Proof

Add a Conditional Field Based on Another Field

The document explains how organizations can add conditional signer fields—fields that appear only when a related primary field is fulfilled—by setting the primary field as optional (except for checkboxes or radio buttons), using the "Add conditional fields" option in the Prepare documents window to link and place secondary fields, and removing them by deleting the secondary field, while noting that conditional fields cannot be used with white text tagging, notary fields, or Sign Ahead for real estate transactions.

Audience: Organizations

A conditional field is a signer field on a document that only appears when a related requirement is fulfilled. Using conditional fields, you can require one field based on the signer's selection of another field—think of these as if/then logic.

For example: if the signer checks the box for Limited Liability Company, then they must write the tax classification in the secondary field.

What to Expect

  • Conditional fields can be applied to any optional signer field. The conditional field only appears if the corresponding field is fulfilled.
  • Checkboxes and radio buttons are optional by default. Any other field type must be set as optional before adding a conditional field rule.
  • Conditional fields cannot be used with:
    • White text tagging
    • Notary fields
    • Sign Ahead for real estate transactions

Add a Conditional Field

In the Prepare documents window:

  1. 1.Add the desired field to your document.
    • If the field is a checkbox or radio button, you may want to add those as a group.
    • If the field is anything other than a checkbox or radio button group, set the field as optional.
  2. 2.Select the field.
  3. 3.Click Add conditional fields that appears above the field.
  4. 4.Select the conditional field from the tools on the right.
  5. 5.Place the field on the document.
  6. 6.Repeat as needed.

Remove a Conditional Field

To remove a conditional field, delete the secondary field the same way you would any other field:

  1. 1.Select the secondary field you'd like to delete.
  2. 2.Click the trash can icon that appears above the field.

Summary Checklist

  • Set the primary field as optional (not required for checkboxes or radio buttons)
  • Select the primary field and click Add conditional fields
  • Select and place the conditional field on the document
  • Repeat for additional conditional fields as needed
  • To remove: select the secondary field and click the trash can icon

If you need further assistance, you can submit a support request or chat with the support team from any page in the app.

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