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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

    J
    Active Voice
    Jim169Active Voice

    Merge the Demo and Prod Connectors within Power AutomateParked

    Within Power Automate, Docusign currently uses separate Connectors for Demo and Prod.Unfortunately this means that any flows you create using the Demo connector need to be rebuilt using the Prod connector when you’re ready for them to go live.This makes the current Connectors unsuitable for any complex solutions and incompatible with managed solution deployments.We need to have a single Connector and then provide a way to either; select the Docusign environment as a dropdown on the Individual Actions which could then be set via Environment Variables; or have the environment be selected as part of the initial authentication and stored within the user’s Connections.  

    4
    M
    Forum|Forum|7 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    add more attribute for seal like seal type, seal create date, descriptionParked

    Hi Support,we will create two seals for our company with same OU and CN but by different seal type. one is DocuSign Express Signature and the another is DocuSign EU Advanced Signature. the with same logo and seal name. so it is can’t separate the seal and only can by Seal Identifier. we hope can  add other column like : seal type, seal create date, description.

    2
    M
    Forum|Forum|7 months ago
    A
    Conversation Starter
    AlessioConversation Starter

    Allow the possibility to apply Microsoft Sensitivity labels that apply encryption on a Docusign digitally signed fileParked

    As discussed here How can I use Microsoft Sensitivity labels that apply encryption on a Docusign digitally signed file? | Community

    3
    J
    Forum|Forum|7 months ago
    K
    Conversation Starter
    KristenDayConversation Starter

    Contract type addition for Agreement Manager - (formerly Navigator)Delivered

    I was surprised to see Supply Agreement is not a contract type in Agreement Manager - (formerly Navigator). We have a significant distinction between Service Agreement which is a category and Supply Agreement which is not a category. I highly recommend Supply Agreement is added as a contract type in Agreement Manager - (formerly Navigator). 

    5
    paige.rossi
    Forum|Forum|7 months ago
    S
    New Voice
    sszetoNew Voice

    Add ability to use Signing Group in Workflow Builder (formerly Maestro) WorkflowDelivered

    The Signing Group is a great feature but it currently isn’t supported in Workflow Builder (formerly Maestro) Workflow.  In some cases it’s a deal breaker for automating the signing process.  Please include Signing Group in Workflow Builder (formerly Maestro) Workflow in your roadmap.

    4
    paige.rossi
    Forum|Forum|7 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig-web form-autoplace for drop downDelivered

    in esig, web form, i am editing the template fields.  I prefer to autoplace so that if the template changes, its easier to replace.I see that drop downs do not allow autoplace.  This causes more work to ensure the correct field is in the correct place.  When you have multiple dropdowns, it causes issues with trying to put them back in the correct place if replacement of the template is done.Please add autoplace to drop downs in locations.Thank you

    2
    M
    Forum|Forum|7 months ago
    C
    New Voice
    CherieMNew Voice

    Ability to Edit Text within SMS DeliveryParked

    My company is Firefighter’s First Credit Union.  When Delivering a Text Message it Reads “Firefighters from Firefightersfirst… wants to send you a Docusign evevelope:”  This sounds silly and is incorrect.  We are not Firefighters, we are a Credit Union.  This should read “Firefighters First CU wants to send you a Docusign”.  I believe that other companies would want their brands correctly represented within this text and believe that at least this section should be editable.  Thank you.

    4
    J
    Forum|Forum|7 months ago
    A
    Newcomer
    AnneliesDNewcomer

    Possibility to assign the blocked envelope to another signer?Delivered

    If a signer has opened the envelope but experiences issues to sign the document, the envelope is totally blocked and the document cannot be signed anymore by another signer. We have already tried to correct the envelope and replace the first signer by another signer but also in this case the envelope is still blocked and so also the new signer cannot sign the document anymore and the envelope has to be voided. Is there any possibility to have a button in DocuSign to assign the envelope to another signer and release/unblock the envelope again to sign?

    2
    M
    Forum|Forum|7 months ago
    A
    New Voice
    Antonin DurandNew Voice

    Mass update of personnalized admin messageParked

    In “account profile”, you can publish a message that can be viewed by all users of a platform. But if you organisation manages 100+ platforms, if you want to publish a message for everyone, you have to change this one by one. It would be great to have an option to manage this message for an organisation, or better, select which account you want to publish this message.

