Hi All,
Relatively new to Docusign and quite able to do the basics. However, we are trying to build a workflow type process (for example) where when certain documents are signed, another file would automatically load for signature and sent.
Does anyone have any insight to where I can go (forums, videos, etc.) on this site to learn more about features like this in Docusign?
Thanking you all in advance!
Best answer by Drewcifer
Setting a signing order. https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=ulp1643236876813&topicId=kcb1578456479440.html&_LANG=enus
Restricting document visibility to certain specified recipients. https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=tmi1578456411160.html&_LANG=enus
Using conditional logic on fields so that one triggers another. https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=iqw1578456520131.html&_LANG=enus
Setting a signing order. https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=ulp1643236876813&topicId=kcb1578456479440.html&_LANG=enus
Restricting document visibility to certain specified recipients. https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=tmi1578456411160.html&_LANG=enus
Using conditional logic on fields so that one triggers another. https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=iqw1578456520131.html&_LANG=enus
Hello
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.
In addition to the articles provided above, you may also watch this video on how Docusign eSignature: Explore Advanced Workflow Features.
Please let us know if you require any further assistance. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
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