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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|2 years ago

22860

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|1 year ago

9708

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1017 Ideas

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Scott.NiemanTroubleshooter

Add OR operand capability to conditional rules on templates avoid duplicative tabs, and is not null for disabling other tabsExisting Functionality

Conditional rules template tabs is VERY limited, only allowing ONE filter condition. This limitation requires the creation of duplicative tabs to enable visibility, etc.Documentation for creation conditional rules in nearly non-existent and Support has guided me here (again). The worst-case scenario is the W-9 which can be retrieved from the DocuSign Template Library. This template does not meet the IRS Rule 1 for this form, failing to allow the EIN to be entered for individuals and sole proprietors. In addition, there are duplicative tabs for EIN1, EIN2..EIN9, one set for each of the various business entity options. Ideally the filter option would be a multi-select control, which in the background would implement the logical OR operator “|”, for example, if (Option == IND) | (Option == C-Corp) | (Option == S-Corp) etc, … then make the EIN tabs visible for data entry.Another valuable feature would be to test for data entry, where if a tab.value is not null, then disable other tabs. For example, if the EIN is being filled out, then the SSN tabs are disable.

Forum|Forum|6 months ago

KRW LawyersNewcomer

Adding Statement of Completion to Multiple FilesParked

It would be helpful if the Page of Completion could be added to each document when you upload multiple documents. Currently you can only combine all the files you upload into one file but it would be helpful if I could have the page of completion be added to each individual file as well.

Forum|Forum|6 months ago

DakotaP22New Voice

eSignature SCIM SupportDelivered

DocuSign currently does not support SCIM for eSignature. This means that while DocuSign can provision accounts automatically with Just-In-Time Provisioning, it cannot automatically de-provision accounts when associates leave our organization. This means our support staff has to check every Termination/Transfer at our company and check to see if the Terminated/Transfered associate has access that needs to be revoked. For a large organization this is quite time consuming and we would be thrilled to give that time back to our support staff.

Forum|Forum|6 months ago

Scott.NiemanTroubleshooter

Enhancement Request - allow a subset of envelope documents to be combined into one PDF by their documentId and sequence to add, while being able to download the remaining as individual documentsParked

GET {{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes/{{envelopeId}}/documents/combined is not working for us and we need enhancements.In our contracting process we want to assemble and reuse templates as much as possible.The boilerplate language of the agreement is a template with tabs.Our Exhibit A is a listing of arable fields that a farmer operates and may be eligible for a carbon program. We generate and add this document via the APIExhibits B, C and D are reuseable templates.We may optionally add sensitive documents such as the IRS W-9 template, and our ACH enrollment forms. These sensitive documents need to be captured and place in a secure Azure container, with only authorized individuals allowed to see (PII). The business does NOT want to send multiple envelopes. These are farmers, and sometimes the only computer they have is in the tractor cab or their cellphone.We need to add query parameters to the combine resource to specify [{“documentId”: “1”, “sequenceId”:”1”},{“documentId”: “2”, “sequenceId”:”2”},{“documentId”: “3”, “sequenceId”:”3”}, “documentId”: “4”, “sequenceId”:”4”}, {“documentId”: “5”, “sequenceId”:”5”}], and retrieve the remaining directly.The existing combine feature is too basic. Support has suggested use this Idea platform.

Forum|Forum|6 months ago

Hengfeng GeHero

requesting a seamless migration of all envelopes in any statuses for transfer envelopes in different accountExisting Functionality

this envelope is transfer from one account to another account in org admin. and then create recipient view failed with this error message. 400 BadRequest{"errorCode":"UNKNOWN_ENVELOPE_RECIPIENT","message":"The recipient you have identified is not a valid recipient of the specified envelope."} all the parameters are correct. I think it is a bug. hope can fix it ASAP. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🔧 First globally to pass DocuSign eSignature Technical Consultant certification🚀 Expertise in DocuSign integrations with in-house systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.

Forum|Forum|6 months ago

hmosley1New Voice

Allow Visibility Adjustments for Completed Signers in Envelope CorrectionsParked

When correcting an envelope, if a document originally hidden from a completed signer no longer has fields assigned to a later signer (e.g. fields were removed due to a different document version being added to the envelope), it becomes visible to all recipients. While visibility settings can then be adjusted for those still in the signing order, they remain locked for those who have already signed. The only workaround is keeping a placeholder field on the document. We request an enhancement to allow visibility adjustments for completed signers when correcting an envelope, ensuring internal documents remain restricted from external recipients without requiring unnecessary fields or voiding the envelope.

