March 2023 Product Updates & Enhancements – Secured Signing

Conditional Logic 

The conditional logic fields allow users to create templates that adapt to the recipient’s responses, showing only the relevant information and fields. This not only saves time but also increases efficiency and accuracy, resulting in great signing experience. 

Formulas 

The addition of formula fields enables users to create complex calculations and decision-making rules that further automate the signing process, minimizing the risk of errors and improving accuracy. 

For more information on how to use Conditional Logic and Formulas please read our user guide here. 

Example Use Cases for Conditional Logic and Formulas 

Rental Car Forms: Streamline rental forms by prompting renters to provide additional details based on their input, such as asking for a supervisor’s details when entering a restricted license type or displaying the total rental cost by multiplying the number of rental days by the daily rental rate and adding any optional extras. Additionally, prompt renters to provide a more detailed description of their reason for renting when selecting “Other” in a dropdown menu. 

Sales and Order Forms: You could use conditional fields to display additional production options or calculate prices based on the user’s product selections or order quantity, such as showing discounted prices for bulk orders or upselling related products. 

Healthcare Forms: You could use conditional fields to show additional questions or prompts based on the patient’s medical history or symptoms, such as asking about allergies or pre-existing conditions when the patient reports specific symptoms or requesting additional information about a medication when the patient indicates they are taking it. 

See how a signer would experience a Secured Signing Form Filler document with Conditional Logic and Formulas below: