Easily Replace Conditional Fields into the Facility Agreement

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How to Replace Conditional Fields into the Facility Agreement

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do you want to learn how to use conditional logic in 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 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 hand side where it

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How does conditional logic work in ?

Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.

What are the different types of recipients in ?

Recipient actions In Person Signer: account holder hosts the signing session for the recipient. Receives a Copy: Recipient receives a copy of the document, with no further action required. Needs to View: Recipient must open and view the document.

What is conditional routing in ?

Conditional routing lets you route an envelope to different people based on envelope data. This eliminates the need to manually configure the envelope routing or to use separate templates, each with their own routing.

How do I merge fields in ?

Create Merge Fields From the force.com apps drop-down list, select eSignature . Click the Admin tab. Click the Custom Tags tab. The Custom Tags page appears. On the right, click NEW. The Create Custom Tag page appears. Enter the following information to create a custom tag. Click Save to save the custom tag.

How do I set conditional formatting 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 is a conditional recipient in ?

You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).

What is a conditional signature?

Conditional Signers allow you to route a document to a different signers based on conditions. Adding signers: You can require additional signatures if a condition is met.

How does conditional logic work in ?

Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.

What is the code 4 for HMDA loan purpose?

Code 4Not applicable NOTE: Use Code 4 if the requirement to report the applicants or borrowers ethnicity does not apply to the covered loan or application that your institution is reporting. Leave the remaining Ethnicity of Applicant or Borrower data fields blank.

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Replace Conditional Fields into the Facility Agreement and eSign it in minutes

Reduce time allocated to document managing and Replace Conditional Fields into the Facility Agreement with DocHub

A step-by-step guide on the way to Replace Conditional Fields into the Facility Agreement

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to Replace Conditional Fields into the Facility Agreement

Got questions?

How does conditional logic work in ?

What are the different types of recipients in ?

What is conditional routing in ?

How do I merge fields in ?

How do I set conditional formatting in ?

What is a conditional recipient in ?

What is a conditional signature?

How does conditional logic work in ?

What is the code 4 for HMDA loan purpose?

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