Add Conditional Fields to Template for E-sign on Linux For Free
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Video instructions on how to Add Conditional Fields to Template for E-sign on Linux
conditional logic in just stay tuned hey there welcome back to the channel it's sofian here i'm a digital signature and workflow automation consultant and today i'm about to show you how you can either display or hide fields to your recipients based on the situation or their selection so let's just get right into it so let's 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 i'm not going to go through how to build the template from scratch so if you're not sure how i got there so far please watch the video that's popping up just right here and i'll walk you through how to set up the templates here we've got a single answer question so i'm just going to add a radio button i'm 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 i'm gonna go on the right hand side where it says radio values and rename all my radio buttons so the first one is pickup second one is delivery and the last one is express delivery if customers choose pick up they need to choose a location so i could give them a text box or drop down it doesn't matter i'm just going to use a drop down in this example or we could use a text box if we wanted to and i'm going to add two options location one and location two and the third step is to go back on the trigger and so you can click on one of the all the radio buttons it doesn't matter which one you click on and then you're going to go to the very bottom right corner of the web app and choose unconditional fields and i'm not sure whether you'll be able to see this because of the screen share but it says conditional fields and there's a create rule button so we're going to click on that create rule button and now is asking me to set up the trigger so the trigger is pickup and if pickup is selected i want my customers to choose from the drop down list that's just here and i can click on done and that's it it's very simple now if i want to check that it's worked i click on preview and now if i click on pick up my dropdown should appear and if i select delivery it should disappear all good so that's how you set up a simple conditional logic but now if customers choose a delivery option um they need to enter their address the problem that we have here is that these two different delivery options is the standard delivery and the express delivery and in there is no way to set up a multi trigger so what you would do is add your text box and you're actually gonna add this twice one here and one here for example now we're gonna set up our logic and we're gonna start by delivery so i'll click on delivery and create a rule one more time and i'm gonna select delivery and click on my first text box and i'm gonna click on done now i'm gonna do the same thing but for the express delivery so i'm gonna click on my radio button and create a rule and now i'm gonna select...
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Add Conditional Fields to Template for E-sign on Linux
Enhance your e-signature experience on Linux with the ability to add conditional fields to your templates. This feature allows you to tailor documents according to specific needs, ensuring a more interactive and user-focused signing process.
Key Features
Easily add conditional fields based on user input
Customizable templates for unique requirements
User-friendly interface for seamless document creation
Full compatibility with Linux systems
Integration with popular e-sign tools
Potential Use Cases and Benefits
Streamlining complex forms that require tailored information
Improving compliance with conditional regulatory needs
Enhancing client interactions through personalized document flows
Facilitating faster approval processes with pre-set conditions
Reducing errors by guiding users to fill out relevant sections
By incorporating conditional fields into your templates, you can effectively address various challenges. This feature allows you to personalize your documents, making sure signers only complete relevant fields. Consequently, this not only reduces the likelihood of mistakes but also enhances overall efficiency. Take control of your signing process today and provide a smoother experience for all parties involved.
How to Add Conditional Fields to Template for E-sign on Linux
Follow the step-by-step guide and manage PDF files on Ubuntu like a pro.
01
Create a free account on the pdfFiller website to access your Dashboard.
02
Sign up for a free account to be able to use the Add Conditional Fields to Template for E-sign on Linux feature for Linux.
03
Move the cursor to the Add New button to explore available importing methods and choose the one that suits you best.
04
Your file will open automatically. Edit its content with the options from the toolbar at the top of the screen.
05
Rearrange, insert new, or delete old pages if required.
06
Include fillable fields in your doc to allow your recipients to fill out docs by themselves.
07
Recheck the sample. Make sure you’ve made all the wanted changes.
08
Apply the changes to your sample by clicking Done.
09
To create one file from two samples, go to the Documents folder and select More > Merge.
10
Save your document in the desired format with the Save As option or send it out for signing. You get several options for sending your document.
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