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...
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The account-wide "Recipient Authentication Skip Option" rules exclusively apply to the legacy KBA (ID Check) engine. Because the newer KBA on IDV platform is built on an entirely separate, high-security identity architecture, it enforces re-authentication on every single transaction. It deliberately does not support or inherit the 24-hour browser-caching or "remember this signer" settings.If an organization chooses to use Recipient Authentication Skip Option settings, it should apply to any authentication method used by the organization. Limiting it to a single form of authentication results in mixed client experiences when senders are using different forms of authentication. This is also not user friendly when Salesforce only uses legacy KBA while Docusign direct can use a variety of authentication methods. Organizations should be able to have modern authentication and consistency across system usage.
We need a single report that captures every activity from the time and envelope is created until it is completed to show a full history for researching. This includes templates used, authentication method changes, resend or corrections performed, and file name for each document in an envelope. Right now, multiple reports and the certificate of completion have to be pieced together to research. Ex. Fraud occurs and you want to know who sent the envelope, who it was sent to, all documents in the envelope, if a template was used, changes to the template authentication, pass/fail status of every authentication attempt, resend/correction steps, and any other activity that occurred in the process.
When exporting a CLM report to Excel, numeric columns (e.g. contract Value) are exported as text instead of numbers. Excel only recognizes the value as a number after manually double-clicking into each cell. This behavior also interacts poorly with regional settings (e.g. Dutch locale, where the decimal separator is a comma), making the values unusable without manual conversion.Customers use exported reports for downstream analysis — SUM, COUNT, pivot tables, financial reconciliation. With values exported as text, none of these Excel functions work out of the box. For reports with hundreds or thousands of rows, manually converting each cell is not workable. Support has confirmed this is currently expected behavior, but for business users the export is effectively broken for its main purpose: calculating on numeric data.Enhancement:Export numeric and currency columns with a proper Excel number data type (e.g. via native XLSX cell typing), not as text. Respect the user's locale/regional settings (decimal and thousands separators) so values parse correctly in Dutch/European Excel configurations. Optionally: allow the report designer to define the data type per column (text / number / currency / date) for exports.Workaround today: Manually double-click each cell, or use Excel's Text-to-Columns / VALUE() conversion — both impractical at scale.
The [[Data:DocumentNames]] merge field renders all document names as a single comma-separated string. Please add support for controlling how the list is formatted — at minimum a line-break/newline delimiter, ideally a bulleted or line-separated list option.Problem / use case:When an envelope contains several documents, a comma-separated string on a single line is hard to scan. Recipients skim the notification email quickly, and a run-on list makes it easy to miss that multiple documents are enclosed. This is especially relevant in regulated industries (e.g. financial services) where signers need to clearly see each form they are being asked to sign. Presenting each document name on its own line materially improves readability and reduces recipient confusion.Requested behavior:A supported option to output document names one per line (or as a bulleted list) instead of comma-separated — controllable within the email body / Email Resource file. For example, a delimiter parameter on the merge field, or a companion merge field that emits a formatted list.Current behavior (confirmed with DocuSign Support, Case #17666072):The merge field does not support any formatting options. Output is always comma-separated, the behavior is identical across signer/sender/CC notifications and within Email Resource files, and there is no alternative merge field, repeatable region, or formatting mechanism to display names on separate lines. Support advised submitting this as an enhancement request.Impact if delivered:Clearer, more readable signer notifications; fewer "which documents am I signing?" support questions; better experience for envelopes with multiple documents.
Reporting for envelopes/agreements that include DocuSign Payments
For the past 4-6 months there are a number of invisible buttonsFor a simple signing, once you’ve selected that you agree, there is a hidden button just to the right of the options dropdown.The image below isn’t the exact same screen you’ll be seeing, but it does show where the hidden button appears. Once you move your mouse over the area, the button should become light grey and clickable.We need this fixed or we will find another singing platfom solution. What to include in your feedback:Provide the following information to help us improve your experience: What you were doing: Sending Envelope or trying to sign inside a loggied-in platfrom account. Several buttons are invisible and can only be found if you know where they are an hover over them. I am using Chrome Version 149.0.7827.201 (Official Build) (arm64), but other users have also reported the issue What you expected to happen: That you can visibly see the buttons that you have to press What actually happened: The button hidden until rolled over.
The checkbox field leaves an "X" and not an actual checkmark. The radio dial field does the same thing. This is disappointing and should function as indicated.
When checkbox is checked in Docusign, it becomes ✅ and show as X after signing, and this X is not easy to understand, and we hope it will continue to ✅ be displayed 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.
PLEASE add a turn off box for the new notification every time you move an envelope to another folder as it is SUPER ANNOYING!! It stays there until you close out EVERY popup notification.
With DocuSign moving to a license based model, having the last date the user logged in as a reporting option would help with analysis regarding who should and shouldn’t keep a license.
As a Department Head managing multiple contract workflows, I want to be able to filter my task queue on the Docusign Mobile App homepage widget, So that I can easily distinguish between tasks directly assigned to me individually and shared tasks assigned to my CLM Groups.Current Pain Point: Currently, joining a CLM Group floods the mobile app's task widget with all group-level tasks, making the queue cluttered and hard to streamline. There is no option to filter or sort these tasks on the mobile app homepage. To keep the mobile app clean, users are forced to avoid joining CLM groups entirely, which disrupts standard workflow best practices.Proposed Solution: Please add a simple toggle or filter dropdown (e.g., "Assigned to Me" vs. "Group Tasks") within the mobile app's homepage task pane to help managers streamline their daily task queues efficiently.Background:Mobile App only support 200 Task onlyrefer case#17519910 - CLM Task show in Dousign app17513679 - User mobile app show We're unable to load you task
Currently, DocuSign does not have a native bulk signing feature that allows a signer to simply select "sign all" without opening each envelope or document individually. It would be beneficial if signers had the option to bulk-sign documents they themselves have sent out for signature.





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