Add Conditional Fields to PDF for E-sign
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How to Add Conditional Fields to PDF for E-sign like a pro
Follow these step-by-step instructions to Add Conditional Fields to PDF for E-sign in pdfFiller.
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Register or log into your pdfFiller account.
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Click the Add New button to upload your file or drag-and-drop one to the editor.
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If you don’t have a document ready, go to the forms' library to locate and pick one that you want to use.
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If you do not have the needed document or form at hand, find one in the forms' library.
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Select the Add Conditional Fields to PDF for E-sign feature from the toolbar and apply it to your document.
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Select Add Conditional Fields to PDF for E-sign from the toolbar to get started.
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Click the downward arrow icon next to the DONE button and select save, send, share, download, or print to get your Documents.
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Rename the newly edited document or save it as is.
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Save your file in any format you prefer.
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Share it with others or the IRS using multiple delivery options.
How to Use the Add Conditional Fields to PDF for E-sign Feature
The Add Conditional Fields to PDF for E-sign feature in pdfFiller allows you to create dynamic forms that adapt to the responses provided by the signer. This feature is incredibly useful when you want to personalize the document based on specific conditions. Here's a step-by-step guide on how to use this feature:
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Access the pdfFiller website or open the pdfFiller app on your device.
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Upload the PDF document you want to add conditional fields to by clicking on the 'Upload Document' button.
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Once the document is uploaded, click on the 'Add Fillable Fields' button located on the right-hand side of the toolbar.
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In the 'Add Fillable Fields' menu, select 'Conditional Fields' from the options.
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A new window will appear, allowing you to set up the conditional fields. Start by selecting the field you want to make conditional.
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After selecting the field, click on the 'Add Condition' button to define the condition that triggers the visibility of the field.
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In the 'Add Condition' menu, you can choose from various conditions such as 'Equals', 'Not Equals', 'Greater Than', 'Less Than', and more. Select the appropriate condition for your needs.
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Once you've set the condition, specify the value that should trigger the visibility of the field. For example, if you want a field to appear only when the signer selects 'Yes' in a previous field, you would set the condition to 'Equals' and the value to 'Yes'.
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Repeat steps 6 to 8 for each conditional field you want to add.
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After setting up all the conditional fields, click on the 'Save' button to apply the changes to your document.
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You can now send the document for e-signature or save it as a template for future use.
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When the signer opens the document, the conditional fields will adapt based on their responses, providing a personalized and efficient signing experience.
By following these simple steps, you can easily utilize the Add Conditional Fields to PDF for E-sign feature in pdfFiller. Enjoy the flexibility and customization this feature offers, making your document workflows even more seamless!
What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
Regi
2016-07-12
I worked on a form without signing into my account. I came back to work on it some more and couldn't find it. I was able to contact online support and she helped me retrieve my file I am forever grateful. This forms take forever to fill out already and then to loose it. I was very happy. Thank you Elie
Valerie
2016-10-16
I like it, but I do want to use the same form and just change a name and date of birth for a sibling. Can I do that or do I have to fill out the same form all over again?
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