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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hello, I am looking for an enhancement to existing reporting. I am looking to create a custom sent envelope report for a specific template and also looking to pull in a specific data label field value for each of these envelopes, like member account number for example, which we capture via text box. Currently there is no way to capture this information in the envelope report. Thank you, Blanka Weber
If you use DocuSign (sign of documents) with sso login and you are already logged in. With enabled Part11 module there are some points to reauthenticate. At moment a user always need to input it’s email address and then to decide if to use classic login or to use company login. The IDP (sso) is always asking the email + password again. That is very time consuming and frustrating for the users, always type in the email twice. DocuSign should recognizes the email address of an already logged-in user and only ask of use classic login or use company login and forward to configured sso IDP without request for email first (only if the user is already logged in). Please consider that enhancement.
Idea / ProblemWithin Docusign Workspaces, it is currently not possible to send or manage DocuSign Web Form links directly from the Workspace. Users must switch to the Web Forms interface, which breaks the Workspace-centric workflow and reduces visibility.Proposed EnhancementEnable users to send Web Form links directly from a Workspace, making the Workspace the central place to manage document collection and execution.Key Capabilities Generate and send Web Form links from within a Workspace Associate Web Form responses and completed envelopes automatically with the Workspace Track Web Form status and submissions in the Workspace Reuse existing Web Forms without duplication Maintain full audit trail and Workspace context Business Value End-to-end processes managed from a single Workspace Reduced context switching Better visibility into form completion and status Stronger alignment between Workspaces, Web Forms, and IAM
When a custody transfer rule moves completed documents to a custodian account, when the original sender is also a recipient on an envelope that requires SMS recipient authentication attempts to download the documents directly from the Docusign UI results in a RECIPIENT_AUTHENTICATION_REQUIRED error. This is because clicking Download does not initiate an authentication prompt so it blocks the access. This creates a confusing user experience as the presence of the Download option implies that Docusign will prompt for SMS verification. The workaround to this is for the user to access the envelope via the email link so that the SMS prompt is triggered. It would be beneficial for the click of the Download button to trigger the SMS authentication prompt if required to allow the user to download the required documents within the UI.
ProblemIn Docusign Workspaces, Workspace Templates allow administrators to define Upload Requests (required documents, instructions, etc.).However, recipients cannot be pre-configured or assigned to these upload requests in the template.As a result: Recipients must be manually added every time a workspace is created Upload requests must be manually reassigned, which is error-prone Standardized, repeatable intake processes are difficult to enforce This limits scalability and automation for enterprise use cases.Proposed EnhancementAllow recipient selection and assignment at the Workspace Template level.Option 1 – Role-based assignment Define roles in the Workspace Template (e.g. Customer, Legal, Finance) Assign each Upload Request to a role At workspace creation time: The creator selects recipients for each role Upload requests are automatically assigned Option 2 - Allow workspace creators to select one or more upload requests and assign them to a single recipient who is already shared in the workspace or from contacts,… . Key capabilities Multi-select upload requests (checkbox or bulk action) Assign selected upload requests to: One existing workspace member A newly added recipient Option to assign: All upload requests to one recipient Only selected upload requests
If I send the envelope to a recipient by e-mail and it is then opened by someone else (for example, the representativefrom the mailbox), this will not be shown in the envelope history or summary. This can then lead to someone else signingthe document instead of the recipient - without anvone noticing. In my opinion thats a lega thing and should be fixed assoon as possible by DocuSign.
To Whom it May Concern:Please create the ability to run a report for expired envelopes under the 5-Click/48-hour rule. As it stands now, I must view the history of each envelope to determine if they have expired. Kind regards,Gina Forrester
Admins/Senders should have the capability to immediately remove access to certain envelopes which are already voided so recipients wont be able to see the content of the said envelopes. Also not allowing them to download envelopes unless it completed.
With Docusign automatically adding underscores to bulk file downloads, this is causing more time for our team to go in and replace those underscores with spaces. They already allow downloads to have spaces when 1 document is downloaded so can we get the same for multiple files being downloaded?
Please explore the possibility of being able to forward emails from Outlook to the Activity Feed of a Request in DocuSign Agreement Desk. Email recipients are asked to reply to the email they receive - but they don’t so, it would be nice to either have the ability to forward it to an email address connected to the Request or to drag and drop to the Documents tab of the Request. Having to save the email outside of Outlook and go into the Request to add it to Documents creates many extra clicks. Perhaps creating a separate tab in the Request for Emails would be the better solution so that all emails sent/received are contained in a designated space. Please also add DocuSign IAM to the Product Area dropdown.
I want to download the combined single pdf of a completed document without you changing the file name to “Complete_with_Docusign_” and truncating the filename. (two distinct issues).Why is the default to use the subject line of the email? Apart from not wanting you to do this at all, the email is from before the signature and now the document has been signed. I could understand adding “_signed” or “Completed with Docusign” or similar but this makes no sense and I cant believe anyone wants all of their downloaded documents to have half the name used up with identical text.





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