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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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    Newcomer
    Janny JiaNewcomer

    Enable Company outside US to set default Account as Non-Part 11 at company level or department level or better AD Group levelIdea Submitted

    Dear docusign team,This CR is regarding ”Enable Company outside US to set default Account as Non-Part 11 at company level or department level or better AD Group level“.The reason is that in China, we do not need to follow Part11. But our company is using Docusign for locations all over the world. We need to explain each time a new leader join the company that why he/she needs to login again after the SSO login+personal sign. And the new leader does not want to sign again as he is using cell phone version to sign, and when signing, he needs to login again using SSO + DUO verfiication code which is really complicate for him to sign each document.This CR has been discussed with your customer support team for several weeks but there is no solution but to let separate sender to change the default account by him/herself. This solution will bring us a lot of workload to explain to end users/new employees as well as to end users to let them change the default account.Please consider this CR and if possible can provide us the estimated date to implement.  Thank you very much in advance! 

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    Forum|Forum|5 months ago
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    Conversation Starter
    Norma ClarkConversation Starter

    Add Email Authentication settings to Powerform reportingIdea Submitted

    I am requesting adding the Email authentication settings to the Powerform reports.  It would be helpful to monitor our standard configurations and do any necessary clean-up when needed. 

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    Conversation Starter
    Forum|Forum|5 months ago
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    New Voice
    pelenbaumNew Voice

    Repeat Fields on all pagesIdea Submitted

    Please create an option to copy a field (example: Initials on every page) to all pages. Another platform has a simple right-click “copy field on every page” feature. 

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    Forum|Forum|5 months ago
    M
    Newcomer
    mtrekNewcomer

    Orphaned envelope records remain in NetSuite when envelopes are discarded in the DocuSign portal.Idea Submitted

    DescriptionAfter upgrading to the DocuSign for NetSuite SuiteApp, we identified an issue where discarding an envelope in the DocuSign portal does not fully clean up related records in NetSuite.When a user discards an envelope, the SuiteApp leaves behind an orphaned record in NetSuite within the “DocuSign SuiteApp Envelope Status” custom record. These records do not represent valid or active envelopes and must be manually removed.Attached are the detailed steps to consistently reproduce this issue in NetSuite.Expected BehaviorWhen a user discards an envelope in the DocuSign portal and confirms the action, the corresponding envelope record should also be automatically removed from NetSuite. The integration should not leave orphaned or invalid envelope status records as a result of a standard user action.Actual BehaviorDiscarded envelopes remain in the DocuSign SuiteApp Envelope Status custom record in NetSuite, requiring manual cleanup.Business ImpactCreates data integrity issues in NetSuite Requires manual intervention by a NetSuite Administrator Increases administrative effort and risk of error Does not scale in environments with frequent envelope creation and cancellationCurrent Workaround (Provided by DocuSign Support)Navigate to:Customization > Records > Record Types > DocuSign SuiteApp Envelope Status Manually locate and delete the discarded envelope recordLimitations of the Workaround:Only accessible to NetSuite Administrators Requires manual identification of the discarded envelope Time‑consuming and inefficientRecommendation / Enhancement RequestWe recommend enhancing the current DocuSign for NetSuite integration so that any envelope record remaining in the “DocuSign SuiteApp Envelope Status” custom record is automatically deleted when a user confirms the “Discard” action in the DocuSign portal.This behavior would align NetSuite data with DocuSign user actions and eliminate the need for manual administrative cleanup.AttachmentsSteps to reproduce the issue in NetSuite (attached)

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    Newcomer
    Forum|Forum|5 months ago
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    Conversation Starter
    pquinnConversation Starter

    Allow Shared Access Inbox to Be Set as the Default Instead of Personal InboxIdea Submitted

    DocuSign’s Shared Access feature enables teams to manage envelopes from group or departmental inboxes; however, users are always defaulted to their personal inbox when logging in or opening an envelope via a direct link.For teams that primarily work out of shared or group inboxes, this causes confusion, extra steps, and frequent “envelope not found” scenarios when the envelope exists under Shared Access rather than the user’s personal inbox.Requested enhancement:Provide the ability to configure a default inbox context (Personal vs. Shared Access) at either the user or admin level. Ideally, this would allow:Users to select a default Shared Access inbox Admins to define default behavior for groups or departments Envelope links to automatically respect the correct shared inbox context when applicableWho benefits:Operational, lending, legal, and back‑office teams that rely on shared mailboxes or departmental workflows.Business impact:This would reduce user confusion, streamline shared workflows, lower support volume, and improve adoption of Shared Access in high‑volume environments.

