Docusign Release Notes

Release Note Applicability

This publication applies to the Demo release for October 2025, version 25.3.01.00. Important: Feature availability timing may vary. Each month, Release Notes include items from different parts of the Docusign product. Some of these areas have different release cycles, which means availability of the feature may vary. Items are available by the end of the month for which the notes are written, but may appear slightly before or after the release notes are published.

Collapsible Side Panel

The left-side navigation panel of the Agreements and Templates pages in the web application will become collapsible to free up space in the list views. This will reduce truncation of content and overall clutter. The default experience is unchanged with the side panel expanded, and users can choose to keep the side panel expanded. What's new? The collapsible panel will function as follows:

• Unlock the side panel by selecting the lock icon next to the New Navigation toggle.
• Expand and collapse the unlocked panel when you hover your cursor over the panel Additionally, the side navigation is receiving the following updates:
• Remove the accordion panel caret icons from primary section headers.
• The All Agreements list view now includes Quick Views as a filter option.
• A new Find a Folder dialog in the Folders menu. Release dates These changes will be live for all users of the web application in the Demo and Production environments in October.

IAL2 Verification for ID Verification Customers

Starting in late October, customers who need to verify their users' identity using the NIST SP 800-63A standard, will be able to do so through the ID Verification platform. What's new?

• Users will be able to use either their CLEAR or ID.me accounts to quickly and securely verify their identity. Users who do not already have a CLEAR or ID.me accounts will be able to create one to complete the process. Who is impacted?
• IAL2 identity verification is available to customers on the ID Verification Premier SKU.

Envelope Access and Sharing for Agreement Desk

Customers that have signed up to the Docusign's beta or limited-availability experience of Agreement Desk will now have enhanced visibility into request and envelope access. What's new?

• The Activity Feed in Agreement Desk now reflects when a request is shared with a user and user's access is removed from the request.
• The eSignature envelope history will provide a more comprehensive audit trail of sender and recipient activities associated with envelopes linked to Agreement Desk requests. Including:
  • New entry when an envelope is linked/added to a request in Agreement Desk.
  • New entry when a request user takes an action on the linked envelope. Release timing:
• Agreement Desk UI changes: September 29
• eSignature changes:
  • Demo environment: October 1
  • Production environments: October 7

ID Claims Enhancement to Work With Email Reminders

Using ID Claims, we’ve improved your recipients' experience with email reminders sent from a Maestro workflow. What's new?

• When your recipient’s identity verification is valid and they receive an email reminder to sign an agreement, they don’t need to reverify their identity. This removes a significant source of unwelcome friction from their experience.
• With this enhancement, previous workarounds involving additional identity verification attempts or SMS re-authentication are no longer needed.

New Tag Types Supported in the Mobile App

The mobile app now supports Dropdown and Attachment fields, making it easier to send documents on-the-go without switching devices. Senders can add an Attachment or Dropdown tag when creating envelopes, as well as send templates that use these tags. Release dates These new tags will be available in our mobile apps as follows:

• iOS: October
• Android: November

UI Upload Limit Increasing from 25MB to 50MB

To better support your larger documents, we are increasing the maximum file size for individual uploads in the eSignature web app. The maximum file size per upload is increasing from 25MB to 50MB, regardless of file type. This upgrade only applies to uploads made in the web application. As shown in the Before and After columns in the following table, there is no change to the other limitations. For more information, refer to the support article, File Size Limitations for an Envelope. Note: Customers can already upload up to 50MB files using the API endpoint, ChunkedUploads Rest API.

Multi-Channel Delivery: WhatsApp and Email

Docusign now supports email as an additional delivery method with WhatsApp for envelope notifications. What's new?

• This enhancement allows you to send an envelope to a single recipient using both WhatsApp and email delivery methods. This is similar to our existing SMS and email delivery options. WhatsApp and email delivery is supported through the Docusign web application and the eSignature API directly. Note: If you have Multi-Channel Delivery purchased and enabled, this WhatsApp and email feature will be enabled by default.

Web Application Consistent Messaging Fields: Subject an Message Update

To create a more unified sending experience across all delivery methods, we've updated the terminology for the recipient message fields in the envelope and template prepare flows. What's new?

• Previously, the message fields for envelopes and templates used the terms Email Subject and Email Message. These field labels have been simplified to Subject and Message.
• This change aligns the terminology used in the prepare flow with other delivery method options (namely SMS and WhatsApp), making the experience more intuitive and consistent for all senders. The functionality remains the same.

Update the Display of Phone Authentication Failures for CC Recipients

We're updating the Agreements summary page to provide clarity to each recipient's verification status when they use the phone authentication process. This update removes guesswork by providing clear indicators for key Phone Authentication events. What's new?

• Previously, when a recipient who was designated to Receive a Copy (CC) failed the phone authentication process, their status was incorrectly displayed as Completed on the envelope details page (even though the failure was logged). This inconsistency was confusing and did not accurate reflect the result of the authentication.
• Now, the envelope details page more accurately displays a Verification Failed status for CC recipients. This provides a consistent and intuitive experience, standardizing the behavior for all recipient types and giving senders accurate status information directly from within the summary page.
• This update will be automatically available by default to all relevant accounts by the end of October 2025.

