Let the platform do the work



Sugar provides the option to modify DocuSign settings to change how Sugar users can interact with DocuSign from within Sugar. Sugar admins can select the model that makes the most sense for their organization via Admin > DocuSign > Settings.

DocuSign Settings

Recipient selection behavior allows you to modify if users may select recipients in Sugar.  If you set this to "Display list of potential recipients", users are allowed to choose recipients when creating an envelope. The alternative setting, "Don't show potential recipients" disables this feature; this is the default setting.