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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...

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 you...

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    1017 Ideas

    Hengfeng Ge
    Hero
    Hengfeng GeHero

    about validate whether the sender drag one or more signatures for every signerExisting Functionality

    Hello Ideas team,We advice all of our customer migrate to new send view as this document told:https://www.docusign.com/blog/developers/esignature-rest-api-embedded-correct-view-updated?msockid=13eac2ad5d496fc10dc3d62c5c416ee9and also can find the document:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createsender/we find the setting as below:{ "returnUrl": "<url>", // URL required "viewAccess": "envelope", // required "settings": { "startingScreen": "Prepare", // (default) or "Tagger" "sendButtonAction": "send", // (default), "redirect" "showBackButton": "true", // (default), "false" "backButtonAction": "previousPage", // (default), "redirect" "showHeaderActions": "true", // (default), "false" "showDiscardAction": "true", // (default), "false" "lockToken": token_value, "recipientSettings": { "showEditRecipients": "true", // (default), "false" "showContactsList": "true" // (default), "false" }, "documentSettings": { "showEditDocuments": "true", // (def,ault), "false" "showEditDocumentVisibility": "true" // (default), "false" "showEditPages": "true", // (default), "false" }, "taggerSettings": { "paletteSections": "default", // (default), "none", "custom" "paletteDefault": "custom" // "merge", "notary", "seals", // "smartContracts", "annotations", // "smartSections" } } }}Now the customer want add validate parameter for send button. We can define paramter for signature in the setting, so it will check whether the sender have drag signture for every signer before send. sometime the sender forget drag signature for other signer except the first one. if the sender not drag, will throw the error that he need to drag the signature for which signer.  FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries🔗 Connect with me on LinkedIn: https://www.linkedin.com/in/gehengfeng/ 

    2
    Raileen.Del
    Forum|Forum|4 months ago
    M
    Active Voice
    Michael.HoffmanActive Voice

    Enhancement request for metadata to be passed between envelopes when using the Copy buttonExisting Functionality

    When you use the copy button it would be valuable to be able to see which envelope the new envelope was copied from. In my opinion, something should tie those envelopes to each other for reference. We can’t find any ties between them even via the API and metadata. It doesn’t show anything in the envelope history or certificate of completion noting that the envelope was copied (yet). 

    3
    Raileen.Del
    Forum|Forum|4 months ago
    E
    New Voice
    echesherNew Voice

    Send an envelope with high priorityIdea Submitted

    It would be great if I could send an envelope for signature/completion marked as high priority.

    0
    E
    New Voice
    Forum|Forum|4 months ago
    C
    Newcomer
    ClaudiaKNewcomer

    Info Mail to signees if correction to an envelope occurIdea Submitted

    We realized that within the correction function the sender of the envelope is able to add textfields. Even, if any signee already signed the document, this is possible. Therefore, as the signee will not be able to realize that there are any additions made to the already signed document, we would suggest, that in this case the signees will be informed about that correction by mail.  

    0
    C
    Newcomer
    Forum|Forum|4 months ago
    S
    Newcomer
    sgeedipallyNewcomer

    Request For Enhancement - Adding Recipient IP address to JSON Connect EventsIdea Submitted

    We want raise enhancement request for adding RecipientIPAddress attribute as part of JSON connect event through Webhook. Currently this attribute is as part of XML event that follow SOAP API. But we want that field to be included in the Docusign JSON event that follows REST API schema.

    0
    S
    Newcomer
    Forum|Forum|4 months ago
    T
    Newcomer
    TSCNewcomer

    Request for Enhancement – Enable Envelope Preview Without AssignmentIdea Submitted

     Hello, Based on the case below, the DocuSign case manager recommended creating an enhancement to override the code change introduced in the December 2025 release. This update disrupted our workflow because it no longer allows signers to simply preview envelopes on behalf of a signing group, as was previously possible.The proposed solution is to implement a workaround or provide a way to preview envelopes without signing or being assigned to them. Previously, our process allowed signers to preview the document for QA purposes, verify the data, and then sign once confirmed. Now, they must view, review, and reassign the envelope to someone else for a later signature, which adds unnecessary complexity.Case #: 16469134Subject: DocuSign Preview Behavior Changed – Requires Signing Before ViewingI hope others are encountering this as well.Best regards,MM  

