Using checkbox groups

Checkbox groups allow you to create optional or required lists of items for the signer to acknowledge when completing a signature request. The flexibility with these checkboxes allow you to customize your signature requests and requirements for different recipients.

Use the following instructions to add a checkbox group to a signature request.

1. Once you have progressed to the Place fields part of the create a signature request flow, select Checkbox group from the fields menu. See Create a signature request for more information on starting a signature request.

   

2. Drag the cursor with the Checkbox group to the document and place it.

   

3. Once placed in the document you can add more checkboxes to the group by selecting the + icon.

4. Use the Checkbox group menu on the right to manage the following settings:

   

   • Assigned to: - if sending to multiple recipients, use this field to select one.

   • Group rule - provides the recipient a rule to either select only one (or) one or more checkboxes.

   • Require group - use if the recipient is required to make a selection.

   • Name group - you can rename the group if you plan to offer multiple checkbox groups in the same request.

   • Checkboxes - add or delete checkboxes.

   • Remove checkbox group - deletes the group.

5. Select Next step to continue the signature request.