Add Conditional Fields to Template for E-sign on Xiaomi mobile device
Aug 6th, 2022
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Add Conditional Fields to Template for E-sign on Xiaomi
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Follow the steps to add conditional fields...
- Open your web browser and navigate to the document management platform. Log in to your account to access your documents.
- Select the template you wish to work with, or create a new document that will utilize conditional fields for e-signing.
- In the editor, locate the options for adding fields. Choose the conditional fields option, which allows you to define specific criteria for field visibility based on user interactions.
- Drag and drop the conditional fields to the desired locations within your template. Customize the conditions that determine when these fields will appear, making your document interactive.
- Review your template to ensure all conditional fields are correctly set up. Test the functionality using preview mode to verify how the document behaves on devices like the Xiaomi Redmi 13C or Xiaomi Civi 3.
- Once satisfied, save your changes. You can download the document, print it, or share it directly via your preferred method to ensure it reaches the necessary parties.
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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.
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 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 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.
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.
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