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Use the diagram below to help you determine the participant number when designing workflows with parallel routing.

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Recipient Routing, 1 - Signer, 2- Department A, 3 - Department B, 4 - Approver.Image Added

Role Name

  • All role names must be unique

  • Role name can be edited by clicking the pencil at the top of the recipient popup

Recipient (Email)

  • Entry required if "Editable" is not checked

  • If entering multiple addresses separated by comma:

    • Make sure to check the “Mark as recipient group” box

    • Make sure to uncheck the “Editable” box

      • Editable Recipient Groups are not supported

Add Recipient Group

  • Select this option to use a Reusable Recipient Group

  • Make sure to uncheck the “Editable” box

    • Editable Recipient Groups are not supported

This recipient is the sender

  • This must be left unchecked as it is not supported with PowerForms

Mark as recipient group

  • Check this box if entering a comma-separated email list for the recipient email; otherwise, leave it unchecked

Required

  • If checked the requester will be required to fill in an email address before they can submit the PowerForm

Editable

  • If unchecked, it will not be visible on the PowerForm

  • This must be left unchecked if using a Reusable Recipient Group or entering a comma-separated email list

Add Private Message

  • Select this option to include private messages

    • Variables can be added with “${variable}” where "variable" is replaced with the merge field document field name or recipient role name in the message. Do not include variables that contain level 1 data.

Role

Two-Factor Authentication (2FA)

  • "None" must be checked and all others must be unchecked

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