Ideas

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AdamOCActive Voice

Auto delete contacts in user's accountIdea Submitted

We would like the ability to auto delete contacts in user’s accounts based on a lapsed timeframe or some other criteria.The reason for this is that when an envelope is created the contact will be stored automatically in the user’s address book and stay there until the user manually removes it. How compliant this is with UK and EU GDPR is concerning. We would like an ability to automatically delete contacts after e.g. 6 months of last use. We would like an ability to favourite contacts so they are not deleted where maybe we will be working with them again in the future but maybe outside of the 6 month timeframe.

C

cwalkerNew Voice

Sort Action Required, Waiting for Others and Completed ListsDelivered

Lists are sorted by LAST CHANGE, but it would be nice to sort by any of the headers by clicking once and to click a second time to reverse that sort.

SL-JTNew Voice

Switch easily between Signature Placing View and General Document View in the Editor ModeParked

I am frequent DocuSign User and one of the biggest weak points is that you cannot easily switch back to the general “documents view” upon placing a signature in the document (right-hand side tab/menu)Each time you need to exit and open the Docusign Editor- / Envelope View again (by clicking “back” and “next” again).Please add a feature that allows you in Docusign Editor- / Envelope View to switch between Signature Placing View and General Document View. This will highly increase user friendliness.

mshealyEstablished Contributor

Webform field ability to copyParked

Need ability to copy a field or section in web form to save time.

5

markemNewcomer

Signing is only half of the problemDelivered

I just (today at 4:20pm) had to sign a document. One of the options was to SELECT a given font and use that. One of the options was to DRAW your signature. (Which would be gibberish if I did that.) One of the options was to UPLOAD your signature.Now - before I go on - I might have had to upload just my initials AND THEN upload on my signature - BUT THERE WAS NOTHING TO TELL ME THIS. Instead on the initials it would only let me upload initials. So, being a logical person I was going “Hey! Why can’t I upload my full signature?”.Because of the above, I was very confused and then opted for a different font and signed the document that way.So my suggestion/idea is to not just do one part of the initial/signature but to do both of them AT THE SAME TIME so you do not confuse people. OR - you could just put a link to the other half of the equation. I.E. : If you are on the INITIAL part - have a link to change the person’s signature and if you are on the SIGNATURE part have a link to the initial part.Basically, it is not enough to only do part of what is needed - you should always do the entire part. In this way you eliminate the confusion and everyone benefits from going the entire way.Thank you for reading this.

Hengfeng GeHero

add createHistoryView for the send or any one can view the history onlineExisting Functionality

the sender or the recipient want view the history of envelope by docusign view in their system. now we should query the history and show by the application. Hope can generate a history view url as sender view. and the permission limit with envelope. thanks. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.

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trinh.tongNew Voice

Program CoordinatorExisting Functionality

I recently had to manually change the expiration date for 130 envelopes, one at a time. It would be helpful to have a feature where we can do this in bulk.

C

ChontelleGConversation Starter

Ability to change interfaceExisting Functionality

It would be helpful having the option to change the interface to suit our requirements, the document view used to show how many people had signed the document sent, for example, 2 out of 3 had signed, now it is simply a bar. Our company signs the documents sent last so having access to a different interface to what is available now would be a great help with reducing the amount of time needed to check whether documents have been signed by all parties or still waiting for a/multiple parties to sign it.

N

newtoclmDigital Collaborator

Authenticaton Settings for RecipientsParked

I just found out today that if a recipient forwards the email that they receive with the link to the envelope and they already opened and authenticated their access using and Access Code, then the person that they sent the link to can open the document and basically just sign it as the first person. This seems risky to me. Also, the Authentication Settings for the Access Code feature basically do not allow for a person to require an access code for each new browser. Basically, its either every single time or only once - no in between. So all someone who is being nefarious would need to do is wait until you look at your document, allow you to enter your access code and then - boom, they’re in signing as if they were you with no record on the certificate.https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=muh1583277327950.html&_LANG=enusPer the Authentication Settings, "When using Access Codes with this setting, the recipient is not prompted to authenticate again after the first time, even if using a different device."I would like to suggest that this be changed in light of the forwarding issue, to allow for this to be switched to allow for the same as Phone Authentication, SMS Authentication, and Knowledge-Based ID checks. It should be allowable to require the access code every time they log in from a different browser. Like in the setting "Any recipient must authenticate on every envelope sent from this account"

