Add Conditional Fields to Template for E-signature in Safari

DocHub is a powerful tool that simplifies document management, enabling users to edit, sign, and share documents effortlessly. With a seamless integration into Google Workspace, our platform allows for smooth workflows whether you're drafting a contract or gathering signatures. Adding conditional fields to templates for e-signature enhances the interactivity of your documents, ensuring that users only see relevant fields based on their inputs. This guide will walk you through the process of adding conditional fields specifically in Safari.

Follow the steps to add conditional fields in Safari

Open your Safari browser and navigate to the DocHub website. Log in to your account.
Once logged in, select a template or create a new one from your documents. Use the editing tools to customize your document as needed.
In the editor, locate the option that allows you to add form fields. Choose the conditional fields option to set up your conditions.
Define the criteria for the conditional fields, specifying which fields should appear based on user inputs. This will streamline the signing process for each recipient.
After adding the conditional fields, review your document to ensure all settings are correct. Make any necessary adjustments to the layout or field placements.
Once satisfied with your template, save your changes. You can then export the document, print it, or share it directly for e-signature.

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How to do an electronic signature on a Mac?

In the Mail app on your Mac, click the Signature pop-up menu in the message youre writing. Choose a signature. If an expected signature isnt in the Signature pop-up menu, or the menu isnt showing, choose Mail Settings, click Signatures, then verify the signature has been added to the correct email account.

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 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 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.

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 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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