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creating an optional selection for one initial section and not the other.

Forum|Forum|2 years ago
August 1, 2024
4 replies
1032 views

On our lease, there is a section where customers pick/put their initials whether they’re going to self-insure or get a policy on their contents. I only want them to initial one of the two choices. How do I do that? Thank you

eSignature

Best answer by David.Schmitz

@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

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David.Schmitz

Answer

Hero

@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

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Sue H

Author

New Voice

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

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Alejandro.Ramos

Docusign Employee

Hi @Sue H,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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Sue H

Author

New Voice

Good Morning Alejandro,

Thank you for this email. I did peruse around to see if I could create these ‘radio buttons’ however I wasn’t able to do it. Now I see the link for a tutorial. I will look at this this week.

I do have another issue I’d like to figure out: I am using this for customers to e-sign a lease and a credit card authorization form. I would like to be able to open the lease within Docusign and before I send it to them, I add their name, size of unit, pricing etc before I send them the lease to e-sign and initial etc. Right now I open the lease in WORD, put name etc into the WORD document, save it, then go to docusign, browse documents to add the just-created-new lease. Is this the only way to do it?

PS I have not done any tutorials. I signed up once for a ‘podcast’ presentation but couldn’t make the time slot.

Thank you, Sue Henric

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