AI-Assisted Signers Q&A Available to North America

The AI-assisted Signers Q&A feature is now expanding to agreements sent from all eligible sender accounts across North America. Previously available only for Real Estate plan accounts, this feature helps signers better understand what they’re signing by allowing them to ask natural language questions – and get useful, document-based answers. What’s new

• The feature is currently available for Real Estate plans. We have now extended the support for agreements sent from all sender accounts in North America. Key details (unchanged)
• Sender controls respected
  • If a sender has disabled AI features during signing, Q&A will remain hidden.
  • If enabled, Q&A appears automatically – no extra setup required. Note: Agreement senders on digitally purchased plans do not have access to control this setting. Availability criteria
• Documents up to 15 pages and <23MB in size
• Not shown in embedded signing flows or FedRAMP/GovRAMP agreements This update will be fully rolled out in early October, bringing helpful, trustworthy AI assistance to signers across North America.

Reorganized Envelope Lists

The envelope lists in the Agreements tab of the web application will be reorganized so that they are simpler and oriented around stages of an agreement. The views will be: All Agreements, Drafts, In Progress, and Completed. The All Agreements will be the default when a user lands in the Agreements tab with a filter for inbound vs. outbound envelopes (Sent by anyone, Sent by me, Sent to me) as well as a filter for the quick views (All, Action Required, Waiting for Others, Expiring Soon, Authentication Failed). We completed the initial rollout of the optional experience beginning of September, allowing users to try the new navigation by enabling a toggle. In October, users will continue to have the choice to enable or disable the New navigation option.

eSignature Download Report Limit Updated From 50K to 5K

We're rolling out an update to make our reporting and CSV download features more consistent and predictable. Previously, the number of rows you could see on-screen and the number you could download in a CSV file were different, which could lead to confusion and empty files. What’s new?

• What You See Is What You Get: The limit for instant CSV downloads is now the same as what you see on your screen (5,000 rows). This ensures the file that you download perfectly matches the data you've filtered in the app.
• Effortless Large Exports: For reports with more than 5,000 rows, simply use our Scheduled Reports feature. It’s designed to handle large datasets (up to 500,000 rows) and deliver them right to your inbox. This change removes the guesswork and ensures a smoother, more reliable reporting workflow.

Web Forms Updates

Users logged in to Docusign who have access to Web Forms will be able to select, pre-fill and send forms directly to a recipient's email. Rollout to Demo and Production environments will be completed by the end of October.

Security Questions and Security Answers (SQSA) Deprecation

Docusign is updating security measures to provide you with a more robust and user-friendly experience. This update includes removing security questions and answers (SQSA) from our system. If you currently have SQSA set up, you will no longer have access to it starting January 12, 2026. This change simplifies your login and account recovery processes and increases your account security. Why is this changing? As we transition towards a more secure passwordless future, we are eliminating older security methods that are less effective and potentially vulnerable. This change aligns with industry best practices and our commitment to your account security. When will this change happen? The security questions and answers (SQSA) will be removed on January 12, 2026. Additional security recommendations To enhance your account security, we highly recommend that you use the following account security options:

• Two-Step Verification (TSV) Two-step verification adds an extra layer of protection to your account. Even if someone knows your password, they will still need a second verification method to gain access.
• Passkeys Passkeys are a more secure and convenient alternative to passwords for logging in. They are unique digital credentials tied to your device and cannot be easily phished or stolen. If you have questions or need assistance setting up TSV or passkeys, visit our Get Support page.

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Release Note Applicability

This publication applies to the Demo release for November 2025, version 25.3.02.00.

Important: Feature availability timing may vary. Each month, Release Notes include items from different parts of the Docusign product. Some of these areas have different release cycles, which means availability of the feature may vary. Items are available by the end of the month for which the notes are written, but may appear slightly before or after the release notes are published.

Activity Logs for Maestro Workflows

We’re excited to introduce the new Maestro Activity Log, a feature that provides an audit trail to track and review all workflow activity.

The Activity Log provides full visibility into all actions taken across your workflows, enabling better governance, simplified troubleshooting, and clear accountability for all workflow-related tasks. Activity log are available at the account, workflow, or instance level and can be exported as a CSV. Customers use audit capabilities to check the status of a workflow or confirm that a workflow was executed as expected.

What’s New?

The new Activity Log tracks and displays activity for both workflow definitions and workflow instances, ensuring a complete audit trail for your Maestro operations.

• Administrators can see all Maestro activity, including actions on workflow definitions and details of all instances for every workflow on the account.
• Process Builders can view activity for their workflows, covering both actions on workflow definitions and all instances for these workflows.
• Preparers can view the activity log for the specific workflow instances they initiate.
• Users can download the activity log contents to a CSV file for further processing and analysis.

This example of an activity log for a workflow shows changes to the workflow definition and activity from workflow instances.

Availability

This feature is available now for all IAM accounts.

Region availability

• This enhancement applies to all geographical regions.

New Envelope Reminder Connect Event

We are making it easier for you to stay informed on the progress of your recipients envelope journey.

• envelope-reminder-sent - This event is sent when the Set Account Reminders feature sends out a reminder for a specific envelope. Available only in JSON SIM event model message format.

Note: This event will not include a traditional envelope summary and the payload supports only a maximum of 60 recipients.

Availability

This functionality is fully available in the Demo and Production Environments.

Region availability

• This enhancement applies to all geographical regions.

