Add Conditional Fields to Template for E-signature For Free
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How to Add Conditional Fields to Template for E-signature using pdfFiller
Follow these steps provided to use the Add Conditional Fields to Template for E-signature feature in pdfFiller.
01
Set up your pdfFiller account or log in if you already have one.
02
Click the Add New button to upload your file or drag-and-drop one to the editor.
03
Locate the file(s) you’ve already uploaded in the Documents tab.
04
Edit, protect, annotate PDFs, and make them interactive with fillable fields.
05
Select the Add Conditional Fields to Template for E-signature feature from the toolbar and apply it to your document.
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Check out and take advantage of other professional editing tools that let you add, remove, annotate, highlight, or blackout text.
07
Go over the document and check it for errors and typos.
08
Select the delivery option you need.
09
Save your file in any format you prefer.
10
Share it with others or the IRS using multiple delivery options.
Enhance Your E-signature Experience with Conditional Fields Feature
Streamline your document signing process by adding conditional fields to your templates. These dynamic fields adapt based on user input, making your agreements more personalized and interactive.
Key Features:
Create customized templates with interactive fields
Set conditions based on user responses
Automatically show or hide fields as needed
Potential Use Cases and Benefits:
Tailoring contracts based on specific client needs
Collecting relevant information efficiently
Improving user experience by simplifying the signing process
By using the Add Conditional Fields to Template for E-signature feature, you can ensure a smooth and personalized document signing experience for your users. Say goodbye to rigid, one-size-fits-all agreements, and hello to dynamic and engaging contracts tailored to individual requirements.
How to Use the Add Conditional Fields to Template for E-signature Feature
The Add Conditional Fields to Template for E-signature feature in pdfFiller allows you to create dynamic templates that adapt to the responses provided by the signer. This feature is incredibly useful when you want to personalize your documents and make them more interactive. Here's a step-by-step guide on how to use this feature:
01
Log in to your pdfFiller account and navigate to the Templates section.
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Select the template you want to add conditional fields to or create a new template.
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Once you're in the template editor, click on the 'Add Field' button.
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In the field options, choose the type of field you want to add (text, checkbox, radio button, etc.).
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After selecting the field type, click on the 'Conditional' tab.
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Here, you can set the conditions that determine when the field will be displayed or hidden based on the signer's responses.
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To add a condition, click on the 'Add Condition' button.
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Specify the condition by selecting the relevant field, operator, and value.
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You can add multiple conditions by clicking on the 'Add Condition' button again.
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Once you've set all the conditions, click on the 'Save' button to apply them to the field.
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Repeat steps 3 to 10 for any additional conditional fields you want to add to the template.
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After adding all the conditional fields, save the template and proceed to send it for e-signature as you normally would.
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When the signer receives the document, they will see the conditional fields based on the conditions you've set.
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The signer can fill in the fields that are displayed and the template will adapt accordingly.
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Once the signer completes the document, they can e-sign it and submit it back to you.
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You will receive the signed document with all the conditional fields filled in based on the signer's responses.
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You can also track the status of the document and manage it within your pdfFiller account.
By following these steps, you can easily utilize the Add Conditional Fields to Template for E-signature feature in pdfFiller and create personalized, interactive documents for your recipients.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
Why can't i add fields to my template?
Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings.
How do I enable conditional fields in ?
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.
What are conditional fields?
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 do I add a field to a template?
The Field Properties panel slides in over the page guide. Set the properties as desired. From the Fields palette at left, click and drag one of the available field types to add it to the active page. In the page guide at right, select a page you want to tag with fields.
What is a conditional field in ?
With conditional fields, you can hide fields until the recipient makes an entry in your document that triggers the fields to show. Conditional fields allow you to create dynamic documents that support a conditional work flow. Conditional fields only appear to the recipient when a specified condition is met.
How do you require fields in ?
You can set additional properties in the properties panel, such as formatting and whether or not the field is required. The Drop Down field can be required or optional. If you set the Required Field property, your recipient must select one of the options to complete the document.
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