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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

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    New Voice
    TRettingerNew Voice

    Validation Rule for checkboxesIdea Submitted

    Hello, the validation for checkboxes only work for the recipient for whom it is mandatory to select one checkbox. Previous recipients can check as many checkboxes as they like without the validation being enforced. It would be really helpful to have the validation triggered for collaborative checkboxes for all recipients to minimize mistakes.

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    New Voice
    Forum|Forum|5 months ago
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    Newcomer
    mgallagher-tricociNewcomer

    Add recipient name to file name in templates when emailedIdea Submitted

    It would be great to have the recipients name added to the file name in templates, specifically when the completed email is sent.  I know this can be done by adding [[Role_UserName]] in the message subject, and then manually downloading a combined PDF, but that’s several extra steps compared to just saving the completed document from the “Completed” email.So ideally, when I receive the “Your document has been completed” email from Docusign, the attached signed document is named “[First Last] Signed Policy.pdf”.

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    Newcomer
    Forum|Forum|5 months ago
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    New Voice
    lhendeyNew Voice

    Increase API singular document size limit to align with the new user interface 50mb limitIdea Submitted

    Can the API maximum document size limit be increased to align with the new 50mb user interface limit. Thanks

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    Forum|Forum|5 months ago
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    Newcomer
    rhudierezNewcomer

    Allow setting time and time zone when sending remindersIdea Submitted

    We are limited to setting a reminder schedule by ‘Days’ and not ‘Time’ or ‘Time zone.’ Both missing options would greatly improve our recipients’ experience, as reminders are currently sent at midnight. We are receiving reports from our recipients about these out-of-work-hours emails, and they are concerned.

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    Newcomer
    Forum|Forum|5 months ago
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    Newcomer
    Andrew HillNewcomer

    Change font when signing a documentIdea Submitted

    We have a number of users who use “Sign a Document” rather than “Send and envelope”. Currently the default font when self signing is Lucinda Console and there is no way to change that. Are you able to configure this so it will use the default font set at account level, or even allow users to format the font field in the same way as when they send an envelope? 

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    Newcomer
    Forum|Forum|5 months ago
    H
    New Voice
    Hagar ValentinNew Voice

    Set the order of multiple word documents within a Salesforce DocuSign Gen templateIdea Submitted

    If multiple word documents are part of a Salesforce DocuSign Gen template, the order of the documents can only be defined by uploading them in the correct sequence. If, for example, only the first document needs to be updated and therefore re-uploaded, all documents must be deleted first and then re-uploaded in the correct order.A drag-and-drop feature or document numbering within the DocuSign Gen template would make this much easier, so only new/updated word documents need to be uploaded.

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    H
    New Voice
    Forum|Forum|5 months ago
    Z
    Newcomer
    z.wargoNewcomer

    Ability to apply configuration specific file size limitsIdea Submitted

    We have an integration that has a file size limit that is lower than Docusign’s. We are encountering issues when some users upload documents to Docusign envelopes that are under Docusign’s limit, but higher than the limit of our integration. We would like to have the ability to set a custom size limit under Docusign’s native 25 mb on a configuration level to prevent these files being included

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    Forum|Forum|5 months ago
    B
    Docusign Employee
    Bea.CoradoDocusign Employee

    Brand Document IconDelivered

    Hello, when creating a brand profile and the header background is white, the pencil or document icon on the preview appears to be black. However, it is still white on the actual email making it invisible if the background is white. When the icon is downloaded, it is confirmed to be white and has a transparent background therefore it only is visible if the background is in a different color. It would be helpful for its color can be controlled as well or the preview to be accurate. Brand PreviewScreenshot from an email The pencil or document icon which appears to be black since it is white with transparent background. Please see the attached images for reference. Thank you! 

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    Forum|Forum|5 months ago
    E
    Conversation Starter
    ePillarsConversation Starter

    Restrict voided envelope email notificationIdea Submitted

    The business requirement is that when a document is voided manually, no notification should be sent to any recipients—either those who have already signed or those who are still pending to sign.

