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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Go beyond eSignature with add conditional fields to the document functionality
When preparing a form, you can place fields (fillable areas) to let signers insert their data. airSlate SignNow provides an assortment of useful fillable fields for creating professional documents: Text, Date/Time, Signature, Initials, Checkbox, Dropdown and Calculated, Attachment Request, etc. Not only can you make it convenient to build dynamic signable PDFs, but you can also add a unique add conditional fields to the document feature to those fields to get complex data, making it easier to fill out your forms. This tool helps keep you accurate and efficient, and secure.
How to use airSlate SignNow’s advanced feature - add conditional fields to the document:
- Log in to your airSlate SignNow account or sign up for a free trial.
- Add a document or template and open it in the editor.
- Start adding recipients by clicking the Edit Signers button and assign roles.
- Click the field options (Signature, Text, Date, etc.) listed in the left Tools menu.
- Drag and drop the needed tool where you want it on the page(s).
- Set up Advanced Options.
- Set them as required, payment, or conditional (fields are visible if conditions are met).
- Assign the field to the respective role if you have several signers per one document.
- Check if you added a label in the Label box.
- Use Validation Type -> add Prefilled Text.
- Click Done when finished.
Get access to airSlate SignNow’s add conditional fields to the document option to improve your document workflow and deliver a fantastic experience for signers. Our advanced tools help users like you build online fillable forms, send documents for approval, make them faster for recipients to complete, and securely store records. Try it anyplace, at any time!
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Electronic Signature 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). -
How do I set up fields so that the recipient doesn’t have to re-type their answers?
airSlate SignNow will autofill uniform fields in your documents as long as their field labels match. So, if you have multiple fields that require the recipient’s full name, make sure that all these fields are labeled as Full Name. The recipient will have to type their name once, and the rest of the fields will be filled automatically. Autofill works for signature and date fields by default. -
What is a field label?
Labels are best explained as field names or instructions for what should be added to a field (e.g., Last Name, State, Phone Number, etc.). With airSlate SignNow, your signers can auto-fill identically labeled fields with one click throughout an entire document. Labels are available for text fields, date/time fields, and dropdown fields. -
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. -
What is a calculated field?
Calculated fields allow you to automatically calculate values from text and dropdown fields based on pre-set formulas. Once a user fills out input fields, the calculated value will automatically populate the result field. -
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. -
Can I set validation parameters for my fields?
Yes, you can. By setting validation parameters for each field, you ensure that your recipients enter data in the correct format, and thus minimize errors during the completion process. To set a validator, select the field you need in the editor and open the Validation Type dropdown in the right-hand sidebar. Select the validation option you are looking for and click Ok. -
Can airSlate SignNow automatically insert fillable fields in my documents?
The airSlate SignNow Wizard can detect the appropriate places for fillable fields in your documents based on specific text indicators. To search a document for these places and insert fillable fields, open it in the editor, click Settings in the top panel, and select Magic Fields. In a new popup window, you will see if any fields can be automatically added to the document.
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