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How do I add logic to a document version form?
How do I add logic to a document version form?
Lincoln avatar
Written by Lincoln
Updated over 3 weeks ago

Brief Description

By adding logic to document version forms, agreements can be tailored to specific situations or needs, making them more relevant and effective for the parties involved.

Role

This article is relevant for Document Version Form admins.

Instructions

Go to Settings and click Document Version Forms.

Click + New form.

Fill the form details. Then click Next.

Form Builder will appear. Click View Logic.

Click + New logic.

You can set-up the Condition and Results based on the available fields.

You can also add cascading logic where you can add multiple conditions and results.

Fill in all conditions and results.

To proceed, click Publish.

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