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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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    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Allow Removing or Setting “No Access” for Users in Step Update SecurityIdea Submitted

    Currently, when using Step Update Security, it is only possible to add security groups or users. However, there is no option to remove an existing user or explicitly set their permission to No Access.In our use case, we want to apply security to a specific folder and ensure that the CLM user does not have access. With the current functionality, the CLM user cannot be removed or restricted through Step Update Security, which limits our ability to properly control folder permissions.Requested enhancement: Allow removal of existing users/groups when using Step Update Security. Allow explicitly setting “No Access” for a specific user (e.g., CLM user group). Enable administrators to fully control folder-level security through the step configuration. Benefit:This enhancement would provide more flexible and complete security management, allowing administrators to ensure that unwanted users (such as CLM system users) can be removed or restricted when configuring folder permissions. Use CaseWhen the workflow creates a new supplier folder and the “Finance” subfolder, the security settings must be automated so that only the “Finance Security” group has access.To meet confidentiality requirements, access for default groups (for example, the “CLM User” group) must be removed so that these users cannot view the folder.Current Platform BehaviorBased on the current platform design, the Update Security step in a CLM workflow is additive only. This means it can grant permissions to additional users or groups, but it cannot remove existing permissions, remove inherited permissions, or set a group's access level to “No Access.”

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    Digital Collaborator
    Forum|Forum|5 months ago
    D
    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Automatic End Date Update and Reminder Creation for Auto-Renewing AgreementsIdea Submitted

    ProblemIf Auto Renewal = Yes, the CLM system still requires manual or workflow-driven updates to: Extend the End Date Create the next renewal reminder Introduce native Auto Renewal logic in CLM:When: Auto Renewal = Yes The system should automatically: Extend the End Date based on the renewal term (e.g., +12 months). Create a new reminder based on the configured notice period. Repeat this process for each renewal cycle unless Auto Renewal is disabled.

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    Digital Collaborator
    Forum|Forum|5 months ago
    C
    New Voice
    Cecilia23New Voice

    Option to see the message that was sent to the signatory in the History sectionDelivered

    It would be great if we could see the message that was sent to the client when we sent the document out for signature. I mean the message that they receive as part of the email with the link to the document. If it was accessible in the History tab, that would be a great enhancement. Thanks

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

    Options for page numbers and thumbnail views when signingDelivered

    We have envelopes that contain multiple multi-page documents. When our signers are reviewing them, it would be helpful to be able to navigate by page number within the entire set of documents. For example, if there are 3 15-page documents, being able to go to page number 17 of 45 to get to the second page of the second document. In the thumbnail view, having an option to collapse or expand all documents under their headers would also be very helpful, so that reviewers don’t have to click to close them one by one.

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    Forum|Forum|5 months ago
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    New Voice
    chreinkNew Voice

    Option to remove welcome modal, witch appears before entering the agreementDelivered

    A welcome modal displaies the ERSD content and any messages from the sender, before entering the agreement. This window provides no added value for our customers; on the contrary, it leads to numerous queries and unsigned documents.I request an option to disable/remove this window via the administration.

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    Forum|Forum|5 months ago
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    New Voice
    BCTNew Voice

    Improve function of Title field for users with multiple job titlesIdea Submitted

    Hello,We’ve been running into an issue with some users who have multiple unrelated job titles. In Manage Profile, users can opt to either set a Job Title or leave it blank. However, if they ever sign a document that includes a Title field, Docusign will automatically save that value to the Manage Profile screen without notifying the user that it has done so. (This is primarily an issue when someone leaves the field blank under Manage Profile, especially if they’ve done so intentionally because they have multiple titles.)That value then shows up in the certificate of every future envelope, unless the user manually changes it every time they “switch hats” to sign for one job title or the other.Example:A user is both “Head of Dept A” and “Employee of Dept B” The user signs a document relating to Dept B. This document has a Title field, so they list “Employee of Dept B” Docusign saves this Title value to their profile without telling the user. Later, the user receives a different document to sign that relates to Dept A. This document does not have a Title field. When the user signs, it will still list them in the certificate as “Employee of Dept B,” because that’s what’s Docusign saved to their profile in step 3. However, they won’t be aware of this unless they look at the certificate.This is causing confusion for customers when they review the certificate, especially when the two job titles are very different.One suggestion would be to give users the choice of whether to save the Title to their profile or not when they’re filling out a Title field.

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    Forum|Forum|5 months ago
    G
    New Voice
    GitanshNew Voice

    Automatically Save Mobile Numbers for Approvers in DocuSign eSignatureIdea Submitted

    Description:When building approval requests in DocuSign eSignature, the system conveniently remembers previously entered email addresses for approvers. However, it does not retain their mobile numbers, even if those were used for SMS authentication in prior envelopes.This results in repetitive manual effort:I must re-enter mobile numbers each time. Or navigate to My Preferences → Contacts, locate the auto-created contact, and manually edit it to add the mobile number.Business Impact:This behavior is inefficient and affects productivity, especially for frequent approvers across multiple workflows. It also increases the risk of errors in high-volume approval processes.Request:Please enhance the contact management feature so that:Mobile numbers used for SMS authentication are automatically saved alongside email addresses. These numbers are pre-filled when the same approver is added to future envelopes.

