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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

    S
    New Voice
    SabinaNew Voice

    Removing frame around the stampDuplicate

    Hi, it is clear on how to manage frame around the signature. However, whatever setting we apply to signature same settings are being applied to stamp. We would like to be able to manage frame around the stamp separately as stamp using is vital in our organization in compliance with local legislation. Currently we are forced to remove frame around the signature as whenever frame is applied to stamp it looks very awkward and takes a lot of space on the document. However, by removing frame around the signature we are losing unique identification of DocuSign. I raised same ticket with support team for the second time since last year but being told that even with IAM that we have purchase recently, feature to set up individual frame around the stamp is not available in DS.

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    M
    Forum|Forum|1 year ago
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    Active Voice
    JBLActive Voice

    Ability to control the color schemeDuplicate

    Hi, It would be great to give us, especially paid subs, the option to change color of the signers/recipients or at least back to the to colors before the baby blue and pink pastel colors. Thank you! 

    1
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    Forum|Forum|1 year ago
    S
    Conversation Starter
    sDoConversation Starter

    The new field colors are too similarDuplicate

    As a lot of other users have pointed out, the new field colors that came with the April 2025 release is too similar to each other. A lot of our user have pointed out that when you go beyond 5 signers, the color start to become similar but in different shades. This causes a lot of inefficiencies as users need to double-check that they have placed the fields in the correct place. We want to put forward an enhancement to make the colors more distinguishable. 

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    M
    Forum|Forum|1 year ago
    I
    Active Voice
    iac81Active Voice

    Alignment within Text FieldDuplicate

    Please allow for alignment to be adjusted within a text box - ie: center horizontally and vertically within a custom sized text field Thank you

    4
    M
    Forum|Forum|1 year ago
    D
    Conversation Starter
    DennisRyanConversation Starter

    Colorblind IssuesDuplicate

    Your current color for the signees are impossible for someone who is colorblind to distinguish. You need to give users the option to change the colors for multiple signatures. I have no idea what the current colors are but they look exactly the same for me. I will have to go back to sending docs out for signature using Adobe if this color scheme stays the same. 

    2
    M
    Forum|Forum|1 year ago
    Scott.Nieman
    Troubleshooter
    Scott.NiemanTroubleshooter

    Improve Print and Sign feature to replace unsigned rendition(s) similar to how the UI behaves, preserving any metadata on the documents.Idea Submitted

    As you know, in the UI, when someone signs a document with Sign Here tab and completes other tabs, and clicks Finish, not only is the envelope set to completed status, but overlayed tab information is merged with the unsigned rendition into a new PDF that can be downloaded.  The original unsigned rendition is no longer available.However, with the Print and Sign capability, a user can download the documents to sign, and they are typically combined into a single PDF that the recipient can print out, manually signed, scan, and uploaded the new PDF, the original unsigned rendition remains in the envelope and the new document is added to the envelope.  The metadata related to the unsigned rendition does not get applied to the uploaded document.  The prefix Signed-on-paper is added to the document name.  Often, we will add a W-9 template to the envelope if the first unsigned document is an agreement that leads to a financial payment.   If you are using DocuSign Connect with the callback interface, you will notice that the envelope notification shows three documents, one for the unsigned agreement, one for the unsigned W-9 template added, and a third Signed-on-paper.The enhancement request is multi-fold:Ensure that the recipient has multiple documents to upload, one per unsigned rendition. Require that the recipient print, sign, scan and upload the signed-on-paper renditions, one per original document in the envelope. Ensure that the DocuSign application replace the unsigned rendition with the appropriate signed-on-paper rendition. Validate using OCR and image processing that the uploaded rendition has a close match to the unsigned rendition, and there is at least a comparable signature near the x,y positions of Sign Here tab placed on the unsigned rendition. Define and set a new status that if that validation fails at a reasonable quality indicator, so our applications can capture that status, and someone can review the uploaded documents.At this time there is no validation whatsoever, and there is no way to associate the uploaded and combined document to the correct unsigned rendition.  Furthermore, we place W-9s and ACH forms in secure containers due to PII.  The uploaded renditions will likely contain the PII.DocuSign support has stated there are legal reasons why they have not implemented this to date.  I suggest either the above is implemented, they remove the capability from the platform altogether, or they ensure that customers are aware of this limitation through a disclaimer and that PII-related documents are placed in separate envelopes if they have this capability enabled in their account.

    2
    Scott.Nieman
    Troubleshooter
    Forum|Forum|1 year ago
    D
    Newcomer
    deshaun.anthonyNewcomer

    Docusign CLM Files not avaliable in via Salesforce app.Duplicate

    Customer gets the error message "Docusign CLM files supports only the Desktop form factor" when they try to use the CLM Files widget in the SFDC mobile version. Attached screenshotThe legacy FileIt (CLM.CM) widget was used before in the mobile version normally.

