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How to turn on conditional field document

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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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What is a conditional field in ?

With conditional fields, you can hide fields until the recipient makes an entry in your document that triggers the fields to show. 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.

How do you require fields in ?

You can set additional properties in the properties panel, such as formatting and whether or not the field is required. The Drop Down field can be required or optional. If you set the Required Field property, your recipient must select one of the options to complete the document.

How do I create an IF THEN statement in Word?

How to use Microsoft Word to add conditional merge statements into templates Open Microsoft Word. Go to the Insert tab. Click Quickparts and select Field from the dropdown. Under the Field names list, select If. Under Field Codes, enter your conditional statement. Click OK.

How do I enable 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.

Why cant I add standard fields in ?

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings.

How do I create a conditional field 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 conditional fields?

Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.

Can you have conditional fields in Word?

To add a conditional field in MS Word, ensure that your text cursor is located in your document where you want the conditional text to display, then click on the Insert tab then click on the Quick Parts icon in the Text group (Newer versions of Word will not have the Quick Parts icon, but they will have the Field

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