Placing Checkboxes and Radio Buttons

Checkboxes and radio buttons can be added to an Organizer page and/or E-Sign Documents during processing.

Please note:

For batch Gather requests, this option is not available. 

Follow the instructions below to successfully utilize these custom signature fields. 

1. Navigate to the Organizer or E-Sign Documents tab. 
2. Select which page you would like to add checkboxes/radio buttons to. 
3. Drag/drop the Add Check Box Field or Add Radio Button Field onto the page. 
   • There is a limit of 5 checkboxes/radio buttons that can be added per placement. 
4. Enter the details for the Checkbox Properties.
   • Select how many checkboxes/radio buttons you wish to place. 
   • Select whether or not the fields are required on the client side. 
5. Click Save.
6. Click the bottom left corner of the box to move it around the page. 
7. Click the bottom right corner of the box to re-size it. 
8. Drag/drop the checkboxes or radio buttons to re-position them. 

Important

When placing a checkbox or radio button, the box/button should not be placed near the edge of the placement box. This ensures a successful experience for your clients. 

Correct Placement

Incorrect Placement