WealthSign Step-by-Step: How can I add conditional logic to unmapped fields?

Modified on Tue, Oct 7 at 3:01 PM

To add conditional logic to unmapped fields in your E-Sign Document, you can use the Advanced Editing menu.  You can show or hide fields based on a previous selection.


To add conditional logic:


  1. Drag and Drop a checkbox field into the template
  2. Either map the checkbox, or use Advanced Editing to give the unmapped checkbox a name 
  3. Drag and Drop a text field into the template
  4. Click Advanced Editing
  5. Name the field
  6. Click Access
  7. Choose Add Conditional Logic
  8. Select the field that will be the trigger to show the text box
  9. Choose whether the option should be checked or unchecked
  10. Save


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