I created a Web form with an existing template. Can anyone let me know how to setup a conditional attachement depending on what the user chose in Web form?
Same question for a conditional signature depending what input information. For example if a payor exist then I want the payor to sign the form. If not, then no payor signature required.
The conditional attachment and conditional signature can be setup in the template. But, I can't find any documentation on how to do that in Web form.
Hi,
Thank you for reaching out here in the DocuSign Community.
I appreciate you sharing your concern. Web Forms are currently incompatible with conditional document fields.
Regarding the attachment field, this field will not be included as an option at the moment of building and using your form but will be available as part of the document fields during the envelope signing session.
For more details on how to work with Web Forms, see:
Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic.
For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
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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
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