New Connect Events for Navigator

We’re making it easier for you to track and respond to agreement activity within Navigator by introducing new agreement events. These events give you visibility into key agreement lifecycle moments, helping you reduce errors, streamline workflows, and lower downstream processing costs. When Navigator agreements are created, updated, or deleted, or when review processes reach completion, having timely structured event data ensures that your systems stay in sync and your teams can take action quickly.

• agreement-created - This event is sent when a new agreement is created in Navigator. Available only in JSON SIM event model message format.
• agreement-updated - This event is sent when a user manually modifies an agreement in Navigator. Available only in JSON SIM event model message format.
• agreement-deleted - This event is sent when an agreement is deleted in Navigator. Available only in JSON SIM event model message format.
• agreement-extractions-reviewed - This event is sent when extraction reviews count is reduced. Available only in JSON SIM event model message format.
• agreement-reviews-complete - This event is sent when the number of pending extraction reviews reaches 0. Available only in JSON SIM event model message format.

How Connect improves accuracy and reduces errors: New Connect events signal when AI-extracted data has been reviewed and when all information has been validated, providing the clarity needed to confirm your agreement data is ready for downstream processes. These real-time notifications help prevent incomplete or inaccurate information from moving forward in your workflows, avoiding potential delays and errors.

How Connect reduces downstream processing costs: With agreement lifecycle events delivered in real time, your teams can proactively update related records and automate follow-on actions. This reduces the manual work and expense typically associated with identifying changes or confirming the status of agreements.

Availability

This functionality is fully available in the Demo/ and Production Environments by the end of November.

Region availability

• This enhancement applies to all geographical regions.

New Control to Pause Connect Configurations

We’re excited to announce a new capability: the ability to pause a Connect Configuration. This feature gives you more control over event processing, making it easier to perform updates, maintenance, or troubleshooting without triggering additional activity. You can pause an active configuration in several ways:

• Select the Pause option from the Actions menu under each active configuration.
• Check the Pause configuration box on the Edit Configuration page.
• Set pausePublish: true in a POST or PUT Connect Configuration API call.

When you pause the Connect queue, all event processing associated with that configuration will be temporarily halted. This allows you to make updates, perform maintenance, or investigate issues without triggering further event activity. Any existing retries scheduled during the pause window are skipped but not lost.

When a configuration is unpaused, processing automatically resumes at the next scheduled retry for the affected events.

You can monitor paused events directly in the Connect dashboard, where they’ll be clearly marked with a message such as: This event was skipped due to the configuration being paused.

Pausing does not affect configuration settings or reset retry schedules. Account-level and organization-level configurations can be paused (envelope-level configurations are managed separately). Events that reach the end of their 15-day retry window while paused will expire and must be manually republished once the queue is active again.

Availability

This functionality is fully available in the Demo and Production Environments.

For more details on how the pause functionality works, please refer to our documentation.

Region availability

• This enhancement applies to all geographical regions.

OAuth per Connect Configuration

Account administrators can now configure OAuth credentials on a per-configuration basis. Previously, the OAuth Connect solution only allowed a single set of credentials per account. With this new functionality, each Connect configuration can be assigned its own credentials, giving administrators more flexibility, security, and control across different integrations. There are two ways to set OAuth credentials for a configuration:

• In the UI: Select Include Configuration Level OAuth within the configuration setup or edit page. Once this checkbox is selected, the OAuth settings fields will appear for you to enter the credentials.
• Via API: Set enableOAuthPerConfiguration: true and include the OAuth credentials in a POST or PUT Connect Configuration API call. Syntax is below: Note: If configuration-level OAuth is enabled, account-level OAuth and Basic Auth are not supported.

Availability

This functionality is fully available in the Demo and Production Environments.

For more details on how this functionality works, refer to our documentation.

Region availability

• This enhancement applies to all geographical regions.

Streamlined Phone Authentication Selection

To help you leverage our most up-to-date and user-friendly Phone Authentication solution, we are making it even easier to discover and use. When preparing an envelope, if you select the Phone Call or SMS options, a helpful message will now appear. This message will highlight the benefits of our modern Phone Authentication method and provide a direct link to switch to it instantly.

Our modern Phone Authentication offers several key advantages, including:

• A better recipient experience: Your recipients will enjoy a more modern and flexible process. They can now choose between a Phone Call or an SMS text message to receive their one-time passcode.
• A simplified admin experience: You can now more easily configure specific authentication workflows for your agreements.

This update is part of our ongoing commitment to improving your workflow and ensuring that you have access to the most advanced options available.

Availability

This enhancement will be automatically available in both Demo and Production environments on November 19. This applies to all accounts that have Phone Call, SMS, and Phone Authentication methods available.

Region availability

• This enhancement applies to all geographical regions.

Collapsible Side Panel

The left-side navigation panel of the Agreements and Templates pages in the web application will become collapsible to free up space in the list views. This will reduce truncation of content and overall clutter. The default experience is unchanged with the side panel expanded, and users can choose to keep the side panel expanded.

What’s new? Additionally, the side navigation is receiving the following updates:

• Remove the accordion panel caret icons from primary section headers.
• The All Agreements list view now includes Quick Views as a filter option.
• A new Find a Folder dialog in the Folders menu.

