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Idea Submitted

Select contacts in Name / Email (Recipient) fields in Web Forms

Categories:Web Forms
  • February 3, 2026
  • 0 replies
  • 9 views

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Problem

When creating or using Docusign Web Forms, the Name and Email fields for recipients are free-text only.
This causes several issues:

  • Typing errors in email addresses

  • Inconsistent recipient data

  • No reuse of existing contacts

  • Extra validation and follow-up work for admins

In many organizations, recipients are already known users, frequent external contacts, or stored in address books.

Proposed solution

Add the ability to select recipients from existing contacts in Web Forms:

  • Contact picker / autocomplete in Name & Email fields

  • Source options:

    • Docusign Contacts / Address Book

    • Account users & groups

    • Recently used recipients

  • Optional: allow admins to restrict selection to approved domains or contact lists

Manual entry should remain available as a fallback.