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Ideas

Want to shape the future of Docusign? Add your ideas for dream features and upvote others you love.

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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

Forum|Forum|1 year ago

17980

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

Forum|Forum|8 months ago

4125

707 Ideas

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Peter_Maresch_iSiNew Voice

Normal Users should be able to create SetsIdea Submitted

In our Case it would be suitable that Admin could grand normal users the right to create Sets (IAM Navigator) without giving them further contract manager permissions.Solution should be similar to eSignature functionality, where as an example normal users can be allowed to do mass sendings (a tick-box where you can either activate or deativate for user profiles)

Forum|Forum|6 days ago

JFunkNew Voice

Apply 'Require a template setting' to DocuSign Print DriverParked

The “Require a template for all envelopes sent from this account” setting only applies to envelopes that are initiated directly from DocuSign. We have staff users that print a myriad of sensitive documents using the DocuSign Print Driver, and they are able to get around the template requirement setting if: 1) no matching template exists or 2) they click the ‘Cancel’ button when prompted with the popup containing matching templates.If the “Require a template for all envelopes sent from this account” setting was applied across the board, we could ensure all envelopes are sent with a uniform presentation, and that staff users are not adding personally identifiable information to the email subject or message.Alternatively, if the above can’t be implemented, our use case could be solved if the “Allow senders to edit the subject, email, or private messages” Template Modification setting could be applied to users as well as templates.

Forum|Forum|6 days ago

BGrantDigital Collaborator

Not allowing clients to void an envelopeUnder review

We would like a setting to ensure that even if one party declines to sign it will NOT void the whole envelope. Essentially, we pay for DocuSign, it should be in our control as to whether an envelope gets voided. It should not be in the control of a client or third party to cancel/void the whole envelope because they decline to sign. We would like to see it if they do decline to sign then we get notified of that but the envelope remains intact for all other signers as we could then go in and correct the envelope and take out the recipient that declines in order to complete the envelope but we do not have that opportunity as currently as it stands, the envelope immediately voids if someone declines but given it is us that pay for the service, we do not think a third party should have that power to void the whole envelope.

Forum|Forum|6 days ago

UtkarshPandeyNewcomer

Allow Expiration and Reminder Values Set from Salesforce to Sync back after they are updated in Docusign AccountParked

Currently as part of the Docusign Apps Launcher package we do get the expiry date field on Docusign status object which is calculated while sending an envelope out for signature based on an end user input for Reminder and Expiration setting.After the envelope is sent, any updates to the reminder and expiration date value made from within the Docusign Account on the envelope, does not allow for these data point to sync back into Salesforce, creating an inconsistent reporting for our Business partners to track document out for signature.The Docusign Connect for Salesforce (webhook) also does not expose these parameters as Docusign Fields for us to map back to the Docusign Status object.

Forum|Forum|6 days ago

SGBNew Voice

IDV Signatures is with White BackgroundParked

Currently customer signatures captured using the IDV DocuSign feature appear as images with a white background. In contrast, when the same customer signs using UAE Pass, the signature is captured as text/image with a transparent background.The white background of the signature image is problematic, as it obscures underlying text or table borders in the document.It would be beneficial to have a transparent background for signatures captured through IDV as well.

Forum|Forum|6 days ago

Maycke LemesNew Voice

Dark / Night ModeParked

The addition of a Dark/Night Mode feature would improve visual comfort in low-light environments, reduce eye strain during extended use, and match user preferences for a more pleasant and accessible interface experience.