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    Forum|Forum|5 months ago
    V
    New Voice
    vijaykNew Voice

    Notification to the Organization Administrators for IdP/ SSO Certificate ExpirationDelivered

    Most enterprises/ customers using DocuSign have Single Sign On (SSO) setup through Identity Providers (IdP).  However, there is no notification or alert mechanism from DocuSign on the about to be expired certificates in this context.It would be very relevant and beneficial to the Administrators to have this notification to be acted upon.  Even better, it could also be made into a banner notification when logged into the Administration section.The downside of not attending to such SSO certificate is obviously, lost access to hundreds or even tens of thousands of users depending on the deployed usage in an enterprise, and we can prevent such messages well in advance. There are dozens of posts discussing the SSO certificates, but not sure if anyone is asking for this notification already.https://community.docusign.com/search?q=SSO%20IdP%20certificate%20notification

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    Forum|Forum|5 months ago
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    Conversation Starter
    calvinConversation Starter

    Grouping multiple standard fields to create a custom fieldIdea Submitted

    Three standard fields placed on the documentIn my envelopes, I often use the “Sign,” “Full Name,” and “Date Signed” fields multiple times for different recipients. I thought it would be helpful to have a custom field that inserts all three standard fields on the document at once, allowing me to move them around as a single group.Thanks

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    Forum|Forum|5 months ago
    M
    Newcomer
    melwelNewcomer

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

    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
    paige.rossi
    Forum|Forum|5 months ago
    S
    Newcomer
    SDhomanNewcomer

    Approving a document shows as complete on the summary document not APPROVEIdea Submitted

    Our Spanish team have to put their documents through an internal approval before going out to the attorney for signature.  When they set approval and the internal persona approves it then the attorney signs the summary document shows the approval as complete only so there is no way of the auditors knowing that the document was approved and then signed.   I have asked Docusign support if there is a way of changing the wording on the summary document so when an approve field is put into a document and approved the summary shows that field as APPROVED or REJECTED NOT complete.  

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    Forum|Forum|5 months ago
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    Conversation Starter
    nuhangConversation Starter

    Disable the 'Add/Edit Attribute Groups' option and still allow users to edit attributes.Idea Submitted

    Per case # 16126039, “the only way to hide or restrict the Add/Edit Attribute Groups option is to remove the user’s permission to edit the document”. We would like our users to be able to edit attributes but not delete attribute groups. Can we get an enhancement to toggle that in Nav and Actions?

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    Forum|Forum|5 months ago
    H
    New Voice
    harpek1New Voice

    Remote AssistanceIdea Submitted

    While working over the phone we use DocuSign a lot, and it is a very helpful tool, one thing I have noticed is that older folks are wanting to use DocuSign’s features but often get stuck trying to navigate within the documents. They end up frustrated and anxious that their documents were not completed correctly. I think a feature that would be great would be some type of remote feature that allows you to view the documents together and help even from far away. Not everybody has someone to help them navigate new technology or apps. Working in a call center it would really cut down on time whenever assisting with DocuSign if we were able to remotely maneuver the documents and see what they are seeing in real time.

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    Forum|Forum|5 months ago
    C
    Conversation Starter
    calvinConversation Starter

    Enabling Shareable Links to view Envelope Signing StatusExisting Functionality

    When an envelope is sent for signing, there should be an option to create a shareable link that allows anyone to access and check its signing status. I create envelopes in my organization, and many times, people involved in projects approach me repeatedly to ask who the signing is pending with.Thank youCalvin

    4
    Z
    Newcomer
    Forum|Forum|5 months ago
    Z
    Newcomer
    Zoe EthNewcomer

    Next in Line BucketIdea Submitted

    Would it be possible to create a “next in line” catergory for users to see what documents are heading to them, but not immediately waiting for their signature? I often send envelops as an admin, with someone else on my team being the final signer. I want the final signer on my team to be able to see what will be in their court soon, without asking me. 

    0
    Z
    Newcomer
    Forum|Forum|5 months ago
    S
    Digital Collaborator
    ServeshDigital Collaborator

    Merge tags live previewParked

    Editing a template with correct merge tags can be a cumbersome process. Currently I only know a way through setting up a docgen config but which states that there is a template error after filling in the form values. It would be great to have a live compiler of a merge tag validator and editor by providing sample values.e.g. user uploads a template, the editor describes if it is valid, and if so, provides the list of merge tag in an editor window with sample value. User can edit the merge tag if it is invalid or switch to final merged view based on test data to see how final document looks like.

