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Question

Two fields, signer only has to complete one

  • 26 July 2024
  • 2 replies
  • 45 views

I have a document where the signer has to complete one of two sections, so I can’t make these fields mandatory because they only need to complete one, and only they will know which one needs to be compelted.  These fields are currently set as Optional, but that means the Signer can skip right past them, how to I get the to complete one of the two options?

2 replies

A
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Hi @AdeleB,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you are looking to allow your signer to complete one set of fields out of two, and I will share the steps to set this up. The best approach for this scenario would be the use of Conditional Logic. With Conditional Logic you can set 2 radio buttons as triggers for your 2 sets of fields, each one related to a different set of fields. These Conditional Fields can be set as required since the application will only display one set at a time. You can configure you fields as Conditional Fields, as part of the Fields Properties menu located at the right side of the screen after dropping or clicking on the field to edit. You can find detailed steps on this process, here:

 

Define a Conditional Field
 

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

A
Rank
Userlevel 4
Badge +12

Hi @AdeleB,

 

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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