How is conditional routing logic set up in DocuSign?

Conditional routing logic in DocuSign is established primarily through the use of formula fields or text fields with number validation. This setup allows users to define specific criteria that dictate how documents route based on the information inputted into these fields. For example, if a user needs to route a document to different signers based on a numerical input or a specific condition indicated in a text field, the formula field can evaluate that condition and ensure that the document reaches the appropriate recipient.

The flexibility of utilizing fields that can perform checks allows for a more dynamic and responsive routing process within DocuSign, accommodating various scenarios in workflows. This capability is essential for organizations that need to streamline their document management processes, ensuring that documents are processed efficiently based on predefined conditions.

Other methods, such as programming custom rules or using predefined templates exclusively, do not provide the same direct and user-friendly approach to setting up conditional routing logic, making the use of formula fields and validated text fields the correct answer to establishing this functionality in DocuSign.