Availability

This feature rollout to the Demo environment began in October and will continue ramping to the Production environments until completion in the month of November.

Region availability

• This enhancement applies to all geographical regions.

New Field Types Supported in the Docusign Mobile App

The Docusign mobile app now supports Dropdown, Attachment, and Line fields. These fields make it easier to send documents on-the-go without switching devices. Senders can add an Attachment, Dropdown, or Line field when creating envelopes, as well as send templates that use these fields.

Release dates We've submitted the app to the Apple App Store and Google Play Store and are awaiting final approval. These new field types will be available in our mobile app as follows, pending approval:

• Dropdown
  • iOS: October
  • Android: December
• Attachment
  • iOS: October
  • Android: November
• Line
  • iOS: December
  • Android: November

Region availability

• This enhancement applies to all geographical regions.

Supplemental Documents Now Supported in Mobile App Sending

The Docusign mobile app now supports Supplemental Documents in sending, making it easier to send documents on-the-go without switching devices. Senders can add and edit Supplemental Documents when creating envelopes as well as editing and sending templates. Supplemental documents are supporting materials, such as disclosures or informational documents, that recipients can view and acknowledge but do not need to sign.

Release dates This will be available in our mobile apps as follows:

• iOS: December
• Android: November

Region availability

• This enhancement applies to all geographical regions.

Certificate of Completion is now Supported in the Mobile App

Users can now view and download the Certificate of Completion (CoC) directly within the Docusign mobile app. This feature allows users to download the CoC as a standalone file or combined with other envelope documents. This allows users to manage their business efficiently from their mobile devices.

Release dates This will be available in our mobile apps as follows:

• iOS: October
• Android: January

Region availability

• This enhancement applies to all geographical regions.

Streamlined Design and Usability Updates for Envelope and Template Details

Based on your feedback and to ensure the best possible experience, we have finalized a significant update to the Envelope and Template Details pages. These revisions address the usability concerns raised following an earlier August update. We've updated our design system and re-evaluated both pages to create a more consistent, streamlined, and user-friendly experience.

What’s New and Improved? We've applied the following key updates to both the Envelope and Template Details pages:

• Consolidated Header Actions: We've cleaned up the page header. The main action is now a prominent button, with secondary actions grouped in a single new actions menu.
• Enhanced Recipient Visibility: In the Recipients tab, we've introduced a toggle to manage detail.
  • By default, you will now see expanded details like the recipient's signing time, private messages, and authentication codes.
  • You have the option to toggle this off for a simpler view.
  • Even when simplified, the recipient's email and phone number (delivery method) will always be visible.
• Centralized Information: A new Details tab now organizes all envelope and template-specific data in one dedicated location.
• Other Actions and Information:
  • A Comments has been added to the header, near the primary action.
  • The Envelope/Template ID and its copy function have been restored to the header.
  • View documents: Clicking the document thumbnail (which now displays only the first page) will take you directly to the Signing Preview.

Availability

We plan to begin updating the Demo environment starting in early November. The release to Production environments starting shortly after. Note: Due to the upcoming holidays, the full rollout may extend into the beginning of next year. We will share a more detailed rollout schedule as soon as it is finalized.

Region availability

• This enhancement applies to all geographical regions.

Reorganized Envelope Lists

We are extending the optional trial period for the new, streamlined organization of the envelope lists on the Agreements page.

What’s Happening in November? The new envelope organization will continue to be optional throughout November. You can still switch between the new and old experiences using the toggle on the Agreements page.

A Reminder of the Change The new experience is designed to simplify your workflow by orienting your lists around the stages of an agreement. Instead of the older list structure, the new default views are: New View | What it Shows All Agreements | The default view, showing all envelopes with powerful filters (Sent by/to me, Action Required, and so on) Drafts | Agreements you have started but not yet sent. In Progress | Agreements that have been sent and are actively waiting for signatures or actions. Completed | Agreements that have been fully executed.

We encourage you to try out the new organization this month to get familiar with it before it becomes the permanent experience.

Region availability

• This enhancement applies to all geographical regions.

New Name and Location: Docusign EU QES Moved to Signature Type Dropdown

We've updated the user interface for selecting the EU Qualified Electronic Signature (QES) option when preparing an envelope.

What’s new We've updated the user experience for selecting a QES signature, making the process more intuitive and consistent.

• Setting Name Change: The setting name has been updated from Docusign ID Verification for EU Qualified to the clearer Docusign EU QES.
• Streamlined Selection: The setting has been moved from the Identity Verification dropdown to the Select a Signature Type dropdown when preparing an envelope.

These changes streamline the envelope preparation process by grouping signature-related settings together. This makes it faster and easier for senders to select the appropriate Qualified Electronic Signature type.

Who is impacted? This change impacts Digital customers with QES-enabled accounts. Digital customers refers to customers who established their accounts by signing up on our website.

Note: These changes do not impact Direct customers that use sales-assisted channels. These customers may continue to use the existing user interface.

Availability

• Demo environment: Available now
• Production environments: Week of October 21

Important Notes

• Sales-Assisted Accounts: Direct customers (those whose accounts were facilitated by our Sales team) will not see this change at this time. We are working to provide a unified experience for all account types in a future release.
• Supporting Documentation: For more details on using Docusign EU QES, refer to the support article, Sending a Document Using a Qualified Electronic Signature.

