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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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    912 Ideas

    D
    Newcomer
    DPiperNewcomer

    Give us the option to delete multiple documents in an envelopeDuplicate

    I have always been frustrated that you have to manually click the x on each individual document and then confirm you want to delete it. For some reason you have now added an update that means now you need to click on three dots, then click delete, then confirm it. You don’t even have the x anymore. This is especially frustrating if you rely on templates in an envelope that require you to delete multiple documents. Why isn’t there an ability to select multiple documents at once and delete, or just a one click option? It was already more clicks than it needed and now its even more.  Also, im unsure why some days im able to view 4 documents on a row, then you change it to only being able to see 3, or 2. Can you just keep this consistent at 4? If I want to see less I can just make my window smaller.

    2
    J
    Forum|Forum|12 days ago
    C
    Newcomer
    cwallNewcomer

    Bring Back X to Delete DocumentsIdea Submitted

    DocuSign recently removed the functionality to delete documents by clicking the X in the top right corner of the document. Now we need to go through and additional step to delete documents by clicking the three dots in the bottom right corner, selecting ‘delete document’ and then confirming that we would like to delete the document. My whole team hates this as we use templates that have placeholder documents that have to be deleted 95% of the time.

    4
    J
    Forum|Forum|12 days ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    template esig fieldIdea Submitted

    Need the ability to have a jpg etc field on a template.I would like to have more than one and display the correct one based on another field.

    0
    mshealy
    Established Contributor
    Forum|Forum|15 days ago
    O
    Newcomer
    OpsGirlNewcomer

    Stripe payment failures and envelope delivery failures NotificationsIdea Submitted

    I would like some assistance in turning on notifications for stripe payment failures and envelope delivery failures. As of today, Docusign is unable to notify our internal team and we do not receive notifications when an envelope has a "payment failure” nor when the envelope has a “delivery failure”.  Additionally, an enhancement to have recipient delivery failure status sent back through the API to salesforce would be extremely efficient and helpful. Our team would then be able to flag and process our transactions more efficiently.

    0
    O
    Newcomer
    Forum|Forum|15 days ago
    R
    Newcomer
    rphornerNewcomer

    Captive recipient/signer not getting notification after routing reset - setting needed to avoid Email Validation requirementIdea Submitted

    Problem:In Template/PowerForm flows, the first signer is "captive" by default. When routing is reset back to them, they remain captive and receive no email notification. Enabling "Email Validation" solves this but forces an extra layer of authentication on top of existing 2FA/IDV, creating a poor user experience. Idea to address problem:Provide an account-level or template-level toggle: "Convert to Remote Signer on Routing Reset." This would allow a captive recipient to receive email notifications only if the envelope is routed back to them, without requiring the "Email Validation" step at the start of the session.Business Justification:This allows large departments to maintain high security (IDV/2FA) while ensuring signers are notified of required re-approvals without redundant authentication hurdles.

    0
    R
    Newcomer
    Forum|Forum|16 days ago
    M
    Respected Advisor
    mr1Respected Advisor

    Ability to control the color schemeUnder review

    It would be great if the user was able to control the color scheme - especially the tags when designating signers. The pastel colors are nice… but they are not as easy to differentiate as the bolder colors they replaced. Also the ‘pink and blue’ scheme is not very professional.thank you,mr1

    39
    M
    Forum|Forum|17 days ago
    S
    Newcomer
    sijnatoryNewcomer

    Change color codingDuplicate

    Previously, when setting up document for signature, the first signatory fields were in blue and the second signatory was in a red/pink color. However last year it changed and now the first signatory is light blue and the second one is light green. They look very similar and are difficult to tell apart without zooming into 400%. Is there any way to change the default colors so that there is greater contrast between the 1st/2nd/3rd signatory? If I cannot change it, then can you please put in a feature request for your developers to change this back to the old color scheme? Color 1 and color 2 should have much higher contrast

    2
    M
    Forum|Forum|17 days ago
    A
    Troubleshooter
    ACOUTroubleshooter

    Allow Wacom tablets for signingParked

    As topaz and ePad tablets are not well distributed in Europe, it would be good to add WACOM tablets to the list of compatible devices.

    4
    M
    Forum|Forum|17 days ago
    M
    Newcomer
    Melanie MajeskeyNewcomer

    Subject line within send message in Agreement DeskIdea Submitted

    Hello,Several of our users have requested the addition of a subject line to the "send message" feature within the agreement desk. This update would help both internal and external members manage their messages more effectively and keep separate conversations organized and easy to follow.

