Tag Conditional Field Document For Free

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).

**Note** if you want to include someone to receive a copy of the completed but they are. not required to sign, you can add them as a "CC" by changing the option under the "Needs to Sign" drop down to "Receives a Copy". You can list them in any signing order, but please be aware they.

For your conditional recipient, you set up conditional routing by defining a routing rule set. There is one rule set per envelope, and the rules are based off of one or more recipient fields. The recipient's actions on the fields determine how the envelope will be routed.

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 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.

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.

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.