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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

    T
    Active Voice
    Tobey.HigginsActive Voice

    Add an Audit Trail of Changes Made to User AccountsParked

    It would be extremely helpful if an audit trail was added to the user profile page. This could include any/all information that is found in the Audit logs captured in Monitor or the Admin Audit Log. Currently we have to search a wide range of dates to find changes made to user accounts, if we don’t have an idea of when the change was made. It would be helpful if we could go to the user profile to find this information instead. The more detail the better, or a link to further detail as Monitor’s Event Details provides.   

    2
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    Forum|Forum|7 months ago
    F
    New Voice
    fim.sorin.ursanNew Voice

    Add the status "Delivery failure" in the list of available statuses for filtering in the Sent directoryParked

    When there are many envelopes sent and a very few in “Delivery failure” status and they need to be corrected, it would be good to be able to filter only those in the list of sent envelopes. 

    2
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    Forum|Forum|7 months ago
    S
    New Voice
    Spaced42New Voice

    Save Completed Envelopes to a FolderParked

    As the Sender, I want to be able to designate a folder for my completed envelope to save to upon completion.

    2
    M
    Forum|Forum|7 months ago
    M
    Newcomer
    Mel HabipNewcomer

    Signing Group Visibility ControlsParked

    Currently, a Signing Group is visible as a contact to every user in the firm, but it’s not exactly necessary and can cause some confusion with users seeing Signing Groups that are entirely unrelated to them. It would be very useful to be able to set visibility rules on Signing Groups based on either individual users or User Groups as a whole.  My firm’s situation is that we have branches, each of which are completely separate from each other. Each branch has its own ‘manager approval’ signing group, but what ends up happening is that the Signing Groups are shown to all the other branches.

    2
    J
    Forum|Forum|7 months ago
    N
    Newcomer
    nirmana_dNewcomer

    Request to Include Ballerina DocuSign Packages in DocuSign Client APIs ListingExisting Functionality

    Hi all,This is to check the possibility of including the Ballerina DocuSign packages in the DocuSign client SDKs listing on your official site: https://developers.docusign.com/docs/esign-rest-api/sdks/Ballerina is a modern, cloud-native programming language designed specifically for integration, offering built-in support for seamless interaction with various services and protocols. More information about Ballerina can be found on its official website: https://ballerina.io.The Ballerina DocuSign packages enable developers to integrate with DocuSign's APIs (eSignature, Click, Admin) within the Ballerina ecosystem, providing a better experience for implementing e-signature related solutions. Detailed information about these packages is available at the following links.Ballerina DocuSign eSignature Package: https://central.ballerina.io/ballerinax/docusign.dsesign/1.0.0 Ballerina DocuSign Admin Package: https://central.ballerina.io/ballerinax/docusign.dsadmin/2.0.0 Ballerina DocuSign Click Package: https://central.ballerina.io/ballerinax/docusign.dsclick/2.0.0GitHub Repositories.eSignature: https://github.com/ballerina-platform/module-ballerinax-docusign.dsesign Click: https://github.com/ballerina-platform/module-ballerinax-docusign.dsclick Admin: https://github.com/ballerina-platform/module-ballerinax-docusign.dsadminTo assist users in getting started, we have also provided example projects:Sending an Envelope for Signatures Creating Digital SignaturesPlease let us know if any further information or actions are required for this request. We are more than happy to assist as needed. 

    2
    paige.rossi
    Forum|Forum|7 months ago
    K
    Newcomer
    KrisParkkariNewcomer

    24 hour clock that includes the secondsDelivered

    There is no option as of yet for a 24 clock which encompasses seconds.  In Canada, when signing for a personal income tax return, Canada Revenue Agency [CRA] requires the 24 hour clock with seconds for their time stamp.  As of right now, DocuSign does offer a 24 hour clock, but not with seconds.  It only offers a 12 hour clock with seconds.  CRA requires, YYYY/MM/DD/HH/MM/SS.  

    2
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    Forum|Forum|7 months ago
    D
    Conversation Starter
    diogoabdallaConversation Starter

    Add Optional Horizontal and Vertical Invisible Rulers for Field AlignmentIdea Submitted

    Creating templates in DocuSign is a great experience, especially the flexibility to place fields anywhere on a document. However, it becomes limiting when there is no option to enable horizontal and vertical invisible rulers to help align fields consistently.Adding optional rulers would allow users to: Align fields precisely with document content Maintain consistent spacing across pages Numerically adjust field size (width, height, position is already available in Location as Pixels from Left/ Top, but could be improved) for greater accuracy This enhancement would significantly improve template accuracy, efficiency, and overall user experience, especially for complex or highly formatted documents.Thank you for considering this idea!

    5
    M
    Forum|Forum|7 months ago
    D
    Newcomer
    DeniseVNewcomer

    Text boxes that scrollParked

    DocuSign has significant limitations when it comes to text boxes allowing for a lot of text. I have unselected “Fixed Width”, but if someone types a lot of text into a text box, it will get cut off to only show that which fits to the size of the text box. One solution that Adobe has figured out in their fillable forms is a scroll feature within each textbox.Please explore this option as the only alternative that people are using is to attach a separate document to their DocuSign, at which point, I’d prefer them just complete it via Word.

