Insert Conditional Fields in the Collection Report

Aug 6th, 2022
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Time is an important resource that every organization treasures and attempts to convert into a reward. In choosing document management application, pay attention to a clutterless and user-friendly interface that empowers customers. DocHub offers cutting-edge instruments to optimize your document administration and transforms your PDF editing into a matter of one click. Insert Conditional Fields in the Collection Report with DocHub to save a lot of efforts and increase your productivity.

A step-by-step instructions regarding how to Insert Conditional Fields in the Collection Report

  1. Drag and drop your document in your Dashboard or add it from cloud storage app.
  2. Use DocHub advanced PDF editing features to Insert Conditional Fields in the Collection Report.
  3. Revise your document making more adjustments as needed.
  4. Add more fillable fields and designate them to a particular recipient.
  5. Download or deliver your document to your customers or colleagues to securely eSign it.
  6. Access your documents in your Documents directory whenever you want.
  7. Make reusable templates for commonly used documents.

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How to Insert Conditional Fields in the Collection Report

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if you want your fillable forms to look more professional while ensuring the consistency and accuracy of the completion process consider setting up conditional fields a conditional field becomes available for filling once another specified field or fields is completed or left blank lets say you need a couple of text fields to appear in a form under the condition that one of your check boxes is checked heres how you do it with sign now first you need to add fillable fields to your document select the checkbox field in the left-hand toolbar and drop it on your document add as many checkbox fields as you need then add text fields adjust their size and positioning to properly fit in the blanks now you need to make sure that your text fields only become visible if your recipient checks the yes checkbox select the first text field open the advanced drop-down in the sidebar on the right and check the make this field conditional checkbox choose the field that will trigger the condition open

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Place your cursor where you want the conditional text to go. Go to Mailings Rules IfThen Else. In the Field name list choose the field from your data source that will determine the conditional text.
Place your cursor where you want the conditional text to go. Go to Mailings Rules IfThen Else. In the Field name list choose the field from your data source that will determine the conditional text.
IF statements (also called IF fields) allow you to compare two values and display document content based on the result of the comparison. When used in a Word template, IF statements are especially useful for comparing the values of Composer merge fields and then displaying the appropriate content.
To add a conditional field in MS Word, ensure that your text cursor is located in your document where you want the conditional text to display, then click on the Insert tab then click on the Quick Parts icon in the Text group (Newer versions of Word will not have the Quick Parts icon, but they will have the Field
On the Format tab, click Conditional Formatting. In the Conditional Formatting Rules Manager dialog box, click New Rule and select a rule type. Select an option from Edit the rule description. Select the formatting that you want to apply and click OK.
Select the range of cells, the table, or the whole sheet that you want to apply conditional formatting to. On the Home tab, click Conditional Formatting. Click New Rule. Select a style, for example, 3-Color Scale, select the conditions that you want, and then click OK.
To add a conditional field in MS Word, ensure that your text cursor is located in your document where you want the conditional text to display, then click on the Insert tab then click on the Quick Parts icon in the Text group (Newer versions of Word will not have the Quick Parts icon, but they will have the Field
Go to the Insert tab. Click Insert Field. Under the Field names list, select If. Under Field Codes, enter your conditional statement.

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