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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

    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig web form-drop down field-dropdown options manualParked

    When I create a field that is drop down, I have to add the dropdown options manually.  This is very time consuming with a field that holds 50 choices.  Need a way to have it load from a csv that can be stored within docusign or uploaded to the field/webform.

    2
    M
    Forum|Forum|7 months ago
    K
    New Voice
    KW982New Voice

    Allow KW Team Leaders to share packets and templates with the agents on their teamDuplicate

    Currently, the MCA can create templates in E-Signature, which does not populate with information form the details page of the room. Team Leaders need the ability to create packets and form templates for their team agents specifically for better compliance and easier access for their agents and transaction coordinators. At least allow someone to decide when they share form access if they want to share templates.

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    M
    Forum|Forum|7 months ago
    M
    Conversation Starter
    mauerbachConversation Starter

    Add "Purge status" as a filter in Targeted PurgeParked

    Please add “Purge Status” as a filter in the Targeted Purge. Currently, there is no way to filter out envelopes that are already Purged or scheduled to be purged within the results, which makes it very cumbersome to find just the envelopes that are not yet purged that may need to be.

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    M
    Forum|Forum|7 months ago
    D
    Conversation Starter
    DarshConversation Starter

    Create envelopes as a generic user in Salesforce, not affected by user deactivation in SalesforceParked

    I need a way to keep the envelopes sent by an ex-employee to be updated when completed, even when the Salesforce user is deactivated.I already have a custody transfer on DocuSign to a generic Sender ‘Generic User’. But in Salesforce the owner of the envelope is the agent who sent the envelope. Is there a way where by default in Salesforce I can set the owner of the envelope to a generic user from the beginning so that the updates continue even if the agent is inactive?

    2
    M
    Forum|Forum|7 months ago
    W
    Newcomer
    WillMNewcomer

    Automated User MaintenanceDelivered

    Hi - I was looking at the Just In Time Provisioning feature and I think it’s great. However I don’t see a place where we can automate the disabling of accounts.We use Concur and in that system, we are able to set up a feed from payroll that runs nightly. It automatically adds new users as well as disabling the accounts of terminated employees based on the employment status in the payroll system. This lets us focus on the occasional exception while 99% of our user maintenance is automated, reducing a lot of time previously spent on user maintenance.  

    2
    M
    Forum|Forum|7 months ago
    D
    Newcomer
    doliverNewcomer

    Validate input against another field (cross-check)Parked

    We have a requirement that a Reference cannot have the same address, phone or email as the customer. We want a way to validate the Reference inputs against the inputs of the customer. Someone else requested here: https://community.docusign.com/esignature-111/validate-2-text-boxes-do-not-match-19957

    2
    M
    Forum|Forum|7 months ago
    J
    Newcomer
    jhuangNewcomer

    Template builderDelivered

    Template builder doesn’t allow for drawing / image upload - must use classic version which creates more work.  It would be great if template builder allows for drawing / image upload by a “signer”. 

    2
    M
    Forum|Forum|7 months ago
    F
    New Voice
    Frankobrien61New Voice

    Average time between signees on evelopesExisting Functionality

    Is it possible to add the time between signatures onto reports. we have envelopes with 9 different signees and wish to monitor the time each signee takes to complete the envelope. We have large numbers of envelopes open at any one time so it is extremely time consuming to this one at a time, can this be implemented into the reports page?

    2
    J
    Forum|Forum|7 months ago
    A
    Active Voice
    automation_ninja92Active Voice

    Allow non owner to update Workflow Builder (formerly Maestro) workflowExisting Functionality

    Currently, it looks like only the user who created the Workflow Builder (formerly Maestro) workflow can edit and make changes to the workflow. This is a single point of failure and looks like there is no workaround if anyone else other than the workflow owner has to work on it.

    2
    Raileen.Del
    Forum|Forum|7 months ago
    T
    Newcomer
    TKesslerNewcomer

    Close Sold status rooms that have a missing or Declined documentParked

    In DocuSign Rooms for Real Estate, I’d like to have the ability to close the transaction room for a “Property Sold” status with a “Declined” document and/or a required Task that has not been completed. In a perfect world this would never happen. However, sometimes there are documents or correction requests that don’t get completed and I would like it if that remained documented as part of the closed room. Currently I’ll add a message to document the issue, and then I remove the required status on Tasks and remove a Declined document from the Task List just so I can complete closing the room. 