19

Steven S.Newcomer

Disabling combine all PDFs into a single fileIdea Submitted

As an administrator I would like to have the option to disable for the whole account the option that users can download all PDFs into a single file.The reasoning is the following. In our DocuSign envelopes we usually include documents that are signed by all parties, meaning for our signatories but also from the counterparty (vendors, clients). This is why for certain documents we only show them to our internal signatories. Now when users download it as a combined PDF, there is a risk that they share this whole PDF with the counterparty, not realizing that also the internal documents are included.

0

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LeonidaConversation Starter

Let users change the format of Date SignedExisting Functionality

Hi all,the format of Date Signed field cannot be changed at the user level, but only by the Admin.I work in Europe for a US company and this means that I am stuck with the US format of the date signed (mm-dd-yyyy), which effectively makes it useless because it confounds anyone outside the US.So my suggestion would be to let users modify this setting for themselves, so that it is viable for organizations that are spread around different countries with different formats.

5

mollyWPNew Voice

Allow selection of the particular seat you would like to cancelExisting Functionality

When cancelling a seat (if this is not already possible), please allow for the option to cancel a particular seat (i.e., if you have a new seat w/100 envelopes and an empty seat with no envelopes, being able to cancel the empty seat).

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T.StaubConversation Starter

Please make the Signature Field representative of the space it will occupy when signedExisting Functionality

It’s unfathomable to me that a product as developed as DocuSign has you place a signature field in a document without showing you how much space the signed field will occupy.The variety of documents I work with precludes me from using templates, so I manually place all signature fields. Out of necessity, I've gotten decent at predicting how far above the signature line to put the field, but it’s a bit silly that I’ve had to learn this trick.I have lost dozens of hours of productivity clicking on the document Preview only to find that I need to move the signature field up about 10 pixels so the signature, reason, time, and verification number won’t overlap with the signature line and title.I’m no UX designer, but this ought to be a trivially easy change. Instead of the Signature field being an arbitrarily sized box, make the box the exact dimensions that the field will be once it’s signed.

SEANew Voice

Disable auto-fill/auto-populate contact listDelivered

Please disable the auto-fill/auto-population of recipient email addresses when entering a recipient’s name. This will avoid sending the wrong envelope to the wrong recipient.

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L.BourezNew Voice

Select All Templates in a folder to add to a single envelopeParked

It appears there is no “select all” option to add multiple templates to a single envelope without having to click on each template individually. In our use case we have multiple standard forms to complete but some scenarios exclude one or more of these forms - we’d like to be able to go into our “Standard Forms” folder, select all, and then remove the few outliers by deselecting them. There will always be fewer forms that aren’t sent so we would prefer to deselect 3 rather than select 20+ individually. I tried the keyboard shortcut of selecting the top template, holding shift and selecting the bottom template and this did work to select all if I was in the template screen. However, once I have them selected I can’t find a way to send an envelope from the template screen. The keyboard shortcut does not appear to work when I go into the Send an Envelope > User a Template screen. Is there a better way to handle this scenario?

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damianTroubleshooter

Envelope Preview should honor email message formatting.Parked

At present the when opening an envelope to action it e.g. the email body section only allows html formatting.However, most business users will not format messages using long strings of html, instead they are likely to use just plain text editing.And so the message is displayed as one continuous line of text: e.g. Message body in Envelope previewThe above message if formatted correctly in the notification email (even in plain text) and before signing. How the message should be formatted.Possible fixes:always display text formatted in the preview For larger messages truncate the text and have a ‘show more’ or ‘show message’ button that displays the message in full. Even better yet:Allow rich text formatting of the message (like for this post and in most email clients) in the first place and then convert that to HTML, if required. I’m guessing this might play a little bit of havoc with plain text based email clients - but you seem to be promoting html usage anyway.

