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You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).

How To Set Up Conditional Logic in 2021 - YouTube YouTube Start of suggested clip End of suggested clip Bottom right corner of the . Web app and choose unconditional fields and i'm not sureMoreBottom right corner of the . 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.

On the form template, select the control that you want to add conditional formatting to, and then click Conditional Formatting on the Format menu. In the Conditional Formatting dialog box, click Add. In the If this condition is true boxes, enter the condition.

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

You can use 's conditional logic to display the text field only when 'Other' is selected so that further information can be provided. Alternatively, you could just set up the text field as 'non required' but this would give your recipients the opportunity to simply skip the field.

Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.

How to Use Conditional Routing to Send- YouTube YouTube Start of suggested clip End of suggested clip You can't add a conditional recipient in the template. And leave the name and email blank. You needMoreYou can't add a conditional recipient in the template. And leave the name and email blank. You need to know who that person is going to be so if you're just sending a document to your signers.