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In today's tutorial, we will explore using validation rules, conditional logic, and formula fields to ensure signers cannot make errors when completing an envelope. Financial advisors must use these tools to collect signatures efficiently and accurately. Other electronic signature software may not have the same capabilities, but with these features, you can eliminate errors and reduce back-and-forth between your team and clients. By leveraging advanced logic, you can configure envelopes to prevent invalid information and missing signatures.
