Do you have a use case that could include one document or another based upon the values of fields entered in by your recipients?  Did you know that you can build conditional logic into your Web Forms that can include or exclude documents in the resulting envelope, without anyone having to manually correct it?

With Document Exclusion rules, it’s easier than ever to build adaptive eSignature business processes so you can get the right documents signed every time, while minimizing manual work. Take a look and see how!

Key Takeaways:

• Build automated logic in your Web Forms to determine which documents should be included in the resulting envelope
• Set it up the same way you would set up conditional logic for fields or pages on the Web Form
• Add all possible documents into your eSignature template and then build document exclusion rules into your Web Form

Additional Resources:

• Learn more about the basics of Web Forms by attending one of our free instructor led webinars:
  https://dsucustomers.docusign.com/web-forms-for-docusign-esignature 
• Explore more Advanced Web Forms capabilities on our Support Center
• We also have live courses on many other topics to bulk up your Docusign knowledge.  Check out our live training calendar and register for a course today! https://dsucustomers.docusign.com/calendar 

Continue the Conversation

Feel free to ask any questions about this feature in the comments below and also let us know how you use Document Exclusion Rules in Docusign. We’d love to hear from you. Comment down below!