Add Checkbox Fields Legal Wisconsin Agency Forms For Free

To make a field optional: Start an envelope as usual, adding documents, recipients, and messages. In the Add Fields view, select one of the field types listed above and place it onto the document. In the properties panel, uncheck the Required Field property.

The checkbox field can be added to your document as a single box or a group of multiple boxes. A checkbox group can include a validation rule to enforce how many checkboxes in the group your signer must select. Note: Previously, a checkbox was a single element only. Checkbox groups are a newer feature.

How to Make a Checkbox Optional in ? Step 1: Access the Checkbox Settings. Step 2: Select the Checkbox Field. Step 3: Edit the Checkbox Field Properties. Step 4: Set the Checkbox as Optional.

You can set additional properties in the properties panel, such as formatting and whether or not the field is required. The Drop Down field can be required or optional. If you set the Required Field property, your recipient must select one of the options to complete the document.

Add a Checkbox Field Start an envelope or template as usual, adding files, recipients, and messages. In the Add Fields view, add a Checkbox field to your document. Click the "+" symbol to add additional checkboxes to the group. If you need to delete one of the checkboxes, just select it and then press Delete.

Create Custom Fields for Documents From the Accounts view, select Document Custom Fields. Select Add Document Field. Enter a name for the custom field. Select the type of field you want to create from the Type menu, for example, Date Signed, Drop Down or Radio Button. Select Save to save your custom field.

Any configuration of checkboxes can be set as required or optional. For checkbox groups that require a minimum number of selections, or for documents where the recipient must mark a checkbox to indicate explicit agreement, this requirement can be enforced with a validation rule.

You add a unique set of signing fields for each recipient. Note: If you cannot add fields to the documents and templates you create, this is most likely because of your user permission profile. Contact your administrator and ask to adjust your permission settings.

To add fields to a document: Start an envelope and add documents and recipients. Select NEXT at the bottom. In the recipient list at the top, select a person to add fields for. In the page guide on the right, select a page you want to tag with fields.