    2
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    Forum|Forum|7 months ago
    C
    New Voice
    Claire MayNew Voice

    Ability to update same document across multiple templatesParked

    I would like to put forward an idea that would save users a lot of time and energy where multiple templates are used where some of the attachments are common.I think when a user identifies a template attachment to replace with a newer version there should a functionality to recognise that same document in other templates and offer the ability to update multiple templates at once.For example, a user have multiple employment contracts (with varying terms) however they all are sent with the employment handbook.  A new version of the employment handbook is released.  Currently this means opening and replacing the document in each and every template separately, for complex organisations this can be 20 templates and 30 mins of work.  My suggestion would require a change in one template and then a decision box as to whether it applies to all other templates containing that document.  This could potentially reduce to 3 minute task.I currently have to update 9 compliance documents and one benefits document across 12 templates and so I am looking at half a day carrying out a task that could potentially be reduced to 20 mins.

    2
    M
    Forum|Forum|7 months ago
    P
    Active Voice
    Peter CooperActive Voice

    Signing group adding a new memberParked

    After a new member is added to a signing group and the envelope is already sent, the new member should automatically become part of the workflow so that the envelope does not need to be “resent” to the new member of the group.  This will reduce the need to identify and re-send the envelope for shared envelope administrators. Also a report is needed to easily identify envelopes where this issue occurs so that they can be easily re-sent. 

    2
    J
    Forum|Forum|7 months ago
    L
    New Voice
    lawcoffeeNew Voice

    DocuSign signatures should not overlap - It just shouldn't be possibleParked

    Hi,I have a simple suggestion:If a name or signature is too long, then the element should auto fit to the dimension allocated to it. I've encountered the following issues:Elements running off the page Elements overlapping each other Signature and name blocks blending togetherI fail to see why I am manually adjusting elements to fit if they can be circumvented by a long signature / name. Many thanks,RC

    2
    M
    Forum|Forum|7 months ago
    C
    Troubleshooter
    CDJTroubleshooter

    Shared Access search interface needs improvementParked

    Ironically, the user search interface for the newer Shared Access feature is less user-friendly than the deprecated Shared Envelopes. With Shared Access, after you select the level of access and date(s), you see a dump of all users and you can only sort by name or email. By contrast, Shared Envelopes allows you to filter by permissions, groups and status. This is incredibly useful. Please bring this filter functionality to Shared Access.  

    4
    M
    Forum|Forum|7 months ago
    A
    New Voice
    Aurel DimaculanganNew Voice

    Admin Access to Manage Users Profile , Contacts and PreferencesParked

    Suggested Feature: User Profile and Preference Portability Across Regional AccountsThere are scenarios where users need to transition from one regional DocuSign account to another—such as when a company expands operations to a new country. While this may not be a major issue for individual users, it becomes significantly more complex and time-consuming when migrating large groups of users.Providing administrators with the ability to manage, download, and upload user profiles and preferences would greatly streamline this process. This feature would ensure a smoother transition, reduce support overhead, and enhance the overall user experience during regional account migrations.

    3
    J
    Forum|Forum|7 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    about add department information of the legal person seal in Common NameParked

    now the common name only has the English Name, hope can add department name in the common name. so the subject can be C=CN, O=FreeLink Hong Kong Limited, OU=Production, CN=Hengfeng Ge.Because some large companies are worried about having duplicate names internally.  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.

    2
    M
    Forum|Forum|7 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig folders for webformsParked

    Need the ability to have folders for web forms similar to how you have folders for templates.

    4
    M
    Forum|Forum|7 months ago
    S
    New Voice
    Stubbsy747New Voice

    Fix the "role" field / contact duplication and overwriting behaviourParked

    Based on my issue in the link above. UX team need to:- Enable different recipients/contacts to have the same “role” e.g. “Admin”:  If this is beyond the possibility of programming capability:- DocuSign needs to build a flag to uses to highlight that you have given a new recipient the same “role” as another recipient e.g. two people noted as “Admin”, and force you to change one of them to a different name e.g. “Admin” and “Admin 2”. The system should not be left with the current behaviour which enables users to set the same role name for multiple recipients which leads to duplicated contacts in the signing chain as docusign overwrites previously inputted contact details. In the image below - When you adding Person 3’s contact details because Person 3 has the same Role “Admin” as Person 2 it chooses to duplicate the new contact you are entering and replaces Person 2 with Person 3 without any warning.  You can so easily miss that it has happened.  

    2
    J
    Forum|Forum|7 months ago
    C
    Troubleshooter
    ClutterbugTroubleshooter

    Improvement to Shared AccessParked

    We have come over from the ‘dark side’ of another well known E signature program. Two of us were able to be logged into the same account at the same time, and thus all our envelopes were sent and returned to ONE PLACE. It was a beautiful single stream of communication.We find Shared Access very choppy and clunky, always having to look up who sent what envelope so one of us can make a change.It would be nice to have the option of being able to share the same account, or all sending and receiving of envelopes to collect in one spot.

