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Using conditional recipients with document templates

  • June 10, 2026
  • 0 replies
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Hi! I’m trying to build an envelope template tied to a document template that shows certain ‘Spouse’ fields if the recipient has a spouse. Here’s what I’ve done so far:

  • I created a document template with conditional fields to check for a spouse based on sender input. this shows or hides spouse text
  • I created an envelope template that I want to connect to my document template and here is where i get stuck:
    • the spouse is automatically added as a recipient because it is included in the document template. If I delete it, it obviously deletes the fields as well so they are no longer included in the document’s conditional text
    • I added a routing group for spouse, but then I cannot seem to add the signature within the document’s conditional rule 

Is there any workaround without having to create 2 envelope templates?

Thank you!