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Hello DocuSign team and community,
We’re currently encountering a permissions challenge that’s affecting our workflows, and I’d like to suggest a potential improvement that could benefit many organisations.
Our business uses DocuSign in multiple ways across departments. Most teams issue high volumes of letters and rely on the efficiency of having completed documents automatically emailed to recipients as attachments. This feature is a time-saver for them and improves their day-to-day productivity.
However, within our HR department, we use DocuSign for issuing password-protected documents. For security reasons, we do not want these documents sent as email attachments once signed, as they are no longer protected at that stage.
At present, the workaround we use is to manually toggle the relevant setting on and off depending on which department is sending documents. As you can imagine, this is not idea and places an unnecessary operational burden on our DocuSign super users.
Feature request:
Could DocuSign introduce the ability to customise this setting at the envelope or recipient group level? This would allow departments like HR to disable email attachments for sensitive use cases, while allowing the rest of the organisation to retain their efficiency-oriented preferences.
I imagine many organisations must face this same conflict - balancing convenience with compliance and confidentiality.
We would be keen to integrate DocuSign more deeply into our HR processes, but this current limitation is a barrier.
Grateful for any thoughts or support from others who'd find this useful.
Thank you!
