Back to Docusign.com
Please create an Add Note button in the Overview tab of an Agreement Desk Request. We need the ability to add general notes/status updates and have them appear in the Activity Feed. These notes don’t require action by or notice to specific people so the Send Message does not apply. Being required to Send Message to add a general note to the Activity Feed creates unnecessary steps, 1) drafting an email to yourself or shared mailbox, 2) opening and deleting the email from your inbox, and 3) clutters up the Activity Feed - when all we want to do is enter short notes providing updates. We have the ability to do this in our current tool so this feels like a step backward for us. This is another lacking feature that we did not see in a demo and did not have access to a sandbox to test prior to purchase.
ia the Send Message button.