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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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    817 Ideas

    C
    Newcomer
    Chris TopNewcomer

    Replacing a document within a template on the Android mobile appIdea Submitted

    I understand that replacing a document within a template is currently not supported on the Android mobile app. I agree that this feature would be a valuable enhancement, especially for users who rely on mobile functionality, and I will submit the suggestion through the Docusign Ideas platform.

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    Forum|Forum|28 days ago
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    New Voice
    tlambourneNew Voice

    Signing Groups for WorkspacesIdea Submitted

    Enable the ability to have signing groups working within the workspaces.

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    T
    New Voice
    Forum|Forum|28 days ago
    K
    Newcomer
    Kevin.KulbackiNewcomer

    Feature Request: Add an “Expired Agreements” Section to the Envelopes Sidebar NavigationIdea Submitted

    Currently, the Envelopes sidebar provides clear visibility into nearly every stage of the document lifecycle—from draft, to sent, to completed, and even Expiring Soon. However, once an agreement has officially expired, it effectively disappears from meaningful visibility. These expired agreements remain accessible only briefly, persisting in the Agreement Activity feed for as long as it takes roughly five new agreements to arrive. After that, they are no longer surfaced in any structured or discoverable way.This gap creates a significant missed opportunity for users.Expired agreements are often a valuable signal, representing prospects who were previously engaged but did not complete the signing process in time. Without a dedicated location for these agreements, users lose an important touchpoint for follow-up, analysis, and potential reengagement.Adding an “Expired Agreements” section to the Envelopes navigation would: Complete the document lifecycle representation within the platform. Every major stage—except expiration—is already accounted for. Improve user experience and workflow efficiency, ensuring expired agreements remain accessible and easy to review. Enable strategic reengagement, helping users identify and follow up with parties who demonstrated prior interest. Create continuity and clarity, especially for users handling large volumes of agreements where expiration is a meaningful status. By introducing a dedicated folder or view for expired agreements, the platform would deliver a more comprehensive lifecycle management experience and unlock a high-value resource for users looking to recover missed opportunities.

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    M
    Forum|Forum|28 days ago
    M
    New Voice
    mikecallaghanNew Voice

    Ability to Configure Default CC/BCC for Outgoing Emails in DocuSign CLMIdea Submitted

    DocuSign CLM does not provide a native way to automatically CC or BCC recipients (such as the sender or a designated archive mailbox) on outgoing emails triggered from folders or documents within workflows.This creates challenges for teams that require:Centralized recordkeeping of outbound communications Audit/compliance visibility into what was sent externally Easy access for users to reference sent communications without relying solely on CLM records

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    M
    New Voice
    Forum|Forum|28 days ago
    J
    New Voice
    JoshBrownRSANew Voice

    Ungrouping all fields applied via template at onceIdea Submitted

    In some of our larger envelopes, we have 300+ pages, and maybe 30-40 signature and signed date fields applied for each of (typically) four signers. I’ve noticed that vary often, in this scenario, DocuSign becomes very slow when trying to ungroup that many fields across that many pages. But <300 pages and <30 fields typically ungroups rather quickly still.Is there anyway DocuSign could make it so all fields applied via a template could be ungrouped all at once, and quickly?While this isn’t a huge issue for us, it is a lot of wasted time for the envelope preparer of our largest documents, having to sit and wait for minutes at a time, while one field’s series of applications is ungrouped. And then multiply that by 8, and significant time is lost when trying to ungroup all the fields we need to, to be able to shift fields in such a manner that they will not cover other text on the document.Thanks,Josh

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    M
    Forum|Forum|29 days ago
    J
    Newcomer
    jksteinlageNewcomer

    Need to be able to download the Message sent to recipientIdea Submitted

    When I create an envelope, there is a "Message" section that we can write a message to the recipient (my insurance customer). After the document is signed, I can click on the "Completed with DocuSign..." and then click on "Details" and see the message is that I sent to the recipient, but I cannot save this nor does it save with the downloaded document or summary.When I download all documents, this "Details" or "Message" does not show up on anything. It is imperative that we keep that message as many times we are talking about coverages or some other important insurance "stuff" to our insured, and we need to keep a copy of that message, as it could be a matter of an E & O issue if we do not.In summary, the Details page should also be included with the signed document and summary page, but right now it is not. The only way I can save the message sent to the recipient is to copy and paste it into a Word document and that is very time consuming, plus that might not stand up in court.  We CANNOT create a template, as we send different messages to each customer.We need this message to be downloaded with the signed documents, as we have to save this message!  This should be an easy fix!

