Insert Conditional Fields to Template for E-signature on Tablet quickly
Aug 6th, 2022
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Insert Conditional Fields to Template for E-signature on Tablet
Managing documents effectively is crucial in today's fast-paced digital world. Our platform empowers users to streamline the editing, signing, and distribution of documents effortlessly. With features designed for convenience, you can create templates and utilize conditional fields for e-signatures directly from your tablet. This guide will help you navigate the process of inserting conditional fields into your templates, ensuring a smooth experience that enhances your workflows.
Follow the steps to insert conditional fields...
- Open the editor in your web browser and log in to your account.
- Navigate to the section where you manage your templates and select the one you wish to edit.
- Locate the area in your template where you want to add conditional fields and select the option to insert fields.
- Choose the type of conditional fields needed and customize their properties according to your requirements.
- Set conditions for when these fields appear based on user inputs, ensuring that the document adapts to different scenarios.
- Review your template to ensure that all fields are correctly placed and conditions are set accurately.
- Once satisfied, save your changes and prepare the document for sharing or signing.
- Download or export the completed document, print it, or share it directly with recipients.
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How to Insert Conditional Fields to Template for E-signature on Tablet
In this video tutorial, you will learn how to set up Auto Place in Taki Sign to ensure that your fields are positioned correctly in any document you send. This feature eliminates the need to manually readjust fields when documents are shorter or longer than your templates. By teaching Taki Sign where you want your fields to be, Auto Place will automatically reposition them accurately. This will save you time and ensure that your documents are always formatted correctly.
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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What is the approve field in ?
The Approve field is always required. If the recipient clicks Approve during the signing process, the recipient is considered to have signed. If the recipient has completed all other required fields, when they click Approve, they complete the signing process.
What are custom fields in ?
Custom fields be saved for reuse in any document to help speed document preparation. eSignature users and administrators can create custom versions of standard fields and save them for reuse on future documents. Define any combination of field properties, such as font type or size, or a validation setting.
What is a trigger field in ?
You can create multiple rules for a trigger fields, which allows you to specify different scenarios for your document. For example, if your trigger is a Dropdown, you can set up different fields to show based on which option the recipient selects from the list.
What is a conditional field in ?
Conditional fields enable the value of one eSignature envelope field to control the visibility of one or more other fields (tabs) in the document. These other fields are conditionally visible.
What are the required fields in ?
Required Field - specifies whether the field is required or optional; required fields must be completed by the recipient to finish the signing process. Only these fields have this property: Signature, Initial, Company, Title, Text, Radio Button, Dropdown, and Attachment.
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