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Video Review on How to Modify Conditional Fields to Template for Sign - FormsLibrary

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Note: Open a template, document, content library item, or form and add a date field. Select the field, then select Properties on the floating panel. Select Signing date from the “Autofill with" dropdown, then send the document.
Make a field required We recommend keeping it required - your client won't be able to complete the document without putting their signature in. Click on a field, select Properties on the floating panel, and select/unselect "Required".
Change account owner's role Go to Settings > Billing. Select Admin panel at the top left corner > Users. Next, select the account owner. On the right, select the workspace where you'd like to modify the account role. Select the role you need and hit Save.
To set a condition on a field in the drag-and-drop editing environment, right-click the field and select Edit, or double-click the field. The properties window opens for that field. Click Conditions to expand that section.
Arrange blocks into columns To place content blocks in columns, hover over a block until you see a white box on the left side of the block. Click this white box, then drag and drop it next to another block.
You can deselect the Required check box in the field properties if you want to make them optional. Each signer needs to have been assigned a required Signature field.
How to create better forms with conditional form fields (CFF) Step 1: Create a form. The first step is simply to create a form that includes all possible fields. Step 2: Indicate the field's conditions. Step 3: Relate conditional fields to their trigger field.
To create your own variables open your Template > drag&drop a Content Block > type a custom name of the variable in square brackets (e.g. [Client. Address]). Want to learn more about working with fields? Come check out our Creating & Using Variables course on the PandaDoc Learning Academy!
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