Region availability

• This enhancement applies to all geographical regions.

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Docusign Apps Launcher for Salesforce

These release notes include cumulative new features and fixes for the Docusign Apps Launcher for Salesforce package of apps. Docusign Apps Launcher for Salesforce is a managed package that includes the following applications: CLM for Salesforce, CLM Essentials for Salesforce, eSignature for Salesforce, Gen for Salesforce, Navigator for Salesforce, Negotiate for Salesforce, eSignature Apex Toolkit.

NEW AND ENHANCED

• Docusign Navigator for Salesforce

  • FINT-232 Users Can Access Docusign Navigator in Salesforce With the New Docusign Agreements Component. We added the ability for users to access Docusign Navigator in Salesforce. Docusign Navigator is a smart repository for your Docusign agreements. You can use Navigator to store, manage, and analyze all of your agreements. Important: This feature is still transitioning between limited availability and general availability. As we continue optimizing this functionality, you might experience issues when attempting to load Docusign agreements. Navigator is powered by Docusign Iris, an AI tool that identifies and stores key attributes of your agreements. Navigator makes it easy for users to find agreements, access vital information quickly, and gain valuable insights, all without leaving Salesforce. Administrators can configure Navigator to limit user access to agreements, ensuring that users can only access the agreements they need. To use Navigator in Salesforce, add the Docusign Agreements component to your layouts. The Docusign Agreements component displays your Docusign agreements and the controls to filter, search, and act on them:
    • You can use the Docusign Agreements component to perform the following actions in Salesforce:
      • Search: Use natural language, attributes, or keywords to find agreements in your connected Docusign account.
      • Filter: Use data points from your agreements like parties and expiration dates to narrow your search.
      • Customize Column View: Select the columns displayed for Navigator, like Parties, Agreement Type, Effective Date, and so on.
    • Note: Navigator only displays agreements sent from Salesforce. It does not display agreements sent from your Docusign web or CLM account. Existing customers must disconnect and reconnect Docusign and Salesforce to use this feature. Navigator displays a maximum of 100 Docusign envelope IDs per record, including parent and child objects. Not all Navigator functions are available in Salesforce yet.

• Docusign Gen for Salesforce

  • DFS-15250 Salesforce Flow Support for Gen and eSignature. We added the ability for administrators to use Salesforce flows to trigger Gen and Send. Gen and Send allows administrators to link Docusign Gen templates and envelope templates. When conditions trigger a Salesforce flow, Docusign generates an agreement from a record and sends it for signature. To add Gen to a flow, add a new action and choose Generate agreement with Docusign. Configure the step with a Gen template ID and a Salesforce record ID.
  • Important: Current API limitation is 100 generations per 10 minutes and cannot be increased. We recommend running scheduled flows no more than once every 10 minutes to avoid hitting rate limits.

FIXES

• Docusign CLM for Salesforce
  • FINT-912 Record User Data When Experience Cloud Users Upload Documents to the CLM Files Lightning Component. We fixed an issue with Experience Cloud users uploading documents. Previously, Docusign displayed the integration user's details instead of the uploading user's. Now, Docusign records the Experience Cloud user's details as the uploading user in the CLM Files Lightning component.

FOR MORE INFORMATION OR ASSISTANCE

We love to hear from our customers. If you'd like to suggest product enhancements, visit our Ideas page. If you have questions or an issue with a product, visit our support center.

Original source Report a problem

Docusign Apps Launcher for Salesforce package

These release notes include cumulative new features and fixes for the Docusign Apps Launcher for Salesforce package of apps. Docusign Apps Launcher for Salesforce is a managed package that includes the following applications:

• CLM for Salesforce
• CLM Essentials for Salesforce
• eSignature for Salesforce
• Gen for Salesforce
• Navigator for Salesforce
• Negotiate for Salesforce
• eSignature Apex Toolkit

NEW AND ENHANCED

This section covers the new features and enhancements delivered in the release. The ID numbers reference internal Docusign tracking information.

Docusign CLM for Salesforce

• FINT-1121 Support Caching of Community User Tokens for CLM Files Component: The product now saves one community user token in CLM Files (until the token expires). This one token is for all actions. The product no longer needs to generate a new community user token for each action.
• FINT-1122 Obtain LockStatus from CLM Files Component: The product can now retrieve the LockStatus property from the “Get Documents” response. This property surfaces the current status of all documents. The product no longer needs to retrieve each document status individually.
• FINT-1123 Remove GetLock Restrictions for the CLM Files Component: We have removed the GetLock API calls because the LockStatus is now returned in the “Get Documents” response (see FINT-1122). GetLock API calls are no longer required for documents in CLM Files.

FOR MORE INFORMATION OR ASSISTANCE

We love to hear from our customers. If you'd like to suggest product enhancements, visit our Ideas page. If you have questions or an issue with a product, visit our support center.

Original source Report a problem

Docusign Apps Launcher for Salesforce package of apps

• CLM for Salesforce
• CLM Essentials for Salesforce
• eSignature for Salesforce
• Gen for Salesforce
• Navigator for Salesforce
• Negotiate for Salesforce
• eSignature Apex Toolkit

NEW AND ENHANCED

This section covers the new features and enhancements delivered in the release. The ID numbers reference internal Docusign tracking information.

