Insert Conditional Fields into the Collection Report and eSign it in minutes

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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02. Add text, images, drawings, shapes, and more.
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03. Sign your document online in a few clicks.
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04. Send, export, fax, download, or print out your document.

Reduce time allocated to papers administration and Insert Conditional Fields into the Collection Report with DocHub

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Time is a vital resource that each company treasures and attempts to turn into a advantage. In choosing document management application, focus on a clutterless and user-friendly interface that empowers customers. DocHub offers cutting-edge tools to improve your file administration and transforms your PDF file editing into a matter of one click. Insert Conditional Fields into the Collection Report with DocHub in order to save a ton of time as well as enhance your productivity.

A step-by-step guide on the way to Insert Conditional Fields into the Collection Report

  1. Drag and drop your file to the Dashboard or upload it from cloud storage solutions.
  2. Use DocHub innovative PDF file editing tools to Insert Conditional Fields into the Collection Report.
  3. Revise your file and make more adjustments if needed.
  4. Put fillable fields and assign them to a certain recipient.
  5. Download or send your file to the customers or colleagues to securely eSign it.
  6. Access your files with your Documents directory at any moment.
  7. Create reusable templates for commonly used files.

Make PDF file editing an easy and intuitive operation that saves you plenty of valuable time. Easily modify your files and send out them for signing without the need of looking at third-party alternatives. Give attention to relevant tasks and enhance your file administration with DocHub today.

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How to Insert Conditional Fields into 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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Got questions?

Below 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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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.
Press [Alt] + F9 again. Position the cursor anywhere in this field and press the [F9] function key to update it. Or, right-click the field and choose Update Field. Preview the results to confirm the merge field displays with the formatting you want to see in the document for each of the mail merge records.
To insert todays date and current time in a mail merge document, you can use the following shortcuts: Alt + Shift + D - insert the DATE field that displays the current date. Alt + Shift + T - insert the TIME field that displays the current time.
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
Method 2 In Excel, select the column that contains the ZIP Code/Postal Code field. On the Home tab, go to the Cells group. Then, select Format, and then select Format Cells. Select Number tab. Under Category, select Text, and then select OK. Save the data source. Then, continue with the mail merge operation in Word.
To add a formula, start by typing the equal sign. Go to the MAILINGS tab and insert the Mileage merge field. You could also press Ctrl +F9, and type it manually. After the merge field, type +6000, and finally, add the switch to format the number with a comma.
Select Insert Equation or press Alt + =. Select the equation you need. See the ribbon for more Structures and Convert options.
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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