Insert Conditional Fields to Template for E-signature on PC online

How to Insert Conditional Fields to Template for E-signature on PC with DocHub

DocHub is a powerful platform designed to streamline document editing, signing, distribution, and forms completion. Whether you're managing contracts, forms, or other essential documents, our editor offers a user-friendly approach to enhance your workflow. With deep integration into Google Workspace, you can effortlessly import, export, modify, and sign documents, ensuring a smooth online experience—all for free.

Follow the steps to easily insert conditional fields:

Open your web browser, navigate to the DocHub website, and log in to your account.
Once logged in, upload the document template you wish to work on by selecting it from your files or importing it directly from Google Drive.
Access the editing tools available in the platform. Locate the option for adding fields to your document and select the conditional fields feature.
Drag and drop the conditional fields to the appropriate areas within your template. You can customize these fields to display based on responses or other criteria.
After positioning your conditional fields, review the settings to ensure they function as intended. Test the conditions to verify the desired output.
Once satisfied with your adjustments, save the changes to your template. You can then proceed to share, download, or print the completed document for e-signature.

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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 do you 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.

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.

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.

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.

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.

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Insert Conditional Fields to Template for E-signature on PC quickly

How to Insert Conditional Fields to Template for E-signature on PC with DocHub

Follow the steps to easily insert conditional fields:

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace