Create Conditional Fields to Document for Signature on Laptop online

Create Conditional Fields to Document for Signature on Laptop

In today's digital age, managing documents efficiently is key to maximizing productivity. Our platform offers robust features that simplify the process of document editing, signing, and forms completion. By leveraging the capabilities of our editor, users can create dynamic documents that not only meet their needs but also enhance collaboration. Whether you are integrating with Google Workspace or using our platform independently, the ease of creating conditional fields for signatures is just a few clicks away.

Follow the steps to create conditional fields:

Open the website of the document editor and log into your account.
Upload the document you wish to edit by selecting it from your device or importing it from your Google Drive.
Once the document is open in the editor, look for the option to add fields. Choose the type of field you want to create, such as signature or checkbox.
Set the conditions for the fields by defining when they should appear based on responses or selections made in the document.
Arrange the fields in the desired order, ensuring they are clearly visible for the signers.
Review your document to ensure all fields are correctly set up and functional.
Once satisfied, download the document, print it, or share it via email to the necessary parties for signature.

Start using our platform today to streamline your document management process and create dynamic forms for free!

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How to Create Conditional Fields to Document for Signature on Laptop

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By the end of this video, you will learn how to automate the creation and Signature Collection on Dynamic documents with conditions, such as offer letters. In the previous video, we automated employee onboarding with static documents like a form letter and company policy. Today, we focus on automating offer letters that may need an extra paragraph for candidates requiring a work visa. The example shows different versions of the offer letter based on the candidate's visa status.

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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 I create a custom field in ?

Go to My Preferences Signing and Sending Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the 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.

How to create an electronic signature?

You can create a digital signature using docHubs e-signature solution. Simply click the review link and opt to digitally sign. From there, select a signature source and name, then sign in to apply your digital signature. Next, you can preview your signature and authenticate it if you are satisfied with how it looks.

How do you create conditional logic in ?

How to Set up s Conditional Logic Overview Choose a trigger field. Rename the label of the trigger field (optional) Select which fields are to be displayed when the condition is met. Delete or edit conditions. Set up advanced conditions with formula fields.

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 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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