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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 tracking the progress of your favorite suggestions within the Docusign community. What is Docusign Community Ideas? Docusign Community Ideas is your space to share and support innovations that can improve your Docusign experience. Your inputs help shape the future of Docusign. How to access and engage with existing ideasTo start engaging, head over to the Ideas tab on the Docusign Community. You can search, support with comments or upvotes, and contribute to new ideas in the Docusign Community. Here’s how:1. Log in: Anyone can view ideas, even if you aren’t logged in. However, if you want to post, upvote, or comment on ideas you must be logged into the Docusign Community. If it’s your first time visiting the Community, check out the Get Started guide with instructions on how to log in.  2. Find Ideas: Search to see if your idea has already been suggested. Browse by category tags to discover ideas related to topics you’re interested in. 3. Show your support: Upvote ideas you like or want implemented: You can upvote as many ideas as you like but can only upvote once per idea.   You can remove your upvote at any time. Upvotes help us track the most popular suggestions. Comment on ideas to share feedback, suggest improvements, or add use cases.  How to submit a new ideaFollow these steps to submit your idea to the Docusign Community:1. Log in: Make sure you're logged into your account before submitting an idea.2. Create your idea: Select Create an Idea to start your submission.3. Fill in the details: Title: Add a clear, concise title that summarizes your idea. Description: Write a clear description that communicates why this idea will drive impact: Be specific and avoid vague terms. Instead of saying, "It would be nice if it worked better," say something like, "The current process for X is slow, and this feature would automate that step, saving 30 minutes per day." Focus on the value: What benefit does this idea bring to you and other customers? Keep it actionable: Ensure your description gives enough context for Docusign teams to understand the need and solution. We recommend answering these questions in your description: What problem does this solve? Explain the challenge or pain point you're experiencing. Who will benefit? Specify the target users or teams (e.g., admins, end users, partners, developers). What impact will this have? Describe how it will improve processes, productivity, or overall experience. Add visuals: Attach screenshots, examples, or use cases to help illustrate your idea. Select tags: Choose the relevant product area and tags for your idea. 4. Submit your idea: Once you’ve completed writing your idea, select Submit. Note: Only Community moderators or administrators can edit your idea after submission. How to track the status of an ideaEach idea is assigned a status to show its progress:Idea Submitted: The default status for all ideas. When ideas are at this status, you are encouraged to upvote an idea or comment on it with your inputs to help the idea move into review. Under Review: The idea is being evaluated by Docusign. Planned: The idea has been selected for teams to begin developing.  In beta: The idea is available for early access and testing Parked: The idea is viable, but is not currently considered at this time. Delivered: The idea is implemented and live. Existing functionality: The idea can be solved within the set of capabilities and platform services that exist today. Duplicate: The idea was a duplication and merged with existing Idea. You can subscribe to your idea or other people’s submitted ideas to get updates on an idea’s progress. While we can’t guarantee that every idea will be implemented, or implemented exactly as worded, we appreciate your input in making Docusign better for everyone. Thanks for your ideas! Your feedback is invaluable, and by engaging with Ideas—whether it’s upvoting, commenting, or submitting your own suggestions—you play a vital role in making Docusign better for everyone.We can’t wait to see what you come up with! Thanks for being part of the innovation process

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 your feedback and working on a consistent response process. We promise we are listening and sharing this feedback with the right people. While we don’t have an exact timeline for status updates just yet, we’ll share an update as soon as we can.Thanks for your continued input and patience. Please keep the great ideas coming!Also: if you’re wondering what’s up next on the Docusign product roadmap, you can bookmark this link to the roadmap overview. 

    542 Ideas

    H
    Active Voice
    Han.ChenActive Voice

    A report for monitoring the usage of Shared AccessIdea Submitted

    Could we have a report for admins to monitoring usage of the Shared Access for all users? This ideally should include: who's been sharing with whom, their permission level (Allow to manage/edit/send) and the duration of sharing.Currently we would need go into users one by one to view if they have any Shared Access set. And it’s just not possible to do if you have hundreds of DocuSign users.Thanks. 

