Multiple Party Files with Party Management Enabled

Question

Hi!Is there a way to have multiple party files with party management enabled? Asking since we have multiple business units each with their own customers, so don’t want to open system up to errors by selecting another business unit’s customer or death scrolling by listing all business units’ customers for everyone.Thanks,Dave Z

Dave.Ziskind · Accepted Answer

Thank you, Pawan.We have our forms with conditionals, so glad that makes sense.Question was about using Party Management in this scenario and we’ve learned that to preload parties, we would put them into Party Management, then pull them out into csv for each condition.

Pawan Gangwani · Answer

Hello @Dave.ZiskindWelcome to DocuSign Community!I think for the use case the proper solution would be the Document generation form where you can create one field called “business Unit” and thenmultiple section depends on the business unit selection.you will make those section conditionalize and when user select the business unit then particular section will appear. And you can use multiple csv files to maintain them.Hope this helps and keep me on radar if you need any help.Thanks!

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