Insert Conditional Fields to Template for Sign on Server online

How to Insert Conditional Fields to Template for Sign on Server with DocHub

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Follow the steps to Insert Conditional Fields to Template for Sign on Server

Open the web browser and navigate to our platform, then log in using your credentials.
Once logged in, locate the template you wish to work on or create a new document that will serve as your template.
Access the editing features and look for the option to add fields. Here, you can select conditional fields which will change based on user input.
Customize your conditional fields by specifying the criteria that determine when they will appear. This can involve setting conditions based on other fields' responses.
After configuring your fields, review the template to ensure everything is set up correctly. Adjust as necessary to meet your needs.
Finally, save your template and choose to download it, print it, or share it directly with others for signing.

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How to Insert Conditional Fields to Template for Sign on Server

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41 votes

In this video tutorial, we will learn how to use conditional logic in Document Core Pack for Dynamics 365. You can easily define the content that is added or removed from the final document based on field values inside an entity. The example shown involves creating a conditional statement to choose between "Mr." and "Miss" based on the recipient's gender. You can create a basic layout of your template and insert merge fields using the TCP template designer. Skip the template creation process and use a pre-configured template to insert your condition.

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