Docusign Release Notes

Release Note Applicability

This publication applies to the Demo release for January 2026, version 25.4.01.00.

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.

eSignature Email Notification Update

A new design for our product communications

We are pleased to announce an upcoming update to our email communications. To enhance consistency and align with our updated brand identity, we have refined the design of these emails. This change will provide a more cohesive and professional experience for both Docusign customers sending envelopes and their recipients.

What's new?

Our eSignature notification emails are getting a modern refresh with a focus on clarity and consistency. This includes an updated color palette, a streamlined footer with quick links, improved layouts with new icons and refined designs, and consistent branding across all eSignature communications.

Some examples of our new email designs:

• Signature request
• Signature completion
• Account activation
• Account verification code
• Branded email

Below, you can see an example of how a branded email will appear, showcasing the application of customized colors and logo.

Who is impacted?

All eSignature users and recipients will see the new email designs. Except for customers who currently utilize customized email resource files. See important notes about resource files below.

For customers currently utilizing our basic branding features, we are pleased to confirm that your customized colors and logos will be seamlessly integrated and honored within the redesigned email templates, for both signing and sending brands. This ensures a consistent and familiar brand experience for your internal users and your recipients.

No action is required on your part. These modifications are purely cosmetic and will not impact the content or functionality of our emails. You and your signers will continue to receive the same essential information, presented in a refined and branded format.

Important note

For customers who currently utilize a brand with customized email resource files, it's important to note that the new email designs will not be automatically applied. Instead, the most recently uploaded customized version of these files will remain active and continue to be displayed, so account users and recipients won't notice any changes. This ensures that any existing custom content is preserved until a deliberate update is made. To benefit from the updated email designs, customers will need to update their brand by uploading the newest version of the email resource files, that will be available after the launch of the new designs, if desired.

Availability

The new design will be released in the Demo environment in December 2025 and in Production in January 2026. There will be a follow up notice when the change is deployed.

Region availability

This enhancement applies to all geographical regions.

Lucida Console support restored for sending & signing

We’ve re-enabled full support for the Lucida Console font family for document uploads and field formatting. Supported fonts are rendered as is, with no font substitution. Unsupported fonts are replaced with the default font.

Uploaded files using Lucida Console will now render in Lucida Console, with no font substitution. Lucida Console is again selectable for fields in the product UI and API. Existing templates with fields using Lucida Console will render in Lucida Console.

Key details

• Default font: Arial remains the default font for fields in the product UI.
• No Override: If you have changed your field fonts to another supported font, your selection will remain unchanged.

Documentation

• Supported Fonts for Document Upload
• Supported Fonts for Docusign Fields
• createEnvelope | REST API | Docusign

Release timeline Component Demo Production Fields (API) Dec. 3, 2025 Dec. 22, 2025 Fields (UI) Dec. 9, 2025 Jan. 6, 2026 Document Upload (API + UI) Available now Available now Region availability

• This enhancement applies to all geographical regions.

Clickable Links in Signing Now Supported for Standard-Based Signature (SBS)

Description
Docusign now supports clickable mailto, http, and https links in documents for SBS-enabled direct accounts. Previously, clickable links were available only for direct accounts without SBS (Standard-Based Signature) enabled. Direct accounts are those who purchased their Docusign plan through a Sales representative.

With this release, the feature is extended to include SBS-enabled direct accounts as well. All new envelopes created from existing templates or newly uploaded documents in these accounts will automatically support clickable links—no additional configuration is required.

Note:
Envelopes sent from SBS-enabled direct accounts before this update will not be retroactively updated to include clickable links.

Default settings

This enhancement will be enabled by default for all direct accounts.

Release dates

• Demo: Available now.
• Production: 100% by February 5, 2025.

Limitations

Clickable links are not available for FedRAMP accounts.

Region availability

• This enhancement applies to all geographical regions.

Docusign Workspaces: Global release

Docusign Workspaces is now being released globally across all datacenters, including North America (NA), Australia (AU), Japan (JP), and Europe (EU). Workspaces is currently available in all NA datacenters. This release extends availability to all markets.

Key Details

• The release is global and covers all major data regions: NA, AU, JP, and EU.
• Existing and new Workspaces add-on for eSignature customers in supported regions will have access to Docusign Workspaces.
• IAM for CX and IAM for Sales customers with Enterprise plans will also have access to Docusign Workspaces.