Forum|Forum|6 days ago

Sheilagh O'HareNew Voice

Need the ability to entirely delete any and all user profile picture.Parked

User icons are currently showing up in very ugly/mangled fashion in emails to recipients from dse@docusign.net. Branding looks fine, but recently updated user icons are cut with a circular frame. if the image is a square, the square still shows, but the corners are messed up, because they’re outside of the (unwanted) circle. Since this looks so ugly in emails to recipients, users need the ability to at least delete the existing user icon so that they have none at all, since recipients would then not know what they’re missing. Reference case #15939853

Forum|Forum|6 days ago

brbaca35New Voice

Allow senders to choose Private vs. Public when sending envelopes when custody transfers are in placeIdea Submitted

Hello DocuSign Team,In our organization, we use groups with custody transfer enabled so that envelopes automatically route to the appropriate user account within our shared-access setup. This allows large teams to work from a centralized “shared inbox,” which has been extremely beneficial.However, we have working managers who also operate within these groups. While their standard envelopes should auto‑route to the shared inbox, they occasionally need to send confidential documents directly to individual users. Currently, because custody transfer applies universally, those confidential envelopes are also routed to the shared inbox—creating privacy challenges.Feature RequestWe would greatly benefit from an option for senders to choose whether an envelope is PRIVATE (no custody transfer; remains with the sender) or PUBLIC (follows existing custody-transfer routing). This simple sender-level toggle would allow us to maintain the efficiency of shared inbox workflows while also protecting confidential communications.This added flexibility would significantly improve how our organization utilizes DocuSign.Thank you for your time and consideration.Sincerely,Brandy BacaReimbursement Systems Specialist

Forum|Forum|7 days ago

SGSBWNew Voice

Switch Statement (or Alternative)Idea Submitted

In programming, you can do a switch statement where you feed it a variable and depending on what it matches, it’ll execute the code in that block. I want something similar on eSignature so that if one field matches a value, the other field is set to the value I set. For example, our courses have course IDs so if someone put’s the course on the dropdown, I want the relevant course ID to appear in the ID field.

Forum|Forum|7 days ago

BoguslawNew Voice

Upload Excel and Download signed ExcelParked

Ref: Integrating Docusign with Excel | Community I submit this idea as I see it as a significant limitation of DocuSign platform.Just copying what I wrote on referenced link above :I’ve been surprised that Docusign cannot craft digitally signed file without converting to PDF. The fact that it is PDF comes I suppose from globaly recognised PDF standard also indicated as best-in-use by auditors and legal. Excel signed file is not less secured though (!) and additionally assures full functionality of Excel including full Excel-like visibility and readability and navigation thru it after it is signed. Please consider to add an option (!) in Docusign to sign Excel files; better - all MS Office or other files’ types - for digital signature.Conclusion : PDF files and Excel (or any other files) digitally signed have exactly same security features:Authenticity, Integrity and Non-repudiation.Hence why not to give users this option and let them decide which files’ types they would like to sign.Boguslaw

Forum|Forum|7 days ago

FilipeDoValNew Voice

Include headers on pages in the latest Docusign Dynamic TemplatesParked

Hi, it would be important to have the ability to place headers in the top corner of all document pages and automatically apply them.

Forum|Forum|7 days ago

NBCFA123Newcomer

Allow Child-Workflows to pull on Workflow Overview ReportIdea Submitted

The workflow overview report doesn’t allow you to pull information/data on child workflows where certain meta data may be stored for your configuration. It would be great if the report could eventually pull child workflows information and allow you to select child workflows to filter on.

Forum|Forum|8 days ago

SJDNew Voice

Summary Document pdfExisting Functionality

When we save Docusign documents to our client e-folders, the Summary page automatically downloads as "Summary". It would be VERY helpful if the date could be programmed into that title to differentiate it from other saved Summaries. Ex: Summary 8.29.25 or Docusign Summary 8.29.25

Forum|Forum|8 days ago

damianTroubleshooter

Allow CLM SFTP Connection for Users (single GUID) across multiple regionsIdea Submitted

