Feature Request – Default Copy Recipient at Account Level

Hi team,

We would like to submit a feature request, as our research indicates that this functionality is currently not supported in DocuSign eSignature.

Feature description

The requested functionality is to have a default recipient of a copy automatically added to every envelope created by specific groups of users. To clarify, this would not be a default recipient configured on individual templates, but rather an account-level configuration that automatically adds the designated copy recipient regardless of whether the sender uses a predefined template or creates an envelope from scratch.

Ideally, this would be configurable so that different groups of users could have different default copy recipients. For example, most users could have one designated mailbox automatically added, while HR or other departments could have different mailboxes configured.

Additionally, users should have the ability to remove the automatically added copy recipient for individual envelopes whenever necessary.

Business use case

The main objective of this feature is to ensure that fully executed agreements are automatically copied to the appropriate shared mailbox, providing centralized visibility, governance, and document retention without relying on users to manually add the recipient each time they send an envelope.

Today, users can easily forget to include the appropriate mailbox, which may result in executed agreements not being centrally stored or visible to the teams responsible for contract management. An account-level configuration would significantly reduce this risk while still allowing flexibility when exceptions are needed.

We explored the suggested workaround of using eSignature templates with predefined copy recipients. However, this approach does not fully meet our business needs. It introduces additional steps for users when sending documents, removes the ability to use the drag-and-drop sending experience if template usage is enforced, and would require users to always select the appropriate template before sending.

In addition, we would prefer not to make template usage mandatory for users who do not otherwise need templates as part of their workflow. We are looking for a solution that works seamlessly regardless of how an envelope is created, while preserving users' existing sending experience.

Workflows and users that would benefit

This functionality would benefit multiple departments across our organization that use DocuSign eSignature. Different business units require different shared mailboxes to receive copies of executed agreements (for example, Legal, HR, or other operational teams), making group-based configuration important.

The feature should apply regardless of how an envelope is created, whether users send documents from templates or create envelopes from scratch, and should support organizations with multiple teams that have different document management requirements.

Could you please let us know whether this feature would be feasible to implement? If so, is there any estimated timeline for when it could potentially become available?

Please let us know if you need any additional information from our side. Thank you!