Overview
Default Recipients allow you to automatically CC a designated contact on every Docusign envelope sent from your account. This feature is especially useful for ensuring consistent visibility or compliance without manually entering recipient details each time.
This guide is for Admins managing e-signature workflows in Docusign-integrated environments.
💡 Tip: Looking for help setting up your Docusign integration? Check out our setup guides:
Prerequisites
Admin access to the Quik! Admin Dashboard
Docusign integration must be configured in your environment
How to Add a Default Recipient
Go to Settings > E-Signature > Docusign Properties
Click the Default Recipients button
Click Add Recipient
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Fill in the required fields:
Name (required)
Email (required)
Order (required – defines recipient signing order)
Phone Number (optional)
Access Code (optional – for added security)
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Identity Check (optional) – choose one of the following:
ID Check
SMS (Text)
Phone
Live ID
Facebook, LinkedIn, Google, Salesforce, Twitter, Yahoo, OpenID
Click Add to save the recipient
✅ Once added, this recipient will automatically receive a carbon copy (CC) of every envelope you send via Docusign.
How to Edit or Delete a Default Recipient
Go to Settings > E-Signature > Docusign Properties
Click the Default Recipients button
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In the list of recipients:
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To Edit:
Click Edit next to the recipient’s name
Update the desired fields
Click Update
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To Delete:
Click the red "X" next to the recipient’s name
Confirm when prompted
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🛠️ Changes take effect immediately for all future envelopes sent through Docusign.
📝 Helpful Tips & Extras
Use Default Recipients to ensure compliance officers or record-keepers automatically receive copies.
You can add multiple Default Recipients if needed — each one will be CC’d on outgoing envelopes.
Signing order matters! Ensure the Order field reflects your intended routing sequence.
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