Offer and E-Signature Document Conditional Tokens

conditional tokens let you automatically include additional text in an offer letter or e signature document when specific conditions are met on the offer for example, you can use a conditional token to include a relocation assistance paragraph only when the offer indicates that relocation assistance is provided prerequisites you must be an org admin or elevated access user with offer letter templates permissions to create and manage conditional offer tokens you must be an org admin to manage conditional e signature document tokens overview review the video and read the steps below to learn how to use conditional tokens creating a conditional token offer conditional tokens navigate to admin > offers > offer tokens scroll down to the conditional tokens section and click + new e signature document conditional tokens navigate to admin > integrations > e signature documents and select the tokens tab scroll to the conditional tokens section and click + new setting up your conditional token when you create a conditional token, you are prompted to fill in the following fields field description name / title the name of your token this is used to identify the token in the list description optional additional context to help others understand what the token is for token auto generated once you name your token click the token to copy it for use in your offer letter template condition the rule that must be met for the token's content to appear in the generated offer if the condition is not met, the text is omitted from the offer example a conditional token named "relocation assistance" can be configured so that its content only appears in the offer when the relocation assistance provided custom offer field is set to yes when set to no , the token content does not appear see custom fields docid\ qpgklrscmzgwc 7krbwds to learn how to create them how to add a conditional token to an offer template once you have created your conditional token, follow these steps to add it to your offer letter or e signature document template in the conditional tokens section, click the token to copy it to your clipboard open your offer letter or e signature document template in your preferred editor (such as word or google docs) for more on creating offer or e signature templates, see offer letter template formatting docid\ vznq4s oh 0funsp7q6u and e signature documents docid\ ttps7ruxkpz9yhzwpcszt paste the token into the location in your template where the conditional content should appear the pasted token looks like a pair of opening and closing tags with placeholder text conditional token pasted into template showing placeholder text replace the placeholder text (shown as replace this text in your template ) between the opening and closing tags with the content you want to display when the condition is met make sure your text stays between both tags conditional token with the placeholder text replaced with the content that should show when conditions are met any content you place outside the opening and closing tags will appear in all offers, regardless of whether the condition is met once you are happy with the template, upload it to ashby by navigating to admin > offers > offer letter templates or admin > integrations > e signature documents > e signature document templates depending on the type of template you're creating conditional tokens in practice relocation assistance example the screenshots below show how a conditional token behaves based on whether the offer meets the configured condition when the condition is met (relocation assistance provided yes) the conditional token content appears in the generated offer letter when the condition is not met (relocation assistance provided no) the conditional token content does not appear in the generated offer letter