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Conditional Recipients Option not Showing

  • May 14, 2024
  • 2 replies
  • 100 views
K
Newcomer
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I have conditional recipients enabled in settings but in all of my templates the option isn’t showing. Can someone show me what I’m missing? 

 

 

Best answer by David.Schmitz

@KennyG512 The “Routing Group” option is what is used for Conditional Routing.  You add the Routing Group into the Signing Order you wish to be the conditional recipient, then you setup the DocuSign field and the “Rules” that are used to add that specific Recipient within the Routing Group. Here is a DocuSign article on the process.

https://support.docusign.com/s/document-item?language=en_US&bundleId=gav1643676262430&topicId=tzp1578456486279.html&_LANG=enus

2 replies

D
Hero
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@KennyG512 The “Routing Group” option is what is used for Conditional Routing.  You add the Routing Group into the Signing Order you wish to be the conditional recipient, then you setup the DocuSign field and the “Rules” that are used to add that specific Recipient within the Routing Group. Here is a DocuSign article on the process.

https://support.docusign.com/s/document-item?language=en_US&bundleId=gav1643676262430&topicId=tzp1578456486279.html&_LANG=enus

N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • May 28, 2024

Hello @KennyG512 ,


If you found the provided 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.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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