Docusign CLM for Salesforce

Note: The following enhancements improve document load times and prevent component failure when trying to display more than 50 documents:

• FINT-1121: Support Caching of Community User Tokens for CLM Files Component — The product now saves one community user token in CLM Files (until the token expires). This one token is for all actions. The product no longer needs to generate a new community user token for each action.
• FINT-1122: Obtain LockStatus from CLM Files Component — The product can now retrieve the LockStatus property from the “Get Documents” response. This property surfaces the current status of all documents. The product no longer needs to retrieve each document status individually.
• FINT-1123: Remove GetLock Restrictions for the CLM Files Component — We have removed the GetLock API calls because the LockStatus is now returned in the “Get Documents” response (see FINT-1122). GetLock API calls are no longer required for documents in CLM Files.

FOR MORE INFORMATION OR ASSISTANCE

We love to hear from our customers. If you'd like to suggest product enhancements, visit our Ideas page. If you have questions or an issue with a product, visit our support center.

Original source Report a problem

Release Note Applicability

This publication applies to the Demo release for September 2025, version 25.3.00.00. Feature availability timing may vary due to different release cycles in parts of the Docusign product.

Release Note Corrections

Changes since initial release include removal of Collapsible Side Panel entry, update to New Access Rules for Docusign eSignature Reports, and addition of Connect x.509 Annual Renewal entry.

IK Classification in Apps and Keys Page

Developers no longer need to perform 20 API transactions to promote Integration Keys (IK) to Production, even for non-eSignature APIs. The Admin IK page now includes a new option to select IK classification before going live. Release schedule: Demo Environment Aug 15-31, 2025; Production Environments Sept 11, 2025.

Optimized Default View for Responsive Signing

Responsive signing on mobile devices now automatically chooses the clearest mode: Mobile-friendly view or Desktop (PDF) view. Controlled by a new administrator setting 'Optimize View for User's Device'. Accounts previously defaulting to Mobile-friendly view will see no change.

New Access Rules for Docusign eSignature Reports

Access to scheduled and sent eSignature Reports is now restricted to authorized users only. Scheduled and sent reports can be accessed only by users with rights to the report, either the creator or designated recipient. Applies to all Docusign IAM and eSignature accounts. Release dates: Demo Aug 18, Production Aug 28.

Change to Validation on Empty Dropdown Fields in Envelope Templates

Users can now save envelope templates with empty dropdown fields starting September. Validation error for empty dropdown options is removed for saving templates but envelopes with empty dropdown selections will still be validated.

User Experience Updates for Template and Envelope Creation

Footer controls merged into a consolidated header for easier navigation. 'Next' button renamed to 'Next: Add Fields'. Toolbar on Add Fields page refreshed with Line tool and Smart Sections more visible. Demo rollout late September, Production mid-October.

Improved Clarity for Hidden Text Fields

Senders can mask sensitive info with 'Hide text with asterisks' property. An eye icon is added for authorized recipients to reveal masked field contents for their own view only. This enhancement rolls out automatically and cannot be disabled.

AI Agreement Summary Now Available on Mobile Web

AI-powered Agreement Summary expands to mobile web signers, showing key extracted info to help understanding. Sender controls respected; summary appears automatically if enabled. Applies to NA site accounts, single-document agreements under 100 pages and <23MB, not in embedded or FedRAMP/GovRAMP flows. Full rollout by end of September.

Signers Q&A Coming to Mobile Web

AI-powered Q&A feature expands to mobile web signers, allowing natural language questions about agreements. Sender controls respected; Q&A appears automatically if enabled. Applies to Real Estate plan accounts, documents up to 15 pages and <23MB, not in embedded or FedRAMP/GovRAMP flows. Full rollout by end of September.

Updated Home Page

Home page updated to support broader Docusign features. Profile photo and signature removed (still editable via Manage Profile). Header shows up to three recommended actions replaced as others clicked. Overview counters moved to right side, showing last 7 days counts instead of 6 months. New 'Tasks' section lists up to five recent tasks. Rollout in Demo and Production in September.

Reorganized Envelope Lists

Envelope lists in Agreements page reorganized around agreement stages: All Agreements (default), Drafts, In Progress, Completed. All Agreements view includes filters for inbound/outbound envelopes and quick views (All, Action Required, Waiting for Others, Expiring Soon, Authentication Failed). Rollout started in August as optional toggle, becoming default in September with toggle available temporarily.

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Release Note Applicability

This publication applies to the Demo release for September 2025, version 25.3.00.00. Feature availability timing may vary. Each month, Release Notes include items from different parts of the product. Some of these areas have different release cycles, which means availability of the feature may vary. Items are available by the end of the month for which the notes are written, but may appear slightly before or after the release notes are published.

Release Note Corrections

• The following changes have been made to this document since its initial release: Remove entry, Collapsible Side Panel. Update entry New Access Rules for Docusign eSignature Reports. Add new entry, Connect x.509 Annual Renewal.

IK Classification in Apps and Keys Page

• Developers no longer need to perform 20 API transactions to promote Integration Keys (IK) to Production, even when integrating with non-eSignature APIs like Maestro API or Navigator API.
• Integration Keys are unique identifiers assigned to an integration application built on the Docusign platform.
• Developers obtain this key through the Admin Apps & Keys tool.
• The Admin IK page now includes a new option to select the IK classification, that must be chosen before an IK can go live.
• For information, see the Docusign Go-live page.
• Release Schedule: Demo Environment starting August 15 and completing by August 31, 2025; Production Environments: 100% on September 11, 2025.