    2
    J
    Forum|Forum|1 year ago
    D
    Newcomer
    deshaun.anthonyNewcomer

    Docusign CLM Files supported in Salesforce Mobile appIdea Submitted

    Customer gets the error message "Docusign CLM files supports only the Desktop form factor" when they try to use the CLM Files widget in the SalesForceDC mobile version. Attached screenshot The legacy FileIt (CLM.CM) widget was used before in the mobile version within issues before migrating to the updated CLM product.

    1
    J
    Forum|Forum|1 year ago
    D
    Active Voice
    DallisonActive Voice

    Add "Where is this used?" to Forms Library fieldsIdea Submitted

    It would be helpful to have a “where is this used?” for fields used in a Forms Library that’s used across multiple FormsThat way, you know which Forms will be affected if you make an edit to the merge tag, default information, conditionals, etc.  

    0
    D
    Active Voice
    Forum|Forum|1 year ago
    K
    Active Voice
    KennethActive Voice

    Sender to receive email notification close to envelope expiryDuplicate

    Can we set up an automatic email to notify the sender 3 days before an envelope expires to avoid disruption?

    2
    J
    Forum|Forum|1 year ago
    R
    Active Voice
    RujuActive Voice

    Need to separate user provisioning from eSign and DocGen.Idea Submitted

    This is an idea to separate CLM User Provisioning from eSignature and DocGen. They’re currently tied to the DAL and which is making difficult for us to bifurcate the minimum permissions required for the users.Once the above is achieved, we shall be able to remove the “Customize Application” permission from our permission set.

    1
    M
    Forum|Forum|1 year ago
    C
    Digital Collaborator
    clairemccloskeyDigital Collaborator

    Sender notification amendmentsDuplicate

    Could I please check why the sender gets notified when someone views the notification but not when they sign it? Would it be possible to have an option for the sender to receive a notification each time someone signs an envelope? It would also be helpful if the sender could receive a notification before the envelope is due to expire.

    4
    J
    Forum|Forum|1 year ago
    C
    Digital Collaborator
    clairemccloskeyDigital Collaborator

    Request to not automatically void an envelope once a signer refuses to signDuplicate

    It would be helpful if an envelope was not automatically voided if a signer refuses to sign

    4
    Gabriel.Hollandsworth
    Forum|Forum|1 year ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    Docusign Admin Groups-sorting of list is randomDuplicate

    I went to DOCUSIGN ADMIN then to Groups.  When the list appears, it isn’t sorted in any way that I can tell, which makes it hard to find the group you are looking for.  Is there a way to search for a group or sort the list?  Also, a search field is needed so that I do not have to scroll down the list of over 380+ groups. I had put this in the community, but they suggested I enter this as an idea.Docusign Admin Groups-sorting of list is random | Community

    3
    Gabriel.Hollandsworth
    Forum|Forum|1 year ago
    C
    Digital Collaborator
    clairemccloskeyDigital Collaborator

    Request to not automatically void an envelope once a signer refuses to signDuplicate

    It would be helpful if an envelope was not automatically voided once a signer refuses to sign. It would be helpful if the envelope signer was instead notified of this and provided with the chance to amend the envelope, rather than them having to re-send it as  it has been voided.

    1
    Gabriel.Hollandsworth
    Forum|Forum|1 year ago
    D
    Troubleshooter
    damianTroubleshooter

    Bring back version numbers to the Document Reviewer interface.Idea Submitted

    Currently, there is no way to see the version number of when previewing past versions of a document.This is an annoying shortcoming when viewing older versions of the document.E.g. This is my preview of V2.0 of a test document (redlines shown)  And this is a preview of version 1 of that document:  All we get is that the document is out of date.Perhaps there should be a version number in the green box area?BONUS POINTS:When downloading a previous version of a document - the version number should be added to the filename.This would make offline comparison of versions in other tools more easy and assist when needing to roll back versions during negotiation.

    0
    D
    Troubleshooter
    Forum|Forum|1 year ago
    N
    Digital Collaborator
    newtoclmDigital Collaborator

    DocuSign CLM: Link to checked in version in HistoryIdea Submitted

    I was working in a document preview and wanted to see a previous version so I went to history and narrowed down to versions and could see who did what when but the only link to the documents is for the Previous Version.  There is no link to the version that was checked in at that time.  It would be nice to have a link to the version that is being listed as well as the previous version.  Does anyone else find this annoying?

    0
    N
    Digital Collaborator
    Forum|Forum|1 year ago
    W
    New Voice
    Wojciech KowalczykNew Voice

    Family of documents in CLMIdea Submitted

    CLM could better facilitate creation of a family of documents, to allow users not only to link records (already available) but also organize such in a tree-like or other easy to follow fashion.  Users should be able to easily understand how all “parents” and “children” records are related.  Perhaps different colors or other graphical options could be used to distinguish amendments from task orders, etc. Also, an option to update certain attributes of the parent record (e.g. the contract end date when an amendment is being filed extending it) would be helpful.  If so, the data in the parent record would need to reflect that it was changed by a “child” record.  Reporting such relationships would be useful also.  Example: viewing a Master Agreement, users would benefit from having tabs listing all its task orders and, separately, amendments.  This should carry to the lower level, so viewing a task order, users should also see a tab listing any of its amendments/change orders.  For reference, think of the Salesforce layout where you can surface data under tabs/separate windows. 

