Add Conditional Fields to the Document for eSignature
How to add conditional fields with airSlate SignNow
If you want your fillable forms to look more professional while ensuring the consistency and accuracy of the completion process, consider setting up conditional fields. A conditional field becomes available for filling once another specified field (or fields) is completed (or left blank).
Let’s say you need a couple of text fields to appear in a form under the condition that one of your checkboxes is checked. Here’s how you do it with airSlate SignNow.
Add fillable fields
Select the Checkbox Field in the left-hand toolbar and drop it on your document. Add as many checkbox fields as you need
Then, add text fields. Adjust their size and positioning to properly fit in the blanks.
Make fields conditional
Now you need to make sure that your text fields only become visible if your recipient checks the Yes checkbox.
Select the first text field, open the Advanced dropdown in the sidebar on the right, and check the Make this field conditional checkbox.
Choose the field that will trigger the condition. Open the upper dropdown in the Hide this field until section and select Choose by clicking. Click on the Yes checkbox that you added previously.
Finally, select the condition for the chosen field. In our case, we need the Yes checkbox checked to trigger the condition. Select the corresponding option from the lower dropdown and click Ok to finish. Repeat the same process for the second text field.
Now, when a recipient gets your eSignature invite, they will not see the given text fields until they fulfill the predefined condition — which is checking the Yes checkbox.
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Your step-by-step guide — add conditional fields to the document
The vital conceptual benefit of the airSlate SignNow eSignature software for enterprise automation is a unified data area that crosses the organization but mirrors a distinctive business process. You may add labels to a PDF to sign, give an invite link to your partners, distributors or teammates. Our groundbreaking platform simplifies the supervision and evaluation stages. It permits you to run the workflow more flexibly without the need for additional staff. You may indirectly strengthen the relationship between partners and enable them to increase customer experience.
How you can add labels to a PDF to sign with airSlate SignNow:
- Create your username and password totally free or sign in if you currently have one.
- You can sign in with the Single sign-on feature if you have the airSlate SignNow profile.|If you possess the airSlate SignNow account, you may enter using the Single sign-on functionality.
- Import the document from your mobile or desktop gadget.
- Alternatively, you may upload the necessary data file from your cloud storage. Our browser-based software is compatible with the most recommended repositories: Google Drive, OneDrive, DropBox.
- Quickly make alterations to your web template using our sophisticated but easy-to-use PDF Editor.
- Type the textual content, include images, leave your annotations or remarks, etc..
- You can create fillable elements of various types: text or date, calculated or dropdown, and more.
- Organize and put in place the attachment require.
- Place the Signature Field for sending to sign and collect in-person or multiple eSignatures. If applicable, you may self-sign the template.
- Finish editing using the Done button and go on to add labels to a PDF to sign.
airSlate SignNow is the perfect choice for automation of business procedures and solution to add labels to a PDF to sign and fast issues concluding for organizations of all tiers in terms of staff and complexity. Users can interact both externally and internally with customers and providers. Try out each of the advantages now!
How it works
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FAQs
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What is a conditional field?
A conditional field is a fillable field of any type that becomes available for filling out only after a predefined condition has been met (e.g., if another field is completed or a specific value is added to it). -
What is pre-filled text?
With airSlate SignNow, you can prefill documents with information you already know. For example, if you know your signer’s name, you can add it as pre-filled text to the corresponding field in a document. As a result, your signer won’t have to complete this field but will be able to edit the information inside if needed. You can customize pre-filled text for text fields, date/time fields, checkbox fields, radio button groups, and dropdown fields. -
How can I ensure that my recipients will complete all the fields in my document?
Make your fields required in the editor by clicking on a fillable field and checking the Required box in the side panel on the right. Your recipients will be automatically guided through all your required fields step by step, and they won’t be able to submit your document without completing all the boxes. -
How do I make a field required?
Add fillable fields to your document in the editor. Then, click on any field that you want to make required and check the Required box at the top of the right-hand sidebar. Repeat the same process for each field that needs to be made required.
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Frequently asked questions
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