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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.
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Conditional logic allows you to create rules, or conditions, that change which fields appear on a document based on input from a signer. For example, you could use conditional logic to set up your form so that if a signer checks a checkbox, a dropdown field will appear.
Instead of adding fields and clicking on them one by one to assign them, start by choosing the recipient first then adding all of the fields that person needs to fill out or sign. Once a recipient is selected, any fields added to the document will automatically be assigned to them.
Using CRM variables in titles Copy a CRM variable you'd like to insert in the template title. Open a template you use to create documents from your CRM and paste the copied variable into the template title. Create a document from this template via your CRM and the variable will be auto-filled with the field value.
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).
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
How to Set up 's Conditional Logic Overview Choose a trigger field. Rename the label of the trigger field (optional) Select which fields are to be displayed when the condition is met. Delete or edit conditions. Set up advanced conditions with formula fields.
Select the field on your document (checkbox, radio button, drop down, or text) that will act as the trigger field to determine if additional fields are presented to the recipient. In the properties panel, expand the Conditional Fields section and click Create Rule.
In essence, conditional logic refers to executing different actions in a program or process based on whether certain conditions are met. It's like the brain's decision-making process: if 'this' happens, do 'that. ' Programming languages represent conditional logic with 'if,' 'else,' and 'switch' statements.
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