We send credit applications from Leads and Accounts via Docusign. Due to the sensitive data in those completed envelopes, we need them to route to a different user from the sender. Our Credit App senders are our Sales Team who do not need to see sensitive customer data. Updating DocuSign global settings impacts all sent envelopes so that's not an option for our Company. Is there a way to configure the system so only 6 templates are routed to a different recipient on completion while all other envelopes follow the normal path?
#Docusign
Hello Anna,
You can definitely handle this without changing global settings. In DocuSign, each template can have its own recipient routing, so for those 6 sensitive credit app templates, you can set them up to send the completed documents to a specific user (like someone from the credit or compliance team) instead of the sender. Just go into each template and adjust the recipient and routing settings accordingly. That way, your Sales Team can still send the envelopes, but they won’t have access to the completed ones, and everything else will keep following the normal path. It keeps things secure without disrupting other workflows.
