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Did you know that Conditional Routing and Signing Groups can be combined to automate how agreements move through your organization?
When creating a template, you can configure "smart" logic that routes an envelope to different teams based on data within the document. For example, an expense report under $500 can be automatically routed to a Finance Signing Group, while anything over $500 goes to a Department Manager.
In the event that a specific individual is unavailable, using a Signing Group ensures that any member of that group can sign on behalf of the department, preventing bottlenecks in your workflow.
Take a look at this Trainer Tip video where we explain how to automate an approval process using these powerful features.
Key Take-aways:
- Automate Logic: Route envelopes to different recipients based on data like amounts, department or regions.
- Eliminate Manual Steps: Remove the need for senders to manually choose the next recipient in a workflow.
- Ensure Coverage: Use Signing Groups so that any authorized team member can approve a document, keeping the process moving.
Additional Resources:
- For more information
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Have you tried using Conditional Routing to automate your team's approvals? We’d love to hear how it's helped your workflow. Please feel free to ask any questions in the comments!