Add Conditional Fields to Document for E-sign on PC online

Add Conditional Fields to Document for E-sign on PC

DocHub is an innovative online platform that simplifies document editing, signing, and distribution, making it easier to complete forms and manage your documents effectively. With its seamless integration with Google Workspace, users can effortlessly import, export, modify, and sign documents directly from their Google apps, ensuring smooth business processes and interactive workflows. This guide will empower you to add conditional fields for e-signatures on your PC, enhancing document interactivity.

Follow the steps to add conditional fields for e-signing

Open the DocHub website and log in to your account.
Upload the document you wish to edit by selecting it from your device or importing it from Google Drive.
Navigate to the editing tools where you can add various field types. Choose the option to insert conditional fields.
Select the areas in your document where you want to add these fields. Configure the conditions that dictate when these fields should appear based on user responses.
Customize the conditional fields according to your requirements, adjusting the settings to ensure they function correctly within the document.
Once you've completed your edits, review the document to ensure all conditional fields are set up properly.
Finally, download or export the document, or share it directly with recipients for e-signing.

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How to Add Conditional Fields to Document for E-sign on PC

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In this tutorial, the process of making PDFs interactive for contracts is highlighted. The importance of adding signature boxes and text boxes to PDFs received from other agents is emphasized. The tutorial demonstrates creating a new envelope for the PDF by clicking on the blue envelope button in the envelopes tab. The document is uploaded directly into the envelope, allowing for easy organization and editing. Specific document names are recommended for easy identification, such as "confirmation of agency." The tutorial also explains the steps to add documents to the envelope for editing and sharing with other agents.

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Here are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do you set 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.

How to do conditional formatting 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 conditional routing in ?

Conditional routing lets you route an envelope to different people based on envelope data. This eliminates the need to manually configure the envelope routing or to use separate templates, each with their own routing.

How to sign electronically?

To sign a document in Android, first download the docHub Fill Sign application. Then, open the PDF document in docHub Fill Sign application. Tap the Sign icon in the bottom toolbar Create Signature (if you have already added signatures or initials, they are displayed as options to choose from).

How do I align text boxes in ?

1:51 9:33 How to perfectly align Fields - YouTube YouTube Start of suggested clip End of suggested clip And i want to align. This i want to align. This on that line with that line here. So what i would doMoreAnd i want to align. This i want to align. This on that line with that line here. So what i would do is i would drag my field.

How do I create a conditional formatting in ?

How to Set up s Conditional Logic Overview Choose a trigger field. Rename the label of the trigger field (optional) Select which fields are to be displayed when the condition is met. Delete or edit conditions. Set up advanced conditions with formula fields.

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