I am trying to create loan documents a forms so that only certain information can be altered by the loan officer. The problem is that certain financial covenants only apply to certain borrowers, and I do not want to include a bunch of inapplicable information in each document. Is it possible to create a form that initially includes every conceivable choice, allows the loan officer to choose the applicable ones by checking a box and then excludes all of the unchecked items from the final document?
You can use question skip logic - you can show an item based on a previously answered question. This is only supported in our web forms, not PDF forms.