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    Forum|Forum|5 months ago
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    Conversation Starter
    C.CrowderConversation Starter

    Bulk Send via Shared AccessIdea Submitted

    Users need the ability to do bulk sending of envelopes via templates while utilizing shared access. This allows the company to setup generic email addresses (HR for example) and then utilize that HR account to send bulk items for signature, thus preventing recipients from directly seeing the sending individual’s email and data. The workaround of transferring envelopes still reveals the personal data of the individual performing the bulk sending, thus is not viable.  Ideally, the feature would check on permissions both from the shared account and the initial sending account, but if only the shared account permissions are checked that would be workable.

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    Forum|Forum|5 months ago
    C
    Active Voice
    ClareBActive Voice

    Template Search by Email Should Include Routing RecipientsIdea Submitted

    (This is technically a bug that needs to be fixed, but we all know how fun and effective the support case system is.) When searching All Templates using Advanced Search: Recipients Name and Email, the search will not look inside of routing groups for matches. Adding this expected functionality could improve Docusign. 

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    Forum|Forum|5 months ago
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    New Voice
    Audit trail for deletionsNew Voice

    Audit trail for key actions (deletions)Idea Submitted

    I think its essential that critical actions should be recording in the audit log and be reportable from the front end. Actions such as moves/adds/changes should all be auditable and visible via reports/logs. In my specific example an admin deleted multiple templates in a very short space of time and this was not traceable in the system. These audit logs are essential for compliance and picking up malicious activity. 

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    Forum|Forum|5 months ago
    J
    Newcomer
    jenjorgensenNewcomer

    Being Able to Sign as a Notary and Signer in one EnvelopeIdea Submitted

    I am a DocuSign administrator. I am also a notary and official signer for our department. I occasionally assist with the remote online notarization. If I conduct a RON, I am not able to sign on behalf of our entity as my official capacity. I must choose to be one signer or the other. I really need to be able to sign as both. The current workaround is to use a different email address (personal or someone else’s) for my official capacity to sign for my agency. I should be able to sign in two different transactions/signing sessions in one envelope as they are two different positions - notary vs. attestation.

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    Forum|Forum|5 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    Add Network Allowlist/Blocklist Controls for API Integrations to Prevent Token Misuse and Key LeakageIdea Submitted

    Idea Description:Recent incidents in the SaaS ecosystem have highlighted critical security gaps where third-party applications accidentally exposed Access Tokens or API credentials, leading to unauthorized API activity. As described in Okta’s analysis of recent breaches, enforcing strict network-based controls on API usage is an essential layer of protection.https://www.okta.com/newsroom/articles/first-drift--now-gainsight--closing-the-gaps-in-saas-hygiene/Today, Docusign API integrations often require developers to access private keys or integration secrets during building and maintenance. However, once developers leave the company or when keys unintentionally end up in code repositories, these credentials may still be used to call Docusign APIs from unauthorized locations. This creates significant security risks for customers, especially considering that contracts are among the most sensitive enterprise assets.To mitigate these risks, we propose that Docusign introduce network-level security controls for API integrations, similar to Okta and Salesforce:Requested Features Network Allowlist / Blocklist per Integration Key (Apps and Keys) Allow administrators to restrict API calls to specific IP ranges, corporate networks. This ensures that even if tokens or keys are leaked, attackers cannot call Docusign APIs from unapproved networks. Network Conditions as a Core Security Feature (available across all plans) Since this is foundational security—similar to Salesforce’s Login IP Ranges—it should be available to all customers, not limited to higher editions. Optional enforcement policies “Block API requests from unknown networks” “Allow specific IP ranges only” “Alert or log when API calls come from new locations” Audit Trail Enhancements Show the source IP, geo, and network of each API call for monitoring and incident investigation. Customer Value Protects against leaked API keys or tokens being used from unauthorized networks Helps customers meet compliance and internal security standards Reduces risk when developers rotate, offboard, or change roles Provides essential zero-trust protections in a growing threat landscape Aligns Docusign with industry-leading security practices (Okta, Salesforce)  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