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    Forum|Forum|5 months ago
    R
    Newcomer
    rradharapuNewcomer

    Enable “Autogenerate Access Code” option for EU Advanced signature typeIdea Submitted

    Currently, the “Autogenerate” button for Access Code is available only for the recipient types Receives a Copy and Needs to Sign. For the EU Advanced signature type, the Access Code must be entered manually, as no autogeneration option is provided.We request the addition of the “Autogenerate” button for the EU Advanced signature type, functioning the same way as for other recipient types — allowing users either to manually enter or automatically generate a random access code, with the option to modify it afterwards. Business rationale:This enhancement would ensure consistent behavior across all signature types, reduce manual input errors, and streamline envelope preparation for workflows using EU Advanced authentication. It will as well make the life of users easier as they don’t need to create the code from scratch for EU AES 

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    Forum|Forum|5 months ago
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    New Voice
    Katie.MortlockNew Voice

    Remove .docx from signed document file nameIdea Submitted

    When I send out an envelope with a Word document attached that has a .docx file extension, the final signed document comes back with .docx.pdf on the file name.  It would be great if the final file name stripped out the .docx and created a final document with only the .pdf extension.  Currently the only way to fix this is to upload the Word document, and then re-name it to remove the .docx before it is sent.  This is painful - especially when I’m sending many documents in the envelope.

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    K
    New Voice
    Forum|Forum|5 months ago
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    Newcomer
    bpfaendlerNewcomer

    Attachments / CFR-Part-11Idea Submitted

    Docusign: CFR-Part-11When uploading attachments, a maximum of 5 documents can be selected at once. The order of the documents often changes during the upload process. Furthermore, it is not possible to insert an additional document between them.Suggestion for improvement: Please add a feature that allows uploaded files to be rearranged via drag and drop. Also, please allow a larger number of files to be uploaded simultaneously.

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    Forum|Forum|5 months ago
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    New Voice
    bhupendrapatniNew Voice

    Programmatic API to allocate Room seat to Agent & BrokerIdea Submitted

    Based on our current understanding, onboarding an agent or broker into DocuSign Rooms involves several disconnected steps. To streamline this, we are already implementing OIDC Connect for user onboarding. We are looking for an API (programmatic access) to allocate seats to new agents and brokers and linking their NAR IDs to enable form access. Could you please provide information regarding an API that would allow us to programmatically allocate a Rooms seat and map the corresponding NAR ID for form access? We are looking to automate this process to ensure a more seamless integration for our users. We look forward to your guidance on the available technical options.

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    New Voice
    Forum|Forum|5 months ago
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    Active Voice
    LukeWilkes94Active Voice

    Request for a Feature Allowing Reusable Message Templates in DocuSignIdea Submitted

    Please consider introducing a new feature that allows users to create standalone message templates, essentially a way to save and reuse email subjects and body text without requiring a document or a full envelope template.This would remove unnecessary steps, reduce template clutter, and streamline high‑volume or multi‑scenario workflows. Many organisations (including ours) have numerous use cases where the document changes frequently, but the message content remains consistent. A dedicated “Message Templates” feature would make DocuSign more efficient, reduce errors, and eliminate the need for workaround templates. Users would be able to select the appropriate message from a personalised library and insert it directly into an envelope (whilst in the “Send an Envelope page”) ensuring consistency and reducing preparation time.Thank you for considering this enhancement. It would make a meaningful and practical difference to everyday users and administrators.

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    Active Voice
    Forum|Forum|5 months ago
    Z
    Newcomer
    ZebmayNewcomer

    Global Fields that are usable in formulas activated by multiple recipientsIdea Submitted

    There needs to be a way that recipient 1 can enter data into a field, and have a later recipient activate a formula based on the data entered by recipient 1.  Example.  Recipient 1 enters data into “subtotal” field, and enters data into a “sales tax”.  Recipient 2 chooses 1 of 3 modifiers via checkbox, which then modify that subtotal.  That modified subtotal then gets plugged into a formula to get sales tax, and enters the new data into a new field called “grand total”.  At our company, we want our clients to have a couple of options attached to their contract, which when they choose one of these options, their pricing is updated.  These fields would HAVE to be read only to all recipients except the recipient who is responsible for filling the data.  Basically, a global field where the data is usable by multiple recipients.  I received confirmation from Docusign Support that this is currently impossible based on the current capabilities.

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    Z
    Newcomer
    Forum|Forum|5 months ago
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    New Voice
    tvinczeNew Voice

    Admin‑Controlled Expiration Threshold PoliciesIdea Submitted

    Docusign currently allows senders to set long or inconsistent envelope expiration dates, which creates compliance, risk, and operational issues. Admins lack a way to enforce expiration limits outside of templates.Proposed CapabilityIntroduce an account‑level admin control to manage envelope expiration behavior:Allow admins to lower the maximum allowed expiration threshold globally. (Currently set to 999 days) Support expiration threshold policies (e.g., default max of X days). Enable user‑ or group‑based exemptions to these thresholds. Policies should apply outside of templates and not rely on sender behavior.ValueImproves compliance and risk management Reduces stale or forgotten envelopes Aligns Docusign governance with enterprise security and records‑management standards Minimizes reliance on templates as the only enforcement mechanismUse CaseMost users are restricted to a short expiration window, while certain users can be exempted based on business need.

