Multiple signers on a document only if a conditional rule is met

Hello @Quin1024, 

Thank you for reaching out here, we want to welcome you to the DocuSign Community, I appreciate you bringing your question to this Community.

I apologize for the inconvenience, I know the importance of having the option to route an envelope as needed. I understand that you have a document with three checkboxes, and when each checkbox is selected individually the system will route to the correct signer, but if 2 or more checkboxes are selected you need the document to go to Signer A and Signer B for approval and signature, currently, you are unable to route to them both. After one signs the document is completed.

The closest option that we offer is the Conditional Routing option, this is a feature in the Advanced Recipient Routing add-on for DocuSign eSignature that allows you to automatically route envelopes to different recipients based on envelope data, eliminating the need for manual configuration or separate templates. This guide provides an introduction to conditional routing and instructions on how to apply it to an envelope or template. Introduction to Conditional Routing.

More information at:

Using Conditional Routing

Set Up or Edit Conditional Routing

Requirements and Considerations

Please be aware that you need a DocuSign Direct Business Pro plan or above to be eligible to use this feature.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | DocuSign Community Moderator

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