Additional Information

For more details, see the support documentation:
Docusign Workspaces.

Availability

Production: Available on January 16, 2026.

Auto-Fill for Docusign Workspaces

We are introducing the Workspace Auto-Fill feature to streamline multi-envelope transactions in Docusign Workspaces. This enhancement eliminates repetitive data entry for participants, resulting in a faster and smoother signing experience for complex transactions.

Key Details:

• Participants only need to enter their information once when completing their first envelope in a workspace.
• The following fields are auto-filled for all subsequent envelopes in the same workspace:
  • Phone Number
  • Title
  • Company Name
  • Address
• Saved data is limited to the current workspace and does not persist to other transactions or workspaces.
• The feature is automatically enabled for all customers with Docusign Workspaces; there are no settings or controls to manage it.
• Auto-Fill is not available for envelopes originating outside of Workspaces.

Rollout Schedule:

• Demo: Mid-January 2026
• Production: Mid-February 2026

AI-assisted agreement type detection for Agreement Template Builder

AI-assisted agreement type detection for Agreement Template Builder

We are introducing AI-assisted field suggestions, an enhancement to the Agreement Template Builder, designed to take the manual work out of document tagging. This feature uses AI to identify and place fields within your document, ensuring they are accurate and ready for use in less time. By streamlining the placement of both sender and signer fields, you can build professional, consistent templates with ease.

Key details

• Smart Field Placement: AI automatically finds and places the sender and signer fields, specifically Signature and Date Signed, directly onto your document.
• Intelligent Recommendations: The system recognizes existing fields in your account and suggests where they should go. It can even recognize similar terms, such as “Effective Date” and “Start Date”, to keep your data consistent.
• Easy Review and Approval: You have full control over every suggestion. You can review each field placement and accept or remove them one by one or all at once.
• Simple Setup: To use these tools, an administrator must enable the feature in Docusign Admin under Sending Settings.

Availability

• Document types: This feature currently supports .DOCX files written in English.
• Regions: This feature is available for accounts in NA, CA, AU, EU, and JP1.
• Supported Plans: All plans that have Agreement Template Builder available (most plans, excluding personal and trial plans)

Release dates

• Demo: late January 2026
• Production: February 2026

Certificate of Completion is now Supported in the Mobile App

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.

ID verification with DVS check for Australian customers

ID verification with DVS check for Australian customers

In early January, we will add the ability for customers in Australia to request a Document Verification Service (DVS) check on their users as part of the identity verification (IDV) process. A DVS check is a program by the Australian Government that verifies the information on an identity document against the original issuing agency.

Identify customers will be able to use this feature by selecting Docusign ID Verification with DVS when they add IDV as part of an eSignature envelope, or as part of a larger workflow in Docusign IAM.

Availability

• Customers whose accounts are located in the Australian datacenter
• ID Verification with DVS is available to customers who have purchased IDV Premier

Design improvements to the ID Verification and ID Verification with Liveness participant flows

Design improvements to the ID Verification and ID Verification with Liveness participant flows

In mid-January, we will update the identity selection screens for participants who are completing ID Verification or ID Verification with Liveness process as part of their agreement. Our aim here is to make it easier for participants to access their reusable or electronic IDs from the selection screen.

Participants will see an updated UI when selecting an identity verification method: their physical ID document, their CLEAR account, or another form of electronic ID.

Here are a few examples of the experience:

• ID Verification with Liveness example
• ID document verification example
• Another ID document verification example

Release Dates

This will be available in Demo and Production in mid-January 2026.

Envelope Identity Verification Report is updated to Application Identity Verification Report

Envelope Identity Verification Report is updated to Application Identity Verification Report

The Envelope Identity Verification Report has been renamed to Application Identity Verification Report to reflect a broader scope across Docusign applications.

• We've renamed the report to reflect that identity verification tracking happens across all Docusign applications, not just eSignature.
• The report includes a new Application column that shows which Docusign application, e.g., eSign or Maestro, initiated the identity verification for each event.
• A new Application Transaction ID column captures the unique transaction identifier (for example, Envelope ID for eSign, Workflow Instance ID for Maestro), enabling easier traceability of individual verification events.
• Enhanced filtering lets you view activity by application, streamlining analysis and enabling you to assess identity verification usage by product.

