Add Conditional Fields To The Document For ESignature

Make a recipient of your document meet requirements in order to see and fill conditional fields. This feature ensures that your document will be completed properly.

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How it works

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How to add conditional fields to a document

Conditional fields allow you to apply fields to your document which will remain hidden and only be asked to be filled out if the proper conditions are met to make the fields visible.

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The first step is to place two types of fields on the document. We’ll keep it simple with two text fields.

  1. Place two text fields on the document where you would need them.
    • Next go ahead and name them appropriately so when you apply the conditional aspect you’ll be set.
    • Now you’ll want to select the second field that you wish to make conditional and open the Advanced options.
    • Click the checkmark for “Make this Field Conditional”.

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  1. Select “Your Field” > Open Advanced > Click “Make this field conditional” checkbox.
    • To complete the requirements to make this field conditional you’ll next need to link the two fields together, making it so the second field will only display if the first one is filled out.
    • Up on the right of the document you’ll see a new tab that will display the Conditional checkbox and the option to “Hide this Field until…” and two drop down menus lasted as:
    • Choose By Clicking: ‘Is Filled in’
    • Select the option “Choose By Clicking…” and select the first field you named and created to link the conditional field to. Once that’s done you’ll have your first conditional field all set up and ready for use.
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  1. Scroll to the top right of the document after making the second field conditional, then select “Choose by clicking…” > Select Field to link to the conditional field.
    • You can make any field type conditional once you set them up and wish for certain fields to only display and be filled out as needed. Its recommended to make the field that triggers the conditional field not required to avoid forcing someone to fill it out and triggering it.

Your step-by-step guide — making a field conditional

Access helpful tips and quick steps covering a variety of signNow’s most popular features.

The vital conceptual benefit of the 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 signNow:

  1. Create your username and password totally free or sign in if you currently have one.
  2. You can sign in with the Single sign-on feature if you have the signNow profile.|If you possess the signNow account, you may enter using the Single sign-on functionality.
  3. Import the document from your mobile or desktop gadget.
  4. 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.
  5. Quickly make alterations to your web template using our sophisticated but easy-to-use PDF Editor.
  6. Type the textual content, include images, leave your annotations or remarks, etc..
  7. You can create fillable elements of various types: text or date, calculated or dropdown, and more.
  8. Organize and put in place the attachment require.
  9. Place the Signature Field for sending to sign and collect in-person or multiple eSignatures. If applicable, you may self-sign the template.
  10. Finish editing using the Done button and go on to add labels to a PDF to sign.

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!

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What active users are saying — signNow conditional fields

Get access to signNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

SignNow makes all the difference in the world if you use Nintex Drawloop/Salesforce

What do you like best?

I'll admit, SignNow isn't perfect yet, but they have Docusign beat hands down when it comes to the control of the tag placement, the things you can do with the tags, how the tags work, the pricing per user (3x cheaper than Docusign and we get bulk upload!) and BEST OF ALL - we don't have to run our loan doc packages twice anymore, which we had to do under Docusign. Now we send the document through Drawloop, with delivery option of "email", AND at the same time, we can right click and save the package, and when we manually upload it to SignNow, it recognizes all of the tags! With Docusign we had to run the package twice: first to email it and second to send it through to Docusign because Docusign does not see the tags if it is first saved then uploaded. You have to use a template or manually place the signatures and we have 80 tags per set of loan docs! Another thing that SignNow can do is utilize tags that are already in the document, so you don't actually have to convert all of your Docusign tags to SignNow tags. Took us a while to figure that one out, but pretty nifty so we didn't have to recode all of our documents. Although now we use Drawloop Components to place the tags depending on the Delivery Option Name, so not necessary. Another AMAZING thing: bulk upload through a .csv file so we can send out a set of loan docs to hundreds of investors in under 10 seconds. Try doing that with Docusign without paying extra. There is one thing I really love about SaaS and that is the more features they have and the more advanced things they can do, the more I can take advantage of them and make our system even better. And I haven't even finished figuring out all of the advanced features of Sign Now!

Corinne C
5
Read more
Finally a solution and a price point for small business.

What do you like best?

Obviously... the price. We'd looked at lots of competing products, but couldn't justify the price. Still our clients were asking for electronic document signing. We had to find something, and SignNow is great. The product is easy to use, both on our end, and for our clients.

Kirk L
5
Read more
reliable software and is visually appealing and orgainzed to accomplish the tasks

What do you like best?

We are an insurance agency which handles large amounts of eSignatures, it's good to have a clear record of which documents are pending signatures. It's great to have a tool to easily remind clients to eSign.

Daniel B
5
Read more
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Electronic Signature FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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