Is there a way to compare two values in a template and have validation in place so that the signer cannot sign until the two values are equal?

Question

So the use case we currently have is that if a signer is filling out a document, for simplicities sake, they fill out two parts of a document, and we have two formulas that sum up the entries for two respective parts of the document.

The intended or hopeful approach is to be able to have a validation in place to compare the two different sums to ensure they are equal, and if they are, the signer is able to sign, but if the two formulas are not equal, the signer should not be allowed to sign.

Is this possible with eSignature?

David.Schmitz · Accepted Answer

Yes, there is a way to evaluate two different sums. Basically you would in your example have two sets of entered values that would each total into a DocuSign “Formula” field. Then another Formula field could be utilized to evaluate if the two formula totals are equal and either output a “1” for TRUE or “0” for FALSE. However the tricky part is when you wrote “if the two formulas are not equal, the signer should not be allowed to sign.”. When you state “allowed” that implies that if the formula comes out as FALSE there would be some output error that would not allow them to complete the envelope, when in reality the best you can do is called “Conditional Fields” which would allow you to display or not display another field, in this case a Signature block based on the formula output of true. Here is the article that talks about Formulas and IF statements.

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gbo1643332197980&topicId=mnf1578456360259.html&_LANG=enus

I can provide extra detail if needed.

anmol.sharma · Answer

Worked like a charm David, Thank you!!!!!!!

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