Feature Friday: Using Conditional Fields

We're excited to share today's Feature Friday video with you! When requesting an electronic signature, did you know you can use Conditional Fields? Conditional Fields are normal fields that are linked to other DocuSign secure fields in a document. When a signer changes information in a field associated with the Conditional Field, it triggers a change to the Conditional Field, causing it to appear or disappear in the document.

You can set up fields to activate Conditional Fields that show additional information to the signer or request additional information from the signer. You can even activate multiple Conditional Fields that show information and ask for signer input. Now that you've seen how Conditional Fields work, we'll show you how to set them up in your electronic signature envelope.

The process for enabling Conditional Fields is similar to the normal process for creating an envelope and adding fields. Create an envelope, add documents, recipients, and message information as you would normally. Add the signature tabs, initial tabs and other secure fields to your document. To enable a field as a Conditional Field, open the properties dialogue box and enter the label information. Select the field that activates this Conditional Field. In this case, we want to add a phone number field that the signer selects the enhanced support purchases checkbox. In the parent tab lists, select enhanced support checkbox and the parent value of check. This sets up the phone number field as a Conditional Field.

If you are using a drop down list to activate the Conditional Field, you go through the same process as opening the properties dialogue and selecting the parent tab and parent value. The value list shows the items in the dropdown list. One field can activate multiple Conditional Fields. This initial tab is activated by the same dropdown list as the warning field above.

With conditional fields you can create dynamic documents that allow customers to make choices that modify content and signing locations, helping to optimize the signing experience!