Optimized Default View for Responsive Signing

• We've updated how responsive signing works on mobile devices to give recipients the best possible viewing experience by default.
• When responsive signing is enabled, and recipients open an agreement on a mobile device, we decide which mode to display: Mobile-friendly view or Desktop (PDF) view.
• The system chooses the clearest, most optimized mode for the signing experience.
• If the document is predicted to render well in Mobile-friendly view, it will open that way automatically. If not, it will open in Desktop view for better readability.
• This feature will be controlled by a new Optimize View for User's Device administrator setting.
• If your account previously opened all agreements in Mobile-friendly view by default, nothing will change. Your recipients will continue to see that view every time they open a document on mobile.

New Access Rules for Docusign eSignature Reports

• Access to scheduled and send eSignature Reports in Docusign is now restricted to improve data security.
• Docusign eSignature Reports can contain sensitive information, including Personally Identifiable Information (PII).
• To help ensure that report data is restricted to authorized users, we have made the following change:
  • Scheduled and sent reports can be accessed only by users who have rights to the report.
  • To access a report from the Schedule or Downloads list, you must be either the creator or a designated recipient.
• This change affects all Docusign IAM and Docusign eSignature accounts.
• Release Dates: Demo Environment: August 18; Production Environments: August 28.

Change to Validation on Empty Dropdown Fields in Envelope Templates

• Today, users cannot save envelope templates if there is one or more dropdown fields in the template with an empty list of options.
• When they attempt to do so, we issue the validation error shown below.
• To allow template builders the flexibility to save templates with empty dropdown fields, we are removing this limitation.
• Starting September, users can save templates with empty dropdown fields if needed.
• We will, however, continue to validate envelopes that contain dropdown fields that do not have any options selected.

User Experience Updates for Template and Envelope Creation

• We are making the following changes to our template and envelope creation experiences. These changes will be rolled out to all customers in the Demo environment in late September, and in the Production environments in mid-October.
• Consolidated Header: To help users navigate the product easily and find the actions they need in one place, we are merging the footer controls into the header. Users can now move back and forth between steps, manage advanced options, save templates, and send envelopes from one consolidated header. Based on user feedback, we are also renaming the Next button to Next: Add Fields so that the sequencing of steps is clear.
• Toolbar: The toolbar on the Add Fields page is getting a UI refresh. The Line tool (commonly used for strikethroughs) and the Smart Sections options are now available in a more visible location.

Improved Clarity for Hidden Text Fields

• Senders can apply the Hide text with asterisks property to fields to mask sensitive information, such as SSNs or salary details, from all recipients except one designated person.
• That person is able to view or fill in the masked field. To improve clarity, we’ve added an eye icon to masked fields for authorized recipients. This icon indicates that they can select the field to reveal its contents.
• The contents of the field are revealed for their own view only. This does not change how hidden text works.
• Recipients cannot control masking behavior, nor reveal the field to others.
• This enhancement will rollout to all customers automatically and cannot be disabled.
• The eye icon will appear by default for any recipient allowed to view a masked field.

AI Agreement Summary Now Available on Mobile Web

• The AI-powered Agreement Summary is expanding to signers on mobile web.
• Signers will be able to view a summary and key information extracted from the agreement.
• Key details:
  • Sender controls are respected: If a sender has disabled AI features during signing, these features will remain hidden on mobile web. If enabled, the summary will appear automatically. No additional setup needed.
  • Note: Agreement senders on plans purchased digitally do not have access to control this setting.
• Availability criteria:
  • Agreements sent from North America (NA) site accounts
  • Single-document agreements under 100 pages and <23MB in size
  • This feature is not shown in embedded signing flows or FedRAMP/GovRAMP agreements
• This update will be fully rolled out by end of September, bringing greater clarity to eligible signers while maintaining sender preferences.

Signers Q&A Coming to Mobile Web

• The AI-powered Q&A feature is expanding to signers on mobile web.
• Signers will be able to ask natural language questions about the agreement.
• Key details:
  • Sender controls are respected: If a sender has disabled AI features during signing, they will remain hidden on mobile web. If enabled, the Q&A tool will appear automatically - no additional setup needed.
  • Note: Agreement senders on plans purchased digitally do not have access to control this setting.
• Availability criteria (same as Desktop):
  • Agreements sent from Real Estate plan accounts
  • Documents up to 15 pages in length and <23MB in size
  • This feature is not shown in embedded signing flows or FedRAMP/GovRAMP agreements
• This update will be fully rolled out by end of September, extending helpful, trustworthy AI assistance to mobile signers within supported agreements.

Updated Home Page

• The Home page is being updated to support our broader Docusign feature set.
• Specific visual changes will include the following:
  • The profile photo and signature will be removed. These can still be updated through the profile menu by selecting Manage Profile.
  • The header will show up to three recommended actions to get started. These actions will get replaced as other actions are clicked on from the Start button menu.
  • The overview counters will be positioned from the header to the right side of the page. The overview counters for envelope counts will represent the last seven days, instead of the last six months. This change was based on customer feedback and for customers with Agreement Desk or Navigator. There will be counts for open requests and upcoming renewals respectively.
  • A new section called Tasks will appear listing up to five most recently assigned tasks.
• The rollout will be live for all users of the web application in the Demo environment, and in the Production environments in September.

