- 19 Mar 2023
- 1 Minute to read
New PDF Builder: Conditional signature
- Updated on 19 Mar 2023
- 1 Minute to read
To use the old PDF Builder, see Create template-based documents.
Sometimes a contract has multiple options and your customer is required to sign on only one of them.
For example, there may be an option to add extra coverage to an insurance policy that involves extra payment. You need your customer to sign on only one of the following:
- Extra coverage
- Standard coverage
The following instructions explain how to configure a PDF template with conditional signature fields. The end result will be that, before signing the contract, the customer will be prompted to select one of the coverage options. Then, only the relevant signature field will appear on the document when they sign.
This is only one example of how to use conditional signatures. The same thing can be accomplished by having the option automatically selected based on some information gathered in a form or from another attribute based source.
To configure a contract with conditional signatures:
- In the Attributes mapping page, create a custom attribute.
- On the Shared items page, upload your contract.
- In the PDF Builder, place a signature next to each of the signing options.
- Select the first Signature field and, in the Field properties panel, turn on the Conditional signature toggle. The Create condition window appears.
- Create a condition by selecting options in the following fields:
- Attribute (in our example, the attribute we just created above).
- Condition ("Equals To" in our example).
- Type of condition ending - attribute or text (Boolean in our example).
- Target value for the attribute (for our example, True).Note:
When you create a condition for a checkbox with more than one line (using "and/or"), use the "Contains" operator.
- Click Save.
- Add a Boolean field to your PDF template. and bind it to your attribute.
- Click Publish to save the PDF template.
Your document with conditional signatures is ready for sending.