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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.

How to Set up 's Conditional Logic Overview Choose a trigger field. Rename the label of the trigger field (optional) Select which fields are to be displayed when the condition is met. Delete or edit conditions. Set up advanced conditions with formula fields.

PandaDoc conditional smart content allows you to dynamically populate content library items based on variable values when a user generates a document from a template. * The feature is available as a paid add-on.

To create your own variables open your Template > drag&drop a Content Block > type a custom name of the variable in square brackets (e.g. [Client. Address]).

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These variables automatically populate information about your recipient when they're assigned to a Role. They can populate your recipient's first and last name, email address, phone number and company, as long as the information exists in PandaDoc Contacts.

You can customize the table of contents block as any text or table block in your template or document. Start by selecting the block, then select Properties on the floating panel, then go to Design on the right. Here you'll be able to customize: Row colors.

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.

Tech Tip: How to Create Fillable Forms in Microsoft Word Enable Developer Tab. Open Microsoft Word, then go to the File Tab > Options > Customize Ribbon > check the Developer Tab in the right column > Click OK. Insert a Control.Edit Filler Text.Design Mode button again to exit the mode. Customize Content Controls.

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.