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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...

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    1017 Ideas

    J
    New Voice
    juanrNew Voice

    Suggestion to Improve the Size of the Dropdown Menu Field in TemplatesDuplicate

    Dear DocuSign Team,I am writing to propose an improvement to the functionality of dropdown menu fields within templates. Currently, the extension size of these fields appears to have a limitation that sometimes causes the text of longer options to be cut off when printing or viewing the final document.This limitation can lead to legibility and professionalism issues in signed documents, especially when the dropdown menu options contain lengthy phrases or words.To address this issue, we suggest implementing one of the following options: Parameterization of the field size: Allow users to manually define the width of the dropdown menu field when creating or editing a template. This would give them the flexibility to adjust it according to the specific needs of each field. Automatic adjustment of the field size: Implement a feature that automatically adjusts the width of the dropdown menu field based on the length of the longest option within that field. This would ensure that all text is visible without manual intervention. Implementing either of these solutions would significantly improve the user experience and the quality of documents generated with DocuSign, preventing the frustration of having cut-off text in dropdown menu fields.Thank you for your attention to this suggestion, and I hope you will consider it for future updates to the platform.

    4
    M
    Forum|Forum|6 months ago
    T
    New Voice
    Tgibso19New Voice

    Distribution list in contactsParked

    It would be very helpful to have an option to create a distribution list that I can create for specific groups I send DocuSign requests monthly. I would like to assign who is a signer and who gets cc’d. My experience with bulk does not allow this. I would like to custom name the group/distro list. This would be very helpful and streamline the process for those who use this frequently.

    3
    M
    Forum|Forum|6 months ago
    R
    Troubleshooter
    RMBTroubleshooter

    Template Editor: Allow multiple fields to be moved to a different pageParked

    Far too often after I’ve completed development and testing of a DocuSign template for a document, the lawyers send me a “revised” version of the document.  They often include additional pages which cause many of the existing fields to now appear on the wrong pages.  I need a simple solution whereby I can select all the fields on a page and move them intact to a different page.  Cut and paste doesn’t work as it renames the fields, plus we’re dealing with dozens of fields plus conditional logic and formulas.Right now I have to resort to downloading and manually editing the JSON of the template.  This is error prone and completely negates any previous testing.  Plus uploading the editing JSON creates a different Template ID which means I have to modify existing code to account for the Template ID change.There has to be a better way.  Thanks!

    5
    R
    Troubleshooter
    Forum|Forum|6 months ago
    Christina Griffith
    Active Voice
    Christina GriffithActive Voice

    Update Bulk Envelope Transfer ExperienceIdea Submitted

    Hello!I recently had to complete Envelope Custody Transfers for over 4000 envelopes and 49 users. These users were placed in one of three accounts in the environment.  I advised with my Docusign Support team, prior to transfer, of the most efficient method available for a situation such as this. It was confirmed that transferring per account and per user was the best method, at this time. This meant that I had to do the following:Prepare 49 CSV’s containing the users Envelope ID for the new account transfer Navigating to Org Admin > Envelope Transfer > Select Actions > Transfer Envelopes (from old account) > Transfer Using CSV > upload CSV file > Select Target Account > Find User This step was completed 49 times, I was also unable to upload multiple CSV’s. It required the transfer to complete before a new one could be completed.  I’m hoping to never have to do this again, but if I do, it would be nice to have the process updated a bit. If you all can offer the option to bulk transfer for multiple users that would appreciated. For example, if you could expand the template CSV to include: Target Account ID Target Account User or GUIDThis would allow Org Admins to complete slightly larger custody transfers without the additional steps. Thank you for your consideration! 

