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Advanced Recipient Routing

  • July 17, 2025
  • 5 replies
  • 63 views
A
Newcomer
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Hello - We have a document that we would like to be able to route as follows, is it possible?

 

  1. Signer 1 - student, who uploads supporting docs
  2. Review/Possible signer - the form first goes to the Registrar.
    1. If no further action is needed, the Registrar will sign and close the envelope,
    2. But if further action is needed, the Registrar can route the form to the Curriculum Reviewer.
  3. The Curriculum Reviewer will make notes and sign and close the envelope.
  4. Everyone (including the Registrar) will be notified.

Is this at all possible within Docusign?

Many thanks,

Jacob

Best answer by Ma.Cubio

Hello ​@AOEU 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Yes, it is possible to be done with Conditional Routing.

Conditional routing is the first feature released as part of the Advanced Recipient Routing add on for Docusign eSignature. This new suite of capabilities will help you automate your eSignature process. Conditional routing lets you route an envelope to different people based on envelope data. This eliminates the need to manually configure the envelope routing or to use separate templates, each with their own routing.

This guide provides information on how to set up and use conditional routing on an envelope or template. For introductory information about conditional routing, see Introduction to Conditional Routing.

You may watch this video as your reference.

Docusign eSignature: How to Send Using Conditional Routing

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

 

5 replies

M
Community Moderator
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  • Ma.CubioCommunity Moderator
  • Community Moderator
  • Answer
  • July 18, 2025

Hello ​@AOEU 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Yes, it is possible to be done with Conditional Routing.

Conditional routing is the first feature released as part of the Advanced Recipient Routing add on for Docusign eSignature. This new suite of capabilities will help you automate your eSignature process. Conditional routing lets you route an envelope to different people based on envelope data. This eliminates the need to manually configure the envelope routing or to use separate templates, each with their own routing.

This guide provides information on how to set up and use conditional routing on an envelope or template. For introductory information about conditional routing, see Introduction to Conditional Routing.

You may watch this video as your reference.

Docusign eSignature: How to Send Using Conditional Routing

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

 

M
Community Moderator
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  • Ma.CubioCommunity Moderator
  • Community Moderator
  • July 31, 2025

Hello ​@AOEU 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

A
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  • AOEUNewcomer
  • Author
  • Newcomer
  • August 5, 2025

Hello, 

Thank you so much for your response, my apologies for the delay in mine.

I have some follow-up questions. Is there a way to test this feature, in a live or Sandbox environment? And how does one enable this/what is the additional pricing?

Many thanks,
Jacob

M
Community Moderator
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  • Ma.CubioCommunity Moderator
  • Community Moderator
  • August 6, 2025

Hi ​@AOEU  — great question!

To enable this feature on your sandbox account, you must create a support case so a support expert can do it for you.
While in production, the feature you're asking about—Conditional Routing—is available with select plans. You can check what’s included here: eSignature Plans & Pricing.

If you’re part of a corporate plan and want to explore enabling this feature, the best next step is to contact your Docusign Account Executive or Account Manager. They can walk you through options and pricing.

Because this Community space focuses on general guidance, any account changes or billing inquiries will need to go through our Support team directly:
👉 Open a Support Case

Let us know if you have more questions—we’re always here to help.

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

 

M
Community Moderator
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  • Ma.CubioCommunity Moderator
  • Community Moderator
  • August 20, 2025

Hello ​@AOEU 

I hope you are doing well.  I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know, and I will gladly help you address the situation as soon as possible.


Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"

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