    3
    J
    Forum|Forum|7 months ago
    A
    New Voice
    adventuremaxNew Voice

    Display Legal DisclosureParked

    We would like to request a feature where the legal disclosure is displayed before the user checks the checkbox that says they agree to it rather than just displaying a link as is the only method currently available.

    2
    J
    Forum|Forum|7 months ago
    A
    Active Voice
    AdamOCActive Voice

    Auto delete contacts in user's accountParked

    We would like the ability to auto delete contacts in user’s accounts based on a lapsed timeframe or some other criteria.The reason for this is that when an envelope is created the contact will be stored automatically in the user’s address book and stay there until the user manually removes it.  How compliant this is with UK and EU GDPR is concerning.  We would like an ability to automatically delete contacts after e.g. 6 months of last use.  We would like an ability to favourite contacts so they are not deleted where maybe we will be working with them again in the future but maybe outside of the 6 month timeframe.

    4
    M
    Forum|Forum|7 months ago
    J
    Newcomer
    JonHallNewcomer

    Send a Copy as a combined fileDuplicate

    When I use Receives a Copy in a template I would like to have an option to send a combined file instead of separate attachments.

    1
    M
    Forum|Forum|7 months ago
    D
    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Start a Docusign Workflow Builder (formerly Maestro) Workflow Directly from a WorkspaceIdea Submitted

    Idea / ProblemCurrently, Docusign Workflow Builder (formerly Maestro) workflows cannot be initiated directly from within a Docusign Workspace. Users must leave the Workspace context to start or manage workflows, which breaks the end-to-end process and reduces efficiency.Proposed EnhancementEnable users to start a Workflow Builder (formerly Maestro) workflow directly from a Workspace, allowing the Workspace to act as the central process hub where documents, data, and workflows come together.Key Capabilities Launch Workflow Builder (formerly Maestro) workflows from a Workspace Pass Workspace metadata (parties, documents, variables) into the workflow Track workflow status and steps from within the Workspace Maintain full auditability and linkage between Workspace and workflow Support reusable workflow templates Business Value True process orchestration from a single Workspace Reduced context switching for users Better visibility into contract and process status Stronger alignment between Workspaces, Workflow Builder (formerly Maestro), and IAM

    0
    D
    Digital Collaborator
    Forum|Forum|7 months ago
    S
    Newcomer
    Stephen LNewcomer

    Idea: Ability to copy/duplicate a sentence rule in Analytics (Docusign Insight)Idea Submitted

    In Staging, we would like the ability to copy/duplicate a sentence rule. Currently, you can only copy the entire policy but the reason we would want the ability to copy just the sentence rule is because often we want to pull in an entity like duration when it is present.  But if its not present, we don't want to miss the hit.  So today, we end up creating the rule with all of the keywords, exclusion words and the entity. Then in order to capture the hits that don't have the entity but meet all of the other rules, we need to start from scratch and create the same rule with all of the keywords and exclusion words (without checking the entity). This can become onerous if the list of keywords/exclusion words is long-- and it opens us up to potential typos. Ideally, we could just copy the rule with all keywords present and then just uncheck the entity on the duplicate version of the rule. Alternatively, if they can't create a copy/duplicate function at a rule level, maybe they could let us select if the entity is required for the rule or if the entity is an optional criteria.

    0
    S
    Newcomer
    Forum|Forum|7 months ago
    P
    Newcomer
    pcattonarNewcomer

    Firma de documentos in situIdea Submitted

    Sería de gran ayuda contar con una extensión o programa que te permita firmar documentos, especialmente cuando son muy extensos, de manera externa (sin cargar el documento en nuestro software), tal como lo hace Acrobat Sign. ____________________________________________________________________________________________________________________________________________________________________________It would be very helpful that docusing allow signing documents without importing them to the platform, just as acrobat signs allows. When you have many documents to sign with many pages, this turns the process very slowly and complicate.Hope you understand the idea.kind regards, paula

    0
    P
    Newcomer
    Forum|Forum|7 months ago
    K
    New Voice
    KW982New Voice

    KW Real Estate MCs can share Packets with specific users instead of the whole groupParked

    Right now, through the Market Center Administrator account with Keller Williams, we are only able to create packets to share with our entire group. We have four offices, and our agents would benefit from packets specific to their office instead of seeing every packet. Can we update the packet feature to share with all or select users?

    3
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    Forum|Forum|7 months ago
    C
    Digital Collaborator
    clairemccloskeyDigital Collaborator

    External recipients ability yo download documents before the envelope has completedParked

    It has come to our attention that the external recipients can download the partially signed documents and certificate of completion, before the envelope has completed. Is there any way that this can be avoided?If not can we please raise a feature request to disable this at site level?

    3
    M
    Forum|Forum|7 months ago

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