    4
    J
    Forum|Forum|10 days ago
    R
    New Voice
    robdegraafNew Voice

    Report to show which accounts have Shared Access onDuplicate

    I’d like to see a report that shows which accounts at the company have shared access enabled, including which kind of access: Manage, Edit or Send.

    2
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    Forum|Forum|10 days ago
    M
    New Voice
    MarcLBNLNew Voice

    change on an individual account the date signed format from MM DD YYYY to DD MM YYYYDuplicate

    I would like an enhancement that would allows change on an individual account the date signed format from MM DD YYYY to DD MM YYYY. Please review and prioritize this.

    2
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    Forum|Forum|10 days ago
    L
    Conversation Starter
    LeonidaConversation Starter

    Let users change the format of Date SignedIdea Submitted

    Hi all,the format of Date Signed field cannot be changed at the user level, but only by the Admin.I work in Europe for a US company and this means that I am stuck with the US format of the date signed (mm-dd-yyyy), which effectively makes it useless because it confounds anyone outside the US.So my suggestion would be to let users modify this setting for themselves, so that it is viable for organizations that are spread around different countries with different formats.

    2
    J
    Forum|Forum|10 days ago
    N
    Newcomer
    nsherryNewcomer

    Signed Date field needs to allow for different formats by template or by user.Duplicate

    For Docusign to work properly for a Global company, the “Signed Date” field must allow for a different date format to be set by Template or by the user sending the contract out.(MM/DD/YYYY- Common in the US) (DD/MM/YYYY - Common in Europe)   Currently the “Signed Date” field’s format is driven and the organization Account level so if you are an international company and you have a user in Spain and a user in the US, the contracts that get sent out will default to the Organization’s Account settings and not the template or users date format. In this day and age you would think this would be a fundamental feature for a company like Docusign, but based on other posts in the community, it has not happened yet. 

    2
    J
    Forum|Forum|10 days ago
    F
    New Voice
    FNPNew Voice

    Deleted Document - Extend archive timeframeDuplicate

    I’d like to propose that the timeframe for Deleted DocuSign files be extended.   Currently the deleted item is closed and no longer viewable after 24 hours.  I suggest this is extended to at least 6 month holding period.

    2
    J
    Forum|Forum|10 days ago
    T
    Newcomer
    tullio.albertoNewcomer

    I have some suggestions for the delete featureIdea Submitted

    Hello Docusign Product Team,I would like to extend the time for deleted envelopes and make them trackable since some envelopes are very important to me, and I am not able to see what happened.If possible, allow the admin to determine who can delete the envelopes or not, since some envelopes are important and must never be deleted.These enhancements are vital for me, and I truly believe that Docusign will make some changes since the delete option is very limited.I appreciate your attention.

    1
    J
    Forum|Forum|10 days ago
    T
    Conversation Starter
    tãoSofiaConversation Starter

    Have the summary page combined with the documents in the email.Duplicate

    Please, provide an option to have the summary and the documents combined as an attachment on a completed email notification

    2
    J
    Forum|Forum|10 days ago
    L
    New Voice
    LukeWilkes94New Voice

    Merge Completed Document & Summary into 1 in "Completed Email"Idea Submitted

    We recently discovered that we could receive completed envelopes directly into our inbox, which is helpful given we issue over 500 documents through Docusign each month. Viewing, downloading, and uploading each document to our HRIS system is time-consuming.It would be highly beneficial to have both the completed document and the summary page merged into one file and automatically sent to the sender’s email. Currently, these are attached as two separate documents, which requires manual downloading.Combining them into a single email attachment would save our HR Team significant time, allowing us to simply drag and drop the files into the relevant HRIS attachments.

    3
    J
    Forum|Forum|10 days 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.

    0
    A
    Forum|Forum|10 days ago
    D
    New Voice
    daniel.krcmarNew Voice

    Add a new “Lookup” attribute type to search and select cost center codes and descriptionsIdea Submitted

    In Docusign CLM, we currently have standard Dropdown and Dynamic Dropdown attribute types for selecting valuesHowever, these options are limited when working with reference lists (>35) such as cost center codes and descriptions. Proposed enhancement:Introduce a new “Lookup” attribute type that allows users to: Search and filter from a large dataset (e.g., cost centers, departments, vendors). Display both code and description columns for easier selection. Optionally pull data from an external or internal reference table (via API or data source link). Use this lookup field in Document Generation, Workflows, and Forms. Example use case:When generating a document, a user could type part of a cost center code or description (e.g., “44100” or “Marketing”) and select the correct entry from a searchable dropdown list.

