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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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KieraMearsNew Voice

Share Specific Envelopes with GroupDuplicate

My company needs a way to share specific envelopes with a team, for example when collaborating on a matter.They want the rest of the team working on a specific matter (deal) to be able to see all envelopes sent in relation to that matter, and the status of each.This isn’t possible currently, and DocuSign Support suggested I raise an Idea. Here I am!

Forum|Forum|9 months ago

Peter CooperActive Voice

Shared envelope access enhancementsDuplicate

Shared envelope access is time consuming for administration: We can add/remove shared access on an individual user, we would like to be able to upload changes in one step.There is no current easy way to get a list/report of all of the user accounts that have shared envelope access and what type of access they have Allow to Manage on behalf of Allow to Edit on behalf of Allow to send on behalf of Could an admin report be made available to export a list of accounts that have share envelope access? Could an improvement allow a list of people to added and removed for share access?

Forum|Forum|9 months ago

robdegraafNew Voice

Report to show which accounts have Shared Access onDuplicate

I’d like to see a report that shows which accounts at the company have shared access enabled, including which kind of access: Manage, Edit or Send.

Forum|Forum|9 months ago

MarcLBNLNewcomer

change on an individual account the date signed format from MM DD YYYY to DD MM YYYYDuplicate

I would like an enhancement that would allows change on an individual account the date signed format from MM DD YYYY to DD MM YYYY. Please review and prioritize this.

Forum|Forum|9 months ago

nsherryNew Voice

Signed Date field needs to allow for different formats by template or by user.Duplicate

For Docusign to work properly for a Global company, the “Signed Date” field must allow for a different date format to be set by Template or by the user sending the contract out.(MM/DD/YYYY- Common in the US) (DD/MM/YYYY - Common in Europe) Currently the “Signed Date” field’s format is driven and the organization Account level so if you are an international company and you have a user in Spain and a user in the US, the contracts that get sent out will default to the Organization’s Account settings and not the template or users date format. In this day and age you would think this would be a fundamental feature for a company like Docusign, but based on other posts in the community, it has not happened yet.

Forum|Forum|9 months ago

FNPNewcomer

Deleted Document - Extend archive timeframeDuplicate

I’d like to propose that the timeframe for Deleted DocuSign files be extended. Currently the deleted item is closed and no longer viewable after 24 hours. I suggest this is extended to at least 6 month holding period.

Forum|Forum|9 months ago

tãoSofiaActive Voice

Have the summary page combined with the documents in the email.Duplicate

Please, provide an option to have the summary and the documents combined as an attachment on a completed email notification

Forum|Forum|9 months ago

daniel.krcmarDigital Collaborator

Add a new “Lookup” attribute type to search and select cost center codes and descriptionsIdea Submitted

In Docusign CLM, we currently have standard Dropdown and Dynamic Dropdown attribute types for selecting valuesHowever, these options are limited when working with reference lists (>35) such as cost center codes and descriptions. Proposed enhancement:Introduce a new “Lookup” attribute type that allows users to: Search and filter from a large dataset (e.g., cost centers, departments, vendors). Display both code and description columns for easier selection. Optionally pull data from an external or internal reference table (via API or data source link). Use this lookup field in Document Generation, Workflows, and Forms. Example use case:When generating a document, a user could type part of a cost center code or description (e.g., “44100” or “Marketing”) and select the correct entry from a searchable dropdown list.

Forum|Forum|9 months ago

daniel.krcmarDigital Collaborator

Add Visual Workflow Progress Bars in IAM/CLM (CLM Workflows)Idea Submitted

Currently, a status bar is already available in Home → All Agreements → Completed within IAM for eSignature and Workflow Builder (formerly Maestro) workflows.However, in CLM, it is not possible to see a visual progress bar representing the progress of a workflow instance.At the moment, users can only check the workflow view, the “status” attribute, or the history of an agreement — but this information is often not clearly visible or intuitive.Idea / Enhancement Request:Please consider adding visual workflow progress indicators in CLM, for example: A progress bar (0–100%) showing the completion level of a workflow instance. Detailed Color-coded stages (e.g., open, in progress, completed) in Unified Task Management. Option to display all open and completed steps with corresponding colors. Option to show workflow instance progress bars directly on dashboards or the IAM/CLM home page.

