How to create roles in ?

Create a Role to Group Member Permissions Log in to your Rooms account. Select Settings in the Rooms header. Select the COMPANY tab. Select Roles and permissions. Select ADD ROLE. Under Name, type a unique, descriptive name for the role. ... If you want users to begin using the role immediately, select Enable.

What is a conditional field in ?

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.

What is a conditional field?

With conditional fields you can add rules that control what data that can be entered in a page; rules to make fields mandatory or read only, and rules that filter drop down lists, depending on values of other fields.

How to set up rules in ?

To add your first rule, click ADD RULE. The rules panel shows the new rule with the selected field listed. Define the rule criteria to route the envelope based on the selected field's value. Text fields: set a rule based on whether the field has any value, no value, or a specific value.

Why would you add a conditional field when preparing a document template?

In summary, using conditional fields makes the document more interactive and ensures that required information is collected based on the context provided by the signer's previous responses.

How do I create a workflow in ?

Log in to your account. Select the Agreements tab and then select Maestro Workflows in the left-hand navigation. In the Workflows list, select Create Workflow. Select Build Your Own.

How to create rules in ?

1:54 5:31 And that's it it's very simple now if i want to check that it's worked i click on preview. And nowMoreAnd that's it it's very simple now if i want to check that it's worked i click on preview. And now if i click on pick up my dropdown should appear. And if i select delivery it should disappear.

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