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Hi all
Is there a way to create a recipient template that saves recipient details and signing order for a specific company?
We frequently send envelopes to the same company with the same recipients and signing order. It would save a lot of time if we could save this setup as a reusable template, so we don’t have to manually enter the same information each time.
What We’re Looking For:
- Ability to predefine recipient names, emails, and signing order
- Option to select this recipient template when sending new envelopes
- Ideally, this would work independently or alongside existing document templates
Has anyone found a workaround or is this something DocuSign is planning to support?
