Markus Duesterhoeft, Docusign University product trainer, explored streamlining your workflow and mastering recipient roles, focusing on advanced recipient configurations, envelope settings, and conditional routing. Below, you’ll find key learnings from the event and the full recording.

Why is streamlining your workflow and mastering recipient roles?  

Managing who does what—and when—in an envelope is at the heart of any efficient agreement process. By understanding recipient types, envelope settings and advanced features like conditional routing, Docusign customers can reduce manual hand-offs, prevent errors and accelerate approvals.

Key takeaways:  

• Understand recipient types and actions – Markus broke down standard, manager, specify, update and allow-to-edit roles (plus witness and delegated signing), showing how choosing the right recipient type keeps your interface clean and your process on track.  
• Leverage envelope settings for control – Learn how to disable unused roles, set signing order (parallel vs. sequential), prevent forwarding and update recipient information mid-flow without voiding envelopes.  
• Tap advanced signing features – Witness signing ensures legal compliance when you need independent verification, while delegated signing lets your backup signer act on your behalf when you’re unavailable.  
• Automate approvals with conditional routing – See how to build routing groups and rules tied to form fields so that envelopes auto-route to the correct approver, cutting out manual steps and speeding up decision-making.

Next steps:  

✅ Watch the full recording below 
✅ Got questions? Drop them in the comments below 
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