    1
    J
    Forum|Forum|4 months ago
    H
    Conversation Starter
    HannahPayworks.caConversation Starter

    Webform Date Fields - Allow RestrictionsIdea Submitted

    We are capturing date fields on a Web Form as part of a Workflow Builder (formerly Maestro) Workflow. We are pushing the date fields collected into Salesforce. Salesforce has validation rules on some fields that will not allow dates that are in the past.This will cause the Workflow Builder (formerly Maestro) Workflow to fail upon SF Update and/or the Salesforce processing to fail.We would like to see the ability to allow restrictions on the Date field (e.g. current and future dates only)

    1
    J
    Forum|Forum|4 months ago
    A
    New Voice
    AC815New Voice

    create a way to see the original owner of a envelop AND who it was transferred toIdea Submitted

    When doing a bulk “transfer envelopes now” it would be very helpful to see who the original owner of the envelop was in addition to who they were transferred to using the Action button

    1
    J
    Forum|Forum|4 months ago
    Jake Fascia
    Active Voice
    Jake FasciaActive Voice

    Enhance Reporting to select and display specific text/tab fields from envelopes as columnsIdea Submitted

    Similar to Envelope Custom Fields and the way they show up on Envelope Reports, we would regular text/tab fields to also have the option to display on reports, as we have key identify features like ‘Loan Number’ or ‘Member Number’ we would like to include.  This should also extend to Powerforms, as we’re currently utilizing this for most of our processes, which makes ECF not an option.   

    0
    Jake Fascia
    Active Voice
    Forum|Forum|4 months ago
    M
    Newcomer
    MinTNewcomer

    Setup expiry notification based on X date and X duration of agreementIdea Submitted

    The expiry notification is setup based on expiry date only. It would be great if I can setup the notification based on date and duration of agreement. 

    0
    M
    Newcomer
    Forum|Forum|4 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    Allow per-recipient redirect URL for email signing (similar to embedded signing redirect control)Idea Submitted

    Description:Currently, redirect URLs can only be configured at the Account or Brand level through the “Destination URL” setting, or dynamically specified when generating an embedded signing view.However, for email-based signing, there is no option to define a per-recipient redirect URL when creating an envelope via API.In some business scenarios — for example, our customer needs to have external merchants sign agreements — they would like each signer to be redirected to a custom application form or confirmation page after signing.We have tried: Embedding the form link in the email body → but since the domain differs from DocuSign’s, this often triggers mail security gateways and increases the chance of messages being quarantined or blocked. Using the Brand-level Destination URL → but this applies globally across all envelopes and recipients, which is too broad and affects other workflows. Therefore, we suggest enabling the ability to specify a recipient-level redirect URL at the time of envelope creation, similar to how embedded signing supports returnUrl.Additionally, it would be very helpful if this redirect could be triggered immediately upon completion of signing, even for standard email-based flows — to provide a smoother, more seamless end-user experience.Benefits: Enables finer-grained control for different workflows or recipients; Reduces email deliverability risks by avoiding external links in the signing email body; Provides a more integrated experience between DocuSign and customer business systems.  FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟The only DocuSign Partner globally with two Certified eSignature Technical Consultants🏆 DocuSign 2025 APAC Growth  Engine Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries🔗 Connect with me on LinkedIn: https://www.linkedin.com/in/gehengfeng📬 For business inquiries, feel free to connect via :WeChat/微信: +86 1381880287WhatsApp: +65 97796938

    1
    M
    Forum|Forum|4 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    Allow customers to directly revoke SMS subscriptions online (without Support case requirement)Idea Submitted

