+ pages, and maybe 30-40 signature and signed date fields applied for each of (typically) four signers. I’ve noticed that vary often, in this scenario, DocuSign becomes very slow when trying to ungroup that many fields across that many pages. But <300 pages and <30 fields typically ungroups rather quickly still.Is there anyway DocuSign could make it so all fields applied via a template could be ungrouped all at once, and quickly?While this isn’t a huge issue for us, it is a lot of wasted time for the envelope preparer of our largest documents, having to sit and wait for minutes at a time, while one field’s series of applications is ungrouped. And then multiply that by 8, and significant time is lost when trying to ungroup all the fields we need to, to be able to shift fields in such a manner that they will not cover other text on the document.Thanks,Josh

    0
    J
    Forum|Forum|2 days ago
    J
    New Voice
    JoshBrownRSANew Voice

    Comments appearance changeIdea Submitted

    When using the Add Comment feature when signing an envelope in DocuSign, I think it would be great if we could call more attention to Comment that have been posted by the following:When the email with the full text of the comment is sent, clicking the “View” link button takes you directly to the comment, not the first page of the packet. Our comments are likely going to be somewhere within 100 pages or more, it would be nice not to have to hunt for the comment(s). If a comment is added to a page, making it pop/standout via changing the appearance of the thumbnail of the page it appears on might be helpful. Such as highlighting the thumbnail border a bright color, or using some kind of colored flag in the top right or left hand corner of the thumbnail image. The dull blue color the comment “bubble”/”dot” appears on the page once it has been posted actually matches a common color used in our documents we create envelopes for. If the user could alter the color to be a range of different colors, I think that would help the comment be easier to find. Also, the shape of the comment, and possibly having the comment appear on the page, not off past the far right border of the page, would all be nice options to give users.These are my three best suggestions at the moment for how to make comments more user friendly. I think they would be good ideas for DocuSign to at least consider making available to users in the future.Thanks,Josh

    0
    J
    Forum|Forum|2 days ago
    S
    Newcomer
    ShaunaNewcomer

    IDNow Envelope FailingIdea Submitted

    IDNow verification issues - no other individual is trying to sign document/has document open but cannot execute.Having signing orders is not an option for us - there needs to be a resolution to this limitation of the system. Facts on one occasion: Director tried to access the envelope and authenticate. However, they failed the authentication due to a poor internet connection, and before they resolved the issue, another signer tried to authenticateDue to the limitation, the envelope has been broken. This means that the signer will no longer be able to authenticate using an IDnow QES. There are already recipients who have signed the envelope. However, if all the signers required to sign with the IDnow QES in the envelope, the envelope needs to be voided and recreated. This causes huge delays and is really frustrating for our board of directors.

    0
    S
    Forum|Forum|2 days ago
    L
    Newcomer
    lmissagliaNewcomer

    Allow Organization Admins to Set Delegated SignersIdea Submitted

    We have encountered an issue where an employee was unexpectedly out on leave and no delegated signer was assigned.One particular template had as a recipient this employee & the recipient settings were set as “sender can’t edit or delete the recipient”. This obviously caused some issues where the documents could not move forward, although our HR team had designated a delegate for all duties while this employee was out.The idea would be to allow only organization admins to be able to set delegations on behalf of customers given the use case mentioned above.

    0
    L
    Forum|Forum|3 days ago
    V
    Newcomer
    venkateshsridharNewcomer

    Ability to Add Stamp Tabs via Power AutomateIdea Submitted

    I have discovered that there is no possibility of adding a Stamp tab using the Add Tab to a recipient on an envelope action in Power Automate - this is such a critical feature for majority of organizations in the Middle East, Africa and Asia region and it just seems such a massive oversight to not have this supported in this action.

    0
    V
    Forum|Forum|3 days ago
    A
    Newcomer
    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. 

    0
    A
    Forum|Forum|3 days ago
    N
    Newcomer
    nickswinburneNewcomer

    Change the 2nd default color of the signing / initial blockDuplicate

    When adding a 2nd signer, I find the color of the 1st signing block (light blue) is very similar to the 2nd color of the 2nd signing block (light aqua). Can this be changed??  It is mind numbing that a professional signing platform would use 2 colors that are so similar. Trying to backtrack through a document to figure out if I’ve double dragged the same initial block or the 2nd signer shouldn’t be this difficult…Use a DIFFERENT color; orange, purple, red … whatever… it’s a line of code. Option 2: allow the admin to choose the signer block color. 

    1
    M
    Forum|Forum|4 days ago
    M
    Respected Advisor
    mr1Respected Advisor

    Ability to control the color schemeIdea Submitted

    It would be great if the user was able to control the color scheme - especially the tags when designating signers. The pastel colors are nice… but they are not as easy to differentiate as the bolder colors they replaced. Also the ‘pink and blue’ scheme is not very professional.thank you,mr1

    34
    M
    Forum|Forum|4 days ago
    C
    New Voice
    CalNew Voice

    Select all option in Agreements tabsIdea Submitted

    Add an option to “select all” in the Agreements tab when viewing envelopes in Inbox, Sent, Completed, Action Required, etc.I use the Export as CSV function to check the status of individual envelopes within a Bulk send. Currently, I need to select each envelope individually in order to export them, which is tedious and time consuming.

    0
    C
    Forum|Forum|5 days ago
    C
    New Voice
    CalNew Voice

    Ensure attachments added during collaborative field review are reviewed by all signersIdea Submitted

    Currently, when an agreement has collaborative fields, if a change is made to a collaborative field, it goes back in the signing order for previous signers to review. If the previous signer makes another change, the agreement is sent to any signers who had already signed the document before the change was made.This behavior works except if the only change that is made is uploading an attachment. In that case, the agreement is not sent to anyone else who had previously signed the document before the attachment was added.This means that an agreement can appear to be reviewed and signed by all parties, when in fact attachments have been added that some signers never saw and never approved. This can result in an erroneous agreement being Completed and becoming binding.Docusign should correct this issue so that if any change is made within an envelope, previous signers have the opportunity to review and sign off on those changes. 

