How to generate documents with conditional tags using Mergeasy and DocuSign

Oct 30, 2021

Are you looking for a place where you can create your business proposal or any kind of documents with conditional tags? Then, you have landed on the right blog. In this article, we are going to show you how to generate documents with conditional tags using Mergeasy and DocuSign?

In few scenarios, users want few details to keep in the documents but at the same time users want to remove few details from the documents. This becomes very frustrating work because of the documents, because users have to create multiple files for getting the same results. 

Suppose, if the users wants to keep the personal details but at the same time wants to remove the table section, then they have to create the two files for the final result which makes the users frustrated. 

Now, Mergeasy has solved the issue & makes the work easy for the users. They have suggested how to generate documents with conditional tags using Mergeasy and DocuSign? Read the article till last to get the solution. 

How does Mergeasy help to generate documents with conditional tags?

Mergeasy provides the best way to add or remove particular sections in the same documents using conditional tags.

You can use CPI section to show particular section in the documents or to remove the particular section from the documents without repeating the same things again and again. 

You can see the images for more information about how to use the CPI section for the following things.

how to use the CPI section

Conclusion:

In this article, we have shared the information about how to generate documents with conditional tags using Mergeasy and DocuSign? Also, Mergeasy provides an e-sign option for the users. We provide anonymization features too.

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