Conditional Recipients Option not Showing

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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?

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David.SchmitzAnswer

Hero

@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

D

David.Schmitz

Answer

Hero

@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

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nathaly.monge

Docusign Employee

Hello @KennyG512 ,

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