Forum|Forum|9 months ago

daniel.krcmarDigital Collaborator

Allow updating CLM Workflow Security Step to manage folder access for roles (not only users) directlyIdea Submitted

Currently, when configuring a Change Security Step in a DocuSign CLM Workflow, it’s not possible to easily restrict or modify access for roles (permission profiles) — only for individual users.Folders inherit a general “CLM User” permission profile by default. To apply more granular or restricted access (e.g., remove visibility from general users), we have to use the roles property in the API endpoint POST /tasks/changesecuritytasks.https://developers.docusign.com/docs/clm-api/reference/tasks/changesecuritytasks/post/#schema__task.changesecuritytask_folder_security_roles)However, this capability is not currently exposed or configurable via the CLM Workflow UI directly with step update security.Improvement request:Please add the ability in the Workflow designer to: Configure folder security updates based on roles, not only users. Easily remove or limit the default “general CLM user permission profile” access from workflow steps. Align UI behavior with what’s supported by the API. This would greatly simplify permission automation and improve security management within workflows.

Forum|Forum|9 months ago

daniel.krcmarDigital Collaborator

Allow access to Docusign Contacts in Web Forms (similar to Workflow Builder (formerly Maestro) Workflows)Idea Submitted

Currently, Web Forms do not allow users to select or access existing Contacts (or Signing Groups) when configuring recipient or data input steps.This feature would be very useful to: Simplify user workflows by reusing existing contacts already stored in the DocuSign account. Reduce manual entry errors when repeatedly using the same signers. Ensure consistency with Workflow Builder (formerly Maestro) and eSignature Template behavior, which already support Contacts. Could DocuSign consider adding the ability to use Contacts and Signing Groups directly in Web Forms setup and data input steps?

Forum|Forum|9 months ago

daniel.krcmarDigital Collaborator

Party management in CLMIdea Submitted

Party management CLM list view capabilities are limited.Filtering Archived Documents (attribute or archive folder location): There is currently no configuration setting that allows you to hide archived documents from this specific "Party Agreements" list view. Customizing List View Columns: The module does not support adding new columns, such as "Location," to this view.

Forum|Forum|9 months ago

AJeffcoatNew Voice

Automatic Reminders and History LogDuplicate

When automatic reminders are sent out, these needs to be added to the history log for that agreement. This way there is backup to not only have I sent you 5 reminders on these days, but the system has sent you automatic reminders on these. So excuses why you haven’t executed.

Forum|Forum|9 months ago

Jayson.MarcoDocusign Employee

Date Time stamp on some of my documents but not allDuplicate

I asked about this before. wondering if there is a way in the meantime to address this.I have several documents which must show the date, time and timezone stamp next to the signature, but most of my other documents I cannot show this info. the global setting variant does not work for me. Ideally should a choice when pulling the data signed per template.

Forum|Forum|9 months ago

nuhangConversation Starter

Manage user's tasks without have to change Managed By setting.Idea Submitted

We would like to see a more efficient way for an Admin to act on a user’s task, without having to change their managed by user and changing it back when we are done.

Forum|Forum|9 months ago

NGP WebsmartNew Voice

Allow downloaded combined files to use the envelope/document name instead of the template nameDuplicate

Currently, when downloading completed documents from DocuSign API whether combined or as part of the email notification the system automatically uses the template name for the combined file. While the individual documents inside a .zip file retain their correct names, the combined PDF and the .zip filename both use the template name.This can be confusing when managing multiple envelopes created from the same template, as it makes it difficult to identify which specific envelope the file belongs to.Requested Enhancement:Please provide an option to use the envelope name (or document name) instead of the template name when downloading combined documents.This enhancement would help improve organization, especially for teams managing multiple envelopes from shared templates.

Forum|Forum|9 months ago

HR Client 922Active Voice

Custom File Naming Format for Downloaded DocumentsIdea Submitted

We would like to request the ability to customize the file naming format for downloaded documents generated from our templates. Specifically, we’d like to automatically apply the following format to the file name upon download:[Date Signed] Last Name, First Name Document TitleExample: 2025.06.10 Canales, Jessica Work From Home PolicyIdeally, this format would: Be consistent across all documents that use the same template. Apply to all templates within our account. Eliminate the use of underscores in file names. Currently, downloaded file names appear to be a mix of the email subject and internal document name, often including underscores (e.g., I9_form_exp_2026.07.31). Similarly, envelope downloads with multiple documents are saved as a ZIP file using the email subject with underscores (e.g., Last, First _–_Avalon_Onboarding_Day_1).We would prefer a more user-friendly and professional naming convention without underscores and with clearer formatting.Is this level of customization possible? If so, we’d love to implement it across all templates and document packages.

Forum|Forum|9 months ago

petr.babarykinNew Voice

Markdown document preview -- please addIdea Submitted

Hi all, according to DocuSign Support, DocuSign CLM document preview is limited to file types listed on https://support.docusign.com/s/document-item?language=en_US&bundleId=fsk1642969066834&topicId=daf1652810149400.html&_LANG=enus Markdown files are missing in the list.This is an idea for DocuSign to add Markdown files preview feature in the Documents section, or at least treat them as .TXT files, or at least give this option/setting to DocuSign CLM admins to configure.Kind regards,Petr

Forum|Forum|9 months ago

David A OdegardNew Voice

Ability to add custom document types when party management is enabledIdea Submitted

Currently, the only option w/in DSCLM for managing Document Types is to set an ‘Alternate Name’ for the pre-configured document types provided. While, this is nice...it would be better to be able to create custom document types as well.The value add is.Our end users have may/will have different document types used within the business at Insights. Offering a customized experience that speaks the business language...thus making the system more manageable and usable. Increased end user experience. Ability for DS Developers to provide solutions (not work-arounds) to their end user community.

