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today i'm going to show you how you can configure conditionally required fields in docusign let's get started my name is tom kalinowski i'm the director of technology and operations at iu20 today is october 22nd 2021 and this is episode number 87 of tech tips so we're going to go over how you can create conditionally required fields in docusign so what that means is let's say you have a you have a document that you need to send out for signature and you have some text fields maybe you have some signature fields but not every field is required for every situation maybe some other field has to be filled out first prior to a signature being required so i'm going to show you how you can configure that today so let's uh load an example our created an example template so we first want to click on templates okay and then let's click on new and we'll go create template okay we're going to uh name our template okay we're going to upload a document you can upload any any document here's our pdf that we're going to upload now we're going to specify the role of the person that needs to sign and since this is a template we're not going to use in this case we're not going to use a specific name or email address so we'll just say client okay and that's in this example that'll be the only person that signs and now we'll go ahead and click on next okay so here we have the template so let's go ahead and we're going to put a text box here next to client name and in this particular case you could so they present you with the option either name or text box so what name would be used for is if the typed name on the form is going to be the same name as the person that you're sending this document to for signature then you can use name because when you go to send it out for signature you're going to say what's the name and email address of the person that you are sending this to if that name is the same name as here then by all means use name but if it's not if it's someone else's name we're just going to put a text box in there so we have that text box there and we're going to say it's read-only and the reason why we're going to say it's read-only is because the document initiator is going to fill that out rather than the client themselves okay and the same thing for the client insurance number we're going to put that there and we're going to say that's read-only all right so we're getting a little closer here so these fields we're going to fill in now for this particular form it says it's an encounter form so what that means is maybe there...