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RadmanNew Voice

RoomsParked

Why can’t we access our rooms from the app? It is crucial and a basic need to have access to this feature. I’m very surprised it’s not available in the app and you have to go online to access your rooms. Can the app be updated so this is possible? I don’t think it’s an unrealistic request…

mshealyEstablished Contributor

esig folders for webformsIdea Submitted

Need the ability to have folders for web forms similar to how you have folders for templates.

mshealyEstablished Contributor

esig dashboardsParked

I see two dashboards in esig. I understand that there isn’t a way that we can create custom dashboards. Not using insight.We need that ability to create custom dashboards just like customer reports. It’s essential for our customers to be able to see statuses of their envelopes.

A

Antonin DurandNew Voice

Better flexibility on metadataParked

In "envelope custom fields”, it would be great to have more flexibility on the metadata. The least would be to be able to have more than 2000 characters, to be able to categorize the documents with as many as category as you want. The best would be to be able to have conditional metadata : first you chose the category of the document, and then it display a personalized list depending on the first choice. We would really need this change.

Y

yas

Set up a DocuSign Administrator account without consuming a standard licenceIdea Submitted

I am a DocuSign Administrator that logs in to create/disable users, set up permission profiles, groups, settings, etc.I do not send any documents or use any envelopes.However, according to a couple of forum posts, a user must consume a standard licence to perform any form of account or billing management.https://community.docusign.com/esignature-111/how-to-set-up-a-docusign-admin-account-without-consuming-a-standard-license-25136https://community.docusign.com/esignature-111/license-requirement-for-admins-2529This is especially an issue for small companies with very few users who needs to burn a licence just for admin purposes, or get their own existing staff member who sends a lot of envelopes to take on additional administration tasks.Our licence model means we are right on the edge of our purchased user licences and utilising any for staff that do not need to send envelopes is a waste of a licence.

1

Y

Hengfeng GeHero

add disable "send later" for backButtonAction for send viewParked

we check the sender view document:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createsender/for backButtonAction there are only previousPage and Redirect. We have set it to redirect, but there are still have “send later” button. when the sender click ‘send later’, we send the envelope by API will failed.we create the send view url and the backButtonAction as redirect, then open the url in another browser tab.then click “send later”it will send envelope failed as before, we create case with support team. now it can send success.and we can query the scheduled workflow.because as customer request, the envelope need send without send later, so we need call delete the workflow api to remove the schedule. So we hope we can disable this option for this button. and another requirement is there are two signer, it will throw error place at least one field per recipient when click send later. but the customer want add requirement in the parameters of creadSend API like backButtonAction. let the sender must drag at least one signature for each signer. now we need query the recipient tabs and check whether each signer has signHereTabs and dateSignedTabs before send envelpe. we hope it can check when click continue, if not drag should notice the sender drag it. as the customer told the sender always only drag one signer, but not drag others.

Hengfeng GeHero

when the X and Y coordinates are set to 0 for a checkbox (or other tab) but still appear offset on the PDFParked

In DocuSign, when the X and Y coordinates are set to 0 for a checkbox (or other tab) but still appear offset on the PDF, this offset is typically very small.the support told:Generally, it ranges from about 5 to 10 pixels from the top left corner of the PDF document, as DocuSign often applies slight margins for tab alignment and placement consistency. The exact offset can vary depending on the PDF’s internal structure, resolution, and any margin or alignment adjustments DocuSign applies to ensure the checkbox visually aligns with other fields. the customer want have the option without offset when x/y set to 0. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.

Jayson.MarcoDocusign Employee

Immediately removing envelope access to voided envelopesIdea Submitted

Admins/Senders should have the capability to immediately remove access to certain envelopes which are already voided so recipients wont be able to see the content of the said envelopes. Also not allowing them to download envelopes unless it completed.

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