You automate dynamic signature lines in your templates with conditional fields. Let’s say you want to create signature lines based on the number of Guarantors you have.
1. Create a single-select field with the number of guarantors
(If you want to set up more than 3 options, just click on the + sign )
2. Create conditional inputs for the guarantors’ names
Create a field for every guarantor, and based on the number you select, your fields will be included.
e.g.
Field Name: Guarantor 1
Field Type: Conditional Field
IF: How many Guarantors are? greater than 0
THEN: Input
Continue with Guarantor 2 and 3:
Field Name: Guarantor 2
Field Type: Conditional Field
IF: How many Guarantors are? greater than 1
THEN: Input
Field Name: Guarantor 3
Field Type: Conditional Field
IF: How many Guarantors are? greater than 2
THEN: Input
3. Create a conditional field that handles your dynamic signature line
Simply copy the signature line from your core document, then in the following line reference Guarantor 1’s name: click the grey textbox on the bottom right of your “THEN” textbox and select the field you previously built.
Follow the same steps and add a condition of how the signature line should look if there are 2 or 3 Guarantors. Lastly, insert this field into your core document.
Copy the fields from this sample template, and you don’t even have to build this from scratch!:
Guarantors.docx (20.4 KB)