Modify Conditional Fields to Document for Sign For Free

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.

Add or Edit Rules for Web Forms Select the field on the web form for which you want to add a rule and select the Rules tab on the right panel. ... To create a new rule, select Create Rule in the right panel. ... At IF, select an operator. ... Select a response for the rule at the Select value field.

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.

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Conditional fields enable the value of one eSignature envelope field to control the visibility of one or more other fields (tabs) in the document. These other fields are conditionally visible.

Example time! You can use 's conditional logic to display the text fields asking for the spouse name and email only when 'Yes' is selected so that further information can be provided. Alternatively, you could just set up the text field as 'optional', which would allow your recipients to skip the fields.

Conditional routing must be enabled on your account. Your account administrator can enable the feature from the eSignature Settings view, under Sending Settings > Fields and Properties: The option will only be present if the feature is available for your account.