Conditional Recipients Option not Showing

Question

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?

David.Schmitz · Accepted Answer

@KennyG512The “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

nathaly.monge · Answer

Hello @KennyG512,If you found the providedresponse 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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