Create Conditional Fields to Template for E-signature on Macbook online

Create Conditional Fields to Template for E-signature on MacBook

DocHub is your go-to solution for efficient digital document management, offering a user-friendly platform designed to streamline document editing, signing, and distribution. With a robust integration with Google Workspace, you can easily import, export, modify, and sign documents directly from your favorite Google apps. Whether you're managing contracts or forms, our platform provides the tools to empower your workflow, making it easier than ever to create templates tailored to your needs.

Follow the steps to create conditional fields for your e-signature template

Open your web browser, navigate to the DocHub website, and log in to your account.
Select the template you wish to edit or create a new document from scratch in the editor.
Access the fields section in the editor to add text boxes, checkboxes, or signature areas as needed.
For conditional fields, select the option to set rules that determine when specific fields appear based on previous responses.
Customize the conditions for each field, ensuring that they align with the responses you anticipate from signers.
Once you’ve arranged all your fields and set the necessary conditions, review your template for accuracy.
Finally, save your template, and share it with others for e-signature. You can also download or print the document as needed.

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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 make a required field in ?

0:27 1:40 The next step is to add recipients. To add recipients you have to add their names and emails. YouMoreThe next step is to add recipients. To add recipients you have to add their names and emails. You can also add a recipient from the contacts. After adding recipients then hit the next button.

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.

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.

Is free?

Yes, you can download the mobile app and create a free account directly within the app to get started. Signing is always free and you can send three free signature requests with your free account.

Can you create custom fields in ?

You can create and modify custom fields from the Custom Fields view in your preferences. You can create custom versions of standard fields and save them for reuse on future documents. Define any combination of field properties, such as font type or size, or a validation setting.

See why our customers choose DocHub

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"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."

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I can create refillable copies for the templates that I select and then I can publish those.

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