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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

    604 Ideas

    Y
    New Voice
    yas

    Set up a DocuSign Administrator account without consuming a standard licenceIdea Submitted

    I am a DocuSign Administrator that logs in to create/disable users, set up permission profiles, groups, settings, etc.I do not send any documents or use any envelopes.However, according to a couple of forum posts, a user must consume a standard licence to perform any form of account or billing management.https://community.docusign.com/esignature-111/how-to-set-up-a-docusign-admin-account-without-consuming-a-standard-license-25136https://community.docusign.com/esignature-111/license-requirement-for-admins-2529This is especially an issue for small companies with very few users who needs to burn a licence just for admin purposes, or get their own existing staff member who sends a lot of envelopes to take on additional administration tasks.Our licence model means we are right on the edge of our purchased user licences and utilising any for staff that do not need to send envelopes is a waste of a licence.

    1
    Y
    New Voice
    Forum|Forum|14 minutes ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    add disable "send later" for backButtonAction for send viewParked

    we check the sender view document:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createsender/for backButtonAction there are only previousPage and Redirect. We have set it to redirect, but there are still have “send later” button. when the  sender click ‘send later’, we send the envelope by API will failed.we create the send view url and the backButtonAction as redirect, then open the url in another browser tab.then click “send later”it will send envelope failed as before, we create case with support team. now it can send success.and we can query the scheduled workflow.because as customer request, the envelope need send without send later, so we need call delete the workflow api to remove the schedule. So we hope we can disable this option for this button. and another requirement is there are two signer, it will throw error place at least one field per recipient when click send later. but the customer want add requirement in the parameters of creadSend API like backButtonAction. let the sender must drag at least one signature for each signer. now we need query the recipient tabs and check whether each signer has signHereTabs and dateSignedTabs before send envelpe. we hope it can check when click continue, if not drag should notice the sender drag it. as the customer told the sender always only drag one signer, but not drag others. 

    2
    niani.byrd
    Forum|Forum|3 hours ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    when the X and Y coordinates are set to 0 for a checkbox (or other tab) but still appear offset on the PDFParked

    In DocuSign, when the X and Y coordinates are set to 0 for a checkbox (or other tab) but still appear offset on the PDF, this offset is typically very small.the support told:Generally, it ranges from about 5 to 10 pixels from the top left corner of the PDF document, as DocuSign often applies slight margins for tab alignment and placement consistency. The exact offset can vary depending on the PDF’s internal structure, resolution, and any margin or alignment adjustments DocuSign applies to ensure the checkbox visually aligns with other fields. the customer want have the option without offset when x/y set to 0.  FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.

    2
    J
    Forum|Forum|4 hours ago
    J
    Docusign Employee
    Jayson.MarcoDocusign Employee

    Immediately removing envelope access to voided envelopesIdea Submitted

    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. 

    0
    J
    Docusign Employee
    Forum|Forum|9 hours ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig reportParked

    on EDIT FILTERS of a report, need to be able to select more than one envelope status to report on.  example both sent and delivered.  Need an AND or OR capability. Also, need to be able to sort the report with like an order by option.

    3
    J
    Forum|Forum|1 day ago
    K
    Conversation Starter
    Kacie.EckConversation Starter

    Send a link for signatures vs. emails.Parked

    An option to send a secure link in an email from us for other parties to sign a document/envelope vs. an email from DocuSign. I do not believe Powerforms will work in these instances because the documents we are sending are contracts/leases and no two are the same. We have had multiple calls lately stating the other party hasn’t received an email from DocuSign to sign a document. Even when a ‘reminder’ email is sent it is not going through. This could be as simple as the DocuSign email going to their junk folder and being overlooked, but it does create extra work on both sides trying to get the document signed. 

    5
    J
    Forum|Forum|1 day ago
    K
    New Voice
    kbenfordNew Voice

    Search and Screen Size SettingExisting Functionality

    I have poor vision. It would be great if I didn’t have to take my browser’s zoom down to 70 percent in order to access DocuSign’s search function. It’s tedious and ableist. I also know enough to know that it is an easy fix. Stop putting everything off on your customers.

    3
    J
    Forum|Forum|1 day ago
    T
    Active Voice
    TonakaiActive Voice

    Want to share Web FormsExisting Functionality

    I would like to have the function that we can share Web Forms.Currently, after create Web Forms, we can edit the form only the owner.If we can share the form and edit by a group, it is very useful for business users. This is an idea from my question. 

