Add Conditional Fields to Template for E-signature on Tablet online

Add Conditional Fields to Template for E-signature on Tablet

DocHub is your go-to platform for streamlined document editing, signing, and distribution. With its robust features, users can easily modify and sign documents directly from their web browser, making it an ideal choice for managing e-signatures on the go. Whether you're working on contracts, agreements, or forms, our editor allows you to enhance your documents effortlessly and for free. This guide will empower you to add conditional fields to your e-signature templates, ensuring a smooth and interactive workflow.

Follow the steps to add conditional fields to your e-signature template:

Open the platform’s website on your tablet and log in with your credentials.
Navigate to the templates section and select the desired document that you wish to modify.
In the editor, locate the option to add fields. Choose the conditional field option to begin setting it up.
Drag the conditional field to your document. Configure the rules associated with this field, specifying when it should appear based on user responses.
Review and adjust the properties of the conditional fields to ensure they meet your requirements, making it intuitive for signers.
Once satisfied, save the template to finalize your modifications.
Export, print, or share the completed document with your recipients directly from the platform.

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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 cant I add fields to my template?

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.

Can you add a text box in ?

0:30 2:51 So theres a special thing that you need to do to add document or add a text box to it. So im goingMoreSo theres a special thing that you need to do to add document or add a text box to it. So im going to right click this and im going to create envelope. Also if you have multiples you can select you

How do you add fields for each witness recipient in ?

How to 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. Note: The fields you add apply only to the selected recipient and are color-coded to match the recipients color.

How do I add a box in ?

In eSignature, select Settings. In the sidebar, select Sending Settings. Verify that Box is selected as a document source. If Box is not a document source, select Box, then select Save.

How do I add custom fields in ?

Go to My Preferences Signing and Sending Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the field.

How do I add a text box to a template?

How do I add a text field to a document in ? Click the Documents tab at the top of the page. Click the Add Fields button in the top right corner of the page. Select the Text field from the list of available fields. Click the Save button in the top right corner of the page.

How to add fillable fields in ?

Steps to Create a Fillable Form in : Step 1: Log in to Your Account. Step 2: Select Templates from the Menu. Step 3: Click on Create Template and Select Upload a File Step 4: Upload Your Form. Step 5: Add Fillable Fields to Your Form. Step 6: Customize the Fillable Fields.

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