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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 tracking the progress of your favorite suggestions within the Docusign community. What is Docusign Community Ideas? Docusign Community Ideas is your space to share and support innovations that can improve your Docusign experience. Your inputs help shape the future of Docusign. How to access and engage with existing ideasTo start engaging, head over to the Ideas tab on the Docusign Community. You can search, support with comments or upvotes, and contribute to new ideas in the Docusign Community. Here’s how:1. Log in: Anyone can view ideas, even if you aren’t logged in. However, if you want to post, upvote, or comment on ideas you must be logged into the Docusign Community. If it’s your first time visiting the Community, check out the Get Started guide with instructions on how to log in.  2. Find Ideas: Search to see if your idea has already been suggested. Browse by category tags to discover ideas related to topics you’re interested in. 3. Show your support: Upvote ideas you like or want implemented: You can upvote as many ideas as you like but can only upvote once per idea.   You can remove your upvote at any time. Upvotes help us track the most popular suggestions. Comment on ideas to share feedback, suggest improvements, or add use cases.  How to submit a new ideaFollow these steps to submit your idea to the Docusign Community:1. Log in: Make sure you're logged into your account before submitting an idea.2. Create your idea: Select Create an Idea to start your submission.3. Fill in the details: Title: Add a clear, concise title that summarizes your idea. Description: Write a clear description that communicates why this idea will drive impact: Be specific and avoid vague terms. Instead of saying, "It would be nice if it worked better," say something like, "The current process for X is slow, and this feature would automate that step, saving 30 minutes per day." Focus on the value: What benefit does this idea bring to you and other customers? Keep it actionable: Ensure your description gives enough context for Docusign teams to understand the need and solution. We recommend answering these questions in your description: What problem does this solve? Explain the challenge or pain point you're experiencing. Who will benefit? Specify the target users or teams (e.g., admins, end users, partners, developers). What impact will this have? Describe how it will improve processes, productivity, or overall experience. Add visuals: Attach screenshots, examples, or use cases to help illustrate your idea. Select tags: Choose the relevant product area and tags for your idea. 4. Submit your idea: Once you’ve completed writing your idea, select Submit. Note: Only Community moderators or administrators can edit your idea after submission. How to track the status of an ideaEach idea is assigned a status to show its progress:Idea Submitted: The default status for all ideas. When ideas are at this status, you are encouraged to upvote an idea or comment on it with your inputs to help the idea move into review. Under Review: The idea is being evaluated by Docusign. Planned: The idea has been selected for teams to begin developing.  In beta: The idea is available for early access and testing Parked: The idea is viable, but is not currently considered at this time. Delivered: The idea is implemented and live. Existing functionality: The idea can be solved within the set of capabilities and platform services that exist today. Duplicate: The idea was a duplication and merged with existing Idea. You can subscribe to your idea or other people’s submitted ideas to get updates on an idea’s progress. While we can’t guarantee that every idea will be implemented, or implemented exactly as worded, we appreciate your input in making Docusign better for everyone. Thanks for your ideas! Your feedback is invaluable, and by engaging with Ideas—whether it’s upvoting, commenting, or submitting your own suggestions—you play a vital role in making Docusign better for everyone.We can’t wait to see what you come up with! Thanks for being part of the innovation process

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 your feedback and working on a consistent response process. We promise we are listening and sharing this feedback with the right people. While we don’t have an exact timeline for status updates just yet, we’ll share an update as soon as we can.Thanks for your continued input and patience. Please keep the great ideas coming!Also: if you’re wondering what’s up next on the Docusign product roadmap, you can bookmark this link to the roadmap overview. 

    542 Ideas

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    Newcomer
    nuhangNewcomer

    Disable the 'Add/Edit Attribute Groups' option and still allow users to edit attributes.Idea Submitted

    Per case # 16126039, “the only way to hide or restrict the Add/Edit Attribute Groups option is to remove the user’s permission to edit the document”. We would like our users to be able to edit attributes but not delete attribute groups. Can we get an enhancement to toggle that in Nav and Actions?

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    Forum|Forum|1 month ago
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    Newcomer
    JenniferWhiteheadNewcomer

    Date StampIdea Submitted

    Date stamp / Insert Date option should utilize a wrap text feature to contain the data within the length of the date itself. The additional digits and values infringe on subsequent fields or run off the page if oriented to the right side margin.

    0
    J
    Forum|Forum|1 month ago
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    Newcomer
    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.

    0
    A
    Forum|Forum|1 month ago
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    Newcomer
    mgrayNewcomer

    Option to send reminder outside of set reminder intervalsIdea Submitted

    Hello,Our DocuSign account is not integrated with any other systems, and we do not have the option to send a reminder to a signer outside of the reminder intervals set when creating an envelope.  I can correct the envelope and change the frequency that way, but it would be nice to have the “Send a Reminder” option in the dropdown along with “Void”, “Copy”, “Delete” etc.  DocuSign accounts that are integrated with Zoom and Salesforce, for example, do have this option to just spit out a reminder at any time, so it would be great if the free-standing accounts were able to do that as well.  Best,MG

    0
    M
    Forum|Forum|1 month ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig envelope error notificationIdea Submitted

    I would like to receive an email if there is an error on an envelope. We received an authentication error, but if we had not looked under agreements, we would not have known. Maybe make it template-based as an option.