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    J
    Newcomer
    Forum|Forum|29 days ago
    T
    Newcomer
    Tariq KamalNewcomer

    Stamps with Custom FieldsIdea Submitted

    I’m aware that Docusign has the ability to create “Name + Date” stamps, which will allow an end-user to add a custom date as part of the stamp:From the Docusign documentationWhat we’re looking for is the ability to add custom fields (such as reference IDs & other elements such as % rate) into a stamp, which the end-user can stamp on a document. This will significantly cut down our end-users' workloads, as they wouldn’t need to individually place fields on the documents that they need to stamp.The functionality that matches closely with this would be similar to Docusign Templates, but instead of adding a separate document as a new page, it’s a stamp that you can place at the places where you’d normally place a stamp, so no new pages are needed to be put in.

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    J
    Forum|Forum|29 days ago
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    Newcomer
    Noga DeutschNewcomer

    An exclamation mark in a WhatsApp message is very annoying.Idea Submitted

    When all parties complete the signing process and the employee receives a copy of the contract via WhatsApp, an exclamation mark appears after the file name (see attached image). In Hebrew, an exclamation mark in a WhatsApp message is often perceived as pressure, anger, or a demand—even when the intention is completely innocent. I kindly ask that the exclamation mark be removed.

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    J
    Forum|Forum|29 days ago
    E
    New Voice
    E.KaraniNew Voice

    Reporting for Docusign Signing GroupsIdea Submitted

    Consider enhancement to current reporting that will provide a reliable, auditable report that shows, for each Signing Group member (name + email), the count of envelopes they actually completed (i.e., were the individual within the Signing Group who signed) during a selected date range.

    1
    J
    Forum|Forum|29 days ago
    brbaca35
    New Voice
    brbaca35New Voice

    Enhancement Request: Allow different reminders and expirations dates for multiple documents in the same envelopeIdea Submitted

    Currently, if multiple documents are included in the same envelope, it is not possible to customize different reminders and expiration dates for each document.I would like to propose an enhancement that allows reminders and expiration dates to be set individually for each document within a single envelope.This improvement would greatly benefit our organization by eliminating the need to send multiple envelopes to the same recipients, streamlining communication, and supporting our business needs more efficiently.Thank you for considering this request.Brandy 

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    J
    Forum|Forum|30 days ago
    J
    Newcomer
    Jackie AguirreNewcomer

    Envelope Report - Signer WorkflowExisting Functionality

    It would be great to be able to generate a report for all the envelopes in your account that shows the signer workflow with their details.This would help people be able to quickly assess who they need to update on specific envelopes when people leave, etc. 

    2
    J
    Forum|Forum|30 days ago
    R
    New Voice
    Rafi_mNew Voice

    DocuSign and selecting a document from Google Drive - only user personal drive is accessibleDuplicate

    Dear Team, Currently, DocuSign only allows access to a user's personal Google Drive and does not provide access to Shared Drives. I also tried adding a shortcut from a Shared Drive into the personal drive but this did not make the file visible within DocuSign. Are there plans to extend the scope of the Google Drive integration to include Shared Drives? Thank you,Raafat   

    3
    J
    Forum|Forum|30 days ago
    M
    Newcomer
    MeganFNewcomer

    Integration with Google Drive defaults to "My Drive", needs to include "Shared with me"Parked

    Currently when integrating with google drive to pull in documents, there is not a method to select ‘shared with me’ folders to pull in contents.  This shortfall causes the end user to manually search and consequently manually select files one at time found from the search. If able to toggle bettwen varying drive locations within google drive (My drive vs Shared with me), this would rectifiy this.

    3
    J
    Forum|Forum|30 days ago
    R
    Newcomer
    rafaelcbfcNewcomer

    Bundle main contract with attachmentsDelivered

    To be able to bundle main contracts with appendixes and ammendments so we can properly understand the history of an agreement. I was suggested to use sets, but given the nature of our agreements, we would have hundreds of individual sets, which would make things harder to find and work properly

    2
    paige.rossi
    Forum|Forum|30 days ago
    P
    New Voice
    PMANew Voice

    Enable Applying Templates to Multiple Documents in BulkIdea Submitted

    Currently, templates can only be applied to documents one at a time through the regular DocuSign web interface. This becomes very time-consuming when working with a large number of documents that all require the same template. It would be extremely helpful to have a feature that allows users to apply a template to multiple documents in bulk—either during upload or from the document list. This would streamline workflows, reduce repetitive actions, and save significant time for users handling high document volumes. A bulk template application option (similar to bulk actions available in other areas of DocuSign) would greatly improve efficiency. Thank you for considering this enhancement!

    2
    M
    Forum|Forum|30 days ago
    V
    Newcomer
    venkateshsridharNewcomer

    Ability to Add Stamp Tabs via Power AutomateIdea Submitted

    I have discovered that there is no possibility of adding a Stamp tab using the Add Tab to a recipient on an envelope action in Power Automate - this is such a critical feature for majority of organizations in the Middle East, Africa and Asia region and it just seems such a massive oversight to not have this supported in this action.