Availability

The report is available to all customers who have access to Identity Verification reports. No additional action is required.
This update is already live and rolled out to all Docusign customers using Identity Verification.

Disclaimer

In-product reports should not be used to track billing numbers. Always rely on the Billing Reports provided by Docusign Sales.

See the support article Application Identity Verification Report for more details.

Streamlined Design and Usability Updates for Envelope & Template Details

Streamlined Design and Usability Updates for Envelope & Template Details

This update is a continuation of the previous release as we continue our ramp to production through the month of January 2026.

What’s new and improved?

Based on user feedback, we delivered a major usability enhancement to the Envelope and Template Details pages. This update resolves issues identified after the August release and introduces our updated design system, resulting in a more consistent, efficient, and user-centric experience.

Key improvements

These enhancements include a more focused header with clearer primary actions, improved visibility and control over recipient details, as well as a new centralized Details tab that consolidates all envelope and template information in one place. Easier access to comments, restored ID visibility and copy functionality, and streamlined document preview access further reduce friction and improve workflow efficiency.
See the Docusign eSignature 25.4.00.00 Release Notes for full details.

Availability

These enhancements are targeted to be complete by the end of January. The current ramp timeline is as follows:

• Production
  • 5% of accounts on December 8, 2025
  • 15% of accounts on December 10, 2025
  • 25% of accounts on December 17, 2025
  • 35% of accounts on January 5, 2026
  • 50% of accounts on January 12, 2026
  • 70% of accounts on January 20, 2026
  • 90% of accounts on January 26, 2026
  • 100% of accounts on January 28, 2026

Increased Upload Limit in the Docusign Mobile App

Increased Upload Limit in the Docusign Mobile App

To support your larger documents, the maximum file size for individual uploads in the Docusign mobile app (iOS and Android) will increase from 25 MB to 50 MB per file, regardless of file type.

Key Details:

• Applies to all users of the Docusign mobile app for iOS and Android.
• This change does not affect uploads through the Docusign Web app or the API endpoint, which already support 50MB files (see API documentation).

Note:
Customers can already upload up to 50MB files using the Web app and the API endpoint, ChunkedUploads Rest API.

Release Dates:

• iOS: January 2026
• Android: January 2026

Consistent Branding for SMS Signing Opt-In

Consistent Branding for SMS Signing Opt-In

We’re enhancing your recipients’ signing experience Now, when a signer accesses the signing opt-in page through an SMS text message, your custom brand logo will be displayed in the top-left corner instead of the default Docusign logo. This ensures that your brand is visible and consistent throughout the entire signing process, including the opt-in step for SMS notifications.

Screenshot of an SMS opt-in modal with a custom logo placeholder.

Administrators can add a custom signing brand for senders to select when they send an envelope. For more information, see Add a Signing Brand for Recipients.

Availability

This update is available to all customers who use signing brands with logos on envelopes and send envelopes with the SMS delivery method.

• Demo rollout: Mid-January 2026
• Production rollout: Late January 2026

Reporting Data Feed API Migration to Azure Infrastructure

Reporting Data Feed API Migration to Azure Infrastructure

We are migrating the Reporting Data Feed API for Docusign eSignature enterprise customers to a new Azure infrastructure. This update may temporarily affect data processing times for some customers. The purpose of this notice is to provide an advance update to the affected accounts.

What is changing?

• The Reporting Data Feed API system is migrating to a new Azure infrastructure.
• During a "parallel run" period, the API will return data from both the legacy and new systems to ensure a zero-data-loss transition.

What will customers experience?

• High-frequency users (using createdAfter):
  • Will receive data from both systems during the parallel run.
  • May notice increased processing times.
• Ad hoc users (not using createdAfter):
  • Will receive data only from the new system.
  • If caching previous results, these users may experience increased processing time due to reprocessing.

Why are we making this change?

The change is necessary to migrate to the new Data Feeds system. This migration strategy ensures a seamless transition to the new system while guaranteeing zero data loss. The parallel run mitigates risks related to time zone differences and system-specific data generation timestamps.

Timeline

The phases of this migration are scheduled to complete as follows:

• Backfill Completion (new system): First week of January
• API Switchover: Second or third week of January
• Legacy System Shutdown: Mid-February

Original source Report a problem

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.

Original source Report a problem

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.

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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

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

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.

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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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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