    0
    M
    Newcomer
    Forum|Forum|17 days ago
    L
    Active Voice
    legalcontractsActive Voice

    Ability to export the Activity Feed of a Request as a PDFIdea Submitted

    Please create the ability to:Export or download the Activity Feed of a Request as a PDF Attach emails to documents (that don’t appear as Draft), Export or download a summary of all Approval Requests. 

    0
    L
    Active Voice
    Forum|Forum|17 days ago
    T
    New Voice
    tlambourneNew Voice

    Workspace permissionsIdea Submitted

    Internal invitees that have manage permissions should be able to see the progress of envelopes but also view the document in the current state. Currently they can see envelope details, and who items are waiting on but when they view the document, they only see the blank document 

    0
    T
    New Voice
    Forum|Forum|17 days ago
    T
    New Voice
    tylerinfiniteNew Voice

    Add Enhanced Branding & Customization Options to Web FormsParked

    We’ve been using Web Forms for client onboarding and insurance applications, and while the functionality is excellent, the branding limitations are a major gap.Right now, Web Forms don’t allow basic customization options like changing font type, font color, or background color — features that are standard in most modern form builders. As a result, the forms feel disconnected from the rest of our branded experience.I’d love to see more robust styling capabilities added to the Web Forms editor so we can make them feel more cohesive and like a true extension of our website.

    3
    T
    Forum|Forum|17 days ago
    S
    Newcomer
    SolumeinNewcomer

    Make the notification email for unfinished forms customizableIdea Submitted

    When users have forms that they have no longer finished, they receive notification which is very generic.  It doesn’t explain that it is specific to the company or user.  Would like to see the ability to customize those notifications.

    1
    T
    Forum|Forum|17 days ago
    K
    Newcomer
    ktl001Newcomer

    Multiple names not populating properlyIdea Submitted

    We require a recipient’s full legal name for our consent forms. With combined last names becoming more and more prevalent as well as multiple first names existing i.e Mary Ann, the logic behind the first and last name fields are not up-to-date as they only pull the first sequence of names rather than the entire name i.e. Jane Kate Doe will only pull in Jane Doe regardless if you add it into the first or last name fields: First name = Jane Kate or Last Name = Kate Doe. Please implement this as this is the standard and expectation of many legal documents to have the recipient’s full name. Suggesting custom fields to replace the existing name fields is a waste of time and reduces the efficiency expected from using Docusign forms.

    0
    K
    Newcomer
    Forum|Forum|17 days ago
    H
    Newcomer
    hwaldropNewcomer

    Private Folder or Document Exclusions for Shared Account AccessIdea Submitted

    I frequently use DocuSign's account-sharing capabilities to allow colleagues to provide support and management of templates, PowerForms, and other business-critical documents that I create and maintain. This shared access is extremely valuable for continuity of operations and cross-training.However, there are certain documents within my account that contain confidential or sensitive information and should remain visible only to the account owner. Examples include annual performance evaluations, payroll-related agreements, compensation documents, and other personnel records.I would like to propose a feature that allows account owners to designate specific folders, templates, PowerForms, or documents as Private, making them inaccessible to users who have been granted shared account access. This could function similarly to folder-level permissions or an exclusion list within the account-sharing settings.Benefits of this enhancement include:Improved protection of sensitive and confidential documents. Greater flexibility when delegating account administration responsibilities. Reduced need to maintain separate DocuSign accounts solely for privacy purposes. Enhanced compliance with organizational privacy and human resources requirements. Increased adoption of account-sharing features by users who currently hesitate due to confidentiality concerns.This enhancement would allow organizations to balance collaboration and business continuity with appropriate access controls for sensitive records.Thank you for considering this feature request.

    0
    H
    Newcomer
    Forum|Forum|18 days ago
    C
    Newcomer
    Christophe PesardNewcomer

    Allow JWKS Trustore in RSA key used in integrationIdea Submitted

    RSA key used in Apps for integration to identify clients are hard-coded.To facilitate key rotation in “hold your own key model” (only the public key is deployed in DOCUSIGN), is it possible to rely on a remote URL to retrieve a jwks containing the public key. 

