While preparing a document for electronic signature, you may want to add conditions to the signing process so if an action is performed on one form field control, additional actions will be performed on other form field controls. Examples below are how a dependency may work.
- Example 1: If a signer selects a check box, then a new form field control will appear and must be completed.
- Example 2: If a signer selects a text box containing certain text, then a group of check boxes will become visible for the user to tick off.
- Example 3: If a signer selects a radio button, a group of text boxes will become visible and must be completed.
a. Controlling Field: This is the form field that controls the dependency. When the action is applied to the controlling field that action triggers another action to the dependent field(s). The controlling field can only be set to the following form field controls:
b. Dependent Field: The dependent field is the form field that will become available after the controlling field is acted upon by the signer. The dependent field can be applied to all form field controls except the Label and Time & Date Stamp
c. Conditions Field: The conditions field options depend on the controlling field. The following options are available:
1. Any Text
2. Specific Text
3. Contains Text
1. Displays a list of the dropdown options in the form field control
d. Actions Field: The action field sets how the dependent field behaves when the action is applied to the controlling field. The following options are available:
i. Visible & Required
ii. Visible & Not Required
Specific Text Field: The specific text field is only available when the Text form field is the controlling field. This is where the specific text is applied to activate the dependent field.
2. Add all the form field controls to the document, including the ones that are the controlling and dependent form fields and press Add Dependencies.
a. Dependencies can also be added for the specific controlling field by clicking on the “Add Dependency” icon of the controlling fields listed in 1.a.
3. The top toolbar will slide down to show all the dependency options.
4. Click the Controlling Field dropdown to select the controlling field.
5. Click the Dependent Field dropdown and select the dependent field, or, you, the sender, can click the dependent field(s) with his or her mouse to associate them with the controlling field.
6. Repeat step 5 for all dependent fields.
7. Confirm the controlling and dependent fields are highlighted with a color. Multiple controlling and dependent field sets will be in different colors.
8. Apply the Conditions to take place when the action is taken on the controlling field (see step 1c).
9. Apply the Actions to take place when the action is taken to the controlling field (see step 1d).
10. Add Specific Text to activate the dependent field(s) if the controlling field is a text form field control.
11. Press Save.
12. The Save button is underlined when the dependency is saved.
13. Press the Send button when the document preparation is complete.
Signing a Document with Dependencies
1. Click View & Sign Document on the electronic signature invitation email.
2. Complete the document. In this example, the radio button to the left of Address Change is the Controlling Field.
3. When the Controlling Field is checked, the Dependent Field(s) will become visible and will be added to the form field control checklist.