Forum|Forum|9 months ago

David A OdegardNew Voice

Have a 'Microsoft Teams Integration' options within Account Settings for DSCLMIdea Submitted

Include Microsoft Teams & have a 'Microsoft Teams Integration' options within Account Settings (like Slack) for notifications, etc…Add a Microsoft Teams Integration options for enablement similar to what is currently being offered for Slack Integration.This would allow DSCLM developers an option for providing notifications for items such as…Task assignment notifications Reminder updates DSCLM Human Steps Currently, the only way we have to send out task notifications is via email & those tend to get lost and/or missed. By having Microsoft Teams integration - this would.Free up emails received and/or having to be managed Provide a better end user experience as they are more active in MS Teams Traceability w/in MS Teams is better than using emails

Forum|Forum|9 months ago

Hengfeng GeHero

Enhance Seal Management API and Admin Portal with detailed Seal Certificate information and event callbacksIdea Submitted

Currently, the Seal Management section in the DocuSign Admin Portal and its related API endpoints only provide very limited information — such as Seal ID and Seal Name.However, during the Electronic Seal application process, customers are required to submit more detailed information, including: Common Name in Seal Certificate Organization in Seal Certificate Country in Seal Certificate Organizational Email in Seal Certificate Seal Expiration date We suggest that these fields also be displayed in the Admin Portal and retrievable via API, after the seal application is approved.This would allow customers and administrators to easily verify that the information submitted matches the approved certificate — without needing to send a test envelope just to confirm correctness.In addition, we recommend adding callback or webhook events (e.g., seal.created, seal.updated, seal.uploaded) so that customers can automatically receive notifications when the seal is uploaded, approved, or modified.These enhancements would: Improve transparency in the seal application and approval process; Help customers identify potential configuration issues earlier; Enable automation and monitoring for enterprise integrations. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟The only DocuSign Partner globally with two Certified eSignature Technical Consultants🏆 DocuSign 2025 APAC Growth Engine Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries🔗 Connect with me on LinkedIn: https://www.linkedin.com/in/gehengfeng📬 For business inquiries, feel free to connect via :WeChat/微信: +86 1381880287WhatsApp: +65 97796938

Forum|Forum|9 months ago

ServeshDigital Collaborator

Non Docgen FormsIdea Submitted

The Document Generation Forms will always result in a document generation, which could be a dummy document that is automatically moved to trash as part of the workflow, which is not a nice solution.However, sometimes just a non docgen form may be required to gather some preprocessing data or to provide a single entry point from salesforce. Eforms, though a solution, don’t have a proper integration with Salesforce and are bit more cumbersome to set up. Perhaps a non docgen form is suited to this use-case and can be a great addition to the existing features.

Forum|Forum|9 months ago

Ana FigueiredoNewcomer

Create new columns at Task ViewsIdea Submitted

It would be helpful if the task view had other columns similar to the "Info" column, which you can update using the "Update Information" workflow step.I'd also like you to add a column with the Requester's Name, the person who initiated the workflow.Many clients request this.

Forum|Forum|10 months ago

MechConstructionExecNew Voice

"Want to sign another document" workflowDuplicate

I have many contracts to work through when I am working in Docusign. I can only sign contracts from clients if our internal workflow is completed, therefore I need to sign things in some sort of order. After I complete a document, the “Would you like to sign another document” prompt is helpful, but it is often a contract I cannot act upon. Therefore, I have to exit the page and navigate back to all of the agreements in my portal to select the next document. It would be wildly helpful if this prompt instead showed a list of 5-10 different contracts to go into, instead of just one. This would allow me to customize my workflow without exiting the page.

Forum|Forum|10 months ago

jlangNew Voice

Generate Playbook from existing contractIdea Submitted

I have a request from our Legal team to use the DocuSign AI Assisted review in a new way. They want to be able to use an existing contract as a template and have DocuSign AI Assisted Review identify all the key contracting sections that are present and then use those contracting principals to generate a Playbook that can then be edited and applied against a new contract. Furthermore the clauses found in the template contract could provide the basis for a clause library or could be used when generating the AI suggested red lines. Is this a functionality that exists today, if not is it currently being developed, if not can it please be developed?

Forum|Forum|10 months ago