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 set conditional fields in ?

And then I'm going to make each text field conditional to the checkbox. They are related to soMoreAnd then I'm going to make each text field conditional to the checkbox. They are related to so create rule checked this text field is conditional to that same thing for this guy next I'm going to use

How do I add signature fields on ?

To add a signature field to the document, users should click on the 'Sign' tab within . This provides access to signature-related tools and options. Under the 'Sign' tab, users can find various functions such as adding a signature, initials, or a date field.

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.

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.

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.

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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