Modify Conditional Fields to Template for E-signature on Website quickly
Aug 6th, 2022
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Modify Conditional Fields to Template for E-signature on Website
Our platform offers a powerful solution for document management, enabling you to seamlessly edit, sign, and distribute documents online. Whether you’re working with templates or creating new documents, the editor simplifies the process, making it easy to incorporate features like conditional fields tailored for e-signature. This guide will walk you through how to modify these fields on our website, enhancing your document workflows efficiently.
Follow the steps to modify conditional fields for e-signature:
- Open the website and log in to your account.
- Navigate to the document you want to modify by selecting it from your saved files or uploading a new one.
- Access the editing tools within the platform to add or adjust conditional fields as required for the e-signature process.
- Set the conditions for how and when these fields should appear based on user inputs, ensuring a customizable experience.
- Review your modifications to ensure all fields function correctly before saving the changes.
- Once satisfied, you can download the document, export it in your preferred format, or share it directly through email.
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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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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 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 you add rules 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.
How to make conditional fields 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.
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 to set up signature fields in ?
Steps to Add a Signature Field in : Step 1: Create a New Document. Step 2: Open the Document in . Step 3: Click on the Sign Tab. Step 4: Select the Signature Field. Step 5: Drag and Drop the Signature Field onto the Document. Step 6: Customize the Signature Field. Step 7: Save and Send the Document.
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