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Missing option to Add Routing Group

  • February 24, 2024
  • 3 replies
  • 192 views
A
Newcomer
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I am using DocuSign eSignature on my university’s paid plan.

I am trying to implement conditional routing.

I create an envelope, set signing order, add first recipient that needs to sign document

When I am I proceed to “Add Routing Group” from under “Add Recipient” that dropdown option is not present. The only dropdown option under “Add Recipient” is “Add from Contacts”.

What could be causing this? I am using default settings and the only thing I can think off is that my uni’s plan does not include routing groups.

Best answer by Michael.Rave

@AdamsCalypso 

The DocuSign plan your university is on may not include Conditional Routing or it may be included, but was not activated by the DocuSign Administrator in the Settings. It is probably best to reach out to your DocuSign Admin and ask them, if it is available and if they may enable it for everyone.

This DocuSign Support article may be helpful to have the conversation with them on Conditional Routing.

3 replies

Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • Answer
  • February 26, 2024

@AdamsCalypso 

The DocuSign plan your university is on may not include Conditional Routing or it may be included, but was not activated by the DocuSign Administrator in the Settings. It is probably best to reach out to your DocuSign Admin and ask them, if it is available and if they may enable it for everyone.

This DocuSign Support article may be helpful to have the conversation with them on Conditional Routing.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
A
Newcomer
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  • AdamsCalypsoNewcomer
  • Author
  • Newcomer
  • February 27, 2024

Thank you. That indeed seems to be the case. Thank you for taking time to respond to this question for for providing the correct terminology. This is really helpful, I really appreciate it.

A
Community Moderator
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Hi @AdamsCalypso,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | DocuSign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

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