    0
    C
    Forum|Forum|5 days ago
    M
    Newcomer
    mk1Newcomer

    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. 

    1
    Jenn.Park
    Forum|Forum|5 days ago
    P
    Newcomer
    pelenbaumNewcomer

    Repeat Fields on all pagesIdea Submitted

    Please create an option to copy a field (example: Initials on every page) to all pages. Another platform has a simple right-click “copy field on every page” feature. 

    0
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    Forum|Forum|8 days ago
    M
    New Voice
    Michael.HoffmanNew Voice

    Docusign Login Permission Set in Salesforce (DAL)Idea Submitted

    Currently you cannot use the Docusign Login permission set in a permission set group. It would be very helpful for that to be possible.Docusign Login permission set: Allows users to authorize DocuSign Apps Launcher and auto-assign permission sets corresponding to existing DocuSign user permissions. 

    0
    M
    Forum|Forum|8 days ago
    K
    New Voice
    knaymieNew Voice

    Certificate of Completion email notification exceptions for TemplateIdea Submitted

    to have the ability for a specific template to send the CoC,  when the Admin settings is disabled to attach CoC for Email delivery.  Like an override,  so only temmplate recipients can receive the Coc  and have the Admin setting set to none The reason is we have some use cases where the CoC is needed for compliance where other use-cases,  like general sending,  we do not need the CoC attached to an email 

    0
    K
    Forum|Forum|9 days ago
    A
    New Voice
    AJeffcoatNew Voice

    Auto Update Contact ListIdea Submitted

    When an e-mail address, name, etc is entered incorrectly and you correct it from the Agreement page, it’s does not automatically correct in the contacts.  You have to manually change it, or it will continue to send to the wrong email address, misspelled name each time.  If you correct something from the Agreement page that is related to contact information, then it would automatically update your contact list for future agreements.

    1
    M
    Forum|Forum|9 days ago
    J
    New Voice
    jay95New Voice

    Purge Email Notification ConsolidationIdea Submitted

    There should be a setting that only sends one email notification with a list of envelopes that are to be purged on a specific date versus receiving a purge email for each envelope that is to be purged. Email inboxes get flooded with purge notifications after an initiated bulk send results in the email server auto-blocking the email address Docusign uses to send automated emails because of the large volume of purge emails it sends.

    0
    J
    Forum|Forum|9 days ago
    R
    Newcomer
    rradharapuNewcomer

    Enable “Autogenerate Access Code” option for EU Advanced signature typeIdea Submitted

    Currently, the “Autogenerate” button for Access Code is available only for the recipient types Receives a Copy and Needs to Sign. For the EU Advanced signature type, the Access Code must be entered manually, as no autogeneration option is provided.We request the addition of the “Autogenerate” button for the EU Advanced signature type, functioning the same way as for other recipient types — allowing users either to manually enter or automatically generate a random access code, with the option to modify it afterwards. Business rationale:This enhancement would ensure consistent behavior across all signature types, reduce manual input errors, and streamline envelope preparation for workflows using EU Advanced authentication. It will as well make the life of users easier as they don’t need to create the code from scratch for EU AES 

    1
    M
    Forum|Forum|9 days ago
    neethujkp
    Frequent Contributor
    neethujkpFrequent Contributor

    Bulk Correction featureDuplicate

    Can we have a solution to bulk correct envelopes. We have 1000s of envelopes where the signer was Mr.X and he left the company. Delegation is also not possible as his email is not active. Now its difficult to correct these envelopes one by one. Is there a solution?

    2
    J
    Forum|Forum|10 days ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    batch correct for bulk sendIdea Submitted

    our customers have a need for batch sending. For example, if 10,000 envelopes are sent in a day and remain unsigned for two months, they want an automatic update to reassign these unsigned envelopes to the next batch of users. This would prevent the envelopes from expiring and going to waste.

    3
    J
    Forum|Forum|10 days ago
    K
    Newcomer
    KieraMearsNewcomer

    Share Specific Envelopes with GroupDuplicate

    My company needs a way to share specific envelopes with a team, for example when collaborating on a matter.They want the rest of the team working on a specific matter (deal) to be able to see all envelopes sent in relation to that matter, and the status of each.This isn’t possible currently, and DocuSign Support suggested I raise an Idea. Here I am!

    2
    J
    Forum|Forum|10 days ago
    A
    Conversation Starter
    AScottConversation Starter

    Shared Access- groupsIdea Submitted

    In our environment we have teams of people that closely work together.  They all need shared access to each others envelopes, but also need to quickly be able to handle envelopes for people not on the team. i  It would be great to be able to assign shared access to a group instead of having to enable it for each individual in the team.  This would also save lots of time when onboarding and offboarding people to the team as well.

    1
    J
    Forum|Forum|10 days ago
    P
    Active Voice
    Peter CooperActive Voice

    Shared envelope access enhancementsDuplicate

    Shared envelope access is time consuming for administration: We can add/remove shared access on an individual user, we would like to be able to upload changes in one step.There is no current easy way to get a list/report of all of the user accounts that have shared envelope access and what type of access they have Allow to Manage on behalf of Allow to Edit on behalf of Allow to send on behalf of  Could an admin report be made available to export a list of accounts that have share envelope access? Could an improvement allow a list of people to added and removed for share access? 

    2
    J
    Forum|Forum|10 days ago

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