Add Conditional Fields to Template for E-sign on Tablet quickly
Aug 6th, 2022
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Add Conditional Fields to Template for E-sign on Tablet
Our platform offers robust document management features that make editing, signing, and distributing your documents easier than ever. With deep integration into Google Workspace, users can seamlessly import, export, modify, and sign their documents. This guide will empower you to add conditional fields to your e-sign template using a tablet, ensuring a smooth and efficient workflow.
Follow the steps to add conditional fields...
- Open the editor in your web browser and log in to your account.
- Navigate to your templates section where you can select an existing template or create a new one.
- Once in the editor, choose the option to add fields and select 'conditional fields' from the available options.
- Set the conditions by specifying which fields will appear based on user inputs. This allows for a customized signing experience.
- Position the conditional fields appropriately within the template. You can resize and adjust them as needed.
- Preview your template to ensure that the conditional fields function as intended before finalizing.
- Once satisfied, save your changes and either download the template, print it, or share it with others 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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Why is not allowing me to add fields?
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. These settings are documented in this administrator help guide.
How do I add text to a template?
To begin adding text to a PDF, access the document within the platform for electronic signature and document management. Once you have opened the PDF within , you can easily navigate to the editing tools that allow you to insert text, signatures, dates, and more directly onto the document.
How do I add a text box to ?
How do I add a text field to a document in ? Go to []() and log in to your account. Select the document you want to add a text field to. Click and drag the text field to the desired location on the document.
How do I add fields to a template?
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.
Does allow fillable fields?
You can use eSignature to quickly scroll through an interactive, fillable PDF and to fill in all necessary fields. eSignature automatically detects the fields and lets you tab or arrow from field to field.
How do I modify a template in ?
Navigate to the Templates page. Locate the template you wish to edit by searching, filtering, or simply scanning the Template list. Click the template actions menu and select Edit. If you do not see the Edit option, check with your administrator regarding your user permissions for templates.
How do you add fields for each witness recipient in ?
Add Fields to a Document Start a new envelope and add documents and recipients as usual, and then click NEXT. In the recipients list at the top of the page, select a person to add fields for. In the page guide at right, select a page you want to tag with fields.
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