Modify Conditional Fields to Template for E-sign on Mobile phone

Modify Conditional Fields to Template for E-sign on Mobile

In today's fast-paced digital world, managing documents effectively is crucial. Our platform offers a robust set of features that streamline document editing, signing, and distribution, empowering users to manage their workflows seamlessly. Whether you’re using a Samsung Galaxy A34 5G, an Apple iPhone 15 Plus, a Xiaomi Redmi K70 Ultra, or a Lenovo ThinkPhone by Motorola, you can modify conditional fields to your templates for e-sign directly from your mobile web browser. Experience the convenience of online document management for free.

Follow the steps to modify conditional fields for e-sign on mobile

Open your mobile web browser and navigate to the document management platform. Log in using your credentials.
Locate the template you wish to modify. Use the search function if necessary to find it quickly.
Access the editing options for the selected template and identify the conditional fields you want to adjust.
Modify the properties of each conditional field as needed. You can change the rules that determine the visibility and behavior of these fields.
Once you've made your changes, save the updated template. Ensure all modifications are accurately reflected.
To finalize, download, export, or share your modified document directly from the platform. This allows for immediate distribution or signing.

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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 do you create a rule in ?

Use the following procedure to add or edit rules. Select the field on the web form for which you want to add a rule and then select the Rules tab on the right panel. Select the Create Rule button in the right panel. At IF, select the down arrow to select an operator. Add a value to the blank field.

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 to do conditional formatting 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. Define a Conditional Field - Support document-item document-item

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. Conditional Fields - Support document-item document-item

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