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After clicking on “Add Recipient,” force user to choose from the "Need to Sign" dropdown before continuing

Categories:Admin ToolsProduct Releases
  • May 14, 2025
  • 2 replies
  • 14 views

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Hello! Would it be possible (after clicking on Start > Envelopes > Send and Envelope) that when clicking on “Add Recipient” that the “Need to Sign” dropdown pops up to force you to select an option before moving on?  Currently, when you click on “Add Recipient,” it automatically defaults to “Need to Sign.”

Not sure about anyone else, but I often forget to change it to “Receives a copy” (or another option) for recipients that don’t need to sign. Thanks!

2 replies

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  • Community Moderator
  • January 24, 2026

Thanks for sharing this idea with us, ​@LLK. We’ve reviewed it and appreciate the thought behind it. At this time, we’re not planning to pursue this request, so we’ve marked it as parked. While it’s not on our current roadmap, ideas like yours help inform future direction if priorities change.
Thanks again for contributing your input.

 

Regards,

Jenny | Docusign Community Moderator


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  • Community Moderator
  • January 24, 2026
Idea SubmittedParked