Checkbox field

Written by Анатолій
Updated 4 days ago

This field allows you to create a dynamic checkbox. It can be checked or left unchecked by participants of the envelope processing flow.

This field can be added to structured and PDF documents.

How to add a checkbox field to the document?

To add the field to the document, use one of the field adding methods with the field icon in the Fields tab of the template editor menu

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The field creation form will appear, where you should set field attributes

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  1. Name - this is the name of a field

  2. Role name - this is a role which will be assigned to fill this field

  3. Search - this attribute specifies if this field should be eligible for mailbox page search

  4. Required - this attribute specifies if this checkbox is mandatory to check

When all attributes are set, you can click the Save button, and the field will be added. You can click the field to see its properties and update them. Also, you can delete the field in the same menu.

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