Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)
Ability to set conditional signers based on document value
24
votes
Emily Cozzens
shared this idea
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Cory Brester commented
I would like to be able to reference a user look up field in salesforce that way I can more easily control who should be the signer based on a number of different criteria.
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Simon
commented
Right now we maintain two separate, nearly duplicate versions of a template, one with a cosigner and one without.