Webinar: Tips and Tricks – How to use Conditional Logic and Formula Field

In this session on mastering Form Filler’s Logic and Formula! we’re delving deep into the world of Form Filler, with a special focus on logic and formula. Our goal is to equip you with the knowledge to harness the full potential of these features, enhancing your document workflow efficiency and, ultimately, positively impacting your bottom line.

Webinar Agenda

Introduction to Form Filler, Conditional Logic, and Formula:

• Defining Form Filler, Conditional Logic, and Formula.
• Understanding how these features work together to optimize your document workflow.

Applications and Benefits:

• Exploring where these enhancements can be effectively applied.
• Unveiling the numerous benefits these features bring to your document processes.

Live Demo:

• Witnessing these features in action through a quick and interactive demonstration.

What is Conditional Logic

Conditional logic allows you to create adaptive templates based on signer responses. Imagine it as checking the weather before a walk – if it’s rainy, you bring an umbrella; if it’s sunny, you grab your sunglasses. Similarly, fields in your documents can appear or disappear based on the signers’ answers. The benefits? Improved data collection experience and dynamic data collection.

How does Formula Fields work

Empower yourself with the ability to establish rules and calculations within document fields. This feature streamlines the signing process, minimizing errors, and eliminating the need for mental calculations before sending out a document. Streamline your workflows, as exemplified by one of our customers who significantly reduced turnaround time.

Common Use Cases:

• Registration and onboarding forms.
• Contracts for the purchase of goods, services, or works.
• Leases or licensing agreements.
• Terms of business with dynamic figures based on agreements.
• Purchase requests, executive approvals, sign-offs, funding agreements, and MOUs in the financial industry.

Benefits of Using Conditional Logic and Formula Fields

• Enhanced data collection based on signer responses.
• Dynamic document fields, adapting to specific scenarios.
• Streamlined signing processes, reducing turnaround time.
• Minimized errors through automated rules and calculations.