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How do you set signing fields in ?
Adding a signature field in is a straightforward process that involves creating a new document, opening it in , and selecting the signature field. Step 1: Create a New Document. Step 2: Open the Document in . Step 3: Click on the 'Sign' Tab. Step 4: Select the Signature Field.
How to customize fields?
To manage custom fields. Go to My Preferences > Signing and Sending > Custom Fields. To create a new custom field: Select ADD NEW FIELD. Enter the properties for the field.
What is a conditional recipient in ?
You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).
How to set conditional fields in ?
Define a Conditional Field Checkbox: checked or unchecked. Radio button: select the button value. Dropdown: select the dropdown option. Text: enter the specific text for the field value (case-sensitive), or select the gear icon and choose Any Text.
How to make conditional fields in ?
Define a Conditional Field Checkbox: checked or unchecked. Radio button: select the button value. Dropdown: select the dropdown option. Text: enter the specific text for the field value (case-sensitive), or select the gear icon and choose Any Text.
Why would you add a conditional field when preparing a document template?
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.
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