    5
    J
    Forum|Forum|1 day ago
    D
    Active Voice
    David ProwtingActive Voice

    Reporting in Monthly bucketsExisting Functionality

    I would love it if eSignature reporting could report 12 months data grouped into monthly buckets, especially on the Group Activity Report. Having to run each month one month at a time is a PAIN! I’d also love it if I could change the title of an idea and alter my own spelling mistake on Reporting in Monthly bucmets | Community (docusign.com) 

    4
    J
    Forum|Forum|1 day ago
    Vladimir Van Dyke
    New Voice
    Vladimir Van DykeNew Voice

    Designated Account supportExisting Functionality

    It would be helpful to have a designated primary contact in DS Support who would answer the Cases opened by the Account Admin. This needs to be a similar Time Zone person with a secondary/backup person in case of the off hours.Thanks

    4
    J
    Forum|Forum|1 day ago
    M
    Newcomer
    markemNewcomer

    I know I had my login somewhere around here...Existing Functionality

    It is not appropriate to make cookies which contain my login information. Whether or not it is encrypted, subscripted, perscripted, or otherwise. When I log out - I expect every “Let’s hide this in the person’s browser” stuff to be eliminated. After all, what if I was in a public library? It is extremely easy to find out where I had been on a browser and if they then went here the intruder could cause significant harm to me or might get me banded from this forum. Please. Use best pratices, get rid of all cookies when someone logs out.Thanks for reading.

    4
    M
    Forum|Forum|1 day ago
    A
    New Voice
    Antonin DurandNew Voice

    Mass envelope downloadExisting Functionality

    I think it would be great if users could download all the enveloppe they sent and the associated receipts. You have visibility on your last 50 enveloppes in your dashboard, at least be able to download all of these, and if you click next page, same.

    3
    M
    Forum|Forum|1 day ago
    G
    Newcomer
    GeraldoMarquesNewcomer

    Ability to add attachment to completed envelopeExisting Functionality

    Hello,I have an envelope with multiple signers, where the last signer is the processor, who receives the signed envelope and takes all documents to the DMV to pay the fees and complete the work.It would be very useful if the last signer (processor) were able to upload the receipt of the work done at the DMV to the Docusign envelope and keep everything organized.  I am only suggesting the ability to upload a receipt or other form of “proof of completion" to an existing signed envelope. BestGeraldo 

    4
    M
    Forum|Forum|1 day ago
    J
    Conversation Starter
    JijingConversation Starter

    send laterExisting Functionality

    When we use senderview to place the signature link，Customer will click the send later，I think this button need to be hidden or display in json

    4
    M
    Forum|Forum|1 day ago
    R
    New Voice
    RachaelFNew Voice

    Reminders - option to default for the individual & clearer information buttonExisting Functionality

    Would like the option for individuals to set their own default reminder/expiry settings without having to change it for the entire company.  Would like clearer information on the information button when it is greyed out to advise where to go so that the screen is more intuitive e.g. guide them that although it is not an account default they can modify it via the Advanced options (better yet - why doesn’t this appear on this main page automatically if there is no account default set?)  

    3
    M
    Forum|Forum|1 day ago
    C
    Docusign Employee
    Community UserLegacy User

    Copy Access for Partially Signed DocumentsExisting Functionality

    Allow users to access and obtain a copy of a document that has been partially signed. This feature ensures that users can retrieve documents even if not all signatures have been completed.

    4
    M
    Forum|Forum|1 day ago
    N
    Digital Collaborator
    newtoclmDigital Collaborator

    When setting up templates with custom fields allow for expansion/reduction of the space to allow for custom text merges and edit bulk send items before final sendParked

    We have found that the templates in e-signature, custom merge fields do not act as text fields as far as formatting and spacing.  You have to guess on how much space you will need to accommodate the longest known delimiter.  So if you are merging a client’s firm name into a sentence as a custom field and the first client is “AD Bank” and the second client is “John Jacob Jingleheimer-Schmitt Broker Dealers Incorporated” you would have to format the spacing in your template to accommodate the second name which would leave a ton of space for AD Bank’s document.  If you format for less than the space on the longest name, then the longer name overprints on the text of the file.  The merge fields should act as text as far as the template documents are concerned, either expanding or shrinking to fit the text and allowing the existing text on the page to move along with the merged text.  This has caused issues with bulk sends where we sent out thousands of documents with multiple merge fields that varied in size.  It looks very unprofessional and is not transparent when using the bulk send feature.  There should be a way to review the bulk send items before they are sent to accommodate these types of errors if not.   

    2
    M
    Forum|Forum|1 day ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    about the limit of Keep for this many days of Draft Envelope Retention PeriodsParked

    we find the document told:https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=ggp1715622165552.html&_LANG=enusSet Draft Envelope Retention PeriodsYou can modify the draft envelope retention policy to specify the number of days that draft envelopes are retained. After the number of days has passed, the drafts are deleted from the system without further notification.From the Accounts view, select Document Retention. Select the Envelope Retention Policy tab. Select Set the draft envelope retention policy for this account. In the Keep for this many days field, enter the number of days between 30 and 120 to keep draft envelopes before sending them to the purge queue. The default value is 30 days. Select Save.but there is no limit of the days in the setting. Hope can add a notice the day should between 30-120. FreeLink🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.📊 DocuSign Community Leaderboard Top 5 contributor.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.