Forum|Forum|6 months ago

DrewciferEstablished Contributor

Allow resizeable checkboxesDelivered

A user can’t make clean templates out of IRS forms etc without being able to make the checkboxes smaller.

Forum|Forum|6 months ago

DrewciferEstablished Contributor

Alert sender if envelope is not opened within X hours/minutesParked

There are situations where some invitation to sign emails get accepted by the recipient’s email provider, but then the provider doesn’t deliver the envelope in a timely manner. In these scenarios it would be nice to notify the sender if an envelope has not been opened within a given time limit set by the sender.

Forum|Forum|6 months ago

ageppertConversation Starter

Control Docusign Frame at user or document levelDelivered

Some of our users do not want to have the Docusign frame around the signature, but we need it for other documents. This would be much more user friendly to control per document and set an account default, or let the users themselves control if the frame is used.

Forum|Forum|6 months ago

AlexUL21New Voice

Allow the iOS-app to filter for templates marked as "Favorites"Existing Functionality

Hey DocuSign Community,our company (12 employees) is using many different templates, as we often have to create new ones on a per-project basis with about 50 different projects per year. We are using the iOS-app on an iPad a lot for in-person signing and my users asked if they could filter for the templates they marked as “Favorites” (star symbol) in the browser-based application to shorten the list of templates when clicking “Use Template”?

Forum|Forum|6 months ago

Floyd MartisNew Voice

Preserve user groups when closing an accountParked

Current Behavior:When an account is closed, the user is automatically removed from all associated groups.Problem:In organizations with many groups and users, it becomes challenging to track and recall which groups a user belonged to—especially if the account needs to be reactivated later. This can lead to inefficiencies and mistakes in restoring access.Proposed Change:Instead of removing the user from all groups upon account closure, preserve the user's group memberships. This way, if the account is reactivated, the user can be reinstated with the same group affiliations, ensuring a smoother and more accurate restoration process.Benefits: Easier account reactivation with correct group access Reduced administrative overhead Improved auditability and historical tracking

Forum|Forum|6 months ago

LLKNewcomer

After clicking on “Add Recipient,” force user to choose from the "Need to Sign" dropdown before continuingParked

Hello! Would it be possible (after clicking on Start > Envelopes > Send and Envelope) that when clicking on “Add Recipient” that the “Need to Sign” dropdown pops up to force you to select an option before moving on? Currently, when you click on “Add Recipient,” it automatically defaults to “Need to Sign.”Not sure about anyone else, but I often forget to change it to “Receives a copy” (or another option) for recipients that don’t need to sign. Thanks!

Forum|Forum|6 months ago

CorneliusReuterConversation Starter

Permission profile for work on envelopes - without signing permissionsParked

In a company / organization there are often employee like assistance or secretaries or specialists (and so on) who have the task to create and manage the envelopes. But these employees don’t have the permission to sign documents.Today there are three standard user permission profils defined by docusign: DS Viewer, DS Sender and DS Admin. All profiles, also the "lowest" or "smallest" profile ‘DS Viewer’ contain the permission to sign documents. So, in my knowledge there is no way to create a permission profile that cover the organizational rights of these user groups.I would like to have or to create a permission profile that allows an user to create and send an envelope, but not allows to sign a document.

Forum|Forum|6 months ago

mauerbachConversation Starter

Allow viewing/selecting more than 10 envelopes at a time in Targeted PurgeParked

Currently in Targeted Purge, it’s only possible to view and select up to 10 envelopes at a time in order to add them to the purge queue. Please increase this! Something like 100 or 500 would be so appreciated.

Forum|Forum|6 months ago

DLEETZNewcomer

I can't select Curaçao on my profileDelivered

Dear DocuSign Team,I hope this message finds you well. I am reaching out to kindly request the inclusion of Curaçao in DocuSign's list of supported regions. As a growing hub for business, finance, and technology in the Caribbean, Curaçao has a thriving professional landscape that would greatly benefit from DocuSign's secure and efficient electronic signature services.Many businesses and individuals in Curaçao rely on digital solutions to conduct transactions across borders. However, the absence of Curaçao from your supported regions list presents a challenge for seamless integration and adoption of your platform.By extending support to Curaçao, DocuSign would not only meet the increasing demand for reliable digital signature services in our region but also contribute to fostering greater efficiency and compliance in our business environment.I kindly ask you to consider this request and would greatly appreciate any updates on the potential timeline or requirements for making this possible.Thank you for your time and consideration. I look forward to your response.Kind Regards,Desmond G. Leetz(Removed due to personal information)

Forum|Forum|6 months ago

BluelineActive Voice

Conditional fields show on if a number is greater than or less than or text LIKEParked

Conditional fields currently only allows display of fields if another field explicitly equals a string value. This should be expanded in a similar way to the Rule implementation, allowing users to select operators based on the field type, eg: >=, >, <=, <, =, != if a number type field; =, !=, LIKE if a string type field.

