Create Conditional Fields to Template for Signature on Mobile phone

Create Conditional Fields to Template for Signature on Mobile

DocHub is your go-to solution for seamless document management, enabling users to edit, sign, and complete forms online for free. With its robust features and deep integration with Google Workspace, our platform simplifies the entire process, allowing you to work efficiently from your mobile device, whether you’re using a Samsung Galaxy A05s, Apple iPhone 16, Xiaomi Redmi Note 12 (Global), OnePlus Ace 2, or Huawei Pura 70.

Follow the steps to create conditional fields for signatures

Open the website on your mobile browser and log into your account.
Select the document you want to edit or create a new template from scratch.
Access the editing options to add fields. Choose to insert signature fields where necessary.
To create conditional fields, set rules that determine when certain fields will appear based on user interactions.
Save your changes and preview the document to ensure that the conditional fields are functioning as expected.
Once satisfied, proceed to download, print, or share your completed document directly from your mobile device.

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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.

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.

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 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.

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.

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.

Can I 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.

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