Modify Conditional Fields to Document for Sign just like in HelloSign

DocHub is an excellent alternative to HelloSign, offering a broad set of PDF editing tools and a straightforward interface. Get the most out of this robust solution for online document management at the most attractive prices.

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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02. Add text, images, drawings, shapes, and more.
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03. Sign your document online in a few clicks.
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04. Send, export, fax, download, or print out your document.

See why DocHub is a great alternative to Modify Conditional Fields to Document for Sign in HelloSign

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There are numerous alternatives to the most popular tools for online document management that are worth trying. Do you still Modify Conditional Fields to Document for Sign utilizing HelloSign? Get started with DocHub, a reliable online editor trusted by millions of users. Its comprehensive features and straightforward interface will help you make all the necessary alterations to your forms, at any moment and and from anywhere. Make the required updates in DocHub safely and easily, just the way you usually would Modify Conditional Fields to Document for Sign in HelloSign, but at a more affordable cost.

Adhere to the quick guideline below to get started

  1. Drag and drop your file or import it from your device, the cloud, or via a secure URL.
  2. Use the toolbar to adjust the form as you would Modify Conditional Fields to Document for Sign with HelloSign.
  3. Open the Manage Fields toolbar with the second key on the right to insert new fillable fields.
  4. Change the content by adding new text, checkmarks, and other emblems.
  5. Strike out or erase any redundant or unnecessary information.
  6. Add graphic content to your paperwork from your device using the Image button.
  7. Include comments for other people about the modifications you’ve made, if needed.
  8. Sign the form by inserting an image of your signature, drawing it, typing it, or via a QR code on your phone.
  9. Put a date stamp and request electronic signatures from all the parties within minutes.
  10. Download, print, or share your updated form after you’ve finished modifying it.

Our editor will prove beneficial to you, especially when you need to edit files from your Google apps. Start using DocHub and enjoy the ‘Modify Conditional Fields to Document for Sign’ feature that HelloSign has and much more. Try it now to facilitate your work, and save time and money!

PDF editing simplified with DocHub

Seamless PDF editing
Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.
Smooth teamwork
Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.
Automatic saving
Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.
Google integrations
DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.
Powerful PDF tools on your mobile device
Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.
Secure document sharing and storage
Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

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How to Modify Conditional Fields to Document for Sign like in HelloSign

5 out of 5
7 votes

do you want to learn how to use conditional logic in docHub just stay tuned [Music] hey there welcome back to the channel its sofian here im a digital signature and workflow automation consultant and today im about to show you how you can either display or hide docHub fields to your recipients based on the situation or their selection so lets just get right into it so lets just take an example and pretend that we are sending a form to our customers so they can let us know whether they want to pick up or a delivery option im not going to go through how to build the template from scratch so if youre not sure how i got there so far please watch the video thats popping up just right here and ill walk you through how to set up the templates here weve got a single answer question so im just going to add a radio button im going to place a button on each of the options and now the first thing you want to do is give a label to each of the options so im gonna go on the right ha

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Got questions?

Below 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 edit a template or template link Sign in to docHub.com. Click Templates in the left sidebar. Click ⁝ (vertical ellipsis) next to the template or template link youd like to edit. Click Edit and follow the prompts to make your edits. Click Save template to save your edits.
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.
A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the recipients name rather than a generic Hello!.
Sign in to docHub.com. Click Documents in the left sidebar. Hover over ⁝ (vertical ellipsis) next to the document youd like to edit and resend.
Once you have a data source connected to your document, adding merge fields is a way to personalize a document with information from the data source. The merge fields come from the column headings in the data source.
If the Envelope you sent is already marked as Completed, then no additional changes can be made to the Envelope. You will need to void the old Envelope, then send a new Envelope to the client to fill out with the correct information.
2:31 7:38 You cant add a conditional recipient in the template. And leave the name and email blank. You needMoreYou cant add a conditional recipient in the template. And leave the name and email blank. You need to know who that person is going to be so if youre just sending a document to your signers.
Selecting Sender from the Signers menu will allow you to add Merge Fields (aka Custom Fields). Custom field data can be populated via API when the template is used in a signature request. You must also specify a case-sensitive Merge field label that you will use to reference the custom field in your API request.
Overview. If information needs to be pulled from Salesforce into a envelope, you can either utilize Merge fields or Connect to push data from Salesforce into an envelope (or vice versa). Merge fields can be used to pull information from Salesforce fields directly.
To replace a document, click ⁝ (vertical ellipsis) next to the document youd like to replace in the right sidebar, click Replace, and follow the prompts to upload a replacement document.

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Great solution for PDF docs with very little pre-knowledge required.
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I can create refillable copies for the templates that I select and then I can publish those.
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