Add Conditional Fields to Document for Signature on Server online

How to Add Conditional Fields to Document for Signature on Server with DocHub

DocHub is a powerful platform that streamlines document editing, signing, and distribution. With its extensive features, users can effectively manage their documents online and for free. One of the standout functionalities is the ability to add conditional fields to documents for signature on the server, which empowers users to create interactive workflows tailored to their specific needs, ensuring smoother business processes.

Follow the steps to add conditional fields...

Open the platform's website and log in to your account.
Upload the document you wish to edit by selecting the upload option from your device or import it directly from your Google Drive.
Once your document is open in the editor, navigate to the field options available for editing.
Select the option to add fields and choose 'conditional fields' from the list of types available. This allows you to set specific criteria for when these fields should appear.
Position your conditional fields in the document as needed and define the rules that will trigger their visibility based on user input.
Review your document to ensure all conditional fields are appropriately set up and function as intended.
Finally, download or export the document, or share it directly with the recipients for signing.

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Got questions?

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 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.

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 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.

How do you add a signature to a document?

To add a digital signature, open your Microsoft Word document and click where youd like to add your signature line. From the Word ribbon, select the Insert tab and then click Signature Line in the Text group. A Signature Setup pop-up box appears. Enter your information in the text fields and click OK.

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 create an electronic signature?

You can create a digital signature using docHubs e-signature solution. Simply click the review link and opt to digitally sign. From there, select a signature source and name, then sign in to apply your digital signature. Next, you can preview your signature and authenticate it if you are satisfied with how it looks.

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.

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