Prepare Toolbar – Dependencies

Last Updated On October 25, 2018
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Prepare Toolbar – Dependencies

Overview

While preparing a document for electronic signature, the user may want to add conditions to the signing process so if an action is performed on one form field control, additional actions can or must be performed on other form field controls.

  • Example 1: If during the signing process a check box is selected, then an initial form field control will appear and must be completed.
  • Example 2: If during the signing process a text box contains certain text, then a group of check boxes become visible for the user tick off.
  • Example 3: If a radio button is selected during the signing process, a group of text boxes become visible and must be completed.

Creating Dependencies

  1. Definitions
    1. Controlling Field: This is the form field that controls the dependency.  When the action is applied to the controlling it triggers an action to occur to the dependent field(s).  The controlling field can only be set to the following form field controls:
      1. Text
      2. Checkbox
      3. Radio
      4. Dropdown
    2. Dependent Field: The dependent field is the form field that becomes availablefor an action after the controlling field is acted upon by the signer.  The dependentfield can be applied to all form field controls except the Label and Time & Date Stamp
    3. Conditions Field: The conditions field options depend on the controlling field.  The following options are available:
      1. Text
        • Any Text
        • Specific Text
        • Contains Text
        • Empty
      2. Checkbox
        • Checked
        • Unchecked
      3.  Radio
        • Selected
      4.  Dropdown
        • Displays a list of the dropdown options in the form field control
    4. 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:
      • Visible & Required
      • Visible & Not Required
    5. 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.

    1. 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, the user can click the dependent field(s) with their 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 Conditionsto 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. The Save button is underlined when the dependency is saved.

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 ControllingField.
  3. When the Controlling Field is checked, the Dependent Field(s)become visible and are added to the form field control checklist.

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