    2
    J
    Forum|Forum|7 months ago
    Hengfeng Ge
    Hero
    Hengfeng GeHero

    the borders of unchecked checkboxes will not be displayed after signingParked

    the unchecked checkboxes in Docusign, and the borders of unchecked checkboxes will not be displayed after signing, and we want to be able to control the borders of unchecked checkboxes to continue to be displayed.there are no border after signing.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
    M
    Active Voice
    Mike BeveridgeActive Voice

    Envelope Delivery failure (Simplify Reporting)Parked

    Although admins can run a delivery failure report and interrogate the ‘Failed Reason’ - to determine why the sending failed and propose a solution - it would be great for the average tech-agnostic admin to quickly understand why an envelope failed to be delievered...an example would be:If I enable TLS Encryption, but the recipients email server cannot ‘accommodate’ either TLS 1.3 or 1.2...the failed reason is quick and easy to interpret - i.e. “Recipients Email Server is not configured to accept below TLS 1.2”...OR “Recipients email server has not been configured to accept (i.e. Whitelist) the DocuSign IP Address range” Hope that made sense?! 

    2
    J
    Forum|Forum|7 months ago
    P
    Conversation Starter
    pierresalazarConversation Starter

    Please add the ability to re-size radio buttons.Parked

    Some radio buttons on a pdf document in a Docusign template have radio buttons much smaller than the shock option

    2
    M
    Forum|Forum|7 months ago
    R
    New Voice
    rprincerogerNew Voice

    Enhancement - Security Settings - KBA/SMS or Access Code for "Any recipient must authenticate on every envelope sent from this account"Duplicate

    Technical Description of the Issue:The security enhancement introduced a setting requiring all recipients to authenticate for every envelope sent from the account. This feature mandates users to select a recipient authentication method such as Knowledge-Based Authentication (KBA) or SMS Authentication. However, the setting does not currently allow Access Code Authentication to be utilized as the sole method when this requirement is enforced. During testing, it was observed that enabling this feature forces users to choose between KBA or SMS Authentication, excluding Access Code Authentication as an option. This restriction impacts workflow flexibility and introduces additional costs associated with KBA/SMS methods. The request is to modify the feature so that users can mandate recipient authentication while having the option to select among KBA, SMS, or Access Code Authentication.Business Use Case:Many users rely on Access Code Authentication to secure envelopes. This method is both cost-effective and user-friendly, making it preferable for both senders and recipients. The current implementation of the security enhancement, which mandates the use of KBA or SMS, imposes additional costs and introduces a level of complexity that may disrupt established client workflows. Aligning the feature to permit Access Code Authentication as a selectable option would ensure compliance with the security team's recommendations while maintaining operational efficiency and cost control.Business Impact:Enforcing recipient authentication for every envelope is crucial for mitigating security risks. However, the inability to choose Access Code Authentication as an alternative creates friction and unnecessary expense for users and clients accustomed to this method. Allowing departments to mandate recipient authentication while having the flexibility to choose the most suitable method (Access Code, KBA, or SMS) would ensure security compliance, prevent accidental omission of authentication steps, and provide cost-effective, user-friendly options that align with departmental and client needs. This adjustment would enhance security without imposing undue financial or operational burdens.

    3
    M
    Forum|Forum|7 months ago
    JeriBC
    New Voice
    JeriBCNew Voice

    Deleting Messages on the DashboardParked

    Would love it if I had a way to choose “mark read” or delete the “new messages” on the dashboard in DocuSign Rooms,. Sometimes the messages just say “ok” and isn’t an action item I need hanging out on the Dashboard.

    2
    M
    Forum|Forum|7 months ago
    E
    Active Voice
    etemkinActive Voice

    Migrate DocuSign Status' that were open but now closedParked

    Hi, I was told that after you use the migration tool to migrate records, the ones in Sent status do not migrate (that is fine) but then once those in Sent are completed, I would like to migrate them to the new object. But I guess that is not an option and that is by design? Please make a way for us to go back and move these few envelopes to the new object so we can only have one DocuSign Status related list on page layouts and we then can eventually uninstall legacy DocuSign - assuming if we uninstall and they aren’t moved over we would lose these records?  https://community.docusign.com/topic/new?type=idea

    3
    M
    Forum|Forum|7 months ago
    C
    Troubleshooter
    CDJTroubleshooter

    Make default account in the Admin more obviousParked

    I appreciate with the logo change Docusign is incorporating the purple color scheme in more places. Can you please extend this to the tiny “Default” that’s displayed when a user is provisioned access to more than one account? The current black on light gray is far too subtle.Current UI: What I’m wishing for: 

    3
    C
    Troubleshooter
    Forum|Forum|7 months ago
    D
    Active Voice
    David ProwtingActive Voice

    Metric Environmental savingsParked

    Can we get the environmental savings on the Administrator dashboard in metric as well as imperial measurements, maybe a slider button?

