@lk1 

Yes, you can achieve this with a single template in DocuSign by using conditional routing and role-based recipients.

@JohnSantos,

Thank you for your help and quick reply. As I’m still very new, I’m not sure how to go about doing this. 
Would I have to define role-based recipients and would that include names/emails… somewhere? TIA

@lk1 

Have you had a chance to review this information? Introduction to Conditional Routing

@JohnSantos,

Thank you for the link to explore. And yes I did explore this topic and I’m still not sure how to set this up correctly. 

So any employee could pick this template up and start using it. 

It will go to their immediate supervisor for approval (they specify name and email address when they Start the process)

Once it’s approved and signed by their supervisor the for some will go to AP but for others it might go to another level of approval - manager but it’s not one manager for everyone so how does that conditional routing work?

I can add ALL managers to a group like it says, but how will it go to the correct manager of this particular employee? that’s where I’m a little confused, I guess… 

Hope you can help me some more and thank you.

Hello ​@lk1 ,

Thank you for reaching out here in the Docusign Community. 

So, to be able to route to a specific Manager, if needed, you would need to add all of the possible managers and add a dropdown with the names of the managers and have the supervisor select the manager’s name. I would recommend you create a support case (if you haven’t already) for assistance however, if the envelopes have to be routed automatically without the intervention of a signer of the sender, unfortunately, that wouldn’t be possible: https://support.docusign.com/en/contactSupport 

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
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Hello ​@lk1 ,

If you found our response 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
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Hello ​@nathaly.monge,

So to answer your question/comment (1st one), it will not have to go to a specific Manager, my question was to see if the routing could be somewhat conditional.

Basically, not all employees need manager’s approval. This might have to be a modification of business practices if it can’t be achieved in DocuSign...

Hello ​@lk1 ,

Thank you for reaching back and clarifying.

In that case it is not possible using a single template, you would need to create two, one with a conditional routing in which the signer or the sender selects the needed Manager (could be a drop down with all the possible Managers) and that will route the document to them for approval. And another that does not require a Manager’s approval for those signers that doesn’t need it.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

​@nathaly.monge, thank you.