Add Conditional Fields to Document for E-sign in macOS easily

Add Conditional Fields to Document for E-sign in MacOS

DocHub is an innovative platform that streamlines document editing, signing, and distribution, making it easier for users to complete forms and manage documents efficiently. With its deep integration with Google Workspace, our editor allows seamless import, export, and modification of documents directly from Google apps. Whether you're using iOS 17, 18, or 19, DocHub empowers you to manage your documents online for free, ensuring smooth business processes and interactive workflows.

Follow the steps to add conditional fields for e-signing:

Open your web browser and navigate to the DocHub website. Log in using your credentials to access your dashboard.
Upload the document you wish to edit by selecting the appropriate option in the editor interface.
Locate the section in your document where you'd like to add conditional fields. Begin adding fields by selecting the relevant option from the editing tools provided.
Configure the conditional settings for each field, specifying the criteria that determine when these fields will appear based on user input.
Once you’ve added and configured all necessary conditional fields, review your document to ensure everything is correct.
Finally, download or export your completed document, or share it directly with recipients for e-signing.

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How to Add Conditional Fields to Document for E-sign in macOS

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What is a conditional field?

A Conditional Field is a tag on a document that only appears when a related requirement is fulfilled. If youd like to require a field based on the signers selection of another field, you can do so with Conditional Fields. You can think of these in terms of if/then conditions or logic: If the signer checks this box.

What is a conditional field in ?

Conditional fields enable the value of one eSignature envelope field to control the visibility of one or more other fields (tabs) in the document. These other fields are conditionally visible.

How to set conditional fields in ?

Select the field on your document (checkbox, radio button, drop down, or text) that will act as the trigger field to determine if additional fields are presented to the recipient. In the properties panel, expand the Conditional Fields section and click Create Rule.

What is a conditional recipient in ?

Conditional routing is the first feature released as part of the Advanced Recipient Routing add on for eSignature. This new suite of capabilities will help you automate your eSignature process. Conditional routing lets you route an envelope to different people based on envelope data.

Why would you add a conditional field when preparing a document template?

Conditional fields allow you to create dynamic documents that support a conditional work flow. Conditional fields only appear to the recipient when a specified condition is met.

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Add Conditional Fields to Document for E-sign in macOS in no time

Add Conditional Fields to Document for E-sign in MacOS

Follow the steps to add conditional fields for e-signing:

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to Add Conditional Fields to Document for E-sign in macOS