Hello ​@gmsteeds,

Thank you for reaching out, and a warm welcome to the DocuSign Community! We appreciate your engagement and are committed to fostering a supportive environment for knowledge sharing.

We understand you're working on conditional logic rules, specifically where the second signer's initial fields should appear based on the first signer's checkbox selections. However, it doesn't extend to the second signer's fields. We're sorry for any inconvenience caused. Happy to help you with this topic and find a solution that works for you!

Currently, cross-recipient conditional logic is not an available feature. We recognize that this might be a limitation for your needs, and we encourage you to consider submitting this as a suggestion for consideration by our development team for potential implementation. You can share this on our Ideas board: Submit a feature request. That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members.

As a potential workaround, you may explore conditional routing where you can set a conditional rule that triggers the creation of recipient roles based on the answer to a field in your document, which can help you achieve your desired outcome.

For detailed steps on how to work with Conditional Routing, see:

Add a Conditional Routing Group

Set Up or Edit Conditional Routing

Docusign eSignature: How to Send Using Conditional Routing

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

I hope you find this helpful. If you believe this response effectively addresses your question, please click Best Answer ✅" to help other users with similar questions and locate it more easily. Let us know if you need help or if anything comes up, we're here for you.

Sincerely,

Melanie | Docusign Community Moderator
Helpful? Mark it as "Best Answer" to help others too!

Hi there ​@gmsteeds,

 I trust all is well. I'm following up on my previous response. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. 

Let us know if you still need help or if anything else comes up, we’re here for you. 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!