Which fields can act as the question?

Checkboxes, radio groups and dropdowns. A checkbox has two answers, Checked and Not checked. A radio group or dropdown has one answer for each option. The fields an answer controls can be any signing field that belongs to the same signer.

What happens to a field that ends up hidden?

A hidden field is never required and leaves nothing on the signed PDF. Anything the signer typed into it before it was hidden is discarded.

How is this different from dynamic documents and workflows?

Conditional logic acts on the fields placed on a PDF, using the signer's answers while they sign. To change the wording inside a document, see dynamic documents . To decide which documents go out and to whom, see workflows .

Do rules carry over from templates and to copies?

Yes. Rules set on a template carry through to every package sent from it, including bulk sends. They are also kept when a package is duplicated or corrected.

Which plans include conditional logic?

Conditional logic is included on the Solo plan and above. It is not part of the Free plan. See pricing for details.

Signers see only the fields that apply to them.

Show, hide or require a field on a PDF based on the signer's answer to a checkbox, radio group or dropdown. Set the rules in the field editor and test them before you send.

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One answer decides what comes next. Rules live on the fields themselves, so the document adapts as the signer fills it in.

Show, hide or require. Each answer can show a field, hide a field or make a field required. One answer can do all three to different fields.
Checkboxes, radios and dropdowns as questions. A checkbox, a radio group or a dropdown is the question. Every answer gets its own card, such as If the box is Checked or If Yes is selected.
Rules for each signer. A rule links fields that belong to the same signer, so one person's answer never changes what another person has to complete.
Rules that chain. A field shown by one answer can be a question itself. Follow-up questions can chain up to five levels deep.
Test logic before you send. Answer the questions on the page yourself and watch fields show, hide or become required. Nothing you enter is saved.
Nothing left behind on the PDF. Hidden fields are never required and leave nothing on the signed PDF, so the finished document holds only what applied.

How it works. From a question to a tested rule in three steps.

Select the question

Place a checkbox, radio group or dropdown in the field editor and select it. Field properties lists a Conditional logic card for each answer.

A selected checkbox on a document page beside the Conditional logic section of Field properties, where the Checked answer shows a Purchase order number field.

Pick the fields it controls

On an answer's card, choose Add field, then Show a field, Hide a field or Require a field. Click the fields on the page and select Done.

The Add field menu on an answer's card, offering Show a field, Hide a field and Require a field.

Test it, then send

Turn on Test logic in the toolbar and answer the questions as a signer would. Exit the test, save your fields and send.

The field editor in Test logic mode, with a banner saying nothing is saved, a ticked checkbox and the text field it reveals.

A patient signing on a tablet at a desk beside a nurse in scrubs in a sunlit consulting room, with an examination bed by the window.

Ask once and let the answer shape the rest of the form

See the field editor

Frequently asked questions

Checkboxes, radio groups and dropdowns. A checkbox has two answers, Checked and Not checked. A radio group or dropdown has one answer for each option. The fields an answer controls can be any signing field that belongs to the same signer.
A hidden field is never required and leaves nothing on the signed PDF. Anything the signer typed into it before it was hidden is discarded.
Conditional logic acts on the fields placed on a PDF, using the signer's answers while they sign. To change the wording inside a document, see dynamic documents. To decide which documents go out and to whom, see workflows.
Yes. Rules set on a template carry through to every package sent from it, including bulk sends. They are also kept when a package is duplicated or corrected.
Conditional logic is included on the Solo plan and above. It is not part of the Free plan. See pricing for details.

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