Send Using Conditional Routing

Learn how to automatically route DocuSign eSignature envelopes based on predefined rules.

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About this course

Self-Paced
Language: English
Estimated time: 15 minutes

Conditional routing lets you automate the process of sending eSignature envelopes to different recipients based on predefined rules. After reviewing this course, you will be able to explain how conditional routing is used, add conditional recipients to templates and envelopes, configure conditional routing rules for both simple and complex use cases, and integrate conditional routing with PowerForms.

About this course

Self-Paced
Language: English
Estimated time: 15 minutes

Conditional routing lets you automate the process of sending eSignature envelopes to different recipients based on predefined rules. After reviewing this course, you will be able to explain how conditional routing is used, add conditional recipients to templates and envelopes, configure conditional routing rules for both simple and complex use cases, and integrate conditional routing with PowerForms.