    0
    mshealy
    Forum|Forum|1 month ago
    B
    Conversation Starter
    bbruscaConversation Starter

    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. 

    7
    R
    Forum|Forum|1 month ago
    M
    Newcomer
    MechConstructionExecNewcomer

    "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. 

    1
    M
    Forum|Forum|1 month ago
    S
    New Voice
    sarah.smith56New Voice

    Option to turn off the "You're done! Want to sign Another Document?" pop upIdea Submitted

    I have to sign up to 50 documents a day during our busy season and I do not sign them in the order in which they were received. Having to click on ‘no thanks’ after EVERY. SINGLE. SIGNING. really slows down the process. The answer is always no thanks, and it always will be. Can we have an option to turn this pop-up off?

    1
    M
    Forum|Forum|1 month ago
    B
    Newcomer
    BCTNewcomer

    Improve function of Title field for users with multiple job titlesIdea Submitted

    Hello,We’ve been running into an issue with some users who have multiple unrelated job titles. In Manage Profile, users can opt to either set a Job Title or leave it blank. However, if they ever sign a document that includes a Title field, Docusign will automatically save that value to the Manage Profile screen without notifying the user that it has done so. (This is primarily an issue when someone leaves the field blank under Manage Profile, especially if they’ve done so intentionally because they have multiple titles.)That value then shows up in the certificate of every future envelope, unless the user manually changes it every time they “switch hats” to sign for one job title or the other.Example:A user is both “Head of Dept A” and “Employee of Dept B” The user signs a document relating to Dept B. This document has a Title field, so they list “Employee of Dept B” Docusign saves this Title value to their profile without telling the user. Later, the user receives a different document to sign that relates to Dept A. This document does not have a Title field. When the user signs, it will still list them in the certificate as “Employee of Dept B,” because that’s what’s Docusign saved to their profile in step 3. However, they won’t be aware of this unless they look at the certificate.This is causing confusion for customers when they review the certificate, especially when the two job titles are very different.One suggestion would be to give users the choice of whether to save the Title to their profile or not when they’re filling out a Title field.

    0
    B
    Forum|Forum|1 month ago
    C
    Digital Collaborator
    clairemccloskeyDigital Collaborator

    Request to add a sender notification which will notify senders when an envelope is due to expireIdea Submitted

    It would be very helpful if the envelope sender was notified before the envelope expired. Envelopes often expire as the sender has been unaware that they were reaching the expiration date.

    13
    A
    Forum|Forum|1 month ago
    J
    Newcomer
    jlangNewcomer

    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?

    0
    J
    Forum|Forum|1 month ago
    S
    Newcomer
    SDhomanNewcomer

    Approving a document shows as complete on the summary document not APPROVEIdea Submitted

    Our Spanish team have to put their documents through an internal approval before going out to the attorney for signature.  When they set approval and the internal persona approves it then the attorney signs the summary document shows the approval as complete only so there is no way of the auditors knowing that the document was approved and then signed.   I have asked Docusign support if there is a way of changing the wording on the summary document so when an approve field is put into a document and approved the summary shows that field as APPROVED or REJECTED NOT complete.  

    0
    S
    Forum|Forum|1 month ago
    C
    Newcomer
    christinecNewcomer

    Allow the ability to turn of Copy EnvelopeIdea Submitted

    Please allow organizations the ability to turn off copy of a completed envelope so that managers cannot utilize this.  We have managers who have started copying envelopes and it’s causing an issue due to signing structures etc. 

    0
    C
    Forum|Forum|1 month ago
    C
    New Voice
    Cecilia23New Voice

    Option to see the message that was sent to the signatory in the History sectionIdea Submitted

    It would be great if we could see the message that was sent to the client when we sent the document out for signature. I mean the message that they receive as part of the email with the link to the document. If it was accessible in the History tab, that would be a great enhancement. Thanks

    0
    C
    Forum|Forum|1 month ago
    J
    Newcomer
    jordanmlNewcomer

    Add user status filter to DocuSign Users ReportIdea Submitted

    ​​​​Shouldn’t the User Status filter (Active, Pending, Closed) be an option in the Reporting -”DocuSign Users Report“?Like many others here, I manage the DocuSign users for a fairly sizable group (~4000 employees) and am trying to simplify the access management process when users stay in pending status or leave.  The ability to output the scheduled ”DocuSign Users Report“ could make that easier if we could filter by all user statuses.When comparing the user’s list under Admin panel, users can be filtered by “status” (Active, Pending, Closed)For example, you might see a total of 500 users listed, with 350 Active, 50 closed & 100 Pending, but only see the 400 Active/closed in the ”DocuSign Users Report“ under Reporting.However, under Reporting, ”DocuSign Users Report“ only allows filtering on either specific users, user groups or Any user (status is not an available filter option).  This is the only User report that can be scheduled and it excludes Pending Users without the option to include them, giving a erroneous actual list of users when trying to manage access. 

