Add Conditional Fields to PDF for E-signature For Free
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How to Add Conditional Fields to PDF for E-signature
Follow these step-by-step instructions to Add Conditional Fields to PDF for E-signature in pdfFiller.
01
Set up your pdfFiller account or log in if you already have one.
02
Upload your document or choose one from the forms' library.
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Additionally, check the Documents tab for files that you already uploaded.
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If you do not have the needed document or form at hand, you can find one in the forms' library.
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Once opened, choose any tool from the toolbars to give your PDFs a professional touch.
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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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When done editing the document, hit the downward icon next to the DONE button and select Save As.
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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.
Related features
How to Use the Add Conditional Fields to PDF for E-signature Feature
The Add Conditional Fields to PDF for E-signature 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 streamline your document signing process and make it more efficient.
01
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. You can do this by clicking on the 'Upload Document' button and selecting the file from your computer or cloud storage.
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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 condition setup window, choose the criteria that need to be met for the field to appear. You can select from various options such as text matching, numeric values, dates, and more.
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Once you have set up the condition, click on the 'Save' button to apply it to the field.
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Repeat steps 5 to 8 for any additional conditional fields you want to add.
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After setting up all the conditional fields, save the document by clicking on the 'Save' button in the toolbar.
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You can now send the document for e-signature by clicking on the 'SendToSign' button. The signer will be able to fill out the form and the conditional fields will adapt based on their responses.
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Once the document is signed, you can download it or save it to your cloud storage for further use.
By following these simple steps, you can easily utilize the Add Conditional Fields to PDF for E-signature feature in pdfFiller. This feature empowers you to create personalized and interactive forms that enhance the signing experience for both you and the signer.
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2014-12-21
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