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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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    1121 Ideas

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    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
    7 months ago
    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?

    0
    New Voice
    7 months ago
    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
    7 months ago
    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.

    2
    7 months ago
    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

    3
    7 months ago
    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

    0
    New Voice
    7 months ago
    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
    7 months ago
    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
    7 months ago
    Docusign Employee
    Oishabelle.EscotoDocusign Employee

    Regional Settings applied to all sections on the actionIdea Submitted

    The regional setting for date format is not applied to all sections on the account. We are transferring envelopes from one user to another. However, the custom date is confusing as it remains on the US date format. 

    0
    Docusign Employee
    7 months ago
    New Voice
    Ste.BNew Voice

    Envelope Routing for Users with Multiple AccountsIdea Submitted

    In certain operational contexts, it is common for a single user to have multiple accounts linked to the same corporate email address. This setup is often necessary to maintain separate environments for regulatory compliance, such as when DocuSign Part 11 is activated to meet industry-specific standards.To avoid confusion and ensure proper routing of envelopes, we suggest implementing a tagging mechanism that allows each envelope to be explicitly associated with the correct account. This tag could be visible during the sending and receiving process and include a reference to the intended account (e.g., #AccountPart11, #AccountStandard), which would help:Ensure envelopes are assigned to the appropriate operational context. Improve traceability in regulated environments. Reduce the risk of errors in sending or signing documents.This solution would be especially beneficial for users operating in dual-mode, managing both standard and regulated workflows, and would enhance both efficiency and compliance in document handling

    1
    7 months ago
    Newcomer
    Amanda.CNewcomer

    Allow Agreement Correction to Send to All RecipientsIdea Submitted

    Currently, you can only re-send an agreement to outstanding signors. Allow an option to re-send an agreement to CC Only recipients so all recipients can get notified when a correction is done. 

    1
    7 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig-Allow Document Visibility with PowerFormsIdea Submitted

    This limitation is causing me much pain. I have a template with document visibility that works fine, then i make it a powerform and it doesn’t.per DS documentationDocument visibility settings are not supported in PowerForms. A PowerForm signer will see all documents that exist in the PowerForm's associated template, regardless of any document visibility settings applied on the template.

    0
    mshealy
    Established Contributor
    7 months ago
    New Voice
    sarah.smith56New Voice

    Option to turn off the "You're done! Want to sign Another Document?" pop upIdea Submitted

    I have to sign up to 50 documents a day during our busy season and I do not sign them in the order in which they were received. Having to click on ‘no thanks’ after EVERY. SINGLE. SIGNING. really slows down the process. The answer is always no thanks, and it always will be. Can we have an option to turn this pop-up off?

    3
    7 months ago
    Established Contributor
    DrewciferEstablished Contributor

    Add a Tooltip/Description attribute to Envelope Custom FieldsIdea Submitted

    Would love to be able to have an explaining definition/tooltip for the Envelope Custom Fields just like we do for fields on the document.  Example uses Custom Field: “Accounts” Tooltip: “Include leading zeroes.  Separate account numbers by semi-colon.” Custom Field: “Priority Code”Tooltip: “G - General, R - Rush, A - Archive”

    1
    7 months ago
    New Voice
    ValcodNew Voice

    Docusign Apps Launcher - Allow Event 'Envelope Corrected' to be synced back to Salesforce.Parked

    Currently, when creating an Envelope Template on the Docusign Apps Launcher, only the following events are available to be synced back to Salesforce.  Please add the event ‘Envelope Corrected’ so we can track in Salesforce when envelopes have been corrected during their life cycle. 

    2
    7 months ago
    New Voice
    PJLNew Voice

    Increasing the number of SMS RecipientsParked

    Currently, SMS Delivery of an envelope is currently limited to 5 recipients, which many not be sufficient in all cases when this method of delivery is selected.  Looking for a way to manage the number of SMS recipients at an account level or if the limit can be increased at a product level.  Is increasing the limit of SMS recipients on a product road map or is there a specific reason for the limititation?

    2
    7 months ago
    New Voice
    AMeersNew Voice

    Esignature Box ResizingIdea Submitted

    We need to be able to adjust the esignature box vertically and horizontally independently of each other please. Being restricted to diagonal only is hindering our ability to properly place esign boxes in the tightest of places, especially tax returns.

    0
    New Voice
    7 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig envelope error notificationIdea Submitted

    I would like to receive an email if there is an error on an envelope. We received an authentication error, but if we had not looked under agreements, we would not have known. Maybe make it template-based as an option.