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    Forum|Forum|5 months ago
    K
    New Voice
    KrisMcGNew Voice

    Combining all pdfs - no download option for certificate of completionIdea Submitted

    We do not have 'attach certificate of completion to envelope' turned on.  It is not required by our business to be included 100% of the time. However, a user should have it as an option when they want to download the files.  There is no option to ever combine them, with this feature turned off.  We think there needs to be more options when you download files and that is to include the certificate of completion in a combined pdf.  It should be available as a choice. Separate PDFsCombine all PDFs into a single fileCombine all PDFs into a single file (icluding certificate on completion)    

    1
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    Forum|Forum|5 months ago
    J
    Newcomer
    JNS_PerpetualNewcomer

    Dependent envelope custom picklist fields to create 2-level classification hierarchyParked

    We’d like to have 2 envelope custom fields (Document Type and Document Sub-Type) to create a 2-level classification hierarchy for our envelopes. We’d like the values available in the Document Sub-Type field to be dependent on which value was selected for Document Type. i.e. the options available in the second field should be dependent on which option was selected in the first field.This functionality would mirror what we have in Salesforce for classifying documents (dependent picklist fields), and we would like to map the Envelope Custom Fields to the corresponding fields in Salesforce. We would like users to be able to select valid combinations of Type and Sub-Type when sending an envelope via Docusign, and to have these updated back into Salesforce, so that documents sent via Docusign are classified/categorised according to the same schema as those which are sent from inside Salesforce.We would also like to be able to control the order in which these fields are displayed when sending an envelope. At the moment they are displayed in alphabetical order, which means the user thinks they are supposed to select a Document Sub-Type before they select a Document Type. We would like to be able to show these fields in the correct order, especially if the values in the second field are dependent on the value selected in the first field.

    2
    M
    Forum|Forum|5 months ago
    B
    New Voice
    bhupendrapatniNew Voice

    Docusign Rooms: Need an ability to programmatically link NAR ID in the Docusign roomsIdea Submitted

    We are currently integrating DocuSign Real Estate Rooms into the Rialty.ai platform and are looking for a method to programmatically link a user’s NAR ID with their Rooms account.Providing this integration is a priority for us to ensure a seamless experience for our mutual customers. Could you please provide documentation or details regarding the available APIs or technical methods required to achieve this integration?

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    B
    New Voice
    Forum|Forum|5 months ago
    M
    Newcomer
    mgrayNewcomer

    Option to send reminder outside of set reminder intervalsIdea Submitted

    Hello,Our DocuSign account is not integrated with any other systems, and we do not have the option to send a reminder to a signer outside of the reminder intervals set when creating an envelope.  I can correct the envelope and change the frequency that way, but it would be nice to have the “Send a Reminder” option in the dropdown along with “Void”, “Copy”, “Delete” etc.  DocuSign accounts that are integrated with Zoom and Salesforce, for example, do have this option to just spit out a reminder at any time, so it would be great if the free-standing accounts were able to do that as well.  Best,MG

    1
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    Forum|Forum|5 months ago
    C
    New Voice
    chris.gundersonNew Voice

    Conditional Fields - Multiple selectionExisting Functionality

    Using a drop down in a template, I would like to be able to enable/disable checkboxes in a group. There are multiple strategies in my dropdown list which would enable a single checkbox in another section. We currently only allow a 1-to-1 relationship.

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    Forum|Forum|5 months ago
    M
    New Voice
    marie.rssrNew Voice

    Suggestion for a “Need to View with Approval” Option in DocuSignExisting Functionality

    Hello,We have a use case regarding the “Needs to View” option in DocuSign. In our process, we always include one person as a contract reviewer first, and then, in step two, the person who needs to sign the contract.The challenge is that with the current “Need to View” setting, the reviewer can only see the contract, and the document automatically continues to the signer afterward.However, in some cases, the reviewer may not agree with the content and would need to stop the contract from being sent forward.What we would really need is an enhanced option — something like a “Reviewer (View + Block if needed)” role. This would allow the reviewer to either let the contract proceed or block the workflow after their review.Thank you for taking this idea into consideration.Best regards,Marie

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    Forum|Forum|5 months ago
    K
    New Voice
    knaymieNew Voice

    Product enhacement: PowerForm Sender From address consistent with all recipients in a workflowIdea Submitted

    When the PowerForm Sender  is also the same account as a carbon copy account in a Template,  the carbon copy from address is the default docusign from docusign.   The enhancement would be that all recipients in the template would receive the SAME from address,  including the carbon copy is the same as the sender, Case#  16885892

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    K
    New Voice
    Forum|Forum|5 months ago
    J
    Docusign Employee
    Jeremy.deLeonDocusign Employee

    SCIMIdea Submitted

    allow SCIM managed users to be able to manage DocuSign user profile attributes, such as Address, Company'' posted it as well in the DocuSign Community

    1
    J
    Forum|Forum|5 months ago
    H
    Conversation Starter
    HaileyLewisConversation Starter

    Ability to Change the Workflow Sender or Transfer Custody by Template or Subject LineParked

    Custody Transfer is currently only available for all envelopes sent from a user which does not help for companies that have admins that build different workflows and functionality that sending users use and manage once sent. Would like to see an option where you can set a custody transfer rule by user and subject line or template to better assist with these options. Or have the functionality within workflows when they start from a link which user the envelopes are sent from so it is not sent always from the admin accoun.t   

    2
    paige.rossi
    Forum|Forum|5 months ago

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