Forum|Forum|6 months ago

mshealyEstablished Contributor

When adding text to the welcome page, if there is a lot of text, you can not scroll through it.Delivered

When adding text to the welcome page, if there is a lot of text, you can not scroll through it.You have to use your arrows to move to the end.

Forum|Forum|6 months ago

G.TNew Voice

Optional headings as bookmarksParked

When a document is created within word using a template there is an option to keep or remove bookmarks when converting to PDF. If the word document is dropped into DocuSign within out the conversion, there is no option, like when converting to PDF, to remove or keep the headings as bookmarks. Could this be a feature in DocuSign?

Forum|Forum|6 months ago

ManishChitnisNew Voice

Valid plans link in OutlookExisting Functionality

Due to some recent change in DocuSign - Outlook plugin, an extra link to “View valid plans” is visible for all the users. This is not required and is only causing confusion for the users. Recommendation is to remove this link from the Plugin as all the licensing is controlled by IT team only.

Forum|Forum|6 months ago

shashikiranmsNewcomer

Feature request: Self sufficient text tags in documents for input fields and signatureParked

Feature request:The ability to add text tags without passing any metadata through API. Similar support from other vendors.SignNow: https://www.signnow.com/features/add-text-tags-to-the-documentAdobe: https://helpx.adobe.com/in/sign/using/text-tag.html

Forum|Forum|7 months ago

Building ProfitsNewcomer

New updateIdea Submitted

With this new update I can only see de number of completed and incompleted documents of the last 30 days.Docusign, please bring back the past version!

Forum|Forum|7 months ago

Donna SevignyTroubleshooter

Configuration for Signed in Location - Agreement Tab (Admin disable/enable)Parked

It is an ongoing concern from our privacy analysts collecting and showing the location of a signer within DocuSign Agreement tab (when opted in) is over-collection of personal information given it is completely optional and not captured as part of the full audit trail in the Certificate of Completion - (IP Address only). It would be good if an account admin could configure the agreement tab to disable/remove the ability to view the signer’s location while in DocuSign without needing to disable the collection of IP address for the rough location of the signer for the Certificate of Completion.Relying on people to understand what it means to opt-in to sharing location is not sufficient mitigation. Trying to help people figure out how to opt-out if they are not comfortable with this information being available to the sender/group having access to the envelopes is a burden on our staff.

Forum|Forum|7 months ago

melwelNewcomer

Navigator / Ability to remove Fields from Agreement TypesExisting Functionality

Some of the pre-configured Agreement Types have Fields that are not utilized by our business, and we’d like to eliminate those specific fields to create a more efficient workflow when reviewing data for each specific Agreement Type. Also, if you mistakenly select a Field for a custom Agreement Type, you have no option of removing it later, if not truly utilized. Also having the option to change the category of where a Field is placed (specific category: “General,” “Renewal,” “Other”) would also help when streamline workflow when reviewing agreements.

Forum|Forum|7 months ago

McatalanNewcomer

Signature process optimization: authentication with user and passwordParked

On september 2024, on behalf of Afore XXI Banorte, S.A. de C.V., we got enrolled in Docusign, looking for a safe and legally binding electronic signature. For that purpose, within the pack offered by Docusign, we got the ID verification with facial recognition as well as the implementation of the e.firma (an advanced electronic signature provided by the mexican Tax authority) on the Docusign envelopes, nevertheless, the request for the signatories to verify their identities and add their e.firma certificate every time they would open a Docusign envelope, has raised some issues. Therefore, we kindly request the development of a mechanism in the application that securely stores the verified identity of users as well as the e.firma certificates, with a single register. This way, in future instances, users will be able to authenticate using a password provided by the application administrator and sign electronically without having to repeat the entire validation process every single time.This will not only optimize te users' time but also enhance the system's experience and efficiency without compromising security.We trust that with a suitable solution in place, we will be able to continue relying on DocuSign as our preferred electronic signature platform.

Forum|Forum|7 months ago

LukeWilkes94Active 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.

Forum|Forum|7 months ago