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    New Voice
    Forum|Forum|5 months ago
    A
    New Voice
    ajaiswalNew Voice

    Allow documents to be edited in the browserIdea Submitted

    Within DocuSign allow attached documents open in a PDF Viewer within the browser instead of the signing UI. If you allow documents to be opened in the browser and they are editable, it’s easier to annotate the document and saves time for the preparer of the DocuSign. Enabling editable documents to open in the browser facilitates easier annotation and improves efficiency for the individual preparing the DocuSign.

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    Forum|Forum|5 months ago
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    New Voice
    Tatjana D.New Voice

    Improvement Suggestion: Signature VisibilityIdea Submitted

    To avoid the risk of documents being completed without visible signatures in the designated fields, I suggest adding a warning during the envelope-sending process.If no signature fields are added, the system should display a clear message such as:“No signature fields have been added to this envelope. If you continue, recipients will only need to click ‘Finish’, and the document will be marked as completed without capturing a visible signature. Do you wish to proceed?”This type of warning would help ensure that senders are fully informed of the consequences before sending the envelope and would reduce the likelihood of completed documents being rejected due to missing visible signatures.

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    Forum|Forum|5 months ago
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    New Voice
    AJeffcoatNew Voice

    Auto Update Contact ListIdea Submitted

    When an e-mail address, name, etc is entered incorrectly and you correct it from the Agreement page, it’s does not automatically correct in the contacts.  You have to manually change it, or it will continue to send to the wrong email address, misspelled name each time.  If you correct something from the Agreement page that is related to contact information, then it would automatically update your contact list for future agreements.

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    Forum|Forum|5 months ago
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    New Voice
    ASwearingenNew Voice

    Allow Grouping Text Fields for Requirement CapabilitiesIdea Submitted

    We have various templates with scenario that if one text field is filled out a different text field should not be. I know there is the ability to do a radio button group requiring only one button selection and conditional logic to then display the appropriate text field and make required, however the forms we have this for, a radio button placement would not make sense and would cause confusion for the recipient.I’d like to see DocuSign templates enhanced to allow grouping selected text fields with the requirement options that Radio Button Groups have today.

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    Forum|Forum|5 months ago
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    New Voice
    A Sri Sai PrasanthNew Voice

    CLM API Enhancement: Create/Update Clause Options via APIIdea Submitted

    Hi , It would be really helpful if CLM Object API v2 supported creating and updating Clause Options via API. Today there is an  POST Api /v2/{accountId}/clauses (Text/Notes) but this does not add the clause option, the GET /v2/{accountId}/clauses/{clauseId}/options returns no options for the previous post API. We’ve been advised by DocuSign Support that currently options are created through UI-only(Case Id: 16951191). Could you please enable API endpoints to create/update/delete clause options (e.g., option name/label, text, notes, order/active) so customers can automate clause library migrations and keep DEV/UAT/PROD in sync without manual UI work.

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    A
    New Voice
    Forum|Forum|5 months ago
    J
    Conversation Starter
    jay95Conversation Starter

    Purge Email Notification ConsolidationIdea Submitted

    There should be a setting that only sends one email notification with a list of envelopes that are to be purged on a specific date versus receiving a purge email for each envelope that is to be purged. Email inboxes get flooded with purge notifications after an initiated bulk send results in the email server auto-blocking the email address Docusign uses to send automated emails because of the large volume of purge emails it sends.

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    Forum|Forum|5 months ago
    C
    New Voice
    Caro.BalconNew Voice

    Time zone choice when creating the signatory accountIdea Submitted

    There are two options for time zones:Either the administrator sets the signer's time zone to be the same as the one defined in their account Or the administrator checks “Allow users to set their own time zone and date format,” in which case the software sets a default time zone that is not related to the country defined when the account was created. In this case, the signer must change the settings in their account. This is rarely the case because the signer user does not think to change their account settings.Therefore, I suggest the following improvement:either take into account the country defined when the account was created to set the appropriate time zone by defaultor, in addition to the country, ask for the time zone to be selected when the account is created.

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    J
    Forum|Forum|5 months ago
    M
    New Voice
    marissa9New Voice

    Increase the file size for attachments uploaded to webforms from 5MB to 10 or 15MBIdea Submitted

    This file size is too small for most contracts. 

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    M
    New Voice
    Forum|Forum|5 months ago
    K
    Conversation Starter
    Kyle.RussellConversation Starter

    Include the template description when searchingIdea Submitted

    The Template search options do not include the ability to include the Template Description as part of the logic. People put some very useful information in that field and to make it completely invisiode to any search logic seems like a big miss. Seems like a no brainer to add that field as part of the lookup info when searching by Template name.  

