Add Conditional Fields to Template for Signature on Website quickly
Aug 6th, 2022
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Add Conditional Fields to Template for Signature on Website
In today’s fast-paced digital world, efficient document management is essential for smooth workflows. Our platform provides a seamless experience for editing, signing, and distributing documents online, for free. With an intuitive editor and integration with Google Workspace, users can easily import, modify, and finalize their documents, ensuring hassle-free management and interaction. One of the powerful features available is the ability to add conditional fields to templates, which can significantly enhance the signing process.
Follow the steps to add conditional fields for signature on your website
- Open the website and log in to your account. If you don’t have an account yet, you can create one quickly.
- Once logged in, navigate to the templates section where you can create or select an existing template for your document.
- In the editor, locate the option to add fields to your document. You will find various field types available, including signature fields.
- Select the conditional fields option and configure the criteria based on which the fields will appear or be hidden in the document.
- Customize the appearance of each conditional field, ensuring it aligns with your template design.
- Once you’ve set up the conditional fields, save your template. You can then preview it to ensure everything functions as expected.
- Finally, download, export, or share the completed document directly with your intended recipients.
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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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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 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.
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.
How do you add fields to a template in ?
Log into as the template creator or account administrator. Navigate to Templates My Templates if the creator or Templates All Account Templates if the administrator. Click the down arrow next to Use and select Edit Click Next in the upper right corner to access the Add Fields screen.
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 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.
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