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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...

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    1117 Ideas

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    New Voice
    dsmallNew Voice

    Add ability to remove or change a hold period on an envelope when correcting the envelopeIdea Submitted

    We often have envelopes that get stuck in a hold placed on the envelope for 30 days due to people taking longer than anticipated in earlier steps in the envelope. We need to reduce the hold from 30 days to 20, 10, or 1, etc. or remove the hold as it is no longer needed. DocuSign currently doesn’t allow any way to adjust the hold once it is in place. There needs to be a way to edit or adjust the hold when correcting an envelope.

    0
    New Voice
    1 month ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    Formatting of fields needs transparent and color change ability for backgroundUnder review

    Right now this is the only formatting.It would be nice to allow for the transparent background of the text and the ability to make the background of the text another color. Right now it looks like this: 

    8
    1 month ago
    New Voice
    Jihyun BaeNew Voice

    Request to increase attachment field sizeIdea Submitted

    Hello, The current capacity of Attachment field has been confirmed as follows. ==================================="Each signer attachment file can be up to 25 MB in size, and the total size of all signer attachments you upload for a single recipient cannot exceed 50 MB."===================================However, the VoC of users who need large-scale attachments is increasing. Do you plan to increase the size of your attachments?

    0
    New Voice
    1 month ago
    Newcomer
    psiebensNewcomer

    Integrate LuxTrust Mobile in Signer Held EU Qualified (QES)Idea Submitted

    In Luxembourg, LuxTrust is a service provider authorized to create QES certificates. From an efifciency point of view, people having already a LuxTrust QES certificate should be able to use this to sign Docusign QES documents, without having to create a Docusign QES certificate.Currently, LuxTrust Token is available in Docusign Signer Held EU Qualified (QES), but this feature is no longer suppoerted on the Luxembourg market and has been replaced by LuxTrust Mobile.So, the idea is to replace “LuxTrust Token” (which is outdated) with “LuxTrust Mobile” as valid QES signature certificate in the Docusign Signer Held EU Qualified (QES).

    0
    Newcomer
    1 month ago
    Newcomer
    ALAOUINewcomer

    Business impact in Morocco due to Western Sahara displayIdea Submitted

    Dear DocuSign,We are a DocuSign customer in Morocco and would like to express our concern regarding the appearance of "Western Sahara" as a separate territory within the electronic signing experience.This issue has a direct impact on our business operations, as it creates confusion among our customers, partners, and internal stakeholders. The display is perceived as inconsistent with our local business environment and generates unnecessary friction during document execution processes.We kindly request that DocuSign review this matter and engage with its Moroccan customers to better understand the business impact of the current configuration.We value DocuSign's commitment to serving global customers and hope this feedback will be taken into consideration.Thank you.

    0
    Newcomer
    1 month ago
    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Native HubSpot CRM integration for DocuSign template field prefillIdea Submitted

    Allow Docusign document templates to connect directly to HubSpot CRM so that when sending an envelope, contact/company fields (name, title, company, address, etc.) are automatically pulled and prefilled without requiring a custom API integration or workflows. Desired behavior:Map Docusign template fields (e.g. customer_name, customer_company) to HubSpot contact/company properties in the template editor When sending, Docusign auto-fetches the mapped values from HubSpot  

    1
    1 month ago
    Active Voice
    bbruscaActive Voice

    Ability to export task groups in reportsIdea Submitted

    we frequently get requests from management and our audit team to review who is in each task group in CLM. There is currently no way for us as admins to pull reports of that and send it as an export for review. 

    12
    1 month ago
    Troubleshooter
    AScottTroubleshooter

    Shared Access- groupsIdea Submitted

    In our environment we have teams of people that closely work together.  They all need shared access to each others envelopes, but also need to quickly be able to handle envelopes for people not on the team. i  It would be great to be able to assign shared access to a group instead of having to enable it for each individual in the team.  This would also save lots of time when onboarding and offboarding people to the team as well.

    12
    1 month ago
    Docusign Employee
    Carlo.SuarezDocusign Employee

    Shared Access to envelopes of a GroupDuplicate

    The Shared access feature only allows users to manage other users' envelopes individually. This feature can help the user to locate it per account when selected from the Shared Access dropdown from the Agreements Tab.The ability to create a group and assign a user to manage their envelopes will allow Admins or assigned users to easily manage their documents, instead of doing it manually.When a user is added to the account and assigned to a group, the admin or user who manages the group can easily manage their envelopes and access them.I hope that this feature can be added to our production environment, as this will help users globally. 