    2
    M
    Forum|Forum|1 day ago
    C
    Troubleshooter
    CDJTroubleshooter

    Users with Envelope Transfer admin permissions should be able to transfer their own draft envelopes within AgreementsDelivered

    As an eSignature Admin, I can be working with my own envelopes in the Sent and Drafts folders and can click the three vertical dots on the far right, select Transfer Ownership and quickly and easily transfer a single envelope to another user. Logically, the option should appear for even limited, delegated admins granted the Envelope Transfer permission. Unfortunately, the option only appears for full admins.I created a custom permission profile and experimented with granting more and more admin permissions. I can check everything between Users and Groups and Stamps, but the user still won’t see the Transfer Ownership option in their Sent and Drafts folder. All they see is Save as Template and Delete. But if I change the permission profile to Allow All administrative access, the Transfer Ownership option appears.For logical consistency, please show the Transfer Ownership option not just to full admins but to delegated admins with Envelope Transfer permissions. Thank you.

    5
    C
    Troubleshooter
    Forum|Forum|1 day ago
    C
    Newcomer
    Christopher HNewcomer

    An application to assist real estate Agents and brokerages and their compliance offciers to remail in legal compliance with FINTRAC AND the Federal AML .Parked

    An application to assist real estate agents and brokerages and their compliance officers to remain in legal compliance with FINTRAC and the Canada’s AML laws.Financial Transactions and Reports Analysis Centre (FINTRAC) requirements requires Canadian real estate professionals to complete FINTRAC documents on every real estate transaction, residential and commercial.  Verify client's identity verification using purpose-built applications. Automatically complete FINTRAC forms in-person using your phone's camera to read driver's licenses/ID cards and other government issued IDs. Add and update information.   I am interested in discussions, please reach out c********@***********.com 

    2
    M
    Forum|Forum|1 day ago
    P
    Newcomer
    PaysafeRamaNewcomer

    Dynamic brand logo display on a docusign templateIdea Submitted

    Problem:We currently work with six banks, each having its own MPA PDF format. Additionally, we have 200+ partners whose MPAs follow the same structure and mapping, but each partner requires different header and footer branding. Because of this variability, adding static headers and footers in the source Word file is not feasible. Maintaining over 200 partner–bank combinations as separate documents is not scalable and would be extremely difficult to manage in real time. Previously, we only had five banks and four partners (20 combinations), which was manageable. Now, with a significantly larger set, we require the ability to insert header/footer images dynamically—similar to how we already populate text using text tabs.Our configuration:We are using DocuSign Envelope Templates in a partially customized setup. Envelope creation is triggered via ApexToolkit because some related objects are not directly connected to Salesforce Contract records.Idea:We need the capability to dynamically insert header and footer images into the document at runtime through the API, similar to the way dynamic text tabs or signature tabs are currently supported.

    0
    P
    Newcomer
    Forum|Forum|1 day ago
    A
    Newcomer
    AmyFitzNewcomer

    Choose custom font colourIdea Submitted

    Some of our documents require headings or other text to include dynamic text that changes based on the recipient.Whilst we can change the content of those fields, we can’t currently select a custom colour to match the brand colours used in the document. For example most of our text is dark grey rather than black, but there is no way for us to select this in Docusign.

    0
    A
    Newcomer
    Forum|Forum|1 day ago
    A
    New Voice
    Antonin DurandNew Voice

    Better flexibility on metadataIdea Submitted

    In "envelope custom fields”, it would be great to have more flexibility on the metadata. The least would be to be able to have more than 2000 characters, to be able to categorize the documents with as many as category as you want. The best would be to be able to have conditional metadata : first you chose the category of the document, and then it display a personalized list depending on the first choice. We would really need this change.

    1
    M
    Forum|Forum|1 day ago
    J
    Active Voice
    Jim169Active Voice

    Merge the Demo and Prod Connectors within Power AutomateParked

    Within Power Automate, Docusign currently uses separate Connectors for Demo and Prod.Unfortunately this means that any flows you create using the Demo connector need to be rebuilt using the Prod connector when you’re ready for them to go live.This makes the current Connectors unsuitable for any complex solutions and incompatible with managed solution deployments.We need to have a single Connector and then provide a way to either; select the Docusign environment as a dropdown on the Individual Actions which could then be set via Environment Variables; or have the environment be selected as part of the initial authentication and stored within the user’s Connections.  

    4
    M
    Forum|Forum|1 day ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    add more attribute for seal like seal type, seal create date, descriptionParked

    Hi Support,we will create two seals for our company with same OU and CN but by different seal type. one is DocuSign Express Signature and the another is DocuSign EU Advanced Signature. the with same logo and seal name. so it is can’t separate the seal and only can by Seal Identifier. we hope can  add other column like : seal type, seal create date, description.

    2
    M
    Forum|Forum|2 days ago

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