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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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    New Voice
    LeopoldoNew Voice

    Add Need to Approve role or personalized visibility of approve tag in the field (only 1 signing person, not all)Existing Functionality

    Add Need to Approve role (so the our administrator can see when the legal team has approved the document, before his sign, but the client shouldn’t see the approve))If isn’t possibile personalized visibility of approve tag in the field (so the our administrator can see when the legal team has approved the document, before his sign, but the client shouldn’t see the approve)

    2
    8 months ago
    New Voice
    Jihyun BaeNew Voice

    Request for improvement of signature functionParked

    An internal deviation occurred because the user's signature was truncated in the completed document in Samsung Biologics. *image removed* The CFR part11 also states that signatures should be in human-readable form in printed matter. In addition, as an GMP company, SBL's signature cut is against internal regulations.Below is SBL QA's opinion.-----------------------------------------Since the signature 'Person/Date/Time' information cannot be verified/tracked in the finalized document itself, it is considered GDP violation (Originality, Readability, Accuracy, etc.). Since the E-FORM is the original and does not exist as a separate True Copy to compare/prove the existing signature, it is considered appropriate to capture the loss of records in the original as a Deviation. For the truncated information, it seems that you can check it through Audit Trail, so impact seems to be small, but it seems appropriate to capture the event and impact verification results through Deviation.----------------------------------------If the Impact is small but captured as a deviation within the SBL, the system needs to be improved to prevent the issue from recurring. Guiding users through the process is not a complete prevention of issues. Therefore, I would like to ask if one of the three below is possible through system improvement.- Make the 'Sign field' the same as the signature size so that the user can recognize the signature size.- If the signature is truncated from the document, an error occurs and finish is not possible.- Resize the completed signature before finish (We understand that can re-sign after the signature has been canceled.)

    2
    8 months ago
    New Voice
    Rafi_mNew Voice

    Feature Request: Enable Authorized Documentation Access for LLM Ingestion (RAG)Idea Submitted

    The Problem: I recently attempted to build a custom LLM using Google NotebookLM to better navigate DocuSign’s technical documentation. Unfortunately, DocuSign’s current Bot Protection/Anti-Scraping measures block these tools from accessing and indexing the documentation. While I understand the need to protect against unauthorized scrapers, it currently prevents legitimate customers and developers from using AI to streamline their DocuSign integrations.The Proposal: DocuSign should provide a way for authenticated customers to allow-list specific AI agents or provide an "AI-friendly" documentation endpoint.Why this matters: As a customer having a custom LLM trained on DocuSign's specific documentation will reduce the number of internal support tickets.

    0
    New Voice
    8 months ago
    New Voice
    christottenNew Voice

    More detailed historical audit / history for envelopes as they are sent and signedIdea Submitted

    We use the 21 CFR Part 11 module for pharmaceutical industry, specifically in this example to record the creation / amendment / extension and ultimately retirement of Standard Operating Procedures (SOP’s) within the business. Recently as part of an SOP amendment the document was sent out to 3 x parties for signature. The first one received and signed OK, but the second one commented that they had never received the envelope. When we went looking in the audit history it appeared as if the envelope had been moved into a folder called “Bin” for some reason. This is not a folder we’ve created or are familiar with, so we can only assume that someone manually moved it here. The idea / request is simple - the current audit trail for envelopes, particularly when using the 21 CFR Part 11 module for regulated pharmaceutical industry - is not detailed enough. We went into the audit thinking we could identify who moved the envelope here and when, but no this level of detail is not provided. The audit trail for an envelope should provide this level of detail - it would allow us to problem solve why a multi-party signing “stalled” and importantly with who so we can provide them with training. At present there is nowhere near enough detail to show precisely what happened to an envelope as it moves through the system - every single action should be record along with who performed it and when and this audit should be immutable. Many thanks Chris TottenSenior IT Architect, Norbrook Laboratories Limited, UK 

    0
    New Voice
    8 months ago
    New Voice
    maculbertNew Voice

    Quick text and ability to add a signature in the message boxParked

    Hello - I create several envelopes in any given week and type almost the same message each time.  It would be great if we could have a Quick Parts feature with commonly used messages. I also add my name/title/company to end of each message, similar to a signature in Outlook and also need to type that out.

    3
    8 months ago
    New Voice
    MonealNew Voice

    The ability to assign Non-Admins access permission to view the Audit Trail and logsParked

    We would like to be able to create and assign other profiles or roles the ability to view and run reports or queries on the Audit Trail and logs.For regulated industries this is a serious gap in the DocuSign access and permissions security options. Currently, we are required to assign non-system admins the admin profile to view the audit trail and logs this allows them to accidentally (or not) make system wide changes that they are not authorized to make. For regulated environments this security gap makes it hard to justify DocuSign as a secure and controllable solution.We request that ability to assign access to view the audit logs be a function made available. 

