@Sue H My suggestion would be to have two boxes where you place DocuSign Radio Buttons and then the Recipient selects either Radio Button A (self insure) or Radio Button B (policy), then you setup field conditionality on each of those Radio Buttons to open up a corresponding DocuSign “Initials” field.  So there would be two Initial boxes added lets call then Initials A and Initials B, then the condition would be if the Radio Button A is selected it opens up the required Initials A, then Radio Button B opens up the Initials B field.

For more on setting up Conditional fields see the article below:

https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=hew1578456460132.html&_LANG=enus

Thank you David!  I’ll work on this! Sue

​Hi @Sue H,

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