DocuSign’s Conditional Logic Setup Step by Step Easy Tutorial

 

DocuSign’s Conditional Logic Setup Tutorial

 

In this tutorial, you will learn how you can use DocuSign’s conditional logic, also called conditional fields to display specific fields based on your recipients’ input or selection,

Using this feature can really help your signers navigate through your documents so that they’re less likely to make mistakes when acting on your documents. This is very handy when dealing with long and complex contracts and it’s also a great way to reduce your NIGO rate.

 

Example time!

Let’s say that you’re asking the following question to your recipient:

 

You can use DocuSign’s conditional logic to display the text field only when ‘Other’ is selected so that further information can be provided. 

Alternatively, you could just set up the text field as ‘non required’ but this would give your recipients the opportunity to simply skip the field.

Instead, DocuSign’s conditional logic will force your signers to input some information.

How To Set Up DocuSign’s conditional logic overview

1. Select a trigger field
2. Rename the label of the trigger field
3. Select which fields are to be displayed when the condition is met

Step 1: Select a Trigger Field

A trigger can be applied to any of the following fields:

• Checkbox
• Radio button
• Dropdown
• Text

Step 2: Rename the label of the trigger field (optional)

Renaming all fields you will include in the conditional logic you’re setting up is highly recommended so that you don’t make mistakes when setting up your rules. 

• To rename Text fields’ labels

You can rename your fields’ labels by accessing the field’s property panel appearing to the right of the document tagging screen when a text field is selected.

• To rename Checkboxes or Radio buttons’ values’ labels

If you’re setting up a rule on Checkboxes, Radio buttons, you should rename the label of each value.

Step 3: Setup the rule

1. In the properties panel, expand the Conditional Fields section and click Create Rule.
2. In the rule banner at the top of the page, define the logic for your rule. In the box for your trigger field value, depending on the field type, you can set the following:
3. Checkbox: checked or unchecked
4. Radio button: select the button value
5. Dropdown: select the dropdown option
6. Text: enter the specific text for the field value (case-sensitive), or select the gear icon and choose Any Text
7. Select the fields you want to show to the recipient when they trigger the rule.
8. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field. Selected fields are marked with a diagonal watermark to indicate they are conditional:

Click Done.

Your conditional fields are defined. The recipient only sees the conditional fields if they complete the trigger field, as defined in the rule logic.

 

How To Delete or Edit a Conditional Logic

Expand the Conditional Fields section in the properties panel to modify or delete existing rules.

 

What you can do with DocuSign’s conditional logic

• Rules set up on checkboxes, radio buttons or dropdowns will display (a) field(s) when one value of the group is selected.
• You can set up multiple levels of logic
• With text boxes, you can trigger other fields to display either when any value or when a specific value is entered.

What you can’t 

• One same field cannot be conditional to two different triggers e.g. you can’t say ‘whether option A or B is selected, display the same text box’ (but there’s a workaround
• Once a field becomes conditional, it cannot be used in a formula field.

Need more help with your DocuSign setup? Tell us about your project!