We have integrated DocuSign for a multi-signer workflow with 3 signers using our Node.js application. In most, cases, the signing process work as follows:Signer 1 → Signer 2 → Signer 3 (all signers complete the document one after the other)This is working fine for scenarios where all 3 signers are required.However, we have a specific use case where:1. After Signer 1 completes the signing, we need to update the second signer’s information dynamically and Skip Signer2(in certain conditions). Continue directly to Signer 3 to collect their signature2. In other cases, we want to proceed as usual, where all 3 signers complete the document in sequence.Questions:1. Is there a way to conditionally skip a signer(Signer 2) after the first signer has completed the signing process?2. Can we update the document or signer information dynamically(ex: update signer name, date of sign)3. What is the recommended approach for implementing such conditional workflows with DocuSign’s API’s?

Update or Skip Second Signer in Multi-Signer Workflow After First Signer Completes

We have integrated DocuSign for a multi-signer workflow with 3 signers using our Node.js application. In most, cases, the signing process work as follows:
Signer 1 → Signer 2 → Signer 3 (all signers complete the document one after the other)
This is working fine for scenarios where all 3 signers are required.
However, we have a specific use case where:
1. After Signer 1 completes the signing, we need to

update the second signer’s information dynamically and Skip Signer2(in certain conditions).
Continue directly to Signer 3 to collect their signature

2. In other cases, we want to proceed as usual, where all 3 signers complete the document in sequence.

Questions:
1. Is there a way to conditionally skip a signer(Signer 2) after the first signer has completed the signing process?
2. Can we update the document or signer information dynamically(ex: update signer name, date of sign)
3. What is the recommended approach for implementing such conditional workflows with DocuSign’s API’s?

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@ramsyen

DocuSign has features like “conditional recipients” (available in certain plans like Business Pro and Enterprise). You can define routing rules within the envelope so that the second signer is only required if certain conditions are met (e.g., a custom field or data input by the first signer).

Thank you @JohnSantos for your response!
To clarify our use case further:

Sometimes we receive the second signer’s information from a different system after the first signer has completed their signature.
If we don’t receive the second signer’s info, we want to proceed with the document as-is, where the second signer is enabled to collect their signature.

The challenge is that, at the time of creating the document or when the first signer completes their part, we don’t yet know whether the second signer’s information will need to be updated via the API and the second signer can be skipped altogether allowing the process to continue directly to the third signer or not.

If the “conditional recipients” feature works for this use case, could you please share any specific examples or API documentation links.
Thank you again. Any additional details or implementation guidance would be greatly appreciated!

@ramsyen

These resources provide more details, examples, and options for configuring and using conditional recipients in your workflows:

Conditional Recipients (Advanced Workflows) Overview:
https://developers.docusign.com/docs/esign-rest-api/how-to/conditional-recipients/
EnvelopeDefinition & Workflow Object Reference:
https://developers.docusign.com/docs/esign-rest-api/reference/Envelopes/Envelopes/create/#definition
DocuSign Support Article on Conditional Recipients:
https://support.docusign.com/en/guides/ndse-user-guide-conditional-recipients

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