Reorganized Envelope Lists

• The envelope lists in the Agreements page of the web application will be reorganized so that they are simpler and oriented around the stages of an agreement.
• The views will be: All Agreements, Drafts, In Progress, and Completed.
• The All Agreements view will be the default when a user opens the Agreements page.
• This view will include applied filters for inbound vs. outbound envelopes (Sent by anyone, Sent by me, Sent to me), and filter for the quick views (All, Action Required, Waiting for Others, Expiring Soon, Authentication Failed).
• The rollout started in August as an optional experience that users could try out by enabling a toggle.
• In September, the new experience will become the default with the toggle still available to return to the old experience for a temporary period of time.

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Optimized Default View for Responsive Signing

To improve Responsive Signing, account administrators can use a new Optimize View for User’s Device setting that dynamically decides whether to open agreements on mobile devices in the mobile-friendly or desktop (PDF) view, based on the quality of the mobile-friendly experience. This ensures mobile recipients directly open their agreements in mobile-friendly view, only when the document structure supports it.

Account administrators now have three default view options for responsive signing on mobile devices:

• Optimize View for User’s Device - This is the new default setting for most accounts. When a document is predicted to render well in the mobile-friendly view, it will open with the mobile-friendly toggle set to ON. If not, it will open with the toggle set to OFF (PDF view).

• Open Only in Mobile-Friendly View - All documents will open with the mobile-friendly toggle set to ON, regardless of predicted quality.

  • Note: Accounts that previously had the Enable mobile-friendly as the default view setting enabled will not have any change in behavior. These accounts will be automatically updated to the Open Only in Mobile-Friendly View setting.

• Open Only in Desktop View - All documents will open with the mobile-friendly toggle set to OFF (PDF view), regardless of predicted quality.

To view these settings, open the Admin tab to access the account administration settings, and select Signing Settings. For product documentation, see Signing Settings.

The following screenshots compare the settings before and after these updates.

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Release Note Applicability

This publication applies to the Demo and Production releases for August 2025, version 25.2.02.00. Feature availability timing may vary due to different release cycles within the Docusign product.

Merging Branches for Advanced Conditionality in Maestro Workflows

• You can now merge different branches from branching and multi-branching rules steps in your workflow to create common steps further down the workflow, eliminating duplication.
• Variables inside merged branches won't be available for merged steps that follow.
• Branching rules inside merged rules auto-merge.
• Unmerging specific branches is partially supported.
• Available for IAM professional plans and above.
• Demo: Aug 13, 2025; Production: Aug 28, 2025.

Add a Terminate Step to End a Maestro Workflow Branch

• Allows terminating different branches at different levels for True/False and Multi Branching rules, providing more control and flexibility.
• Features clear visualization of termination points.
• Demo: Aug 13, 2025; Production: Aug 28, 2025.

Maestro Step Selector UI Enhancement

• The step selector is improved from a dropdown to a spacious panel divided into categories and a Home page listing all steps.
• Includes a Suggested next step section recommending relevant next actions and a search bar for quick step location.
• Demo: Aug 13, 2025; Production: Aug 28, 2025.

AI-assisted Q&A Launch in the Signing Experience for Real Estate Plans

• Introduces AI-powered Ask a Question feature in signing experience, initially for Real Estate plans on North American servers, desktop only, single-document agreements up to 15 pages in English.
• Signers can ask questions and get answers with citations from the agreement.
• Feature rollout extends through Aug-Oct 2025.
• Not supported for embedded signing, notary/eWitness recipients, or certain regulated accounts.
• Customers can enable/disable AI features in Signing Settings.

Envelope and Templates Details Pages Moved to New Design System

• Visual refresh of envelope and template details pages with tabs to organize information, consolidated actions menu, recipient details toggle, and document thumbnails.
• Rollout delayed; Demo environment in July, Production in early August.

Signing Group Member Information Removed for Recipients on Different Account

• Names and emails of signing group members hidden on envelope details page if user is on a different account to protect internal information.
• Rollout delayed; Demo in July, Production in early August.

Reorganized Envelope Lists

• Envelope lists in Agreements tab reorganized around agreement stages: All Agreements (default), Drafts, In Progress, Completed, with filters for inbound/outbound and quick views like Action Required, Waiting for Others, Expiring Soon, Authentication Failed.
• New navigation optional in August, later default with toggle to old experience.

Agreement Preparation

• New Document Templates feature for DocuSign Agreement Preparation to streamline workflows with centrally managed standard agreements, reusable content, and placeholders.
• Key benefits include efficient agreement generation, dynamic content insertion, robust version management, seamless envelope integration, centralized consistency, and streamlined workflows.
• Agreement Fields allow reusable data fields across account.
• Enhanced document generation with easier access, Agreement Desk, and Maestro automation.
• Availability: IAM plans Demo Aug 5, 2025; Production Aug 26, 2025.
• Document Templates with Word Template Assistant available from Aug 30, 2025.
• For eSignature plans, updated template building process with agreement types and fields.
• Agreement Template Builder available Demo Jul 23, 2025; Production Aug 6, 2025.

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