    1
    Paul.Glenn
    Forum|Forum|6 months ago
    D
    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Enable Invoice Preview in DocuSign CLMIdea Submitted

    ProblemIn IAM Agreement Manager - (formerly Navigator), users can preview invoices directly, which helps with validation, approvals, and issue resolution.In Docusign CLM, there is currently no invoice preview capability, forcing users to download files or switch systems to review invoice details.This creates: Extra clicks and context switching Slower approval and review cycles Higher risk of approving incorrect invoices

    0
    D
    Digital Collaborator
    Forum|Forum|6 months ago
    M
    Conversation Starter
    mauerbachConversation Starter

    Allow different Document Retention policies by Template or EnvelopeParked

    Our unit has different types of DocuSign envelopes that have different retention policies per federal and institutional policies, so we are unable to use the current global “document retention policy” setting. We would love to be able to specify the retention period on a template or envelope basis at the time the envelope is created.Example:Envelopes created based on template A have a document retention period of 90 days. Envelopes created based on template B have a document retention period of 5 years. When creating an ad hoc envelope, one of the envelope setup options should be “set envelope retention period?” with the option for the sender to specify one.

    2
    J
    Forum|Forum|6 months ago
    S
    New Voice
    suellencardosoNew Voice

    Conditional Documents on a Template, or Conditional Supplemental Documents by ruleParked

    Docusign should have a conditional for Supplemental Documents, or any other conditional that a text will show up based on the rules.I have a contract with 15 Countries (15 entities) and every time one is selected a set of Terms an Conditions should show up (35 pages). I couldn’t do it and the solution presented is not suitable for me, since I have to add text box in 35 pages and add the text. The template gets extremely heavy, it does not load and gives an error.

    5
    J
    Forum|Forum|6 months ago
    A
    New Voice
    AWFesNew Voice

    Dating document by last signature without specifying a signing order.Parked

    A tag for date of last signatory that allows for an effective date for a document to be automatically applied once all signatures have been completed, regardless of order/sequence of the signatures. 

    4
    M
    Forum|Forum|6 months ago
    C
    Conversation Starter
    CKSSConversation Starter

    Date/Time and DateExisting Functionality

    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. 

    4
    M
    Forum|Forum|6 months ago
    M
    New Voice
    MGCNew Voice

    Need space for notes/comments on pending envelopesParked

    I would like to be able to write a comment to myself on each envelope for any outstanding envelopes waiting to be fully signed. There are some that the signer is holding for some time, and I would like to add a comment that they are holding so that I don’t keep resending. Or if the signers could write a comment or send me a comment to the person who created the envelope so that we know that they are not ready to sign and approve yet so that we are not just waiting or keep sending reminders. 

    8
    M
    Forum|Forum|6 months ago
    D
    Newcomer
    DSITNewcomer

    Increase Docusign Completed Email Attachment Limit above 5MB, Up to 10 or 15 MB.Duplicate

    Good Afternoon, Please Increase Docusign Completed Email Attachment Limit above 5MB, Up to 10 or 15 MB. As DS Admin for my company, we have been receiving many complaints from users regarding the 5MB attachment size restriction / limitation for DocuSign Completed Emails. Our users, use these attachments to quickly and efficiently save and organize completed DocuSign's and this size limitation is causing a lot of frustration.  Thank you.

    2
    J
    Forum|Forum|6 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    Envelopes used in esigExisting Functionality

    We need a report that shows not just how many envelopes have been sent but also how many envelopes we have total to use, have purchased.

    2
    M
    Forum|Forum|6 months ago
    D
    New Voice
    ddupreNew Voice

    Contact Phone Number Should Be Included in DetailsExisting Functionality

    From Support:  If you choose "from Contacts" it will populate all except for Phone Number. If you choose "from Directory" it will populate all except for Phone Number and Company.They are saying this can be submitted as an enhancement request. To do this we've created an Ideas platform on the Docusign Community site:_________________________________So I’m submitting the request, not sure why Docusign decided phone numbers and company are not important to pull into the details of a Room but we would appreciate if it did.Thanks!