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    Forum|Forum|5 months ago
    T
    Active Voice
    Tobey.HigginsActive Voice

    Enhancement request for report on Authentication method used within templatesIdea Submitted

    Per our audit team, it would be helpful if there was a way to report on templates that use authentication methods verses templates that do not. As a financial institution any envelope that leaves our bank we have to have an authentication method in place, but did not catch this when we first built templates.  A report to check this would be helpful instead of having to check each template one by one.

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    Forum|Forum|5 months ago
    J
    Newcomer
    JuhotaNewcomer

    View and report of completed and downloaded agreementsIdea Submitted

    Hello,it’s quite time consuming to track if a document is both completed and downloaded. From our point of view envelope or agreement is fully completed only after we know each participant has received copy of signed document. Either by downloading it from Docusign or attached to email.So it would be nice if Envelopes view would include field if all recipients have received signed document. Also report would help to identify which Envelopes are truly completed.

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    Forum|Forum|5 months ago
    K
    Newcomer
    KrisJNewcomer

    Signing XML filesIdea Submitted

    Hi,I would like to propose enabling the option to sign XML files through DocuSign using an EU Qualified Electronic Signature.XML is the mandatory format for submitting financial statements for all companies in Poland. Currently, DocuSign EU Qualified Electronic Signatures cannot be used for this purpose because this format is not supported. As a result, we are forced to switch to another vendor.Poland is a relatively significant market (almost 40 million people) where many formalities must be completed electronically (e.g., submitting financial statements, signing corporate documentation and filings to the commercial register, signing documents for tax authorities, etc.). Therefore, there is a strong need for electronic signatures with EU Qualified Electronic Signature. At present, DocuSign is behind other providers as it does not support XML. I believe that users in other countries may also require such functionality.This requirement is not limited to Poland. In fact, all EU member states mandate electronic reporting in formats based on XML (such as ESEF/XBRL) for listed companies, and similar obligations exist in other jurisdictions like the United States (SEC filings in XML/XBRL), Japan, China, India, Canada, and Australia. These markets also rely on XML-based formats for regulatory and financial reporting, often requiring advanced or qualified electronic signatures.

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    Forum|Forum|5 months ago
    A
    Newcomer
    Amber0318Newcomer

    Creator of PowerForm name NOT used for automated email to recipientsExisting Functionality

    I created a Powerform Template that I could post on our company intranet page for use by many other staff members. It is those staff members who are “launching” the form and sending it to recipients however it is my name that is referenced on the automated emails from docusign to the recipients since I “created” the template. Unfortunately, this causes issues because the people who receive the form, are reaching out to me with questions, when those questions should be addressed by the person who is actually sending them the form. If there was a way to modify this so it doesn’t look like “I” sent the forms out, that would be incredibly helpful and less confusing for the people who are receiving the forms. In our case, these forms are sent to residents (older humans) and seeing that a random staff member (IT Leader) is sending them a form rather than a member of the social services team they are familiar with, makes them question the validity of the form and causes unnecessary frustration on their side, and on mine when I get calls about forms I did not initiate. Something to enhance this process would make these forms much more usable. 

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    Forum|Forum|5 months ago
    S
    Newcomer
    software_nebiusNewcomer

    Custom Date Format Support (Month Spelled Out) for “Date Signed” FieldIdea Submitted

    Enable the ability to customize the display format of the Date Signed field (e.g., “March 18, 2026” or “Mar 18, 2026”) at the account and/or template level, independent of recipient locale.Current limitations: Only global date formats are available, with limited options No support for “month spelled out” formats in some tenants No per-template or per-field override Workarounds (e.g., text fields) require manual input and reduce reliability Requested outcome:Provide flexible, enforceable date formatting options (including month name formats) for system-generated signing dates to eliminate ambiguity across regions.

