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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...

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    1120 Ideas

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    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
    Newcomer
    6 months ago
    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
    New Voice
    6 months ago
    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
    6 months ago
    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
    New Voice
    6 months ago
    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
    New Voice
    6 months ago
    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
    Newcomer
    6 months ago
    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
    6 months ago
    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
    New Voice
    6 months ago
    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.

    2
    Docusign Employee
    6 months ago
    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.  

    1
    6 months ago
    Conversation Starter
    mikecallaghanConversation Starter

    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
    Conversation Starter
    6 months ago
    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.

    0
    Conversation Starter
    6 months ago
    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
    6 months ago
    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
    6 months ago
    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
    Newcomer
    6 months ago
    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
    6 months ago
    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
    6 months ago
    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
    Docusign Employee
    6 months ago
    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

    0
    New Voice
    6 months ago
    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
    Newcomer
    6 months ago
    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
    Newcomer
    6 months ago
    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
    New Voice
    6 months ago
    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
    New Voice
    6 months ago
    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
    New Voice
    6 months ago
    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
    6 months ago
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