“Honestly, Sign Made Easy made this much easier for us. We don’t have to keep thinking about which fields should be there every time.”
Challenges
Too Many Fields Showing at Once
Users were seeing fields even when those fields were not relevant to their answers. This made documents harder to complete and, honestly, nobody enjoys scrolling through information they don’t even need.
No Conditional Field Behavior
The client needed one field to control another field based on what was entered or selected. Without this option, documents stayed static even when different answers clearly required different information.
Different Business Scenarios Needed Different Rules
Insurance workflows can have many little conditions. A checkbox might require additional fields, a dropdown selection might need another set of details, or a number might decide whether another field should appear.
Manual Checking and Data Errors
Without conditional rules, users had to figure out which information was actually required. This created more room for irrelevant entries, missed information, and manual checking later, which nobody really wanted.
Solutions
Configurable Conditional Fields
Sign Made Easy configured Conditional Fields using simple IF-THEN logic. A field can work as a Trigger, while one or more other fields become Targets that respond when the condition is met.
Flexible Field-Based Rules
The functionality supports Text, Text Area, Number, Dropdown, Checkbox, and Radio Button fields. So, the same document can handle different types of information without needing a separate template for every situation.
Dynamic Show and Hide Actions
Users can configure rules to show, hide, enable, or disable targeted fields based on the information entered. Therefore, the document can change as the user moves through it instead of staying completely static.
Structured Rule Configuration
Sign Made Easy also introduced a structured Create Rule approach through Form Fields. Users can define their conditional logic in a JSON-based format and upload the configured template with the rules already defined.
Reusable Document Logic
The same conditional behavior can be configured within document templates and reused across applicable workflows. This means teams do not have to keep creating different document versions just because the information changes.
Conclusion
With Conditional Fields, Sign Made Easy helped Orchard Benefits move from static documents to a more flexible document experience where fields can respond to user input.
Users can now see relevant fields based on their selections, while teams can configure reusable business logic without creating separate templates for every possible scenario.
The result is a cleaner signing experience, better information collection, and fewer unnecessary fields getting in the way.