Extend Conditional Field Contract For Free

Conditional routing allows an Automatic call distributor (ACD) to route calls intelligently by factoring in contextual and performance information. It does this through a series of if/then scenarios, where each condition has a predetermined treatment.

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).

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.

To edit the field: Click the Actions menu and select Edit. Change the properties as desired and click SAVE.

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.

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.

Templates allow you to save and reuse the repeatable information for every form, and simply put a ?placeholder? for the recipient. This way, all you have to do to share a document is add the approvers and press send.