    2
    8 months ago
    New Voice
    Fara0417New Voice

    Rich Text Formatting from Salesforce to DocuSignIdea Submitted

    Can you add an idea to copy the rich text formatting from Salesforce to match in DocuSign?Examples:Table formatting-Ability to bring tables over to DocuSign from Salesforce and keep the formatting the same. Bullet points with Indentations-Ability to copy the format for bulleting text without line breaks for rich text.

    0
    New Voice
    8 months ago
    Newcomer
    SKG SimoneNewcomer

    restrict user creation to a specific domainIdea Submitted

    Dear all,it is currently not possible to restrict administrator user creation to a specific domain. --> is it planned with next updates to realize this feature?BRSimone

    0
    Newcomer
    8 months ago
    New Voice
    SwapnilJoshiNew Voice

    It would be helpful if we can have "Attachment" as a Field readily and directly available to add/use while creating Advance Web FromExisting Functionality

    It would be helpful if we can have "Attachment" as a Field readily and directly available to add/use while creating Advance Web From instead of first creating a Template, add envelope/document to it then add attachment field to it so that it can be available to use while creating Web Form off of that Template. It would be of a great help if this Attachment field is readily available to use(like other fields such as Text, Drop Down, Check Box etc) while creating Web Form from scratch without using any template.  I am using Smartsheet to create web forms but if DocuSign can provide this Attachment Field, then it would help to lean towards DocuSign rather than Paying additional cost for Smartsheet to create forms with attachment field. I am sure many users would benefit form having this feature in DocuSign Web Form. Thanks,-Swapnil

    5
    8 months ago
    Active Voice
    hmosley1Active Voice

    Ensure Accurate Document Visibility in Recipient Preview for WitnessesDelivered

    In DocuSign, the recipient preview does not accurately reflect document visibility settings for witnesses. Internal documents that should be hidden from an external witness appear visible in preview mode but are hidden in reality, causing confusion for senders. DocuSign Support has already confirmed this is not a bug but a design limitation, as certain account settings and flags are not passed to recipient preview. We request an enhancement to align the recipient preview experience with the actual signing session for witnesses, ensuring document visibility settings are accurately represented and preventing misinterpretation during envelope setup.

    2
    8 months ago
    New Voice
    LPKatchukNew Voice

    Request to allow users to determine what to sign nextParked

    After I sign a document, I receive an automatic pop-up asking if I want to sign another document. The default recommended document is the most recent document added to my queue. The answer is “yes, I do want to sign another document, but I sign in order when documents are received, so I don’t want to sign that document.”I would like the ability to choose the attributes associated with the documents being suggested so I can have the oldest documents as the default suggestion. Thanks!Lauren

    2
    8 months ago
    New Voice
    marinejoveneNew Voice

    Allow to zoom on the contract using the IOS-appExisting Functionality

    Hello,Unlike the website, it is not possible to zoom on the contrat when signing using the IOS application. I was recommended by the Docusign support center to create this idea post, as it is the only issue to solve my problem (case 15530952 - Problème d'affichage du contrat - Documents trop petits ou trop gros). Indeed, when large format files are added to the rest of the pdf contract when creating the envelop, the global format of the displayed contract during the signature is totally changed (the pdf is really small as the largest file must be completely seen when scrolling). Therefore, we cannot read properly the contract (the font is too small). To counter this problem, we would like to be able to at least zoom on it. Thank you for your help,

    2
    8 months ago
    New Voice
    OCrealtorNew Voice

    Docusign subject lineParked

    Docusign used to send emails that said “Please sign...” and then once the envelope was completed it would say in the subject line something like “Completed...(insert file name).   Now the subject line says “Complete..” which is very close to “completed”; am I the only one who likes the old subject line which was very clear to a receiver that their being asked to “please sign” rather than “complete”? Thank you!

    2
    8 months ago
    Newcomer
    AlexCoNewcomer

    Option to recall envelopes sent with Transfer OwnershipParked

    In my organization, I initiate an envelope and I add some documents, and after that I transfer the ownership of the envelope to a peer so they can add their documents. After that they send the envelope for signing.After I transfer ownership, the envelop reaches my peer’ Drafts folder.I would like to have an option similar to the one in Microsoft Outlook where you can recall a message sent by mistake.I would like to recall my envelope back if I need to make some late minute changes, before my peer starts editing the envelope. 

    2
    8 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    Add network limit for the JWT integrationExisting Functionality

    the customer ask to add network limit for the JWT integration. can add ip addresses or id ranges.  so when the private key is leak also can’t connect to the DocuSign.

    3
    paige.rossi
    8 months ago
    Conversation Starter
    JennyConversation Starter

    PowerForm signers - Append Name or Add text to Envelope Name of PowerFormExisting Functionality

    PowerForm Creator Enhancement so first PowerForm User/Signers can Append Name of PowerForm they are completing, or Add text to Envelope Name of PowerForm.  Right now ALL the Responses have the SAME NAME making document management more tedious.