    0
    D
    Forum|Forum|10 days ago
    D
    New Voice
    daniel.krcmarNew Voice

    Docusign Web Forms improvementsIdea Submitted

    Docusign Web Forms currently support a basic, single-column layout for form fields. While this works for simple forms, it limits design flexibility and results in unnecessarily long forms — especially on desktop or tablet devices.Layout/UI improvement requests:Multi-column layouts: Allow 2-column or 3-column grids for placing fields side-by-side (e.g., first name / last name, city / postal code). Drag-and-drop visual layout builder: WYSIWYG editor for arranging fields visually on a grid instead of strictly top-to-bottom. Snap-to-grid functionality and column resizing. Custom styling & spacing controls: Padding/margin options between fields. Divider lines or subtle background colors for sections. Optional custom CSS or style presets (aligned with company branding). Better and flexible upload attachments buttons (as it is in eSignature templates)Flexible field grouping and sectioning:Create sections or panels with titles, borders, or collapsible headers for better organization.Option to display groups horizontally (e.g., “Address details” as a 2-column block). Dynamic progress bar / step indicator: Show which section or page a signer is on within a multi-step form.Customizable branding themes: More control over colors, fonts, and headers beyond the current limited template.And much more...

    0
    D
    Forum|Forum|10 days ago
    D
    New Voice
    daniel.krcmarNew Voice

    Add Visual Workflow Progress Bars in IAM/CLM (CLM Workflows)Idea Submitted

    Currently, a status bar is already available in Home → All Agreements → Completed within IAM for eSignature and Maestro workflows.However, in CLM, it is not possible to see a visual progress bar representing the progress of a workflow instance.At the moment, users can only check the workflow view, the “status” attribute, or the history of an agreement — but this information is often not clearly visible or intuitive.Idea / Enhancement Request:Please consider adding visual workflow progress indicators in CLM, for example: A progress bar (0–100%) showing the completion level of a workflow instance. Detailed Color-coded stages (e.g., open, in progress, completed) in Unified Task Management. Option to display all open and completed steps with corresponding colors. Option to show workflow instance progress bars directly on dashboards or the IAM/CLM home page.

    0
    D
    Forum|Forum|10 days ago
    D
    New Voice
    daniel.krcmarNew Voice

    Allow updating CLM Workflow Security Step to manage folder access for roles (not only users) directlyIdea Submitted

    Currently, when configuring a Change Security Step in a DocuSign CLM Workflow, it’s not possible to easily restrict or modify access for roles (permission profiles) — only for individual users.Folders inherit a general “CLM User” permission profile by default. To apply more granular or restricted access (e.g., remove visibility from general users), we have to use the roles property in the API endpoint POST /tasks/changesecuritytasks.https://developers.docusign.com/docs/clm-api/reference/tasks/changesecuritytasks/post/#schema__task.changesecuritytask_folder_security_roles)However, this capability is not currently exposed or configurable via the CLM Workflow UI directly with step update security.Improvement request:Please add the ability in the Workflow designer to: Configure folder security updates based on roles, not only users. Easily remove or limit the default “general CLM user permission profile” access from workflow steps. Align UI behavior with what’s supported by the API. This would greatly simplify permission automation and improve security management within workflows.

    0
    D
    Forum|Forum|10 days ago
    D
    New Voice
    daniel.krcmarNew Voice

    Allow access to Docusign Contacts in Web Forms (similar to Maestro Workflows)Idea Submitted

    Currently, Web Forms do not allow users to select or access existing Contacts (or Signing Groups) when configuring recipient or data input steps.This feature would be very useful to: Simplify user workflows by reusing existing contacts already stored in the DocuSign account. Reduce manual entry errors when repeatedly using the same signers. Ensure consistency with Maestro and eSignature Template behavior, which already support Contacts. Could DocuSign consider adding the ability to use Contacts and Signing Groups directly in Web Forms setup and data input steps?

