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Add Conditional Fields to Template for E-sign on Laptop

Add Conditional Fields to Template for E-sign on Laptop quickly

Aug 6th, 2022

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Add Conditional Fields to Template for E-sign on Laptop

DocHub is an innovative platform that simplifies document management, making it easier for users to edit, sign, and distribute documents online, all for free. With its seamless integration with Google Workspace, users can effortlessly import, modify, and sign files directly from their favorite Google applications. Whether for personal or business use, our editor empowers you to create efficient workflows and streamline your processes, allowing you to focus on what truly matters.

Follow the steps to Add Conditional Fields...

Open the DocHub website in your preferred web browser and log in to your account.
Navigate to your templates section and select the template you wish to modify.
Access the editing tools and look for the option to add fields. Choose the conditional fields feature to customize the form's interactivity.
Drag and drop the conditional fields into your template. You can specify the rules for these fields based on the responses provided by users.
Once you have added all necessary fields, review your template to ensure all conditions are set correctly.
Finally, save your changes and export the document or share it with the intended recipients for e-signing.

Start enhancing your document workflows today by exploring the power of conditional fields with DocHub!

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How to Add Conditional Fields to Template for E-sign on Laptop

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In this tutorial, you will learn how to use conditional logic to display or hide fields to your recipients based on their selection or situation. The example provided involves sending a form to customers to choose between pick-up or delivery options. The process involves adding a radio button for each option and labeling them accordingly. To learn more about setting up templates and building the form, watch the accompanying video tutorial.

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.

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 do you create a rule 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.

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.

What is a conditionally required field in ?

Conditional Fields A checkbox is checked and the recipient is asked for additional information. In a dropdown, the option Other is selected and the recipient must provide further details. Specific text is entered in a text field and the recipient must answer an additional question.

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