Checkbox tags are clickable fields you add to a document that allow recipients to select one or more options during signing. Each checkbox represents a single selectable option, but multiple checkboxes can be linked together into a checkbox group which can allow you to apply rules (validation) to control how many options can be selected.See Add a Checkbox Tag for setup steps.
How Checkbox Groups Work
When you add multiple checkboxes using the “+” icon, they become part of the same checkbox group. Checkbox groups allow signers to configure validation rules to control how many checkboxes in that group can be /need to be selected. The available validation option are:
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Select at least: Requires that a specified minimum number of the checkboxes in that group be selected by the recipients before submitting the document.
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Select at most: Limits the number of checkboxes in a group recipients can select.
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Select exactly: Recipients must select the exact number of checkboxes specified.
Examples:
If clients are allowed to choose up to two training sessions, select “Select at most” and set the value to 2.
Checkbox Properties
Once a checkbox tag is added, you can configure the following properties:
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Group Validation — Controls how many checkboxes in a group recipients must or can select (select at least, at most, or exactly). See Configuring Checkbox Group Validation in Signority for full setup steps.
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Checkmark Style — Controls how a selected checkbox appears on the finalized document (check mark, dot, or cross). See Customize Checkmark Style for Checkbox Tags for full setup steps.