Checkboxes and radio buttons can be added to organizer documents and/or Additional E-Sign Documents during processing. For batch organizers, this option is only available in the Additional E-Sign Documents tab.
Important
When placing a checkbox or radio button, the box/button should not be placed near the edge of the yellow placement box. This ensures a successful experience for your clients.
- Navigate to the Organizer or Additional E-Sign Documents tab.
- Select which page you would like to add checkboxes/radio buttons to.
- Drag/drop the Add Check Box Field or Add Radio Button Field onto the page.
- Enter how many checkboxes you would like to add.
- Select whether or not the client will be required to check the box(s).
- Click Save to place the boxes.
- Click the bottom left corner of the yellow box to move it.
- Click the bottom right corner of the yellow box to re-size it.
- Drag/drop the checkboxes or radio buttons to re-position them.
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