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USING RADIO BUTTONS AND CHECK BOXES

When creating a document, like a contract or purchase agreement, sometimes more
information needs to be captured than just a signature. For example, a supplier
sending a purchase agreement to a customer may need to ask whether the customer
wants to pick up the product or have it delivered. Using radio buttons and
checkboxes in document generation gives the form creator the ability to request
information from the signer with either a single click or multiple selections.


RADIO BUTTONS

Radio buttons provide unique options from which signers can select only one
response. When adding radio buttons to a document they are placed as a group,
and the creator can add, remove, or position the individual buttons. An optional
tooltip can also be added to give the recipient more guidance in their choice.

Radio buttons, as a group, can be required or optional. If you set the Required
Field property, your recipient must select one of the options in order to finish
signing.


CHECKBOXES

A checkbox is a standard, square box for recipients to select one or more
options. Form creators can add 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 the signer must select. Checkboxes can be required or optional, but if
validation is applied that requires the signer to select a certain number of
boxes, then the field becomes required.

 

If you have a scenario where your recipient must mark to indicate explicit
agreement, use a single checkbox with validation.

Learn more about the different types of fields that can be added to forms in the
DocuSign eSignature User Guide.

Author
DocuSign Contributor

Published
January 6, 2020
Related Topics
 * Product Features
 * Electronic Signature
 * Document Generation

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