Allow senders to choose Private vs. Public when sending envelopes when custody transfers are in place

Hello DocuSign Team,

In our organization, we use groups with custody transfer enabled so that envelopes automatically route to the appropriate user account within our shared-access setup. This allows large teams to work from a centralized “shared inbox,” which has been extremely beneficial.

However, we have working managers who also operate within these groups. While their standard envelopes should auto‑route to the shared inbox, they occasionally need to send confidential documents directly to individual users. Currently, because custody transfer applies universally, those confidential envelopes are also routed to the shared inbox—creating privacy challenges.

Feature Request
We would greatly benefit from an option for senders to choose whether an envelope is PRIVATE (no custody transfer; remains with the sender) or PUBLIC (follows existing custody-transfer routing). This simple sender-level toggle would allow us to maintain the efficiency of shared inbox workflows while also protecting confidential communications.

This added flexibility would significantly improve how our organization utilizes DocuSign.

Thank you for your time and consideration.

Sincerely,

Brandy Baca
Reimbursement Systems Specialist