Add Conditional Fields to Document for Signature on Website online

Add Conditional Fields to Document for Signature on Website

DocHub offers robust document management features that streamline editing, signing, and distributing documents online. Our platform allows users to create interactive workflows by adding conditional fields to documents for signatures. This enhances the signing process, making it more efficient and tailored to specific needs. With seamless integration with Google Workspace, you can easily manage your documents directly from Google apps, ensuring a smooth and productive experience.

Follow the steps to Add Conditional Fields for Signature

Open the platform's website and log in to your account.
Upload the document you wish to edit for signatures by selecting the import option.
Navigate to the editing area of the document where you want to add conditional fields.
Look for the option to insert fields and choose the conditional field type that suits your needs.
Configure the conditions for your fields, specifying when each field should appear based on user input.
Finalize your document by reviewing all fields for accuracy and ensuring they function as intended.
Once satisfied, download, export, print, or share the document directly from the platform.

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How to Add Conditional Fields to Document for Signature on Website

4.9 out of 5

9 votes

This video tutorial demonstrates how to automate the creation and Signature Collection on Dynamic documents with conditions, such as offer letters. Building on the previous tutorial on automating employee onboarding, the example focuses on automating offer letters that may or may not include an additional paragraph based on the candidate's need for a work visa. The tutorial provides visual examples of what the offer letter would look like for candidates requiring a work visa and those who do not.

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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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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 do I add custom fields in ?

Go to My Preferences Signing and Sending Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the 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 to make fields required in ?

0:50 1:40 How to Make Field Required in - YouTube YouTube Start of suggested clip End of suggested clip 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.

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.

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.

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.

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