    0
    C
    Newcomer
    Forum|Forum|19 days ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig export a spreadsheetIdea Submitted

    Why on these the only three options for exporting to excel? Google Drive, Microsoft SharePoint Online, and Microsoft OneDrive for Business.I need to be able to export to CLM. Archive allows you to put items into CLM also.  This option needs to be available for export to excel.

    0
    mshealy
    Established Contributor
    Forum|Forum|19 days ago
    Y
    Newcomer
    YoavbeNewcomer

    bulk-change the default account for existing users via API or bulk CSVIdea Submitted

    bulk-change the default account for existing users via API or bulk CSV and update whatonboard approximately +500 users to new account and set it as their default. Once configured, any document they receive for signing should automatically be processed using this default account. With no impact to the exiting users in exciting account

    0
    Y
    Newcomer
    Forum|Forum|19 days ago
    U
    Newcomer
    UserNewcomer

    "No crop" option to upload stampsIdea Submitted

    We have identified an issue where external users are uploading oval company stamps using a square crop format. This results in the left and right edges of the stamp being truncated, leading to incomplete stamp images after upload.

    0
    U
    Newcomer
    Forum|Forum|19 days ago
    M
    New Voice
    maiNew Voice

    【IAM】【契約期限管理】Upcoming renewalsのcsvにセットを反映Idea Submitted

    契約の期限管理として、Upcoming renewalsのcsvから、各部署へのヒアリングシートを作成しようと考えています。csvにあるsetの列が空欄というのがデフォルトのようですが、ここにセットのID？を反映していただけると、ヒアリングシートを作成する際に、どこの部署が管轄している契約なのか、把握ができます。逆にここが空欄だと、向こう12か月（適宜設定）に通知がくるすべての契約書がcsvに反映されてしまい、せっかくのセット機能が有効活用されていないように思います。

    0
    M
    New Voice
    Forum|Forum|19 days ago
    M
    Respected Advisor
    mr1Respected Advisor

    Please return the ability to click on an upload to viewIdea Submitted

    Hi All:There is a trend in recent “improvements” which involve extra clicks for the user. For the most part, we users don’t seem to want more clicks, especially in cases where what used to be 1 click is now 2-3 clicks (when you’re sending 40, or 50, or more envelopes a day - that is a LOT of extra clicking).Most recently I noticed that when I upload a document I can no longer just click on that document to view it - I have to click on the three-dots/hamburger then choose ‘view’ from the dropdown.I’m sure the developers have a reason for these changes - but they are no helping users to keep the process streamlined. Please reinstate the ‘click to view’ for uploaded files.thank you,mr1

    0
    M
    Respected Advisor
    Forum|Forum|19 days ago
    G
    Newcomer
    GrantSavNewcomer

    Custom logo on envelope footerIdea Submitted

    Hi There,We would love to have an option to add a our logo to the footer section of envelope templates.Kind regardsGrant

    0
    G
    Newcomer
    Forum|Forum|20 days ago
    E
    Newcomer
    erikolin87Newcomer

    Connect the final document in "Completed Agreements" to "Requests" in agreement deskIdea Submitted

    When you look for a document in completed agreement, it should tell you the Request ID so you can connect the final document and request in agreement desk and see the approvers. 

    0
    E
    Newcomer
    Forum|Forum|22 days ago
    M
    Newcomer
    mjlarkinNewcomer

    Maestro Workflow and Webform Salesforce Read/Write for Dropdown FieldsIdea Submitted

    How can I go about mapping a salesforce pick list field to a Webform dropdown field within a Maestro workflow. Currently we are using a workaround when writing back to Salesforce using a mirrored _text__c field and a flow to populate the Salesforce record. Is there anyway to populate the webform with a pick list value from salesforce? This should not be a limitation of the product and should be a high priority enhancement.

    0
    M
    Newcomer
    Forum|Forum|23 days ago
    Z
    Newcomer
    ZepNewcomer

    Approval RoleIdea Submitted

    When choosing a ‘Role’ when preparing an Envelope, please can we have an ‘Approver’ role, other than just ‘Needs to Sign’, ‘Needs to View’ etc.  Then the approver can approve a document for signature before signatory signs. It will notify the signatory that the document has been approved by [Approver Name]. This would make life so much easier and is why I upgraded docusign. But, it’s not a feature readily available. Please can you kindly implement this Approver Role. 

    0
    Z
    Newcomer
    Forum|Forum|24 days ago

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