While templating documents for a signing, a Show When option is available in the field properties panel allowing you to set conditions on when to show selected fields during a signing. The conditions can be applied to Signature boxes, Initial boxes and Textboxes. The conditions are applied based on the selections made on Radio buttons and Checkboxes. When you drag and drop a field onto the document, on the right panel, an Edit Conditions button is displayed under the Show When section.
Clicking on the Edit Conditions button will display the Show When Conditions with a list of the Radio buttons and Checkboxes already added to the document. (please note that only the Syngrafii added Radio buttons or Checkboxes are supported).
Selecting a Radio button's value or a Checkbox's Checked/Unchecked state, will set the condition when the selected field (signature box, initials box or textbox) is visible in the document during the signing.
Here is an example where this templating could be used:
Consider a COVID-19 Screening Questionnaire.
Question: Have you travelled out of the country or to another State/Province in the past 14 days?
Answer: Yes/No If yes, where?
Create a document with the following text:
Add the document to a Syngrafii Package and template by adding Radio buttons and Textbox.
Select the Textbox, click on Edit Conditions, and select Radio Value 1 which is Yes. Click on Back and Save the Package. Now, the Textbox will only be displayed if the user selects Yes.
The end-user opens the document for filling in the questionnaire
Selecting Yes makes the textbox visible and No keeps it hidden