How to make "recipients can edit documents" default, as opposed to checking the box each time

Question

I want to make it so that the default is to allow recipients to edit an envelope as opposed to having to check the box in the “advanced settings” each time an envelope is sent. I don’t want everyone at my company to have to remember to check that box every time they send something. I swear I remember Docusign having this feature, but I cannot find it anywhere in the settings nor on any forum posts.

Jenny.Martin · Accepted Answer

Hello ​@MCarey,Thanks for reaching out here in the Docusign Community—great to have you here!At this time, DocuSign does not support enabling(recipients can edit document) by default for all senders at the account level. This feature must be manually selected in the Advanced Options each time an envelope is sent.However, if you're using a template, you can pre-enableit within the template. This allows senders to bypass manual configuration for each envelope, as the option will already be active when the template is used.We understand this may not be ideal for all workflows. If enabling “Allow recipients to edit documents” by default would benefit your organization, we encourage you to submit a request on our Ideas page( https://community.docusign.com/ideas), where we collect feedback and suggestions to guide future product improvements.I hope this helps clarify things! If you found this response helpful, feel free to give it a like or mark it as the best answer. And of course, let us know if you have any further questionsBest Regards,Jenny | Docusign Community ModeratorIf this helped, like 👍and mark it as “Best Answer” so others can find it,too!

Jenny.Martin · Answer

Hello ​@MCarey,I hope you're doing well.I'm following up on the above solution provided. Could you please confirm whether itaddresses your question? If it did,can you please mark it asBest Answer✅" to assist other users with similar inquiries and improve its visibility.Let us know if we can help with anything else.Wishing you a smooth rest of your day!Regards,Jenny |Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!

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