Actions for Conditionnal Group recipients : "Select Recipient", "Update recipients", and "Edit" not available ?

Question

On a Web Forms template, I need to use conditionnal routing to send the enveloppe to a Routing Group, with 6 potential recipients. All of those recipients are shared mailboxes, for 6 different teams. It works well, but now, they want to be able, once received, to assign someone to the task.
So I need those recipients to assign the last recipient as the final signatory.

But both on prod and sandbox, it seems that only “needs to sign”, “needs to view”, “receives a copy.” are available for routing group… Note that for “standard” type of recipients (= not from a routing group), I can also use “specify recipients”, “update recipients”, and “edit”, so it’s not about enabling it (I’m admin).

Did I miss something ? How can I have a routing group to assign the next recipient (by typing the email address at some point) ?

Kind regards

Jenny.Martin · Answer

Hello ​@G.DEFOUR,Thanks for reaching out and welcome to the Docusign Community!You didn’t miss anything. It is not possible for Routing Group recipients to type in or assign the next recipient’s email. Conditional Routing Groups don’t support that capability, so the behavior you’re looking for isn’t possible with this recipient type.Routing Groups can only use Needs to sign, Needs to view, and Receives a copy👉Requirements and Consideration for Conditional Routing recipientIf your workflow requires the team to choose the next signer, the only supported workaround is to use Assign to Someone Else (Change Signing Responsibility),where the current signer manually reassigns the envelope during their signing session. However, this option is only available to standard recipients and is not part of Routing Group recipient capabilities.I hope this helps clarify things! Let us know if you have any further questions.Best Regards,Jenny |Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer”

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