Add Conditional Fields to Document for E-signature in Safari

DocHub offers a robust platform for seamless document editing, signing, and distribution. With its user-friendly interface and integration with Google Workspace, users can easily manage their documents online and for free. Whether you're filling out forms or preparing contracts for e-signature, our editor provides the tools needed to streamline your workflow and enhance productivity.

Follow the steps to Add Conditional Fields to Document for E-signature in Safari

Open your preferred web browser, navigate to the DocHub website, and log into your account.
Once logged in, upload the document you wish to edit by selecting the appropriate option on the interface.
After the document loads, locate the section where you want to add conditional fields. Use the editing tools to define the fields required for e-signature.
Select the option to add conditional fields, ensuring that you specify the conditions based on user responses. This allows for dynamic document behavior.
Once you have configured your conditional fields, review your document to ensure everything is set correctly.
Finally, export the document, share it via email, or print it as needed. Ensure that the setup meets your requirements before finalizing.

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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 add a signature to a document on a Mac?

Create and use signatures To sign PDFs, you can capture your signature using your trackpad, the built-in camera on your Mac, or your iPhone or iPad. In the Preview app on your Mac, click the Show Markup Toolbar button (if the Markup toolbar isnt showing), then click the Sign button .

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.

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.

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.

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.

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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