    0
    D
    Forum|Forum|10 days ago
    D
    New Voice
    daniel.krcmarNew Voice

    Workflow initiator (sender) informationIdea Submitted

    Currently, in Docusign Maestro, there is no way to directly access or use the workflow initiator (sender) details — such as name, email address, or user ID — within the workflow logic or subsequent steps.This enhancement would allow workflows to dynamically reference the initiator’s information without requiring an API start or additional manual input.Example use cases: Display or store the sender’s name and email in downstream workflow steps. Use the initiator’s details in conditions, notifications, or audit logs. Simplify workflow design when the workflow is started manually by a user (not via API).

    0
    D
    Forum|Forum|10 days ago
    B
    Docusign Employee
    Bea.CoradoDocusign Employee

    Brand Document IconIdea Submitted

    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! 

    0
    B
    Forum|Forum|11 days ago
    D
    New Voice
    daniel.krcmarNew Voice

    Party management in CLMIdea Submitted

    Party management CLM list view capabilities are limited.Filtering Archived Documents (attribute or archive folder location): There is currently no configuration setting that allows you to hide archived documents from this specific "Party Agreements" list view. Customizing List View Columns: The module does not support adding new columns, such as "Location," to this view.

    0
    D
    Forum|Forum|11 days ago
    R
    Active Voice
    rm788622Active Voice

    Add the automatic reminder event to envelop historyIdea Submitted

    We were told only the Manual reminders can be seen in the envelope history, we want the ability to track the automatic reminders as well.  

    2
    M
    Forum|Forum|11 days ago
    A
    New Voice
    AJeffcoatNew Voice

    Automatic Reminders and History LogDuplicate

    When automatic reminders are sent out, these needs to be added to the history log for that agreement.  This way there is backup to not only have I sent you 5 reminders on these days, but the system has sent you automatic reminders on these.  So excuses why you haven’t executed.

    1
    M
    Forum|Forum|11 days ago
    A
    New Voice
    AJeffcoatNew Voice

    Change in SignersIdea Submitted

    When a signer is changed, the notification e-mail does not advised what document it is.  The subject says "Change in Signers" and the body says "Name has changed signing responsibility to Name".   You have to click on the link and open up the document to see what it's for.  It would be nice to have the Subject of the e-mail be the subject of the Agreement Name - Change in Signers or have the body say Name has changed signing responsibility to Name on Agreement Name.

    0
    A
    Forum|Forum|11 days ago
    C
    New Voice
    CKSSNew Voice

    Date/Time and DateIdea Submitted

    Within the same envelope, we have some documents requiring date signed only and others that require date/time signed.  I note this can only be changed in the signing settings and can only be one or the other.  Could we please have the ability to add either/or within the one envelope. 

    2
    M
    Forum|Forum|12 days ago
    J
    Docusign Employee
    Jayson.MarcoDocusign Employee

    Date Time stamp on some of my documents but not allDuplicate

    I asked about this before. wondering if there is a way in the meantime to address this.I have several documents which must show the date, time and timezone stamp next to the signature, but most of my other documents I cannot show this info. the global setting variant does not work for me. Ideally should a choice when pulling the data signed per template.

    1
    M
    Forum|Forum|12 days ago
    C
    Newcomer
    Caro.BalconNewcomer

    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.

    0
    C
    Forum|Forum|12 days ago
    H
    Newcomer
    HannahPayworks.caNewcomer

    Webform Date Fields - Allow RestrictionsIdea Submitted

    We are capturing date fields on a Web Form as part of a Maestro Workflow. We are pushing the date fields collected into Salesforce. Salesforce has validation rules on some fields that will not allow dates that are in the past.This will cause the Maestro Workflow to fail upon SF Update and/or the Salesforce processing to fail.We would like to see the ability to allow restrictions on the Date field (e.g. current and future dates only)

    0
    H
    Forum|Forum|15 days ago

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