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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...

2 years ago

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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.

1 year ago

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 year ago

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

1 year ago

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.

1 year ago

mshealyEstablished Contributor

Docusign CLM after all parties have signed-emailIdea Submitted

The final email that is automated, that goes back to the submitter, looks like the below snapshot.why does the email include “Please REVIEW DOCUMENT to Sign” which is from the step SEND FOR SIGNATURE, in the email message area? It should not include the message from the SEND FOR SIGNATURE.

1 year ago

BOrangisNew Voice

Party CRMIdea Submitted

It would be amazing if we could have all correspondence, that is already being logged via emails, associated with the respective party. An all in one place for every email, document, or task related to each party in your CLM!

1 year ago

mshealyEstablished Contributor

CLM workflow configurations, groupingIdea Submitted

Folders or some sort of grouping are needed to sort workflows. Right now all workflow are just listed so it is hard to find them without scrolling through the entire list.

1 year ago

Maarten Van NuffelConversation Starter

Custom dashboard & report filtersIdea Submitted

Please add methods to track unsigned envelops, end user actions and admin actions using custom filters that go beyond the currently provided reports. Especially tracking unsigned envelops with a way to excluded admins, and service accounts is needed.

2 years ago

mshealyEstablished Contributor

Documentation needed - How to use System: fields within a CLM WorkflowIdea Submitted

Please add documentation on how to use system: fields withing a CLM Workflow. example System:Link. There are many others that a running workflow has that come from esig. I have a figured out how to use it but I would like documentation on how to use any System: field say within a CLM workflow email for instance.

2 years ago

mshealyEstablished Contributor

Field Name in a CLM Doc Gen formIdea Submitted

I have a text box field on a CLM Doc Gen Form. The field name is what shows on the form that people will see when they fill out the form. It would be nice if you had a separate item that you could put what you wanted the person who is filling out the form to see in addition to the field name. This would be for all fields, not just text boxs.exampleText BoxField Name-DataPlanField Description-How do you plan to use it on the cluster?Help Text-Explain how you plan to use

2 years ago

mshealyEstablished Contributor

Documentation needed - How to use Data: values within a CLM workflowIdea Submitted

Please add documentation on how to use data: fields withing a CLM Workflow. example Data:DeclineReason. There are many others that a running workflow has that come from esig. I have a workaround for using Data:DeclineReason but I would like documentation on how to use any Data: field say withing a CLM workflow email for instance.

2 years ago

mshealyEstablished Contributor

Using brand with modified resource file in CLMIdea Submitted

I have modified the brand resource files for use with esig. I’m having trouble figuring out how to associate a CLM workflow to a brand with a modified resource file in esig. I do not want to use the default brand in esig because what I need for this workflow is different than what we want for the default brand. I did not see anywhere in CLM to associate the brand with a workflow. I need this due to our customers needing customization for their specific workflows.

2 years ago

mshealyEstablished Contributor

task groups not showing upIdea Submitted

I had a workflow open that i needed task groups for. I was creating new task groups. They would not show up in the workflow to choose from. I closed the workflow and reopened it. They showed up then.The should show up even if a workflow is open while the groups are being created.

2 years ago

mshealyEstablished Contributor

CLM Step colorIdea Submitted

It would be helpful if we could change the color of the steps. It would be easier for me if the step colors matched the lane color so ability to change step color would be helpful.

2 years ago

edacConversation Starter

Conditional logic on dropdown menusIdea Submitted

Please consider adding the feature where the dropdown values may change based on the field selected at the beginning. ex. Continent-Country-State mapping csvIf Continent = North America, Country dropdown to only display countries with North America,Then when Country (from filtered list above) = United States, State to only display states of United States.

2 years ago

newtoclmDigital Collaborator

DocuSign CLM Admin: Users pageIdea Submitted

It would be so helpful to be able to add columns to the front page of the Users page (like managed by) and then be able to export the list. Especially, for the managed by as if someone has extended leave they may need their managed by updated and then

2 years ago

newtoclmDigital Collaborator

CLM - In Add or Edit Condition allow the admin to drag and drop a condition to a different locationIdea Submitted

When you create a list of conditions, you cannot drag and drop a condition to a different location in the condition box. So if you have a complex condition with sub-conditions Condition 1 or [Condition this but not Condition that] and you need to revise the condition by adding a new condition, you can only add the condition to the end of the conditions. So if you want to place the condition prior to the [sub-condition] then you have to recreate the entire condition instead of moving the new condition up the conditional ladder.

2 years ago

JijingConversation Starter

Flexibly change the language in drag and drop the signed pageIdea Submitted

When customer use the api of 'sender view/correct view' ,they want to change the language of the drag and drop the signed page ,How can we flexibly change the language of this page?

2 years ago

mshealyEstablished Contributor

Calculations for CLM on formsIdea Submitted

Please allow capabilities for calc fields for CLM forms like esig has.

2 years ago

Pawan GangwaniHero

Obligation Management in CLMIdea Submitted

Currently we have obligation management in CLM party Management. but when it comes to adding an obligation on agreement and assigned to a person or putting the due date.that’s where we feel, there has to be a notification set up form obligation due date “reminder’ and the obligation, who we assigned that notification send to the particular user or person or counterparty.

2 years ago

automation_ninja92Active Voice

Multiselect dropdown attributes in CLMIdea Submitted

It would be very helpful to have multiselect dropdown attributes in CLM as this would allow greater flexibility in selecting multiple options after the document generation phase. This would make it easier to tag metadata on contracts instead of having multiple single select attributes

2 years ago