How to Set Up a Multi-Section Form in DocuSign Where Only Relevant Sections Need Signatures?

Question

I'm working with a scanned form in DocuSign that has four distinct sections, each corresponding to a different case. Only one section is relevant for each use, and we want to fill in only the applicable section while leaving the other sections untouched. However, the entire form needs to be completed with initials and signatures for any selected section to be considered valid.

My main goals are:

To ensure only the relevant section (based on the case) requires initials and signatures from the recipient.
To leave the remaining sections blank if they’re not applicable.
To streamline the signing process so that recipients don’t have to interact with non-relevant fields.

Is there a way to configure conditional logic or recipient routing in DocuSign to make only the applicable section of the form active for each case? Or is there another approach to achieve this selective signing setup?

Thank you for any guidance!

Matthew.Farler · Answer

Greetings,It may be as simple as adding checkboxes next to each section, and making all of the fields in that section appear (and be required) only when that checkbox is selected. You can also, separately, have a conditional recipient group set up on the template, with potentially four different recipients, and build rules that indicate which check box selection will be associated with each of the conditional recipients.Here is some more information about conditional field logic and conditional recipient routing.

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