    4
    J
    Forum|Forum|6 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    Suggestion for Improving Support Email SignaturesParked

    Dear Partner team,I’d like to propose an enhancement to the email signatures used by the Support team. Including additional information in the signature could greatly improve communication efficiency and help customers resolve issues more effectively. Specifically, I suggest including:The name and title of the Support representative handling the case. Their working hours and time zone. Contact information for their manager in case further assistance is needed. Guidance on what to do if the issue arises outside of their working hours, such as: Which regional Support Manager to contact. A hotline phone number and instructions for reaching the appropriate team. This added transparency could help streamline communication and ensure customers have clear pathways to address urgent cases or escalate issues when necessary.now the email signature like this:Praveen | Docusign Customer Supportdocusign.com We Hope can like this:Praveen abc Hours: 9am-5pm GMT+1 time zone Phones: US: +1-855-000-0000 (select option 2), UK: +44-204-000-0000Have feedback you'd like to share? Please reach out to my manager at abc.abc@docusign.com Thank you for considering this suggestion, and I hope it can contribute to improving the support experience for all users!

    2
    M
    Forum|Forum|6 months ago
    P
    New Voice
    priyanka721New Voice

    Drop-down provision not available to select month and year of our choice.Idea Submitted

    The current design in CLM Document Generation Forms requires users to navigate through dates using arrows rather than selecting the day, month, and year independently, and this is not that efficient for our workflow. 

    0
    P
    New Voice
    Forum|Forum|6 months ago
    M
    New Voice
    mclt1New Voice

    Add “Liveness Check Completed” Confirmation to Certificate of Completion or Final ReportDelivered

    It would be helpful if the Certificate of Completion or ID verification report included a clear note confirming that the liveness check (selfie-to-ID comparison) was completed and passed when that feature is enabled.Currently, the ID verification shows as valid, but there's no mention of the liveness check itself. Including this would be useful for organizations that need clear audit trails or documentation for compliance purposes.

    3
    M
    Forum|Forum|6 months ago
    D
    Active Voice
    David ProwtingActive Voice

    User search filter is not saved after editing user profileParked

    When making updates on a few user profiles I found that the filter is not saved after selecting “Actions > Edit > Save”. Also if I am on page 3 of the user list, it does not revert to page 3 after a User “Save” and comes back to page one, with filters removed. Quite frustrating!Can we get the filters to save and upon user profile save, revert to previous page?RegardsDavid

    2
    J
    Forum|Forum|6 months ago
    A
    New Voice
    ArchibaldNew Voice

    Flip Text Box Vertically and DiagonallyParked

    When setting up text boxes on docs, one should be able to flip the boxes vertically and diagonally. 

    2
    M
    Forum|Forum|6 months ago
    D
    New Voice
    David.KafafianNew Voice

    Agreement Manager - (formerly Navigator) Bulk UpdateDelivered

     I was surprised during onboarding that the only way to update contract tagging and parties in Docusign is via the UI. This is extremely inefficient and not feasible / realistic for companies with a large corpus of documents. Going through and manually merging 400 Parties, or retagging 600 Contracts is not something that should be a 1by1 point and click exercise. I would strongly suggest / urge Docusign's product team to build functionality such that both Contracts and Parties can be updates via a structured CSV or XLS upload in the same way that is typical of other enterprise SaaS solutions (e.g. Salesforce, Hubspot, etc.)

    2
    Karissa.Jacobsen
    Forum|Forum|6 months ago
    Scott.Nieman
    Troubleshooter
    Scott.NiemanTroubleshooter

    Create an additional User role of Author for Templates and Web Forms -- currently Admin onlyDelivered

    A Sender is NOT able to create a new template or a web form.We do NOT want to grant these power users Admin roles, as that would grant them access to account settings, Connect configurations and other vulnerable areas that should be off-limits.The Author would be able create and share templates in their demo accounts, and request they get moved/ deployed to their production environment.