    0
    J
    Forum|Forum|1 month ago
    G
    New Voice
    GitanshNew Voice

    Increase Bulk Upload Limit for Contracts in DocuSign CLMIdea Submitted

    Business RequirementCurrently, DocuSign CLM restricts bulk uploads to a maximum of 20 contracts at a time. This limitation is significantly impacting workflow efficiency for teams that manage large volumes of contracts, resulting in increased manual effort and delays in contract processing. Our organization frequently needs to upload hundreds of contracts in a single session, and the current restriction requires repeated manual uploads, which is time-consuming and prone to error.Enhancement AskWe request the ability to configure or increase the bulk upload limit for contracts in DocuSign CLM. Ideally, administrators should be able to set a custom limit that aligns with their business needs, or DocuSign should substantially raise the default limit (e.g., to 100 or more contracts per upload). If technical constraints exist, please provide alternative solutions, such as API-based bulk uploading or a dedicated bulk import tool.Increasing this limit will:Enhance workflow efficiency Reduce manual effort and errors Improve user experience for organizations managing large contract volumesThank you for considering this enhancement to better support enterprise-scale contract management.

    0
    G
    Forum|Forum|1 month ago
    J
    Newcomer
    JulieKelleherNewcomer

    Option to Not Send Empty ReportsIdea Submitted

    I have setup daily reports to get emailed to me, and many days the reports are empty. It would be beneficial to have the option to not receive a daily email if there is no data in the report.

    0
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    Forum|Forum|1 month ago
    R
    Newcomer
    RandyDiSimoneNewcomer

    Change Email Subject line before sending.Idea Submitted

    I notice that agents never change the subject line. I think that it’s because of its location low on the page where documents are uploaded (past recipients). It would be nice if before we send the DocuSign it let us change the subject line as the last step. It could also have a reminder to label the subject line with the property address and what the documents are pertaining to. Example “1234 Main St - Buyer Counter Offer 1“. I know this is such basic stuff but I never get emails that are property labeled with the right subject line. Thank you. 

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    R
    Forum|Forum|1 month ago
    M
    New Voice
    Maycke LemesNew Voice

    Dark / Night ModeIdea Submitted

    The addition of a Dark/Night Mode feature would improve visual comfort in low-light environments, reduce eye strain during extended use, and match user preferences for a more pleasant and accessible interface experience.

    1
    K
    Forum|Forum|1 month ago
    J
    Newcomer
    JoePNewcomer

    Old Audit files are being pulled and merged into current documents causing wrong final documents.Idea Submitted

    In the document workflow -  there's "Search 1" step that goes and retrieves the audit document from the folder and then performs a merge/move to trash of the old docs, so that the original document that is in the workflow is maintained through the wf but also has the audit docs.What we think is happening is that this "Search" step is not descriptive enough to pull the correct audit file, the current logic is only looking in the In Process Folder and if the title contains "Audit". So the incorrect audit files are getting merged within the wf and possibly getting sent out to customers if there are old audit docs that are still in there. (i am getting an error trying to add a screenshot, but i think there's only one search step in this wf).Is there a way to add a condition for the created date of the document, or to do a sort to select the most recently created doc? From what I can see on a "search" step, it's more descriptive text or attributes we can filter but not really datesM.H. - was the actual person who bought this idea up. I just did the legwork.

    0
    J
    Forum|Forum|1 month ago
    H
    New Voice
    harpek1New Voice

    Remote AssistanceIdea Submitted

    While working over the phone we use DocuSign a lot, and it is a very helpful tool, one thing I have noticed is that older folks are wanting to use DocuSign’s features but often get stuck trying to navigate within the documents. They end up frustrated and anxious that their documents were not completed correctly. I think a feature that would be great would be some type of remote feature that allows you to view the documents together and help even from far away. Not everybody has someone to help them navigate new technology or apps. Working in a call center it would really cut down on time whenever assisting with DocuSign if we were able to remotely maneuver the documents and see what they are seeing in real time.

    0
    H
    Forum|Forum|1 month ago
    C
    New Voice
    chris.gundersonNew Voice

    Conditional Fields - Multiple selectionIdea Submitted

    Using a drop down in a template, I would like to be able to enable/disable checkboxes in a group. There are multiple strategies in my dropdown list which would enable a single checkbox in another section. We currently only allow a 1-to-1 relationship.

    0
    C
    Forum|Forum|1 month ago
    A
    Conversation Starter
    AlessioConversation Starter

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

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

    1
    K
    Forum|Forum|1 month ago
    A
    Newcomer
    Allison MNewcomer

    Workflow ideaIdea Submitted

    What would be great idea is if there was a way to add a hyperlink in the document history when the workflow is kicked off by the smart rule. 

    0
    A
    Forum|Forum|1 month ago
    K
    New Voice
    Kyle.RussellNew Voice

    Include the template description when searchingIdea Submitted

    The Template search options do not include the ability to include the Template Description as part of the logic. People put some very useful information in that field and to make it completely invisiode to any search logic seems like a big miss. Seems like a no brainer to add that field as part of the lookup info when searching by Template name.  

    0
    K
    Forum|Forum|1 month ago

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