    1
    7 months ago
    Conversation Starter
    mk1Conversation Starter

    Improvements for Document Template - It could be betterIdea Submitted

    Document Template is a good tool to start replacing Docugen but there are key features that are missing to improve its performance. Currently it has a very basic text function that does not give a lot of freedom to create better looking documents. For instance, once you make a field in Document Template you can no longer remove that field, meaning if you make small mistakes you are stuck with a lot of extra fields. The text capabilities is also very minimum and lacking for any basic documents created with this tool, I work for a corporate mid size company, our letters need to look professional and thats hard to do with limited fonts and abilities to make indentations like you can on word (Cant show the whole example) I would like to see way more tools so that letters being sent out can look nice. You cant put multiple text on one line for instance to the right and left, same with images needs to be all on separate lines.We also lost the ability to have signers use the approve or decline button, for some reason you can only have them sign the document, before this wasnt and issue. When you use the letter as the owner of the letter, you are able to look at a side by side comparison of the textbox's you are imputing on the left and the letter on the right, however for some reason when you share the letter (IE Put it in a shared folders for others to use) they do not have this ability and it shows on two different screens. Like shown below :There is also a naming issue where you need to download the zip, rename the downloaded file on docusign, then upload the new one because it pulls the file name from the json file not the zip file - hence me trying to name it potato and still getting an error - you should have the option to name the new upload to avoid this whole mess The more I look the more bugs/issues I find, there needs to be a lot of improvement to this features capabilities, I understand its a new product and I am sure more is to come but here are just common issues I found. 

    6
    7 months ago
    New Voice
    Sharath ReddyNew Voice

    How can I automate the transfer of envelope Ownership when it created from one particular TemplateParked

    Hey Guys, Is there anyway to implement the automatic ownership transfer when envelope is created by using one specific Template and not sharing the envelope created from Different template. Note: I have used Custody transfer rules but it transfers all envelopes. Thanks,Sharath Reddy

    3
    7 months ago
    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.

    2
    7 months ago
    New Voice
    EClementiNew Voice

    Users present in several Accounts under same email Should have a complete view of their Signed and Sent envelopes indepently of where they are logged inParked

    Hi recently we went into a project to concentrate 2 Accounts into 1, to simplify the management of Docusign accounts (systems), suscriptions and users belonging o our company.  After starting the project we started to create users in the new system and moving the sent envelopes from one Account to the same user (email) in the new account.  We did it user by user moving their Sent envelopes.Then we realized that the tracing and history of the signed documents is lost when my account is moved to the new acount. I still can see my sent envelopes in the new account and I can still seee them in reports, but the people that signed them in the previous account (SIGNERS), in the new account they just can’t see them any more, not even in reports.  Since Envelopes are unique, they don’t disappear, It would be consider a natural behaviour if after loging in into any account, I could still see all the envelopes where I had participated, independently if they are sent or signed envelopes.Regards 

    2
    7 months ago
    New Voice
    dagarrityspsNew Voice

    Open Closed Account Envelops from Shared UsersIdea Submitted

    When an account is closed, and the envelopes are shared with another user, the other user cannot access the envelopes unless the account is re-opened.  Since not all organizations have the ability to access transfer of envelopes, this should be allowed for management of enevelopes on offboarded accounts.

    1
    7 months ago
    Newcomer
    InterfimoNewcomer

    Product enhancement request for text fields : block copy/paste for compliance reasonsIdea Submitted

    For compliance reasons, we, along with other Crédit Agricole entities, need to ensure that the content of the text field entered by the signatory is actually typed and not copied/pasted. In the text field settings section, we would like to be able to add a checkbox to prevent copy-pasting within this text field. Indeed, in case of a litigation on loan guaranties, we need to prove that the signatory typed the text and not copied/pasted a text they received by email or Word. The associated business risk is very significant for us.

    1
    7 months ago
    Newcomer
    mkoziejaNewcomer

    Simplify Identity verification in Poland with mObywatelIdea Submitted

    Hello everyone. Today I needed to sign the document using Docusign and I was disappointed that I couldn’t use any of my government trusted profiles and needed to scan my documents. I’ve talked with colleagues at work and they also expressed dissatisfaction with the current process. We are used to more convenient methods of identity verification.I think that it would be much simpler proces for you and final users if Docusign supported identity verification via trusted platforms such as mObywatel in Poland.https://info.mobywatel.gov.pl/dla-instytucji

    1
    7 months ago
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