    2
    J
    Forum|Forum|7 months ago
    S
    Newcomer
    sfranzenNewcomer

    Cannot change signatureExisting Functionality

    I’ve opened a link from an e-mail to a document I need to sign. Upon accidentally accepting an incomplete hand-drawn signature, I’m unable to correct this. I’ve also found through your support website that this is apparently by design, and the only way around this is to abandon this document, ask the sender to resend and start over. All I need is to correct this one signature.I think this is a very poor user experience and would hope something could be done about this!

    2
    M
    Forum|Forum|7 months ago
    S
    New Voice
    Susan BlackburnNew Voice

    Live supportExisting Functionality

    We need the telephone support 24/7 as previously, especially for those of us that have paid accounts.  when i have a technical question and cannot get an envelope to send, i need help - i cannot wait 36 hours for an email that does not answer the question that i needed 36 hours ago.  The support available by phone was so very great - why did this go away.  take it away from the free memberships, but not from those that are paying.    

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

    Users with Envelope Transfer admin permissions should be able to transfer their own draft envelopes within AgreementsParked

    As an eSignature Admin, I can be working with my own envelopes in the Sent and Drafts folders and can click the three vertical dots on the far right, select Transfer Ownership and quickly and easily transfer a single envelope to another user. Logically, the option should appear for even limited, delegated admins granted the Envelope Transfer permission. Unfortunately, the option only appears for full admins.I created a custom permission profile and experimented with granting more and more admin permissions. I can check everything between Users and Groups and Stamps, but the user still won’t see the Transfer Ownership option in their Sent and Drafts folder. All they see is Save as Template and Delete. But if I change the permission profile to Allow All administrative access, the Transfer Ownership option appears.For logical consistency, please show the Transfer Ownership option not just to full admins but to delegated admins with Envelope Transfer permissions. Thank you.

    7
    M
    Forum|Forum|7 months ago
    T
    Conversation Starter
    TeichConversation Starter

    SMS Delivery Opt-In Status ReportParked

    There should be away to add information/columns to the above report. There are times when DOE request an audit on a sender.  We need to add at least  the sender.

    3
    J
    Forum|Forum|7 months ago
    F
    Conversation Starter
    FormWizardConversation Starter

    See Signing Groups by UserExisting Functionality

    I have 200+ signing groups. If someone switches roles within the organization and happens to be a signer, it causes a ton of work, because I have to guess which signing groups they’re a member of.I can’t look up a user and see all of their signing groups, only look at every single signing group from that department one by one and check if the user is part of it to remove the user one by one from signing groups. I’d love this to be like shared access, and I see Signing Groups on the User’s profile. 

    3
    J
    Forum|Forum|7 months ago
    L
    Active Voice
    LeonidaActive Voice

    Let users change the format of Date SignedExisting Functionality

    Hi all,the format of Date Signed field cannot be changed at the user level, but only by the Admin.I work in Europe for a US company and this means that I am stuck with the US format of the date signed (mm-dd-yyyy), which effectively makes it useless because it confounds anyone outside the US.So my suggestion would be to let users modify this setting for themselves, so that it is viable for organizations that are spread around different countries with different formats.

    6
    L
    Active Voice
    Forum|Forum|7 months ago
    N
    Digital Collaborator
    newtoclmDigital Collaborator

    Authenticaton Settings for RecipientsParked

    I just found out today that if a recipient forwards the email that they receive with the link to the envelope and they already opened and authenticated their access using and Access Code, then the person that they sent the link to can open the document and basically just sign it as the first person.  This seems risky to me.  Also, the Authentication Settings for the Access Code feature basically do not allow for a person to require an access code for each new browser.  Basically, its either every single time or only once - no in between.  So all someone who is being nefarious would need to do is wait until you look at your document, allow you to enter your access code and then - boom, they’re in signing as if they were you with no record on the certificate.https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=muh1583277327950.html&_LANG=enusPer the Authentication Settings, "When using Access Codes with this setting, the recipient is not prompted to authenticate again after the first time, even if using a different device."I would like to suggest that this be changed in light of the forwarding issue, to allow for this to be switched to allow for the same as Phone Authentication, SMS Authentication, and Knowledge-Based ID checks. It should be allowable to require the access code every time they log in from a different browser. Like in the setting "Any recipient must authenticate on every envelope sent from this account"