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    S
    Newcomer
    Forum|Forum|5 months ago
    A
    Docusign Employee
    Amigo.HuangDocusign Employee

    Bulk edit templates' emails with a find-and-replaceIdea Submitted

    Scenarios:People who were cc’d in templates changed Company domain changedProblem:When there are multiple templates involved, currently we have to individually “edit” every template, which is very frustrating and time consuming.Idea:There’s already functions to filter and select multiple templates, a simple text function to “find-and-replace” in the selected template emails would save the day.

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    Forum|Forum|5 months ago
    N
    New Voice
    NGP WebsmartNew Voice

    Support for Font Sizes Below 7pt in Document FieldsIdea Submitted

    We would like to request support for font sizes below 7pt in document fields. In some of our contracts, even the minimum supported size of 7pt results in text overflow due to limited space, and having the ability to use a smaller font size would help us accommodate necessary content without altering the document layout.This enhancement would greatly improve flexibility for scenarios where space is constrained.Best regards

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    Forum|Forum|5 months ago
    C
    New Voice
    CalNew Voice

    Ensure attachments added during collaborative field review are reviewed by all signersIdea Submitted

    Currently, when an agreement has collaborative fields, if a change is made to a collaborative field, it goes back in the signing order for previous signers to review. If the previous signer makes another change, the agreement is sent to any signers who had already signed the document before the change was made.This behavior works except if the only change that is made is uploading an attachment. In that case, the agreement is not sent to anyone else who had previously signed the document before the attachment was added.This means that an agreement can appear to be reviewed and signed by all parties, when in fact attachments have been added that some signers never saw and never approved. This can result in an erroneous agreement being Completed and becoming binding.Docusign should correct this issue so that if any change is made within an envelope, previous signers have the opportunity to review and sign off on those changes. 

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    Forum|Forum|5 months ago
    J
    New Voice
    JenniferWhiteheadNew Voice

    Date StampIdea Submitted

    Date stamp / Insert Date option should utilize a wrap text feature to contain the data within the length of the date itself. The additional digits and values infringe on subsequent fields or run off the page if oriented to the right side margin.

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    J
    Forum|Forum|5 months ago
    J
    New Voice
    jordanmlNew Voice

    Add user status filter to DocuSign Users ReportIdea Submitted

    ​​​​Shouldn’t the User Status filter (Active, Pending, Closed) be an option in the Reporting -”DocuSign Users Report“?Like many others here, I manage the DocuSign users for a fairly sizable group (~4000 employees) and am trying to simplify the access management process when users stay in pending status or leave.  The ability to output the scheduled ”DocuSign Users Report“ could make that easier if we could filter by all user statuses.When comparing the user’s list under Admin panel, users can be filtered by “status” (Active, Pending, Closed)For example, you might see a total of 500 users listed, with 350 Active, 50 closed & 100 Pending, but only see the 400 Active/closed in the ”DocuSign Users Report“ under Reporting.However, under Reporting, ”DocuSign Users Report“ only allows filtering on either specific users, user groups or Any user (status is not an available filter option).  This is the only User report that can be scheduled and it excludes Pending Users without the option to include them, giving a erroneous actual list of users when trying to manage access. 

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    Forum|Forum|5 months ago
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    Newcomer
    UserSim2Newcomer

    Bulk Add Renewal/Expiration NotificationsIdea Submitted

    Currently in Agreement Manager - (formerly Navigator)/CLM, you have to individually click on contracts to add a notification for when it is expiring/renewing.  We have one address that needs to receive all of these notifications, and it would be much more efficient if there was a way to select multiple contracts in a list and add that address/set notifications for all of them at once. 

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    Newcomer
    Forum|Forum|5 months ago

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