Create Conditional Fields to Template for Signature
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How to Create Conditional Fields to Template for Signature like a pro
Follow these steps provided to use the Create Conditional Fields to Template for Signature feature in pdfFiller.
01
Go to your pdfFiller account or create one in case you don’t have one.
02
From your account Dashboard, click the Add New button to upload or import a document.
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Additionally, you can check the Documents tab for files that you already uploaded.
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Can't find the document you need? Click Create Document and generate one from scratch and save it to the Docs tab.
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Locate the tool to Create Conditional Fields to Template for Signature and apply the needed changes to the 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.
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Go over the document and check it for errors and typos.
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Select the format you want to save your file in.
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Go to the Documents tab and tag the newly processed document with a specific color to quickly locate it later.
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From this tab, click on the template icon on the right to create a reusable template out of your document.
Related features
How to Use the Create Conditional Fields to Template for Signature Feature
The Create Conditional Fields to Template for Signature feature in pdfFiller allows you to create dynamic templates for signatures, making it easier to collect signatures on your documents. Follow these steps to use this feature:
01
Log in to your pdfFiller account and open the document you want to add conditional fields to.
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Click on the 'Signature' button in the toolbar.
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Select 'Create Conditional Fields' from the dropdown menu.
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A sidebar will appear on the right side of the screen. Click on the 'Add Field' button to start adding conditional fields.
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Choose the type of field you want to add, such as a text field, checkbox, or dropdown.
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Place the field on the document by clicking on the desired location.
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Customize the field by adding a label, setting the font size, and choosing the field behavior.
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To make the field conditional, click on the 'Add Condition' button.
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Specify the condition for the field to appear or be hidden. For example, you can set a condition based on the value of another field or a specific text.
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Repeat steps 4 to 9 to add more conditional fields as needed.
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Once you have added all the conditional fields, click on the 'Save' button to save the template.
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You can now use this template to collect signatures on similar documents. When the recipient opens the document, they will only see the fields that meet the specified conditions.
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To collect signatures, share the document with the recipients via email or by generating a shareable link.
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The recipients can fill out the fields and sign the document online using pdfFiller's signature tools.
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Once the document is signed, you will receive a notification and can access the signed document in your pdfFiller account.
By following these steps, you can easily create conditional fields in your templates and streamline the signature collection process.
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