Trainer Tips Live: How to Apply Conditional Routing to an Envelope in Docusign | Recap & Recording

Learn how to use conditional routing in Docusign to simplify workflows and streamline approvals in this recording of a Trainer Tips Live session.

What you’ll learn:

• What is conditional routing?

  • A feature that automatically routes envelopes to specific recipients based on rules like expense thresholds or department selection. It supports up to 200 routing groups and 200 recipients per group.

• Real-world examples:

  • Expense reimbursement workflows: Route approvals based on thresholds (e.g., under $500, over $500, or over $2,000).

  • Departmental approvals: Ensure documents are sent to the right people based on department selection.

• Step-by-step setup:

  • Create routing rules using dropdown menus and numeric thresholds.

  • Test your workflows in a demo environment.

  • Set up multi-level approvals, including VP-level sign-offs for high-value requests.

⚡ Watch the session to see how this feature can make your processes more efficient.

Got questions about conditional routing? Drop them in the comments below👇