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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

    M
    Docusign Employee
    Marc.KabongoDocusign Employee

    Reordering Line Items in ReportsIdea Submitted

    Currently, when reordering items in a column, we need to re-run the report in order to reorganize the items listed in the column. The request enhancement aim at removing the need to re-run the report.When you click on the column, sorting starts automatically. It's not at all intuitive to have to click somewhere else (Run report). At the very least, the end user should be informed with a pop-up or a small message that appears.

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    Docusign Employee
    Forum|Forum|4 months ago
    K
    Newcomer
    KupembaNNewcomer

    Enhancement Request: Clear Indication for Specified vs. Non-Specified Recipients and Witness Role RequirementsIdea Submitted

    Current IssueRecipient Specification​​​​​​​When adding recipients, there is no clear alert or visual indication differentiating those that need to be specified from those that do not. This can cause confusion because additional recipients may appear in the workflow but are not actually added to the list requiring specification.Witness Role RequirementWhen a witness needs to be specified by the signer/recipient, the system does not indicate that a role is required. There is no asterisk, alert, or prompt to highlight this requirement. You only find out it is needed when you try to send the document, which can be frustrating and time-consuming. Additionally, the alert that appears at send stage can be misleading because it suggests that the witness should be part of the specified recipient list—even though in some cases, the witness may not need to provide specified information for that recipient.Proposed Enhancements Add a clear visual indicator (e.g., an asterisk or alert) for recipients that require specification. Provide an early-stage prompt or warning when a witness role is required but not assigned. Ensure alerts accurately reflect the requirement without implying incorrect recipient relationships. Consider an inline message or tooltip explaining the difference between specified and non-specified recipients.  

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    Forum|Forum|4 months ago
    M
    New Voice
    mikecallaghanNew Voice

    Updates to DocuSign Trash DeletionIdea Submitted

    Administrators need the ability to permanently delete an individual document or folder from Trash, instead of being forced to empty the entire Trash folder.

    0
    M
    New Voice
    Forum|Forum|4 months ago
    J
    Conversation Starter
    jay95Conversation Starter

    Ability to configure an exact expiration time for envelopesIdea Submitted

    Being the main point of contact for Docusign at my organization, I have found myself in many situations up at midnight manually voiding envelopes because the documents are time-sensitive and must expire at midnight the next day.Please, similar to how the “Send Later” feature works, please add a “Expire At” feature where we can configure the envelope to expire on a certain date at a specific time!You have the functionality with Send Later, it should be easy to implement.

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    J
    Conversation Starter
    Forum|Forum|4 months ago
    B
    Active Voice
    bbruscaActive Voice

    Ability to export task groups in reportsIdea Submitted

    we frequently get requests from management and our audit team to review who is in each task group in CLM. There is currently no way for us as admins to pull reports of that and send it as an export for review. 

    11
    R
    Forum|Forum|4 months ago
    K
    New Voice
    krantipatilNew Voice

    DocuSign CLM: Filter for "Orphaned Tasks" in Task ReportsIdea Submitted

    Hi Team,I’ve noticed that some in-flight agreements have tasks assigned to users who have been deleted from CLM. These tasks are currently visible in the “Orphaned Tasks” list view.While trying to create a report, I was unable to filter specifically for tasks in the "Orphaned Tasks" group. I’d like to raise this as an enhancement request to allow filtering by task group, specifically for "Orphaned Tasks," when generating reports.Thanks,Kranti

    1
    B
    Active Voice
    Forum|Forum|4 months ago
    B
    Newcomer
    bbickhamNewcomer

    Create Customize Report which will show who the next signer in line isIdea Submitted

    I would like to create a report that is generated on a weekly basis which will include most of the items that are available in the “Envelope Recipient Report”, but I would also like to include a field which shows who the next signer in line is. Right now, it will not show up in the DocuSign report. I have to go into Excel and create a filter in there to get a result that is similiar (not exact).  Right now, it shows the routing number next to all the name(s) in a particular document, but I only want to show the next signer, and that is all.

    1
    M
    Forum|Forum|4 months ago
    C
    Newcomer
    ChristopherSNewcomer

    Allow Admins to Associate DocuSign User Account with Exchange Proxy Email AddressIdea Submitted

    We have a user who signs into DocuSign via SSO with their account UPN/email. This user also has a shorter Exchange proxy email address senders can use to send emails to. Often times, senders will send an envelope to the user's proxy email address instead of their actual email address. This results in the user not being able to access the envelope because they can't single-sign on with the proxy address. It would be great if there were a way for an administrator to assign a proxy address to a user's DocuSign account so they could action envelopes sent to the proxy address as well.