It seems circa, 2023… DS implemented a change in the way users are provisioned accross multiple regions.It seems the intent of this change was to allow users to share the same ID (essentially - exactly the same user account settings) across different account regions in eSign/CLM. From a user management perspective - this greatly simplifies things - and means users have only 1 set of settings across all regions. (Previously, it seems, the same user email would have separate user Ids - user accounts for each region).Unfortunately, something about how CLM SFTP authentication works has been broken by this change.As soon as you add a second region to your user account - SFTP fails to connect to one or more of the regions.This shortcoming does not appear to be documented.Other than the above, no-one has as yet been able to explain why using the same private/public key sets across multiple regions can/should not work.Maybe, I’m over simplifying, but the region is specified by the the SFTP URL and the user account ID is linked to email provided at login. Having multiple (legacy) user ids linked to the same email could be an issue - but I’m sure this could also be accommodated seeing as it was handled before.Could we please get CLM SFTP access functional again?It is particularly useful for system administrators to push update, ingestions and pull backups from an environment.Then also for specific power users to have direct access to their repository.The two current suggested workarounds by support/dev are not ideal:1. Requiring a shared SFTP account:Is less secure, not auditable and burns an additional license for no reason other than - something is broken, which has not yet been fixed.2. Requiring a user to use a different email address for each region- Requires closure and re-opening of multiple long running user accounts (likely all of a users current accounts)- Is problematic for anyone wanting to use SSO or on a corporate network - it’s lot of unnecessary hoops to jump through to create additional email addresses, just for SFTP access (not all customers/corporates are on Gmail or are allowed to create aliases for access to IT systems with approval).- Is against the intent of the original change that broke SFTP in the first place. The whole point was to simplify things so that each user (email) would be tied to only one ID (user account).

Forum|Forum|8 days ago

do not display nameNew Voice

DocuSign Does Not Retain Sensitivity Labels of DOCX Files (Feature Request)Parked

Hello DocuSign Community,We’ve observed a limitation in the DocuSign platform regarding sensitivity labels applied to DOCX files. While DocuSign successfully retains labels for PDF files throughout the signing process, DOCX file labels are lost if the DOCX is used as starting input in an eSignature workflow. 📌 Feature RequestWe request that DocuSign enhance its platform to preserve the sensitivity label of a DOCX file when it is used to initiate an eSignature workflow. This would align DOCX handling with current PDF behavior and support compliance with corporate information protection policies. 🔍 Current BehaviorPDF files retain their sensitivity labels after signing. DOCX file labels are lost if the DOCX is used as starting input in an eSignature workflow. Signed documents are final and non-editable, including their labels. ✅ Why This MattersSupports compliance with corporate and legal standards. Reduces manual intervention and risk of sensitivity label loss. Enhances document traceability and security. Aligns DOCX workflows with existing PDF capabilities.I invite feedback from other users and the DocuSign product team. If this feature would benefit your organization, please upvote or share your use case to help prioritize its development.Thank you for your attention and support!

Forum|Forum|10 days ago

spencerjonesNew Voice

Bulk Send - Same Upload for Multiple TemplatesParked

Hello,I currently use the “Bulk Send Process” for sending compensation plans. The details we upload via the Bulk send are:Name Employee ID Bonus Target LocationThe idea that I have stems from my current use and how to do things faster. I have 4 different templates in Docusign as the “hard coded” wording on the PDF is different for different roles (rep 1 plan vs rep 2 plan vs mgr plan vs mgr 2 plan vs sales VP) despite the upload details being conceptually the same across each template(name, employee ID bonus target & Location). My “idea” is that in these situations you could be able to perform a bulk upload across multiple templates. Maybe on the bulk upload I just have to list the template associated with each person. This would allow me to do 1 bulk upload as opposed to 5.

Forum|Forum|10 days ago

cdiazNew Voice

Masking first 5 digits of SSNParked

Currently use DocuSign App Launcher in Salesforce. Would be nice to be able to select the # of characters to be masked in a field. For example I’d like to mask just the first 5 digits of an SSN field, but DocuSign only allows masking of the entire field w/the ability to download form data. Being able to decide how many characters to mask would be ideal.

