Create Conditional Fields to Document for E-sign in Vivaldi

DocHub is an exceptional platform designed to streamline document management, offering features that enhance editing, signing, and form completion. With a deep integration into Google Workspace, our platform facilitates seamless workflows, enabling users to manipulate and manage documents with ease. Whether you're creating contracts or agreements, using conditional fields can significantly improve the user experience and ensure precise data collection.

Follow the steps to Create Conditional Fields to Document for E-sign in Vivaldi

Open the DocHub website in your Vivaldi browser and log in to your account.
Upload the document you wish to work on by selecting the appropriate option to import files from your device or Google Drive.
Once the document is open in the editor, navigate to the area where you want to add conditional fields.
Select the option to create fields, choosing the conditional field type that best suits your needs. You can set parameters that determine when these fields will appear based on user inputs.
Customize the fields by specifying the conditions that dictate their visibility, ensuring they only show when relevant information is provided.
Review the document to ensure all conditional fields are functioning as intended, making adjustments as necessary.
Once satisfied, you can either download, print, or share the finalized document with e-sign options enabled.

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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 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.

What is conditional routing in ?

Conditional routing lets you route an envelope to different people based on envelope data. This eliminates the need to manually configure the envelope routing or to use separate templates, each with their own routing.

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 to make fields required in ?

0:50 1:40 How to Make Field Required in - YouTube YouTube Start of suggested clip End of suggested clip Now on the right hand side of the screen Mark the required field option then just hit next. BeforeMoreNow on the right hand side of the screen Mark the required field option then just hit next. Before you finalize the document. You can add any necessary signatures or initials. And thats it.

How do I create a conditional rule 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.

How do you create a conditional rule 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.

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