How do I edit an existing Word template?

Click File > Open. Double-click This PC. (In Word 2013, double-click Computer). Browse to the Custom Office Templates folder that's under My Documents. Click your template, and click Open. Make the changes you want, then save and close the template.

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 setup conditional routing in ?

Add a Conditional Routing Group Start a new template or envelope as usual and add the documents to be signed. Add at least one recipient who will sign before the conditional recipient. Click the ADD RECIPIENT drop down and select Add Routing Group. Fill in the details for your conditional routing group.

Can I add fields to a template in ?

From the Fields palette at left, click and drag one of the available field types to add it to the active page. To adjust the look, the assigned recipient, or other characteristics of a field, click the field. The Field Properties panel slides in over the page guide. Set the properties as desired.

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.

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 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 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.

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