Forum|Forum|10 days ago

behnam.vafaeiNewcomer

Sharing Access with Restrictions/ConditionsParked

Please add a feature to allow users to further restrict “Share Access” based on conditions such time of documents sent/received or type of envelops. I understand that users can restrict permission to “Send”, “Edit” or “Manage” but these permission apply to all envelops/documents with no restriction.At the moment if user “A” share access with user “B”, the entire history of user A documents will be shared. If user A is going on a holiday for a week or two and is using “Share Access” to let his/her colleague follow up matters in his/her absent, user B should not be able to have access to all user A’s document, because some of those might be personal/private. It would be great that user A has freedom to choose what type of documents user B should have access during his/her absence, or even how far back user B can see documents via this feature.

Forum|Forum|10 days ago

Anas.ALshamiNew Voice

Configure Mailing Server with Best Practices Due to High Spam ScoresExisting Functionality

I’d like to share a concern regarding email deliverability. Many users who rely on spam filters are reporting that DocuSign emails are being flagged with unusually high spam scores. This could lead to important messages being missed or delayed.It would be great if the email configuration could be reviewed to ensure best practices are followed and spam scores are minimized.Thanks for considering this feedback, and please let me know if there's a more appropriate place to submit it.

Forum|Forum|10 days ago

spencerjonesNew Voice

Bulk Send Details & Custom ReportingExisting Functionality

Hey there!My idea comes from a problem I have with the reporting. Currently, we use DocuSign’s “Bulk Send” process to send documents internally that contain individualized details to each sales rep (ex: Employee ID, Bonus Target, etc.). We also currently track who has / has not approved their envelopes using DocuSign’s reporting. My issue is that I want to expand off the current reporting options to include the individualized details that we uploaded via the bulk send process.

Forum|Forum|10 days ago

NeringaNew Voice

Schedule Reports at the same timeParked

I have a few reports scheduled within Docusign. For the past year they used to arrive at the same time so I decided to connect to different platform (in my case Power Bi) to do further reporting. Recently these reports started to come at the random times which effects my other reporting being out of date. Would be nice to set the certain time every day for these reports to arrive to my inbox.

Forum|Forum|10 days ago

clairemccloskeyDigital Collaborator

Request for senders to receive notifications when recipient signs a documentUnder review

It would be helpful if senders to received a notification when recipient signs a document, not just when they view it

Forum|Forum|10 days ago

Set default behavior for multiNewcomer

Set default behavior for multiple documents in a Salesforce Docusign Gen template to uncheckedExisting Functionality

When a Docusign Gen template with multiple documents is used, all documents are selected by default. This makes it very time-consuming for users to deselect all the documents not needed. As document rules are very limited in terms of only fields of the record can be selected and also only the conditions "equals" and "Not equals" can be used, this would make life much easier and would safe a lot of time for our users.

Forum|Forum|10 days ago

ANDRANewcomer

REPORT ON " WAITING ON OTHERS"Idea Submitted

A basic compliance report that shows me who i am waiting on for a signature. Docusign is massive , huge but this is a basic compliance report that you dont have.I have 42 people that i am waiting on , i need a report that gives me these people that I need to email and chase to sign. Thanks.

Forum|Forum|11 days ago

WAC RyanNewcomer

Allow sender generated Access Codes to be an accepted "Authenticate" method.Idea Submitted

I believe that years ago the Access Code would count as a valid authentication method when the security settings are configured to "Any recipient must authenticate on every envelope sent from this account". At times we have recipients who cannot recive our required SMS text for authentication. We would like to be able to use the Acces Code as an authetication method. But when the customized Access Code option is chosen by the sender and the policy is set to "Any recipient must authenticate on every envelope sent from this account" the the recipiant must still authenticate by SMS text or knowledge based methods after entering the sender provided Access Code.Thus I request prgraming be modified to allow sender generated Access Codes to be an accepted "Authenticate" method - or allow the Admin to add this as an option to authenticate. Authentication SettingsRecipient Authentication SettingsRecipient Authentication SettingsAny recipient must authenticate on every envelope sent from this account

Forum|Forum|11 days ago