Need Help with Dynamic Signer Assignment for Multi-Company Workflow

Question

Hello everyone,I’m trying to design a workflow for a document that will be signed by employees from 100+ different companies, and then countersigned or approved by that employee’s manager at the same company.My initial idea is to have the employee (Signer 1) select their company from a dropdown field. Ideally, based on that selection, the correct manager/employer (Signer 2) would be automatically assigned as the next signer.The document would need to be accessed directly from our website (freestanding). However, with Web Forms, it appears that Signer 1 can assign any email address, which doesn’t meet our requirements.Does anyone know if this type of conditional signer assignment is possible in DocuSign (via Web Forms, PowerForms, or another approach)? Or is there a recommended workaround for this scenario?Thanks in advance for any guidance.

Jenny.Martin · Answer

Hello ​@SK 01,Thanks for reaching out and welcome to the Docusign Community!You can likely achieve this setup by using Conditional Routing in your template and then generating a PowerForm your employees can open from your website.You can check the links below for more information on how this works.👉Conditional Routing and PowerForms👉 How to Send using Conditional RoutingI hope this information helps. Should you require additional assistance, feel free to reach out!Note:Some advanced features and options are supported only in certainDocusignplans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator orDocusignCustomer Support.Best Regards,Jenny | Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer”

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