    0
    C
    Newcomer
    Forum|Forum|4 months ago
    E
    New Voice
    esepulv15New Voice

    Allowing more Management settings in TemplatesIdea Submitted

    As of know you can only disable the setting to edit the Subject line, private message and email all together in share template settings. I would think that it is beneficial so separate those options for in my case I just want to lock the subject line.The same would go for editing recipients, I would like to leave a Cc locked at the end of the signing and the shared user would still be able to add or edit who the envelope would go to. 

    1
    M
    Forum|Forum|4 months ago
    M
    Active Voice
    Michael.HoffmanActive 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. 

    1
    M
    Forum|Forum|4 months ago
    S
    Docusign Employee
    Stephane CoelhoDocusign Employee

    Allow Merge Recipients Within Templates via Mobile App (Doc Template + eSign Tem)Idea Submitted

    When using one or multiple Document Templates combined into a single eSignature Template, the desktop experience allows users to merge recipients and send an envelope seamlessly. However, this functionality is currently not available in the Mobile App experience, where merging recipients within templates is not supported. Since this is an existing and valuable feature on desktop, it would be highly beneficial to offer the same capability within the Mobile App to ensure consistency and improve efficiency. Given that customers often manage a large number of Document Templates, enabling this functionality on mobile is especially important. Many users frequently send agreements on the go and cannot rely solely on the desktop experience.Providing recipient merging within templates on the Mobile App would significantly streamline their workflow and enhance overall productivity.

    0
    S
    Docusign Employee
    Forum|Forum|4 months ago
    I
    New Voice
    idea123456New Voice

    Add Feature: Settings - Download as combined PDFIdea Submitted

    Proposal for DocuSign to allow Account Owner / Admin to change Settings company wide to allow ‘Download Files - Combine all PDFs into a single file’ as the only available option for users company wide. This will aid in admin / filing

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    I
    New Voice
    Forum|Forum|4 months ago
    B
    Newcomer
    Barry BNewcomer

    Make it easier to control the geolocation capturing settings for signers of documents/envelopesIdea Submitted

    Currently in eSignature, it is not easy to control the settings that capture a signers’ geolocation. We have discovered a potential security concern that if a signer is at their personal, home location when signing a document, this will be visible under the ‘Signed in location’ link, to all signers of a document -  This is personal information that someone may not want to be visible to 3rd party signers or colleagues. The Docusign steps to amend the geolocation settings involve creating a ‘brand’ (if one doesn’t exist already), downloading the master xml resource file, amending the following value -<data name="DocuSign_DisableLocationAwareness">true</data>and then uploading a copy of the edited xml file to the signing resource file section. The problem with this is it appears that the setting doesn’t work at all, it’s all dependant on the geolocation sharing settings in the browser. In theory, if you set this up correctly in the Admin - Brands area, even if a user chooses ‘Yes’ if asked by the browser if they allow the Docusign website to know their location, it should not capture the location the document was signed. From our testing this does not appear to function as expected. Also, from what we have seen, after changing the required settings and clearing your browser cache, the prompt to choose whether you allow the Docusign site to know your location only appears if you login to Docusign first to sign a document. If you click on a link from an email request to sign a document, it does not ask you if you want to allow the Docusign site to know your location and takes you straight to the signing page of the document. The easiest way round all of this is to just go into the browser settings and disable the geolocation settings specifically for the Docusign URL. I feel that the existing way to configure the location capturing in Docusign is far too convoluted. The settings to control geolocation capturing for signers should either be a switch in the Admin area, or configurable when creating an envelope. Please can this be reviewed for a future release of eSignature? 

    0
    B
    Newcomer
    Forum|Forum|4 months ago
    S
    Newcomer
    ScottMNewcomer

    need to change "date signed" field in envelope to DD-MM-YYYY format for individual Idea Submitted

    need to change "date signed" field in envelope to DD-MM-YYYY format for individual.currently if we made a change like that it would affect everyone on our enterprise account.we would like to be able to make the change only for one individual not an “all or nothing” change like it is now. thanks 

    0
    S
    Newcomer
    Forum|Forum|4 months ago
    G
    New Voice
    Goji InvestmentsNew Voice

    'Finish later' button being more intuitiveExisting Functionality

    We have received feedback that finding the ‘finish later’ button is not intuitive for all clients using/completing docusign templates. It would be great, if it was clearer, for example having the ‘finish later’ on the main screen next to ‘Finish/Complete’

    3
    G
    New Voice
    Forum|Forum|4 months ago
    C
    New Voice
    CarmenHuberNew Voice

    Automatic line breaks and DIN A4 formatting in the new document generation toolIdea Submitted

    In the new document generation tool, automatic line breaks and proper page boundaries are currently not supported. The text just continues without respecting the DIN A4 page layout.This works correctly in the classic editor, where content is wrapped properly within the page. In the new tool, however, this functionality is missing, even though it is essential for professional document creation.It would be very helpful if the new tool also supported automatic line wrapping, a true DIN A4 page preview, and clean page breaks for longer content.This would improve readability, reduce manual rework, and ensure that the new tool meets at least the same standard as the classic editor.