    20
    N
    Digital Collaborator
    Forum|Forum|7 months ago
    N
    Digital Collaborator
    newtoclmDigital Collaborator

    Document Forms Library - ability to copy sections or questions to other formsIdea Submitted

    In CLM, would like to see the ability to copy items and paste them in the forms - document library forms - specifically items in the Forms Library or in Forms.  If you could just copy an item and paste it with all the caveats and carve outs.  Or a complete section that is needed for a form etc.  (This had been merged into another post that was for e-sig not clm)  As far as I know you can’t make a json of the eforms in the document library. That also would be nice but for different reasons.  

    0
    N
    Digital Collaborator
    Forum|Forum|7 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    Webform field ability to copyParked

    Need ability to copy a field or section in web form to save time.

    6
    N
    Digital Collaborator
    Forum|Forum|7 months ago
    M
    New Voice
    mollyWPNew Voice

    Support communication - allow for time zone selection so that you will get a callback at a viable timeExisting Functionality

    For callback requests, please allow for comments or a drop-down menu to note time zones.  I scheduled callbacks but was called back before business hours, after business hours, and on two different holidays, so in total - four times when our office was closed.

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

    Esig-Document Custom Fields migration to PRODExisting Functionality

    I have created several new document custom fields in DEV and now I need to copy them to PROD.  I don’t see a way to do that.  Looks like I will have to manually add those to PROD.  Our SDLC process campus wide doesn’t allow us to do things manually in PROD.  We need to be able to create a promotion set like CLM does so that the admin can deploy it into PROD.

    1
    M
    Forum|Forum|7 months ago
    S
    New Voice
    SL-JTNew Voice

    Switch easily between Signature Placing View and General Document View in the Editor ModeParked

    I am frequent DocuSign User and one of the biggest weak points is that you cannot easily switch back to the general “documents view” upon placing a signature in the document (right-hand side tab/menu)Each time you need to exit and open the Docusign Editor- / Envelope View again (by clicking “back” and “next” again).Please add a feature that allows you in Docusign Editor- / Envelope View to switch between Signature Placing View and General Document View. This will highly increase user friendliness.

    3
    J
    Forum|Forum|7 months ago
    M
    Newcomer
    markemNewcomer

    Signing is only half of the problemDelivered

    I just (today at 4:20pm) had to sign a document. One of the options was to SELECT a given font and use that. One of the options was to DRAW your signature. (Which would be gibberish if I did that.) One of the options was to UPLOAD your signature.Now - before I go on - I might have had to upload just my initials AND THEN upload on my signature - BUT THERE WAS NOTHING TO TELL ME THIS. Instead on the initials it would only let me upload initials. So, being a logical person I was going “Hey! Why can’t I upload my full signature?”.Because of the above, I was very confused and then opted for a different font and signed the document that way.So my suggestion/idea is to not just do one part of the initial/signature but to do both of them AT THE SAME TIME so you do not confuse people. OR - you could just put a link to the other half of the equation. I.E. : If you are on the INITIAL part - have a link to change the person’s signature and if you are on the SIGNATURE part have a link to the initial part.Basically, it is not enough to only do part of what is needed - you should always do the entire part. In this way you eliminate the confusion and everyone benefits from going the entire way.Thank you for reading this.

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

    add createHistoryView for the send or any one can view the history onlineExisting Functionality

    the sender or the recipient want view the history of envelope by docusign view in their system. now we should query the history and show by the application. Hope can generate a history view url as sender view. and the permission limit with envelope. thanks. 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
    niani.byrd
    Forum|Forum|7 months ago
    T
    New Voice
    trinh.tongNew Voice

    Program CoordinatorExisting Functionality

    I recently had to manually change the expiration date for 130 envelopes, one at a time. It would be helpful to have a feature where we can do this in bulk.

    2
    M
    Forum|Forum|7 months ago

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