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Navigator / Addition of 'Agreement Set' to Customized Column options & Ability to Save personalized Customized Column setup

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

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Would like to see a column added to the Customized Columns for ‘Agreement Set’ displaying what set(s) each agreement is assigned to. When reviewing the dashboard if assures that you have assigned each agreement to a set(s) for expiration and/or renewal notification, assuring no agreement notification for targeted functional groups is missed. There is currently no option to filter, at least that I’m aware of, that would reflect that an agreement has not been assigned to an ‘Agreement Set.’ 

 

 Ability to Save Customized Column setup for Agreement Manager - (formerly Navigator) dashboard display. It appears that once you move around the Customized Columns below and put in the order, toggle on for which Fields you want to be seen in your Agreement Manager - (formerly Navigator) dashboard; the setting do not save upon your next login the next day. Creating the need to reset your column settings each time, causing a delay. 

 

 

2 replies

paige.rossi
Docusign Employee
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  • Docusign Employee
  • March 11, 2026

@melwel , we’re thrilled to share that this idea has been delivered! Now when you go to customize your columns, you should see the option to display “Sets.”

Thank you for your feedback—it played a big role in shaping this feature.

 


paige.rossi
Docusign Employee
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  • Docusign Employee
  • March 11, 2026
Idea SubmittedDelivered