Add a Conditional Field Based on Another Field

The short answer: Conditional fields appear only when a linked field is fulfilled. Set them up from the Prepare documents window.

A conditional field is a signer field on a document that only appears when a related requirement is fulfilled. Using conditional fields, you can require one field based on the signer's selection of another field — think of these as if/then logic.

In the example below: if the signer checks the box for Limited Liability Company (on the left), then they must write the tax classification in the secondary field (on the right).

What to Expect

Conditional fields can be applied to any optional signer field. The conditional field only appears if the corresponding field is fulfilled.

Checkboxes and radio buttons are optional by default. Any other field type must be set as optional before adding a conditional field rule.

Conditional fields cannot be used with:

• White text tagging
• Notary fields
• Sign Ahead for real estate transactions

Add a Conditional Field

In the Prepare documents window:

1. Add the desired field to your document.
   • If the field is a checkbox or radio button, you may want to add those as a group.
   • If the field is anything other than a checkbox or radio button group, set the field as optional.
2. Select the field.
3. Click Add conditional fields that appears above the field.
   
4. Select the conditional field from the tools on the right.
5. Place the field on the document.
6. Repeat as needed.

Remove a Conditional Field

To remove a conditional field, delete the secondary field the same way you would any other field:

1. Select the secondary field you'd like to delete.
2. Click the trash can icon that appears above the field.

Summary Checklist

• Set the primary field as optional (not required for checkboxes or radio buttons)
• Select the primary field and click Add conditional fields
• Select and place the conditional field on the document
• Repeat for additional conditional fields as needed
• To remove: select the secondary field and click the trash can icon

Updated May 11, 2026 18:31