How to create a dynamic document with variable text sections

Go to Templates and click New Template. Upload a .docx or .html file. DocuSeal automatically detects it as a dynamic document, enabling the rich text editor with variable and condition support.

Type [[variable_name]] directly in the document editor to insert a variable placeholder. Use double square brackets around any name, e.g. [[company_name]] or [[payment_terms]]. These become fillable fields when sending.

Select the text you want to conditionally show or hide. A floating toolbar appears. Click Condition. DocuSeal wraps the selection with [[if:variable]] and [[end]] tags.

Replace the placeholder word variable in the [[if:variable]] tag with a descriptive name, e.g. [[if:include_nda]]. Everything between [[if:include_nda]] and [[end]] only appears in the final document when that variable is filled or checked.

Click the [[ ]] button next to the role selector to open the variables panel. Click the gear icon on any variable to set its type: text, number, date, checkbox, radio, or select. For condition variables, checkbox is typical.

For more control, use comparison operators in condition tags:
- [[if:plan == "premium"]] — equals
- [[if:amount > 1000]] — greater than
- [[if:region AND active]] — multiple conditions
- [[if:!include_nda]] — negation

Combine with [[else]] for alternate content: [[if:plan == "premium"]]...[[else]]...[[end]].

Click Save. When you click Send, a form appears with input fields for each variable. Fill in values or toggle checkboxes. The final document includes or excludes conditional sections based on these values.