Add Conditional Fields to Template for Signature just like in HelloSign

DocHub is an excellent alternative to HelloSign, offering a broad set of PDF editing tools and a straightforward interface. Get the most out of this robust solution for online document management at the most attractive prices.

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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02. Add text, images, drawings, shapes, and more.
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03. Sign your document online in a few clicks.
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04. Send, export, fax, download, or print out your document.

See why DocHub is a great alternative to Add Conditional Fields to Template for Signature in HelloSign

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There are many alternatives to the most popular tools for electronic document management that are worth trying. Do you still Add Conditional Fields to Template for Signature using HelloSign? Try DocHub, a trustworthy online editor trusted by millions of users. Its powerful functionality and intuitive interface will help you make all the necessary modifications to your paperwork, whenever needed and in any place. Make the necessary updates in DocHub safely and quickly, just the way you usually would Add Conditional Fields to Template for Signature in HelloSign, but at a lower cost.

Adhere to the step-by-step guide below to get started

  1. Drag and drop your template or import it from your device, the cloud, or using a secure URL.
  2. Utilize the toolbar to update the form as you would Add Conditional Fields to Template for Signature with HelloSign.
  3. Open the Manage Fields toolbar with the second key on the right to insert new fillable fields.
  4. Refresh the content by adding new text, checkmarks, and other symbols.
  5. Strike out or erase any redundant or pointless information.
  6. Add graphic content to your paperwork from your device utilizing the Image button.
  7. Leave comments for other people regarding the alterations you’ve made, if needed.
  8. Approve the form by importing an image of your signature, drawing it, typing it, or using a QR code on your smartphone.
  9. Add a date stamp and request eSignatures from all the parties within minutes.
  10. Save, print, or share your adjusted file once you’ve completed modifying it.

Our editor will prove beneficial to you, especially when you need to edit documents from your Google apps. Start utilizing DocHub and enjoy the ‘Add Conditional Fields to Template for Signature’ feature that HelloSign has and much more. Give it a try today to simplify your work, and save time and money!

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How to Add Conditional Fields to Template for Signature like in HelloSign

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This video tutorial covers creating a signature solution using conditional fields for fillable forms. By adding check box and text fields to your document, you can ensure that text fields only appear when the corresponding box is checked. This helps make forms more professional and accurate. Follow the steps to set up conditional fields properly for a seamless user experience. Like and subscribe for more tutorials.

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Got questions?

Below 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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2:31 7:38 You can't add a conditional recipient in the template. And leave the name and email blank. You needMoreYou can't add a conditional recipient in the template. And leave the name and email blank. You need to know who that person is going to be so if you're just sending a document to your signers.
Once you have a data source connected to your document, adding merge fields is a way to personalize a document with information from the data source. The merge fields come from the column headings in the data source.
How to create a template Sign in to hellosign.com. Click Templates in the left sidebar. Click Create template in the upper-right corner. Select the document(s) you'd like to add to your template. ... Once you've added all your files, click Next. Add signer roles. ... Click Next.
A merge field is where you want to insert the information from a data source into a main document. Merge fields appear with chevrons (« ») around them. An example would be: Dear «FirstName». Address Block. A group of merge fields that make up an address in a mail merge document.
Create a Document Template Open or create the document that you want to use as the template, then click the File tab. Click Save As. Select a location. Name the file and click the Save As Type list arrow. Select Word Template from the list. Click Save.
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.
Unlike radio buttons, a checkbox can be selected and unselected, so there is less risk of selection error.
Selecting "Sender" from the "Signers" menu will allow you to add Merge Fields (aka Custom Fields). Custom field data can be populated via API when the template is used in a signature request. You must also specify a case-sensitive "Merge field" label that you will use to reference the custom field in your API request.
Go to Templates on the left-side panel and then click New Template. Click into the box to open up your files to select a document to upload, or just drag a file into the area. You should now see the page to add in your fields.
Click Templates in the left sidebar. Click “⁝” (vertical ellipsis) next to the template or template link you'd like to edit. Click Edit and follow the prompts to make your edits. Click Save template to save your edits.

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