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Document Smart Rules can be used to monitor document or folder events and trigger a specific action. Note: Smart Rules can only be created by administrators in CLM. This applies to Administrators in CLM. DS and Super Administrators in CLM.CM.

After opening the documents, in the top menu, select OTHER ACTIONS > Assign to Someone Else. Enter the new signer's email address, name, and a reason for changing the signing responsibility. When you're finished, select ASSIGN TO SOMEONE ELSE.

Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.

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.

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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.

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