Did you know that when sending an envelope, you can have that envelope reach a specified recipient based on input provided by a signer or a reviewer.

You can do this by applying conditional routing when creating your template or envelope. The following video will show you how to get this done.

Key Takeaways:

• Ensure that the envelope reaches it’s desired recipient
• Easy to set up, can be used off of formula fields, drop-down fields etc...

Additional Resources:

• For this topic and some other great instructor lead guidance I would recommend the following course:
  • Eliminate Manual Tasks with Docusign eSignature
  • Advanced Sending with Docusign eSignature
• To view our full course catalog to find other live training courses, you can view our Live Training Calendar and register for a course today.

Continue the Conversation:

Feel free to ask any questions about this feature in the comments below and also let us know how you use Conditional Routing in Docusign. We’d love to hear from you!