Modify Conditional Fields in a Document

Modify Conditional Fields in a Document with DocHub

Editing documents doesn't have to be a tedious and time-consuming process anymore. With the DocHub editing service, it is now easier than ever to modify agreements, invoices, along with other documents. The service allows you to adjust your file to your requirements. It supports multiple formats, like PDF, DOC, DOCX, XLS, XLSX, PPT, RTF, and TXT.

You can use online document editing services to change nearly any type of document with ease. You just need to upload your document on the website and use the toolbar to make the necessary corrections. DocHub has all essential editing tools enabling you to insert and erase text and images, add signature fields, annotate and highlight parts of the document, and more.

Follow this guide to Modify Conditional Fields in a Document with DocHub

Upload a file to DocHub using the Drag-and-Drop area.
Use the toolbar to Modify Conditional Fields in a Document and make other changes to the document.
Click the Download / Export icon in the top right area to proceed.
Select the storage location for your file.
Click Download or Export, depending on your selected storage location.

If you want to send the edited file directly from the editor, you need to click on the Share or send icon rather than Download / Export. Then you can choose the suitable sharing method: via a link, an attachment, or a signing request.

Whether you want to Modify Conditional Fields in a Document or use other editing tools, DocHub is an ideal service for modifying any document type. Create a DocHub account and benefit from our comprehensive editor.

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How to Modify Conditional Fields in a Document

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This video tutorial teaches you how to use conditional logic in your form fields to display or hide certain fields based on the signer's previous answers. This feature helps collect accurate information and removes guesswork for the signer. For example, if "yes" is selected, the next question becomes required, but if "no" is selected, it disappears. The tutorial will show you how to set this up and is presented by Sofian Saudi, founder of Solution Consulting, who helps companies automate document workflows with electronic signatures and templates. Download the free Mastery cheat sheet for more help.

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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 a conditionally required field in ?

Conditional Fields A checkbox is checked and the recipient is asked for additional information. In a dropdown, the option Other is selected and the recipient must provide further details. Specific text is entered in a text field and the recipient must answer an additional question.

How do you create a conditional form in HTML?

This can be done by following the field name with a colon and the value you need, like this: NAME:VALUE . Lets build a form with a list of checkboxes, where a message shows up only when one particular choice is selected.

Why would you add a conditional field when preparing a document template?

Conditional fields allow you to create dynamic documents that support a conditional work flow. Conditional fields only appear to the recipient when a specified condition is met.

What is a conditional field?

A Conditional Field is a tag on a document that only appears when a related requirement is fulfilled. If youd like to require a field based on the signers selection of another field, you can do so with Conditional Fields. You can think of these in terms of if/then conditions or logic: If the signer checks this box.

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 do I create a rule 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.

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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