    0
    W
    New Voice
    Forum|Forum|1 year ago
    DC3IT
    Active Voice
    DC3ITActive Voice

    Allow Shadow DOM support on the Document Preview ScreenIdea Submitted

    Much like LWC for Salesforce, allow the functionality to inject custom HTML, CSS, and JavaScript into the Document Preview page such that it can be extended for customer use cases where they seek additional functionality that DocuSign does not natively support.For example, it would be transformative to permit HTML5 tagging, CSS, and JavaScript to appear in the instructions portion of human steps to create a better experience for the user with help text and data from internal and external APIs to show information in real time in the document preview for a one stop shop.The UI/UX of the document preview is so locked down and the instructions property only supports HTML 2.0  tagging at best that the ability for a user to distinguish where they are in the workflow along with other relevant data that could aid in their human decision making is not available to help.Greater customization can help users find their way more efficiently and effectively. Using the Shadow DOM like the LWC approach would eliminate collisions in the DOM that could impact the stock DocuSign look and feel.True ideal state would be to allow full customization of the page layout.Just an idea.

    1
    A
    Forum|Forum|1 year ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    Send for external review emailIdea Submitted

    I have attached the email that was received when I sent something for external review.  I have looked at the resources files to see if I can change any of this text because I don’t want all of this in the email, so I need to modify it.  I was told that I could not modify the resource file for this.  We need a way to be able to modify all aspects of this email.  I may only want the reviewer to review it online.  

    2
    mshealy
    Established Contributor
    Forum|Forum|1 year ago
    D
    Active Voice
    DallisonActive Voice

    Ability to sort groups and export more data for AdminsIdea Submitted

    Offering more sort order and exporting functions for Admins would be highly beneficial and save a considerable amount of time.I figured, “well if I cant sort it easily, then maybe I can export the information and sort in excel.” Nope. Exporting Groups, attributes, etc. is not an option. It’s very frustrating to say the least. Please add more sort order functions and data export functions. Where you ask? Literally everywhere. But starting with the Groups and Attributes would be awesome! The lack of data export capabilities sees a bit archaic.AT THE VERY LEAST, sort groups alphabetically or by created date. Who creates a list without a sort function OR sensible logic? I’d have better luck finding what I need by writing it on a sticky note and throwing it into a bucket.  

    0
    D
    Active Voice
    Forum|Forum|1 year ago
    D
    Troubleshooter
    damianTroubleshooter

    CLM: Document Reviewer - Provide a method of navigating to the document folderIdea Submitted

    On the ‘Interactive Preview’ document viewing view.There is an easy way to navigate back to the main CLM menus and the document folder - useful, if you need to open other supporting documents (this was also available - when ‘task completion screens’ are disabled).Interactive Preview - gives you a sensible way to navigate CLMThis has been removed in the ‘Document Reviewer’ with no easy replacement/alternative.Instead, to find a folder, you need to open a search and enable the location column - not an easy user experience.Even more broken is the back button, which only mimics a browser back button, so if the user has proceeded through a list of chained tasks - then it tries to take them back to a already completed task, instead of somewhere sensible like ‘Documents’ or their ‘Task Queue’,Document Reviewer only gives you a back button - usually right next to a button that does exactly the same thing. 

    3
    D
    Troubleshooter
    Forum|Forum|1 year ago
    F
    Conversation Starter
    FormWizardConversation Starter

    Warning Emails on DocuSign Connect FailuresIdea Submitted

    I recently had a DocuSign Connect fail for almost two months, but didn’t get an email notification until it reached “Active - Pending Deactivation” state, at which point it sent an email to say “Administrator Notification: Docusign Connect Configurations Pending Deactivation”. However, it didn’t send anything ahead of time to let me know it was in process of failing. Some digest email to warn me ahead of time would be very helpful. 

    1
    Hengfeng Ge
    Forum|Forum|1 year ago
    N
    Digital Collaborator
    newtoclmDigital Collaborator

    Merge Party and Document Folders as one item instead of separate itemsIdea Submitted

    Instead of having Party and Documents as two separate distinct folder structures - integrate into one so it’s either Party or Documents

    2
    N
    Digital Collaborator
    Forum|Forum|1 year ago
    D
    Troubleshooter
    damianTroubleshooter

    Edit CLM Agreement Attributes should accept variables as an input type.Idea Submitted

    Currently, for many of the built-in attributes (Default Document Attributes) the only way to update with a non-hardcoded (configurable) value is Expression. e,g, Configure the Renewal Term UnitsThis incurs a +/- 500ms round trip delay and places (often unnecessary) load on the expression value - only to evaluate an expression that is is usually as simple as:GetVariableValue("RenewalUnits"); Allowing the use of variables, via:Selection and/or Variable Expansion (e.g. ‘<%#Variable.RenewalUnits%>Would place less load on the system, be simpler to configure/debug and run ‘MUCH’ faster.

    0
    D
    Troubleshooter
    Forum|Forum|1 year ago

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