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In this episode of Tech Tips, Tom Kalinowski demonstrates how to configure conditionally required fields in document templates. He explains that not every field may be required for every situation, and shows you how to set up your template so that certain fields must be filled out before a signature is required. He walks through the process of creating a new template, uploading a document, and setting up the conditional requirements. This tutorial will help you streamline your document workflows and ensure that all necessary information is included before signatures are collected.