    7
    M
    Forum|Forum|6 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    about view for sender in all status show the signing processExisting Functionality

    Hi Support,As now there are no view can fit the customer’s requirement that can view the envople in all status for sender.console view, full account permission, hope can add permission limit like sender view.sendview, can only work in create status in the new parameters. and hope now can deny create sender view in the send status when the viewAccess parameter is not provide. recipientview, the sender always is service account, and is not one of the signer. so can’t delegate as one of the signer. recipientpreview, only can use in create status.  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.

    3
    Karissa.Jacobsen
    Forum|Forum|6 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    about download for retrieveExisting Functionality

    Our customer set status for any to download the envelopes in retrieve. And they set the schedule as every Thursday. so the evelope is not complete also will be download. then the envelope is completed, the retrieve will not download it again. because it is in the .download folder, it will not download again. and the customer set retention policy, the completed envelope will remove after 90 days. so some completed envelope is removed but the retrieve is not download. Hope can solve this bug, so the envelpe can download again after the envelope is completed when the status is any. Thanks.

    2
    Karissa.Jacobsen
    Forum|Forum|6 months ago
    Scott.Nieman
    Troubleshooter
    Scott.NiemanTroubleshooter

    listTabs schema is missing the name property, need to add to provide consistencyParked

    I have not done a complete audit, but the name property is missing from the listTabs object.If we need a duplicate listTab for a conditional rule, we need to have a consistent name while the tabLabel must be unique.Refer to the following documentation, and select create recipient tabs and you will see the issue:createTabs | REST API | Docusign

    3
    Karissa.Jacobsen
    Forum|Forum|6 months ago
    L
    Newcomer
    lursemNewcomer

    Field Updates should allow for update on all types of fieldsParked

    As per the documentation and as experienced myself it's only possible to update “Text” and "Picklist” fields through the Salesforce Docusign apps launcher / field updates section. Whereas at the completion of an envelope I wanted to update a checkbox to false, it’is possible to find the field in the field update section and give value input (false), however field update rule this is not saved. First of all I think when a field cannot be updated, it shouldn't be shown, but second and most important, it should definitely be possible to allow for updating simple fields like checkbox or number. ps I had this checked with Docusign support Adeel

    2
    paige.rossi
    Forum|Forum|6 months ago
    F
    New Voice
    Frankobrien61New Voice

    Recipient Activity Report Time formatting in ExcelParked

    Currently, when using the Recipient Activity Report, the formatting when downloading to Excel is not correct.When it opens in excel, it get automatically formatting in HH:MM:SS instead of DD:HH:MM as stated in the report on docusign, to get around this I have listed the step I have used to have it format correctly and display actionable information for use making graphs etc. Place  ‘  (Apostrophe) before the time in excel - E.G. '01:09:18In the next cell over, Copy this equation to extra the data from the cell holding the docusing data=INT(LEFT(G2, FIND(":", G2) - 1) * 24 + MID(G2, FIND(":", G2) + 1, FIND(":", G2, FIND(":", G2) + 1) - FIND(":", G2) - 1)) & " hours " & MID(G2, FIND(":", G2, FIND(":", G2) + 1) + 1, 2) & " minutes"in the cell over from this again, place the below equation. This will then turn the information into total minutes, which can be used to calculate total minutes/ average time for a task to pass through multiple signees et.=LEFT(H2, FIND(" hours", H2) - 1) * 60 + MID(H2, FIND(" hours", H2) + 7, FIND(" minutes", H2) - FIND(" hours", H2) - 7)I use this info to make this back into the format Docusign said it would be formatted in DD:HH:MM using th equation listed below =INT(I3/1440) & " days " & TEXT(INT(MOD(I3, 1440)/60), "00") & " hours " & TEXT(MOD(I3, 60), "00") & " minutes" Using all the info from these equations I personally create average time for a document to pass through multiple signees 

    2
    M
    Forum|Forum|6 months ago

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