Sender Field Agreement Type Limitation by Security Group

Question

Hello. I am playing around with sender fields in Docusign IAM and have a couple questions for the recommended fields based on agreement type:

Can you remove or limit the system-generated agreement types that the sender will select?
1. To expand, what if I want to scrap most or all of the system generated agreement types and have my senders only be able to select from a list of most or all custom agreement types?
Can I limit agreement type selection for senders by security group? Sender 1 can only select from agreement type A, B and C while sender 2 can only select from agreement type D, E and F. I assume this would come with the recommended fields for each aligned agreement type.

Thank you!

Aidan

Jenny.Martin · Answer

Hello @Aidan,Thanks for reaching outto the Docusign Community!At this time, DocuSign IAM does not provide an option to remove or hide system‑generated agreement types, and there is also no current capability to restrict agreement type selection based on security groups. This is a platform limitation for now.If this feature would be valuable for your workflow, I recommend submitting an Idea Postso the product team can review it for future enhancements.👉 Submit an Idea.I hope this helps clarify things. Should you require additional assistance, please feel free to reach out.Best Regards,Jenny | Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!

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