Hello, ​@veronica.lopez 

Have you tried Conditional Routing?

Watch this video to learn how to use it: How to Apply Conditional Routing.

I hope that helps, if so, I’d appreciate your Like here.

Best,

Alexandre

Good morning ​@Alexandre.Augusto,
I have researched on conditional routing but it appears I do not have this feature (please see picture for reference) 

Would there be another way for me to attempt this? 

Hello, ​@veronica.lopez 

As I understand from your message, your Account plan doesn’t have Conditional Routing add-on? Right?

Perhaps, you would like to contact the Sales team to verify about this Add-On.

I thought about another feature, it’s not conditional routing, but the Document Visibility feature. However, in this case you need to manually set the documents those can be viewed by specific recipients. In general, if a recipient has something to sign or act over an agreement so he/she can see it, if a recipient doesn’t have anything to sign or act over a document in the envelope so he/she can’t see it neither received them in the final completion notification email.

You need to check if your account plan has the Document Visibility Add-On.

Watch a video about Document Visibility:
 

I hope that helps.

Best,

Alexandre

Thank you for all of your help and for sharing your knowledge and experience with me. 
Have a great day! ​@Alexandre.Augusto 

Thank you ​@veronica.lopez ! Have a great day too!