Docusign Tutorial: How To Use Conditional Routing In 2025

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In this video, I go over how to use Docusign Conditional Routing to automatically send envelopes to different recipients based on specific conditions. You'll learn how to set up routing groups, trigger rules using dropdown fields, and build logic that ensures the right person approves each transaction depending on the type of request. This setup streamlines approvals, reduces manual errors, and helps automate complex workflows like expense reimbursements or internal approvals.
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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