Upload Countersign Conditional with airSlate SignNow

Upload countersign conditional

in this video we'll talk about what a conditional recipient is and how you can use that docusant feature [Music] imagine that the sales rep wants to send a contract to their client and the sales rep can give a discount or not to the customer if they give a discount that's less than 10 then the sales rep just needs the customer to sign the sales contract before they can fulfill the order but if the sales rep wants to give a discount that's greater than 10 to the client then they will need to get the approval of their sales manager before the the client can sign the sales contract so with docusign conditional recipient you can use a value which means anything that's been entered in a field in docusign to trigger whether or not the approval of the sales manager is required and therefore the envelope will go not just from sales rep straight to client but first sales rep then sales manager then client if the value of the discount is greater than 10 or it'll just go straight from sales rep to client if the value is lesser than 10 percent so let's just see how to do this in docusign and before i show you this if you're new to the channel my name is sofian saudi and i help financial services businesses implement automated paperwork solutions such as docusign signature if you need help with your docusign implementation you can use the booking link in the description down below to book a strategy call with me so we can review your setup and discuss our consulting options and if you just want to learn how to use docusign you're just getting started you can download my free docusign mastery cheat sheet which will help you understand how to work with templates recipients and the various fields so all the links of the things that i've just mentioned you can find them in the description down below now let's just jump on the computer and see how conditional recipients actually work so here's the template where i want to add the conditional recipient i'm going to show you the sales document first so think of this as a sales contract or let's just call it an invoice so we've got two line items here and then we've got the percentage discount we need the signature of the client and then we need the signature of the actual sales representative as well so the workflow is as follows first the sales rep fills out the document and then the client counter signs to approve that they want to legally enter the agreement but what we want to happen is that in this particular field here where it says percentage discount we want our sales rep to enter a value and if the value is greater than 10 then the document should route to the sales manager before the client receives it so how are...