    Title:Description:According to the current process, if an SMS subscription needs to be revoked within 7 days, customers must open a Support Case and wait for the Docusign Support team to process the request.For customers with large and growing envelope volumes, this creates several challenges: Users may accidentally subscribe SMS authentication, but they are not immediately aware of the mistake. By the time they realize it, the SMS subscription link has often expired, making recovery more difficult. Submitting a Support Case for each incorrect subscription introduces significant operational workload, slows down business processes, and reduces overall system usability. We would like to propose adding the ability for account administrators to directly revoke SMS subscriptions through the Docusign Admin Portal or via API — without requiring intervention from the Support team.Benefits of this enhancement: Dramatically improves efficiency for high-volume enterprise customers; Reduces reliance on manual Support cases and shortens the response cycle; Minimizes business disruption caused by accidental SMS subscription issues; Enhances the overall self-service capabilities of the Docusign platform. Providing an online, self-service revocation option would significantly improve the customer experience and reduce operational friction for organizations that rely heavily on SMS authentication. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟The only DocuSign Partner globally with two Certified eSignature Technical Consultants🏆 DocuSign 2025 APAC Growth  Engine Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries🔗 Connect with me on LinkedIn: https://www.linkedin.com/in/gehengfeng📬 For business inquiries, feel free to connect via :WeChat/微信: +86 1381880287WhatsApp: +65 97796938

    1
    M
    Forum|Forum|4 months ago
    J
    Active Voice
    JshearerActive Voice

    Allow users to upload "printed and signed" copy on behalf of external partyParked

    Currently, if a external party (client, prospect etc) is signing a document, they have the ability to Print and Sign which then gives them the ability to upload it back. Most never go back through that process and just email it over after its either signed through a “wet signature” or through whatever program they use internally. So our process in Docusign basically skips and we have to complete it through a separate manual process. If we had the ability to “upload signed copy” on their behalf/for them we could continue the process including all the triggers that things are complete, pulling the document in etc. This is not limited to triggering from Salesforce, but in our case, it would greatly improve usage in Salesforce rather than having 50%+ starting in Salesforce and then ending in the same ol manual way, skipping all the benefits of using the Salesforce integration in the first place (status updates, automatic attachment etc).

    2
    M
    Forum|Forum|4 months ago
    P
    New Voice
    PrashanthiNew Voice

    Adjusting height of standard/custom fieldsIdea Submitted

    Most of the document are legally approved documents and should not be edited. Requesting for a Docusign enhancement where the user can adjust the height of the standard and/or custom fields to enable developers to use fields in limited/narrow spaces without the fields overlap the document text.

    1
    M
    Forum|Forum|4 months ago
    M
    New Voice
    MMackeyNew Voice

    File Name Sort Feature in Agreement Manager - (formerly Navigator)Idea Submitted

    We desperately need a sort feature for file name (i.e. alphabetically) in the Agreement Manager - (formerly Navigator) completed contract repository. Currently the sort feature only exists for execution date but my company really needs the sort feature enabled for file name too - this would greatly enhance our ability to organize our contracts for quick access and reference. Please add this capability ASAP!!

    0
    M
    New Voice
    Forum|Forum|4 months ago
    brbaca35
    New Voice
    brbaca35New Voice

    Enhancement Request: Fax Capability with Document Visibility EnabledIdea Submitted

    When document visibility is turned on for any organization, the ability to fax envelopes is disabled.I would like to propose an enhancement that allows fax functionality to remain available when document visibility is enabled.This improvement would greatly benefit our organization by enabling us to send multiple documents in the same envelope with the document visibility selection options, and still fax envelopes as needed to support our customers.Thank you for considering this request.Brandy 

    1
    J
    Forum|Forum|4 months ago
    T
    New Voice
    tlambourneNew Voice

    Workspace emails resource fileIdea Submitted

    Currently upon sending envelopes/upload requests to a participant from a workspace the user gets an email about assigned tasks. This email is not found in the resource file so we are unable to modify it. Please allow for us to modify the email template.

    1
    T
    New Voice
    Forum|Forum|4 months ago
    L
    Newcomer
    lknobelNewcomer

    Include signer information in "completed" email confirmation to senderIdea Submitted

    I send a lot of the same templates with the same subject line but to different people. When someone views the file, I get an email “Jane Smith has viewed [FILE NAME]” but then when the signing is complete, I get an email “Your document has been completed” and then the file name.PLEASE make this confirmation email say “Jane Smith has completed [FILE NAME]” or even just “Your document has been completed” followed by a list of signers.This would save me a lot of time because I could check them off my list and log in to download the file later without having to log in every single time I get a completed email to see who it was that finished.

