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In today's video, the tutorial demonstrates how to use a combination of validation rules, conditional logic, and formula fields to prevent signers from making errors when completing envelopes. Financial advisors are encouraged to use these tools to ensure that the documents are filled out properly and do not come back with missing signatures. This software, unlike others, offers advanced logic capabilities that can eliminate the need for back-and-forth communication between the internal team and clients. By implementing these techniques, advisors can streamline the signature collection process and improve overall efficiency.
