Add Conditional Fields to Document for E-sign in Vivaldi

DocHub is an exceptional platform that simplifies document editing, signing, and distribution, making it easier for users to manage their documents online, for free. With robust integration with Google Workspace, our editor allows you to import, export, and modify documents seamlessly, ensuring smooth business processes and interactive workflows. This guide will empower you to add conditional fields to your documents for e-signing in Vivaldi, enhancing the functionality of your digital documents.

Follow the steps to add conditional fields...

Open the DocHub website and log in to your account.
Upload the document you wish to edit by selecting it from your computer or importing it from Google Drive.
Once the document is open in the editor, navigate to the section where you want to add conditional fields.
Choose the option to add fields, and select the conditional field type you require, ensuring to specify the conditions that will dictate when these fields should appear.
Customize the appearance and behavior of the conditional fields as needed, ensuring they align with the document flow.
After finalizing the fields, review the document for accuracy, and make any necessary adjustments.
Once satisfied with your edits, you can download the document, print it, or share it directly with others for e-signing.

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

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This tutorial is about creating a signature solution using conditional fields to make fillable forms look professional and ensure accuracy. You can add fillable fields by selecting the checkbox field and text fields, adjusting their size and positioning. Make text fields visible only when recipients check the proper box by setting them as conditional fields triggered by specified conditions. Follow these steps to create a customized, professional signature solution.

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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.

How to set up signature fields in ?

Steps to Add a Signature Field in : Step 1: Create a New Document. Step 2: Open the Document in . Step 3: Click on the Sign Tab. Step 4: Select the Signature Field. Step 5: Drag and Drop the Signature Field onto the Document. Step 6: Customize the Signature Field. Step 7: Save and Send the Document.

How to make conditional fields in ?

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

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.

How do you add rules in ?

Use the following procedure to add or edit rules. Select the field on the web form for which you want to add a rule and then select the Rules tab on the right panel. Select the Create Rule button in the right panel. At IF, select the down arrow to select an operator. Add a value to the blank field.

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.

How to make fields required in ?

0:50 1:40 Now on the right hand side of the screen Mark the required field option then just hit next. BeforeMoreNow on the right hand side of the screen Mark the required field option then just hit next. Before you finalize the document. You can add any necessary signatures or initials. And thats it.

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