    0
    L
    Newcomer
    Forum|Forum|4 months ago
    K
    New Voice
    karennabeNew Voice

    Create a status called "Waiting for Others"Idea Submitted

    I would like to be able to run a report of just the items on my “Waiting for Others” page.  Right now I can run an envelope report using “sent” as the filter for status, but then quite a few of the items that are on my Waiting for Others page do not show up in the report.  Very frustrating as I would think all of those items would be considered “sent”!

    0
    K
    New Voice
    Forum|Forum|4 months ago
    S
    Conversation Starter
    sjacklinConversation Starter

    Dynamically fill webformIdea Submitted

    I would like the ability to dynamically populate fields on a web form based on other fields within the web form.As an example, I have a form that can be filled out by a representative from any school district within the county. The form has a field for the district name and fields for the district’s contact information (address, city, state, zip, phone, etc.). I would like the ability to prefill the contact information fields with conditional logic (i.e. if District name is <name> then address is <address>).According to my question HERE, this functionality can only be achieved by making a set of address fields for each district and then making only the currently selected set visible. This becomes exponentially cumbersome as the number of options in the trigger increase and the number of dependent values increases.

    1
    J
    Forum|Forum|4 months ago
    T
    New Voice
    turbo2ltrNew Voice

    Allow download of redacted copy of completed agreementIdea Submitted

    I (as well as lots of other people on this forum) have the need to collect PII in an agreement, but also need to distribute that agreement to people that do not need the PII.  We must limit who has access to the PII so It would be super helpful if you could flag fields as PII and then have an option to download a completed agreement as you normally would, but also download a copy with the PII properly redacted for privacy compliance. I wouldn’t even care if that copy watermarked “REDACTED COPY” or something like that..or even lacked the digital signature.  I need to be able to grab this redacted document via the API. 

    0
    T
    New Voice
    Forum|Forum|4 months ago
    M
    New Voice
    marylynn.thompsonNew Voice

    Data on DocuSign Envelope Volume Report and DocuSign Dashboard do not agreeIdea Submitted

    Data on DocuSign Envelope Volume Report and DocuSign Dashboard do not agree.  It would be a nice enhancement if the data in these two areas agreed.

    0
    M
    New Voice
    Forum|Forum|4 months ago
    C
    Newcomer
    CnellenbachNewcomer

    More Advanced "Store files in SharePoint" Options for Workflow Builder (formerly Maestro) WorkflowsIdea Submitted

    Workflow Builder (formerly Maestro)’s “Store files in SharePoint” step can currently save completed workflows to only one folder. While agreement action rules can save to multiple SharePoint folders, they offer very limited naming variables.Use case: For public volunteer/department events, appearance release forms are processed in Workflow Builder (formerly Maestro). The workflow includes an event-name dropdown (5 pillar events + “Other”) that is a document custom field. Because Workflow Builder (formerly Maestro) can’t route saves to multiple folders, agreement actions are used so each event option saves to its own SharePoint folder, but file naming is constrained.Request: Either (1) add multi-folder save routing in Workflow Builder (formerly Maestro) similar to agreement action rules, or (2) expand variable options in agreement actions to match Workflow Builder (formerly Maestro)—ideally also supporting saving the envelope, attachments, and certificate of completion together in one PDF as Workflow Builder (formerly Maestro) does.

    0
    C
    Newcomer
    Forum|Forum|4 months 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 

    1
    M
    Forum|Forum|4 months ago
    P
    New Voice
    PrasanDeAlwisNew Voice

    Documents Should Not Be Automatically Selected When Sending EnvelopeIdea Submitted

    Hi All,Our business requires a solution for the current behavior where, upon clicking the Send button, all documents attached to the agreement are automatically selected by default.However, the expected behavior is that documents should not be pre-selected. Instead, users should have the flexibility to manually choose only the specific documents they want to send, rather than having all documents selected automatically.Could you please provide a solution to address this requirement?

    0
    P
    New Voice
    Forum|Forum|4 months ago

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