    0
    C
    New Voice
    Forum|Forum|4 months ago
    C
    New Voice
    CarmenHuberNew Voice

    Allow visibility into incomplete web form responses before submissionIdea Submitted

    Currently, there is no direct way to view a recipient’s entered data in a DocuSign web form before the form has been completed. Visibility is only possible in a limited case when the web form is based on a template and the recipient has already moved into the signing environment, but has not yet completed the resulting envelope.It would be very helpful if web form creators could see the current input status of an incomplete web form before final submission.Suggested featurePlease add a function that allows web form creators to view partially completed responses, ideally including:entered field data before completion current progress/status of the recipient clear indication that the form is still incomplete optional access to saved draft or interim dataBenefitThis would significantly improve customer support and usability. If a customer has trouble completing a form, the sender could directly see where the issue is and what information has already been entered, instead of asking for screenshots or relying on support.This would help:reduce support effort improve the user experience lower abandonment during form completion make troubleshooting much more efficientExample use caseIf a customer needs help while filling out a web form, the creator currently cannot see the entered information until the form is completed. Access to partial responses would make it much easier to provide fast and accurate support.

    0
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    New Voice
    Forum|Forum|4 months 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.

    1
    M
    Forum|Forum|4 months ago
    A
    New Voice
    AJeffcoatNew Voice

    Change in SignersIdea Submitted

    When a signer is changed, the notification e-mail does not advised what document it is.  The subject says "Change in Signers" and the body says "Name has changed signing responsibility to Name".   You have to click on the link and open up the document to see what it's for.  It would be nice to have the Subject of the e-mail be the subject of the Agreement Name - Change in Signers or have the body say Name has changed signing responsibility to Name on Agreement Name.

    1
    M
    Forum|Forum|4 months ago
    C
    New Voice
    CalNew Voice

    Restore ability to open individual documents in an envelope from envelope details screenDelivered

    Previously on the envelope details screen, I could click on a document thumbnail and it would open a PDF of that particular document in a new tab.In the new envelope details screen, even if I click on a specific document, it brings me to a view of the entire envelope in the same tab. There is no way to open the document in a new tab, and I have to scroll through multiple documents to get to the one I want to look at.Overall, the new envelope details screen looks great! But the old functionality to view a specific document in a new tab should be restored or added. 

    2
    J
    Forum|Forum|4 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    Allow customers to directly apply for Electronic Seals via API or Admin ConsoleIdea Submitted

    Currently, to apply for a Docusign Electronic Seal (eSeal), the Docusign Sales team need to initiate a Docusign envelope signing process, attach the seal information, and then open a support case for approval by customer or partner.This multi-step process is quite time-consuming and requires coordination between business and technical teams.We would like to suggest that customers or account administrators be able to submit and configure Electronic Seal information directly from the Docusign Admin Console or via API, with Docusign performing the approval and verification afterward.This improvement would: Greatly streamline the eSeal application process; Reduce manual case creation; Improve the overall user experience for enterprise administrators managing Electronic Seals configurations.  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
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    Forum|Forum|4 months ago
    C
    New Voice
    CynCollinsNew Voice

    Avoid unwanted break pages when uploading a Word documentIdea Submitted

    It would be very helpful to develop a solution to prevent unwanted page breaks when uploading Word documents. I have reviewed all possible causes—fonts, tables, etc.—and none of these are the issue. I have been using the system for several years and have not encountered this problem before. Having to save the document as a PDF when working with large volumes adds unnecessary work. I hope you can take this into consideration and develop a fix. Thanks!

    0
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    New Voice
    Forum|Forum|4 months 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

    1
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    Forum|Forum|4 months ago
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    New Voice
    bbiTnx47New Voice

    receive a signed email notification for a document that has multiple signersIdea Submitted

    I used to receive emails when a document was signed. How do I receive that for a document that has multiple signers. Do you not receive one for individual signers or only when all of the entries have been signed?I think I used to receive them for individual signers on a document.

    0
    B
    New Voice
    Forum|Forum|4 months ago
    A
    New Voice
    Andrey KrasnovidNew Voice

    Bring back the ability to see recipient details by defaultParked

    Hi DocuSign team,Please bring back the ability to see recipient details by default. Forcing users to manually expand the "Show recipient details" panel every time is a frustrating and unnecessary step. This change slows down workflows and adds friction to a process that used to be smooth.If this is part of a redesign, it needs to be optional. Power users rely on that visibility. Please escalate this — it's a major usability issue.Thanks,

    3
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    Forum|Forum|4 months ago

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