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    Forum|Forum|5 months ago
    S
    Newcomer
    Sofia ValentiniNewcomer

    Improve Wet-sign feature (Print & Sign / Upload) Recipient ExperienceIdea Submitted

    While the electronic signing experience is strong, the current Wet-Sign (Print & Sign / Upload) recipient workflow introduces significant usability challenges that negatively impact completion rates, client experience, and operational efficiency.After internal review and engagement with DocuSign Support, we have confirmed these issues are product-level limitations, not configuration-related. We would like to propose enhancements to improve clarity, reduce user error, and better support regulated workflows that require ink signatures.Key Pain PointsMisleading UI cues: Wet-sign envelopes look and behave too similarly to e-sign envelopes. “Sign Here” tags still appear, suggesting digital signing is possible even when it is not. Hidden required actions: Critical steps (Download → Print & Sign → Upload) are not intuitive and are often missed. Inconsistent mental model: Clients regularly receive a mix of e-sign and wet-sign envelopes and struggle to distinguish the required action between them. Insufficient in-product guidance: Email instructions alone are not enough; users need contextual clarity at the moment they interact with the envelope. No enforcement guardrails: Users can attempt to “Finish” the envelope without completing the mandatory upload, leading to confusion and support intervention.Requested EnhancementsWe propose that DocuSign evaluate improvements such as:1. Clear visual differentiationProminent banner or label such as “Wet Signature Required – Print, Sign, and Upload” Suppression of digital signing affordances (e.g., “Sign Here” tabs) when the envelope requires a wet signature2. Unavoidable, in-context guidanceA step‑based flow outlining the exact process Instructional modal or persistent banner displayed upon opening the envelope3. Improved visibility of mandatory actionsClear prompts directing the user to download, print, and upload Reduction of reliance on hidden menu options4. Guardrails to prevent errorsControls that block or warn when a user tries to complete the envelope without uploading the signed document Removal of misleading “1 required field left” messages that imply electronic signing is necessaryDesired OutcomesLower abandonment and confusion for wet-sign envelopes Higher completion rates and fewer support tickets Better alignment with compliance requirements for regulated signatures Strengthened end‑to‑end experience for organizations frequently handling mixed e‑sign and wet‑sign workflowsThese improvements would greatly enhance the usability of DocuSign’s wet-sign capability and support organizations with regulated or jurisdictionally constrained signature workflows.

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    S
    Newcomer
    Forum|Forum|5 months ago
    R
    Troubleshooter
    rodvillaniTroubleshooter

    Add Custom Attribute Columns to the Tasks ViewIdea Submitted

    Hello! I am writing to suggest an enhancement for the Tasks interface.Currently, the "Tasks" tab provides a standard set of columns. While useful, users often need to see specific attributes (such as Expiration Date, even after expired).I’d like to make it possible for Admins or Users to customize the Task Tab columns by selecting specific Attributes.This would reduce the number of clicks needed to identify high-priority contracts, users could sort their pending tasks by custom fields and provide a "dashboard" feel to the task list, making it easier for teams to manage high volumes of documents. I would love to hear if others in the community feel this would be beneficial or if there are any plans for this in the roadmap! Thanks!!!

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    Troubleshooter
    Forum|Forum|5 months ago
    S
    Newcomer
    SirincNewcomer

    Envelope Status Management RecommendationIdea Submitted

    I have a client who uses the payments integrations to receive payments from their customers. This is NOT a requirement to their end users. As a result, some envelopes are completed with payment and other are completed without. On the “Agreements” tab, we need a way to choose columns that show, or, a way to add a sorting type to the left hand column, that would show who has paid already and who has opted to pay later.  I know that you can go into the history of the envelope and check. However, when you are sending out hundreds or thousands of envelopes, this does not scale.

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    S
    Newcomer
    Forum|Forum|5 months ago
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    Newcomer
    Licensing controlNewcomer

    Docusign Seal creating issues in acceptance of procurement documentsIdea Submitted

    We are trying to subscribe to an italian procurement portal. We have so many different versions. With this one unfortunately the portal won't accept our signee's signature as Docusign adds their Seal after ours and the portal owner sees this as an addition signature of someone who is not a signee of our company. (no matter how we explain this). It would be handy perhaps to have the option to turn this off, remove the docusign seal when we run into this issue with certain portal. We would not want to remove this seal all together as I take it this is also a security level for anyone else to know the document was not tampered with after signature.  Also we're not the admin of Docusign in this company. It would be a hassle to have to go to the admin per case explaining what needs to happen and why. So perhaps have a way to untick the box for the seal when signing or downloading or something. Thanks.Rebecca N.

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    Newcomer
    Forum|Forum|5 months ago

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