Skip to main content
Newcomer
October 16, 2026
Idea Submitted

Extend Recipient Auto-Population to Conditional Routing

Categories:Agreement PreparationProduct ReleasesRelease Notes

Explanation:
When a recipient role, such as Customer Signer 1, is used more than once in a DocuSign template, the recipient’s name and email should automatically carry forward to subsequent occurrences of that same role, including when the recipient appears within a conditional routing path.

Currently, when Customer Signer 1 appears outside conditional routing, the name and email entered by the user can be reused. I would like this same behavior to apply when Customer Signer 1 appears again within a conditional routing group.

Expected behavior:
If the sender manually enters the name and email for Customer Signer 1 when sending an envelope through the DocuSign web application, any subsequent occurrence of Customer Signer 1 in the template should automatically use the same name and email, regardless of whether that occurrence is part of standard routing or conditional routing.