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Existing Functionality

Navigator / Ability to remove Fields from Agreement Types

Categories:Agreement Manager
  • June 17, 2025
  • 2 replies
  • 35 views

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Some of the pre-configured Agreement Types have Fields that are not utilized by our business, and we’d like to eliminate those specific fields to create a more efficient workflow when reviewing data for each specific Agreement Type. Also, if you mistakenly select a Field for a custom Agreement Type, you have no option of removing it later, if not truly utilized. Also having the option to change the category of where a Field is placed (specific category: “General,” “Renewal,” “Other”) would also help when streamline workflow when reviewing agreements. 

 

 

2 replies

Raileen.Del
Docusign Employee
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  • Docusign Employee
  • January 21, 2026

Hi ​@melwel ! 

Thanks so much for your idea. After review, we found that this request can be accomplished using existing features within Docusign.

You can get more details on that in this thread: Navigator - Is there a way to remove custom agreement type?

@Ma.Cubio has a great answer here - please give it a try and let us know if that resolves your issue. Thanks again!


Raileen.Del
Docusign Employee
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  • Docusign Employee
  • January 21, 2026
Idea SubmittedExisting Functionality