Add Conditional Fields to Template for Sign on Tablet online

Add Conditional Fields to Template for Sign on Tablet using DocHub

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Follow the steps to add conditional fields to your template on your tablet.

Open the web browser on your tablet and navigate to the platform's website. Log in using your credentials to access your dashboard.
Locate the template you wish to modify within your document library. Tap to open it in the editor.
Select the option to add fields to your document. Look for the feature that allows you to create conditional fields.
Define the conditional logic for each field by specifying the criteria that must be met for the fields to appear. You can choose various parameters based on user input.
After setting up the conditional fields, review the document to ensure everything is in place. Make any necessary adjustments to the layout or field properties.
Once satisfied, you can download the document, print it directly from your tablet, or share it with others for signing and completion.

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How to Add Conditional Fields to Template for Sign on Tablet

4.5 out of 5

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In this tutorial, Kay O'Donnell explains the benefits of using condition fields in documents core pack templates. Condition fields allow template creators to insert dynamic content into their documents based on values in a Dynamics 365 record. This enables customization such as displaying legal terms based on customer location or formatting table rows based on line item values. Condition fields help define when content should be visible, hidden, or displayed in a specific way.

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