Add Conditional Fields to Template for E-sign in macOS easily

Add Conditional Fields to Template for E-sign in MacOS

Our platform offers a streamlined approach to document editing and management, making it easy for users to navigate the complexities of e-signing and form completion. With powerful features that integrate seamlessly with Google Workspace, users can import, modify, and sign documents directly from their favorite apps. Whether you’re using iOS 17, iOS 18, or iOS 19, our editor ensures that you can efficiently manage your documents, all for free.

Follow the steps to add conditional fields...

Open the website in your MacOS browser and log in to your account.
Select the template you wish to edit from your document library or upload a new one.
Access the editing tools, where you’ll find options to add various fields to your template.
Choose the conditional fields option and specify the criteria that will determine when these fields should appear.
Customize the appearance and placement of each conditional field to align with your document’s layout.
Once you’ve completed your edits, review the document to ensure everything is correct.
Finally, download or export the finalized document, or share it directly for e-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 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.

How do I add fields to templates?

From the Fields palette at left, click and drag one of the available field types to add it to the active page. In the page guide at right, select a page you want to tag with fields. The selected page becomes the active page and displays in the center panel.

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.

Why cant I add standard fields in ?

You add a unique set of signing fields for each recipient. Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings.

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 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 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.

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Add Conditional Fields to Template for E-sign in macOS in no time

Add Conditional Fields to Template for E-sign in MacOS

Follow the steps to add conditional fields...

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace