Conditional Fields

To enable conditional signature fields and conditional signatures, contact our Support Team.

Conditional Fields enable Senders to configure IF-THEN conditional logic among two or more fields in a document. For example:

• You can specify that IF a highlighted Text Field is not empty, THEN a particular Signature Field will be enabled — i.e., the signer must add text to the Text Field before they can sign the Signature Field.

• You can specify that IF a highlighted Checkbox is checked, THEN all other fields in the document will be enabled — i.e., the signer must check the Checkbox before they can interact with any of the document's other fields.

• You can also configure conditional logic across signature fields assigned to different signers.. This means you can specify that only one signer needs to sign for the transaction to be completed.

When using conditional fields, note the following:

• Conditions cannot be applied to Custom Fields, Notary Fields, Auto-populated Fields (e.g., Name, Title, Date), Labels, or attachments.

• Conditional logic cannot be applied across documents.

• A mandatory field conditioned to be enabled or disabled should always be accompanied with a second condition that also makes it optional if the first condition is set to disabled. Failure to do this could prevent a recipient from being able to sign. Your conditional logic then, should include two conditions. For example:

  1. If Field A is selected, make Field B disabled.

  2. If Field A is selected, make Field B optional.

• This feature is also available via the REST API and SDKs.

The following procedure describes how to configure conditional logic among a document's fields.

To configure conditional logic among fields added to a document:

1. Add fields to your document. Conditional logic requires that: (1) you add more than one field; (2) at least one of the added fields be of type Text Field, Text Area, Checkbox, Radio, or List.

   Conditional logic can act on all five of the above types, as well as on Signatures and Signer Initials types.

2. Click an added Text Field, Text Area, Checkbox, Radio, or List field that you want to use as the IF part of your desired conditional logic. A FIELD SETTINGS pane appears on the right of your screen.

   If you have a narrow screen, getting the FIELD SETTINGS pane to appear may require clicking three vertically aligned dots on the upper right of your screen.

3. In that pane, expand the Conditional Logic tab.

4. Configure the conditional logic you want between the field chosen in Step 2 and the document's other fields. The following table indicates which conditions are available for the various field types.

   Available Conditions	Field Type	Description
   IF ...
   Empty/Not empty	Text Field, Text Area	Determines if a Text Field or Text Area must be empty or not empty (in the IF part of your conditional logic)
   Checked/Unchecked	Checkbox, Radio	Determines if a Checkbox or Radio Button must be checked or unchecked (in the IF part of your conditional logic)
   <Any Item in a List>	List	This is a specified item from the list of items in your highlighted List field. The signer must select this value to satisfy the IF part of your conditional logic.
   THEN ...
   Enable/Disable	All	Determines if the selected field will be enabled or disabled (in the THEN part of your conditional logic). This therefore determines if the signer will be able to interact with that field. CAUTION: If a mandatory field is conditioned to be disabled, the signer’s experience will be broken – i.e., the signer won’t be able to sign. Thus if a mandatory field is conditioned to be disabled, it should also be conditioned to be optional. This will ensure that disabling the field will not break the signer’s experience.
   Make required	All	Determines if the selected field will be required (in the THEN part of your conditional logic). This therefore determines if the signer will be required to interact with that field.
   Make optional	All	Determines if the selected field will be optional (in the THEN part of your conditional logic). This therefore determines if the signer may optionally interact with that field.

5. Click Save. Small icons appear on the right edge of all the fields that have been configured with conditional logic.