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Conditional Fields

Casey
  • Updated

A Conditional Field is a tag on a document that only appears when a related requirement is fulfilled.

If you'd like to require a field based on the signer's selection of another field, you can do so with Conditional Fields. You can think of these in terms of if/then conditions or logic:

  • If the signer checks this box
  • Then, they must fill out this text field

Example

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

Rules

Conditional fields can be applied to any signer field as long as they are optional:

  • Checkboxes and radio buttons are optional by default. 
  • Any field type other than a checkbox or radio button must be set as optional before adding a conditional field rule.
⚠️ Any secondary fields associated with a conditional field will only appear if the corresponding primary field is fulfilled.

Limitations

Conditional Fields cannot be used with White Text Tagging.

Notary fields cannot be conditional.

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