I created a template and I need to be to specify that at one level only certain users will require additional signer and others will not.
for example:
say I’m filling out this document and mine gets routed to my supervisor, and account payable
BUT
my co-worker fills out the same document and his needs to get routed to supervisor, manager and then accounts payable
Is there a way to achieve that with just one template? TIA
Yes, you can achieve this with a single template in DocuSign by using conditional routing and role-based recipients.
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
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
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
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
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Best regards,
Nathaly | Docusign Community Moderator
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