    3
    Conversation Starter
    8 months ago
    New Voice
    Stacy HNew Voice

    Adding up and down arrows to make a text box squareIdea Submitted

    This feature used to be standard, but it’s since been removed. It’s very hard to make a text box fit a specified box on a form (ex: W-4).  The arrows that are currently available do not help me at all.   Please bring back the up and down arrow feature on text boxes. Thank you.

    0
    New Voice
    8 months ago
    New Voice
    KieraMearsNew Voice

    Scheduled Report of Active Users (Point in Time)Existing Functionality

    We need to regularly report on the number of active users, broken down by permission profile (not necessary users who have used the platform in the last X period, just how many are active (not Closed) right now). This isn’t currently possible in DocuSign.  The only alternative was to create new groups and add the relevant users based on their permission profiles to the relevant group and schedule the report based on this.  But you can’t automatically add new users into said group when you add their permission profile, so this isn’t viable. Currently we’re doing manual exports on a regular basis to gather this information.

    2
    8 months ago
    New Voice
    Elisangela SantosNew Voice

    Auto-save WebForms as drafts in case of session timeoutParked

    I’d like to suggest an improvement to the WebForms workflow. Recently, one of our sales representatives was filling out a WebForm while speaking with a client over the phone. After completing the form, they attempted to add attachments and sign it, but the session timed out. Unfortunately, all of the entered data was lost.Unlike standard envelopes in DocuSign, which are saved as drafts if not completed, WebForms do not currently offer the same behavior. It would be extremely helpful if WebForms had an auto-save feature or the ability to recover partial data in the event of a session timeout or unexpected closure.This improvement would help avoid rework and the loss of important client information, especially during real-time interactions.I hope this suggestion can be considered for a future update.Thank you,Elisângela

    3
    8 months ago
    Newcomer
    Stephen YNewcomer

    Add webhook support for CLMIdea Submitted

    We index our corpus of CLM documents into a separate system, but because there is no webhook support, we have to recursively search across every folder nightly for document and permission changes. This is a very expensive task at our orchestration layer. It would be an exponentially more efficient job for us if we could be notified when 1) a document is created, updated or deleted or 2) when folder or group permissions change.

    0
    Newcomer
    8 months ago
    New Voice
    AjonesNew Voice

    How it would look for final signerParked

    Often times I want to see what my Director will see when they do the final signature. It would a huge help if system in preview would show the pretend initials and signature of all the signees before them.  Thank you!

    3
    8 months ago
    Newcomer
    BrokerjohnNewcomer

    Sort by "NEW " Documents In ROOMSParked

    It would be great to be able to Sort the dashboard or have the Yellow “NEW” documents added to the top of the dashboard in rooms or a way to just sort for onlt those rooms that have new Documents. 

    2
    8 months ago
    New Voice
    Artep6509New Voice

    Specific setting for documents (FS) which require filing with authorities in LuxembourgDelivered

    Dear DS developers, Luxembourg has a large fund industry.Each year many documents (especially Financial statements) need to be filed with local authorities.Their requirement is a PDF/A format and a blank space of 35mm (about 1.5inch) of fully blank space on the first page of the Financial statement.This requires time consuming “amending” of the signed document to move the DS reference on the first page which is in the way.It would be so very useful if the creator of the envelop could choose a “type of document” which allow repositioning of the signing reference before signature ie. at the bottom left or right corner and not top left ..Many users do not have the option to maned their setting and/or in their position as Partners or Directors have no time to meddle with such options depending on the documents they receive.Having such a feature or option at creator level would save many, many hours of document re-formatting across the entire country.Thank you for your feedback.Krgds, Petra Lahr

    2
    8 months ago
    New Voice
    MikenzNew Voice

    Save updated email addresses in formsParked

    Hi team, I’m forever correcting saved incorrect email addresses saved in DocuSign. Context - I recruit for my company and send a bunch of contracts to people to their personal email addresses. I also send them contract variation letters once they join, these go to their company email address. The initial personal email address saves in DocuSign and is suggested each time I type the person’s name, however, when I enter their updated company email address, this doesn’t save. Seems trivial but something I have to update almost every time I send an internal letter and it drives me nuts!

    3
    8 months ago
    New Voice
    slhakesNew Voice

    Reactivation Date - CRITICAL Data Needed to better manage Users of a Large Company (4k+ Users)Parked

    As we monitor DocuSign users and close accounts that are idle and not being used, we often find those users requesting access to be reestablished.  In order to clearly see that this user is a ‘new’ user and should be allowed 90 days to have some activity, it is important to see the reactivation date.  Since DocuSign does not have that critical piece of data, we choose to not reactive account, but rather ‘setup as new’.  This shows us the new setup date and allows us to manage the account and ensure within 90 days of that day the user has some activity (if not we close the account AGAIN).  By having a reactivate date we could avoid multiple accounts for each user and instead reactivate accounts.   The workaround of setting up new accounts causes a reporting concern:  when you run an envelope report for the user, you have to look closely and select each of the boxes for the user (sometimes 2 or 3)  or you will have incomplete/inaccurate data.  Not ideal!

    2
    8 months ago
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