Conditional Digital Signature Routing Made Easy

Create templates, Add conditional fields and Sign

do you want to learn how to use conditional logic in docusign just stay tuned [Music] hey there welcome back to the channel it's sofian here i'm a digital signature and workflow automation consultant and today i'm about to show you how you can either display or hide docusign fields to your recipients based on the situation or their selection so let's just get right into it so let's just take an example and pretend that we are sending a form to our customers so they can let us know whether they want to pick up or a delivery option i'm not going to go through how to build the template from scratch so if you're not sure how i got there so far please watch the video that's popping up just right here and i'll walk you through how to set up the templates here we've got a single answer question so i'm just going to add a radio button i'm going to place a button on each of the options and now the first thing you want to do is give a label to each of the options so i'm gonna go on the right hand side where it says radio values and rename all my radio buttons so the first one is pickup second one is delivery and the last one is express delivery if customers choose pick up they need to choose a location so i could give them a text box or drop down it doesn't matter i'm just going to use a drop down in this example or we could use a text box if we wanted to and i'm going to add two options location one and location two and the third step is to go back on the trigger and so you can click on one of the all the radio buttons it doesn't matter which one you click on and then you're going to go to the very bottom right corner of the docusign web app and choose unconditional fields and i'm not sure whether you'll be able to see this because of the screen share but it says conditional fields and there's a create rule button so we're going to click on that create rule button and now docusign is asking me to set up the trigger so the trigger is pickup and if pickup is selected i want my customers to choose from the drop down list that's just here and i can click on done and 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 all good so that's how you set up a simple conditional logic but now if customers choose a delivery option um they need to enter their address the problem that we have here is that these two different delivery options is the standard delivery...