    1
    1 month ago
    Newcomer
    Paulo.CossuolNewcomer

    Ability to block specific words use in Docusign passwordIdea Submitted

    The standard Docusign password policy does not provide an administrator-configurable list of prohibited words or strings. The available controls cover password length, password age, and required character types. Spaces and angle brackets are not permitted in passwords.Ideally administrators should be able to block the use of specific words when user setting up or updating passwords.

    0
    Newcomer
    1 month ago
    Newcomer
    Paulo.CossuolNewcomer

    Ability to configure the duration of "remember this device"Idea Submitted

    When user authenticating the option to "remember this device" is available, currently admins don’t have the capability to change the settings (increase, reduce, change the amount of time) for this option and would be helpful if Docusign can make this configurable.

    0
    Newcomer
    1 month ago
    Newcomer
    fskobicNewcomer

    Define individual document file names from the bulk import fileIdea Submitted

    We often send out bulk documents (annual salary increase letters, year end letters, bulk changes). However, when we send from a template, all the individual files then have the name of the original template file, so we have to rename them manually. This also makes it difficult to set up an automation to save the files.It would be amazing if we could pre-define the file name for the individual documents per envelope, which we could define in the Bulk Import File.

    0
    Newcomer
    1 month ago
    Docusign Employee
    Carlo.SuarezDocusign Employee

    Allow to add the names of the completed documents in Certificate of Completion.Idea Submitted

    Based on the information that can be found in the Certificate of Completion, the name of the document will only show in the Certificate if the document’s name is reflected in the Email Subject line.There’s no option to show the names of the completed documents added to the envelope on the Certificate of Completion.I hope our Developers may consider adding this to the production environment as an enhancement to the Certificate of Completion, as this will help users not only show that the envelope has been completed but also confirm that the documents were completed. 

    0
    Docusign Employee
    1 month ago
    Newcomer
    sbyersNewcomer

    Add Read-only role for Shared Access to EnvelopesIdea Submitted

    Please add a Read-only role to the Shared Access feature, please.Currently, the roles available are: Manage, Edit, and Send.A Read-only role could easily be like the Manage role, without the ability to download, create/delete folders, and move envelopes.We have many users monitoring (read-only) the workflows and are currently on the legacy Shared access. We want to move those users to the newer method but are concerned some users would move/organize files unnecessarily.

    0
    Newcomer
    1 month ago
    Newcomer
    RDL.NYCNewcomer

    QES date field removedIdea Submitted

    Would it be possible to have the option to include the date signed in the signature frame of the signature? Since DocuSign removed the option to add the date field to QES documents this would help us greatly as official documents require the date signed on them. 

    0
    Newcomer
    1 month ago
    Newcomer
    K3t1n2TJMkC3Newcomer

    Vertical scroll confused with vertical line in signatureIdea Submitted

    When the user is signing using a screen that responds to touch, allow the user to lock the screen position so the drawing process does not move the signature box.

    1
    Newcomer
    1 month ago
    Newcomer
    EmJonesNewcomer

    Lift restriction so recipient can also act as a witnessIdea Submitted

    Our workflow would benefit from allowing a signer recipient to also act as a witness, especially when the same person needs to approve and witness a document.I understand this is a system restriction at present.

    0
    Newcomer
    1 month ago
    Newcomer
    szucsgNewcomer

    Swisscom QES envelope to void automatically if validation attempt fails 3 timesIdea Submitted

    For a little context: recently I had a customer try to set up a QES passkey with our Swisscom QES service, so I have sent an envelope with a simple document, but the customer failed 3-4 times during verification due to being able to pass a verification test. Checked envelope history but there was no information about it, so contacted support to get some information through Swisscom.Now I received some instructions about “what can fail”, but could not get specific details about customer’s attempts and potential failures - this is not the best either, but I can understand QES validation is strict, thus, the verification service provider does not disclose details to avoid fraud.Nevertheless, support also pointed out that after 3 failed verification attempts, the envelope SHOULD be voided since no further attempts will be successful - quoting support:“The envelope will not be voided automatically after 3 attempts. It will only not allow the signer to use the QES verification anymore. She could initiate further attempts after the third attemp but it will just fail.”Nothing did signal that to the user, and to me as the sender of the envelope - that should be changed, there should either be a warning to the user, and to the sender and it should also have some record in the envelope history, or optimally, the envelope should automatically be voided in that case.

    0
    Newcomer
    1 month ago
    Docusign Employee
    Carlo.SuarezDocusign Employee

    Allow multiple Electronic Record and Signature Disclosure (ERSD) in Docusign AdminIdea Submitted

    Docusign can only create one ERSD per account. An option to create multiple ERSDs to account for will allow users to create disclosures depending on the type of envelope they wish to send.Due to the limitation of having only one option to create an ERSD, they will need to either change or customize the only ERSD on the account, and once used, they will have to revert it to the original format.Another option to keep the ERSD format on the account is to create a brand new docusign account or create a sub-account under the same organization. By doing so, they can keep the ERSD format and create a new ERSD in the new account, but they need to also manage the new account.

