Add a conditional field based on another field

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 in terms of if/then conditions or 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).

Who can use this

Any user in your organization who can create and send transactions and notaries sourcing transactions (NSTs) can perform the steps below.

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
• Batch signing

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

Conditional Fields can be removed from a document by removing the secondary field, just like any other field. To remove secondary fields and the related Conditional Fields:

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