Insert Conditional Fields to Template for Signature on Desktop quickly
Aug 6th, 2022
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Insert Conditional Fields to Template for Signature on Desktop
Our platform simplifies the process of document editing, signing, and distribution, allowing you to manage your paperwork efficiently. With an intuitive interface and seamless integration with Google Workspace, you can import, export, modify, and sign documents directly from your favorite apps—streamlining your workflow. In this guide, we'll walk you through how to insert conditional fields into a template for signature on desktop, ensuring your documents are tailored to your specific needs.
Follow the steps to insert conditional fields into your template
- Open your web browser and navigate to the document management platform. Log in with your credentials to access your account.
- Once logged in, locate your templates section and select the template you wish to edit. Click on it to open it in the editor.
- In the editor, find the option to add fields. Here, you can select the conditional fields feature to customize your document based on user responses.
- Drag and drop the conditional fields onto your template. You can set specific criteria for these fields, determining when they should appear based on user input.
- After placing your fields, review the template to ensure everything is correctly positioned and configured. Make any necessary adjustments.
- Once satisfied with your changes, save the template. You can then download the document, print it, or share it for signature directly from the platform.
Start managing your documents effortlessly today with our platform and discover the convenience of inserting conditional fields for signature!
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How to Insert Conditional Fields to Template for Signature on Desktop
In this video tutorial, you will learn how to automate the creation and Signature Collection on Dynamic documents with conditions, using the example of offer letters. Previously, static documents like company policies were automated, but now we focus on offer letters that may need to include an extra paragraph for candidates requiring a work visa. The example shows two versions of the offer letter - one for candidates needing a work visa and one for those who don't.
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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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 I add text to a template?
How do I add a text field to a document in ? Go to []() and log in to your account. Select the document you want to add a text field to. Click and drag the text field to the desired location on the document.
How do I modify a template in ?
Navigate to the Templates page. Locate the template you wish to edit by searching, filtering, or simply scanning the Template list. Click the template actions menu and select Edit. If you do not see the Edit option, check with your administrator regarding your user permissions for templates.
How do you add recipients to a template in ?
Instructions to add a recipient to a template: Input the name of the recipient and designate a recipient action. Drag and drop the recipient to where they belong on the workflow and ensure the signing order is sequential. If the recipient Needs to Sign, you must add recipient fields on the document. Click NEXT.
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.
Does allow fillable fields?
You can use eSignature to quickly scroll through an interactive, fillable PDF and to fill in all necessary fields. eSignature automatically detects the fields and lets you tab or arrow from field to field.
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