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How to use the checkbox form field?

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2 mins read

In BoldSign, the checkbox form field allows the signer to select one or more options from a list of options and can further be customized using conditional logic. By applying conditional logic, you can control the visibility of certain fields, making them appear only when a specific field option is selected.

Follow the steps below to use the checkbox form field:

  • Click on Create New, go to Create New Document and you will be directed to the Prepare document for signing page.
  • Add files on the Add files section and Add recipients.
  • Click Next to go to the Configure fields page.
  • On the configure fields page, drag and drop the Checkbox field to the required location.
  • By default, the Required field is enabled. If needed, you can enable the Read Only and Checked by default options based on your requirements.
  • You can add multiple checkboxes to a document and synchronize them using the Data Sync Tag.
  • Then, click the Send button to send the document for signature.

checkbox field

  • To use the conditional logic, add two more form fields near the checkbox to connect with it.
  • Click the Checkbox form field and the Checkbox settings will open on the right side of the page. Click the Create Logic button in the Conditional Logic section.
  • Select the Checked option from the dropdown list at the top of the page and click on the form field. The Checkbox value and the selected form field will be linked.
  • Similarly, select the Unchecked option from the dropdown list and click on another form field. The Unchecked option and the selected form field will be linked.
  • Click on the Preview button to check the form field visibility and then send for signature.

Conditional logic feature

  • When the signer checks the checkbox, the form field(s) linked to that value will be displayed. When the check box is unchecked, the form field(s) linked to that value will be displayed.

Signing page

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