    1
    M
    Forum|Forum|30 days ago
    A
    Newcomer
    andrew.naplesNewcomer

    Publish Platform Events to Salesforce - CLMIdea Submitted

    As of now, we appear to only be able to create or update individual records using the Salesforce connector workflow tools. It would be nice to extend the ability to publish platform event (*__e) records.For example, a workflow runs and creates a new document, and publishes a document generated event. Then any subscribers to this event in salesforce can trigger their automation to act upon a document having been generated.

    0
    A
    Newcomer
    Forum|Forum|30 days ago
    S
    Newcomer
    ScottMNewcomer

    Enhancement request to be able to see login access.Idea Submitted

    Enhancement request to be able to see login access.  For example, some things like web servers … you would be able to view http.access.log to see the IP address or username attempting (successfully or unsuccessfully) to access your web server.  This is just an example.  But with several phishing attempts in the span of 2 weeks, it would be nice to see who is trying to gain access to DocuSign so we could send this info to our cyber security team and ultimately the FBI.Please let me know if you have any questions or need more details. Thanks !

    0
    S
    Newcomer
    Forum|Forum|30 days ago
    S
    Newcomer
    ShaunaNewcomer

    IDNow Envelope FailingDelivered

    IDNow verification issues - no other individual is trying to sign document/has document open but cannot execute.Having signing orders is not an option for us - there needs to be a resolution to this limitation of the system. Facts on one occasion: Director tried to access the envelope and authenticate. However, they failed the authentication due to a poor internet connection, and before they resolved the issue, another signer tried to authenticateDue to the limitation, the envelope has been broken. This means that the signer will no longer be able to authenticate using an IDnow QES. There are already recipients who have signed the envelope. However, if all the signers required to sign with the IDnow QES in the envelope, the envelope needs to be voided and recreated. This causes huge delays and is really frustrating for our board of directors.

    2
    J
    Forum|Forum|30 days ago
    F
    Newcomer
    FABIO.TIAGONewcomer

    Signature replicationIdea Submitted

    Hello, I would like a way for a signatory to make a single signature, automatically replicating that same action across multiple envelopes for mass mailings. At our institution, directors sign many documents, which ends up taking up a lot of their time. Currently, we have about 477 documents to sign. Replication would make our daily work easier. Would this improvement be possible?

    0
    F
    Newcomer
    Forum|Forum|30 days ago
    M
    Newcomer
    Mayuresh.SunilGhodakeNewcomer

    Void Field after completion of taskIdea Submitted

    Once any envelope is in completed state, then there must be void option as well. if we want to cancel the agreement, we can do that from there itself and notification should trigger to all stakeholders.Scenario - Recently we encountered this issue, Document has been signed from supplier and later all stake holder approved the case later realized that person who signed the document from supplier side was not authorized person to sing that document, in that case must have void option.Once we have void option, on single click we can cancel it and get notified to all, it will save the time to reach out to everyone manually.

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    M
    Newcomer
    Forum|Forum|30 days ago
    T
    New Voice
    TRettingerNew Voice

    Attachment field as collaborative fieldIdea Submitted

    Hello, it would be helpful for when multiple recipients should be able to upload an attachment to an envelope to be able to mark “attachments” as collaborative so that there is only one attachment button and not multiple as it’s currently needs to be done

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    T
    New Voice
    Forum|Forum|1 month ago
    T
    New Voice
    TRettingerNew Voice

    Validation Rule for checkboxesIdea Submitted

    Hello, the validation for checkboxes only work for the recipient for whom it is mandatory to select one checkbox. Previous recipients can check as many checkboxes as they like without the validation being enforced. It would be really helpful to have the validation triggered for collaborative checkboxes for all recipients to minimize mistakes.

    0
    T
    New Voice
    Forum|Forum|1 month ago
    M
    Newcomer
    mgallagher-tricociNewcomer

    Add recipient name to file name in templates when emailedIdea Submitted

    It would be great to have the recipients name added to the file name in templates, specifically when the completed email is sent.  I know this can be done by adding [[Role_UserName]] in the message subject, and then manually downloading a combined PDF, but that’s several extra steps compared to just saving the completed document from the “Completed” email.So ideally, when I receive the “Your document has been completed” email from Docusign, the attached signed document is named “[First Last] Signed Policy.pdf”.

    0
    M
    Newcomer
    Forum|Forum|1 month ago
    L
    Newcomer
    lhendeyNewcomer

    Increase API singular document size limit to align with the new user interface 50mb limitIdea Submitted

    Can the API maximum document size limit be increased to align with the new 50mb user interface limit. Thanks

    1
    E
    Forum|Forum|1 month ago

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