    0
    Docusign Employee
    1 month ago
    Newcomer
    Kim.SaundersNewcomer

    Filtering Options for All Agreements in lieu of InboxIdea Submitted

    Make filtering options “sticky” when in the All Agreements folder.I’ve spoken with DocuSign Support regarding the removal of the Inbox option for end users and the available filtering options in the All Agreements window.  The only successful filtering choice available to me is Quick Views:  Action Required to see only those envelopes that require my attention.  Otherwise I see every single envelope regardless of the current status.The only downfall is that the filtering is removed every time I move away from the All Agreements window and come back.  It would be great if the filtering choices would stick for the entirety of the user session.  We have power users in our office that can have up to 100+ envelopes in states of flux, so having to refilter every single time is very time consuming and tiresome.

    0
    Newcomer
    1 month ago
    Active Voice
    kromaryActive Voice

    Map Multiple Email Aliases to One UserParked

    Our users have multiple email aliases.  We would like signing requests from all of their email aliases to map to their one user account in Docusign.  They do not want to have to select from multiple accounts at login but they want to be able to sign with any alias.

    5
    Jake Fascia
    1 month ago
    Newcomer
    Javier.DominguezNewcomer

    Include Decline Reason in Email Notifications Sent to CC RecipientsIdea Submitted

    Hello,I would like to suggest an enhancement regarding envelope decline notifications.Currently, when a signer declines an envelope and provides a reason, the decline reason is included in the email notification sent to the sender. However, recipients who are included in the workflow as CC recipients only receive a notification that the envelope was declined and do not receive the actual reason entered by the signer.This can create challenges in organizations that use a shared or service account as the sender (for example, through an integration), while business users and stakeholders are added as CC recipients to stay informed about the envelope status.Suggested enhancement: Provide an account-level or envelope-level option that allows the decline reason entered by the signer to be included in the decline notification emails sent to CC recipients.Benefits:Improved visibility for all stakeholders involved in the signing process. Reduced need for manual follow-up with the sender. Better support for integrated and automated DocuSign environments that use service accounts. Faster resolution of issues that caused the signer to decline the document.Ideally, administrators could enable or disable this behavior according to their organization's security and privacy requirements.Thank you for considering this enhancement. I believe it would improve transparency and communication throughout the signing workflow. **information removed due to PII**

    1
    Jake Fascia
    1 month ago
    Newcomer
    johnpinaNewcomer

    Pay as you goDuplicate

    I am constantly starting and stopping my subscription to Docusign.  It’d be nice if you offered a pay as you go option.  Or at least automatic renewal an option, not a requirement.  I know you get more from people who don’t cancel right away whether they’re using the account or not, but it would do me more service to either pay for a signal month when I need it, or my best idea is to pay per signature, like a notary, since that’s really what you guys are.  

    2
    1 month ago
    New Voice
    SybsyncNew Voice

    Why not create a model that allow users to purchase ENVELOP?Idea Submitted

    Dear DocuSign Team,I hope this message finds you well.I would like to suggest that DocuSign consider a business continuity strategy that enables users to purchase envelopes on a pay-as-you-go basis according to their needs. For instance, a new user might start with 4 free envelopes for trial purposes, after which they could purchase additional envelopes as required, rather than being tied to a recurring monthly subscription.This model could be especially valuable for startups and small businesses in emerging markets, who may not have consistent usage levels but still wish to leverage your excellent platform. A flexible purchase option could help broaden adoption and prevent potential users from being discouraged by rigid subscription models.In addition, I would like to highlight an area of potential improvement: application performance. The app sometimes experiences lag and even stops functioning when internet speeds are below 20Mbps. Optimizing performance for lower bandwidth environments could significantly improve user experience, especially in regions with less stable internet connectivity.Thank you for considering these suggestions. DocuSign is a truly powerful tool, and these enhancements could make it even more accessible and reliable for a global audience.Best regards,

    2
    1 month ago
    New Voice
    EfileNew Voice

    Prompt Signers to download signed documents before exitingIdea Submitted

    Dear DocuSign Product Team, I would like to request an enhancement to the signer experience within DocuSign. Many clients complete the signing process and exit without downloading a copy of their signed documents.  This often results in follow-up requests for copies of documents they have already signed. Could Docusign add an option feature that displays a prominent reminder, or requires acknowledgement, prompting signers to download and save their completed PDF documents before leaving the session? This would help improve record retention, reduce support requests, and enhance the overall client experience. Thank you for your consideration.  Maria Romero

    0
    New Voice
    1 month ago
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