    2
    J
    Forum|Forum|7 months ago
    JoeV
    Conversation Starter
    JoeVConversation Starter

    Reporting improvements (scheduling, ownership)Parked

    Would like to suggest a few ideas for reports.Allow for a longer schedule to send the report (currently max is one year). Allow for no end date and longer durations Report ownership: Should be able to transfer custom reports to someone else (either as a move or copy)

    2
    M
    Forum|Forum|7 months ago
    msJackman
    Active Voice
    msJackmanActive Voice

    Options to Restrict Editable Fields for WitnessDelivered

    Currently when allowing the Witness to view all the information on the document, this also gives authority for the Witness to amend any fields by default, yes changes will trigger the workflow back to the applicant however it would be great to have an Option for Witness to be Restricted to View Only Form Details & access to complete/ sign only where required. Therefore ensuring the fields cannot be amended by the Witness whilst allowing the Witness to view the entire document being Witnessed.  See below response from Support:Regarding the scenario related to View Only access, this can be configured through our Needs to View or Carbon Copy recipient actions. However, this will provide the recipient to full access to the envelope starting from the point of the signing order where they were placed. To restrict recipient access to documents, you will want to look into our Document Visibility feature. Nevertheless, it’s important to take into consideration that manager recipient and non-signing recipient types will still retain full access to all documents. More information on this feature can be found, here: Some Things To Know About Document Visibility Set Document Visibility 

    2
    M
    Forum|Forum|7 months ago
    K
    Active Voice
    Kavita SainiActive Voice

    Ability to use Salesforce Text fields in generated file nameParked

    It would be great if we have the ability to make generated file name dynamic by using any of the text fields of Salesforce record like <quote.Name>_<quote.SBQQ__Opportunity2__r.Name>.pdf

    2
    J
    Forum|Forum|7 months ago
    E
    Newcomer
    E6 Portfolios

    Agreement Actions with Citrix ShareFileParked

    Will this integration ever happen. Agreement Actions is a great tool but is limited on the cloud storage providers. We would like to see this work with ShareFile.

    3
    J
    Forum|Forum|7 months ago
    M
    Respected Advisor
    mr1Respected Advisor

    Allow customization of left menuParked

    It would be nice if there was a way to change the settings on the left menu (the one that begins: ‘Start’ , ‘Shared Access’, ‘Envelopes’...)I’d prefer that it remain fully open - so I don’t have to keep clicking “show more” whenever I refresh/move to another page.  Another solution would be to allow the user to order the menu items - so that everyone could have their most used features at the top.thanksmr1

    3
    M
    Forum|Forum|7 months ago
    A
    New Voice
    akoniarskNew Voice

    Ability to transfer ownership of shared custom fieldsIdea Submitted

    It would be more efficient to allow an administrator to change the ownership of any custom and share fields.  Right now when an Administrator is deactivated the fields tied to this user disappear from the UI and the dependent users can no longer use them and Admin users cannot see them either.  Before an administrator is removed, a transfer ownership feature would be nice.  And after a user is deactivated, the ability to copy/clone the fields that were previously accessible would have been very handy. However, recreating blindly because we do not have a report or listing with the various properties required is not very time efficient.  And creating a specific user for shared fields means we would have to share a password which goes directly against any security protocols.  So having this flexibility to transfer (and should be triggered when the user is being deactivated as well a manually triggered if there is a business reason to change) custom created items should be a base feature in any system.

    0
    A
    New Voice
    Forum|Forum|7 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    search for groupsParked

    I am on the groups page and was looking for a certain group.  I should not have to scroll down until i find it.  Where is the search? Can we add an option for sorting? 

    5
    M
    Forum|Forum|7 months ago
    N
    Digital Collaborator
    newtoclmDigital Collaborator

    If an envelope is started in DS e-signature, allow sender to enter folder link in DS CLM that e-signature will save final documentParked

    If an item is signed in e-signature and not in DS CLM, allow the sender to indicate what folder in DS CLM, the final document and certificate should be saved to by adding a link to the appropriate space in DS CLM.

    2
    M
    Forum|Forum|7 months ago

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