How To Use Check Boxes In Docusign

Drag a check box tag to the document and drop it on the document.

How to use check boxes in docusign. 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. Checkbox applications automate triaging assessments and documentation by seamlessly combining forms interactive decision tree mapping spreadsheet workflow and document automation. Put a check in that box and then click continue to proceed onto the signing process. 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. In the add fields view add a checkbox field to your document.

Click on the properties icon adjacent to the check box tag to open the properties dialog box for the tag. Checkbox is a multi award winning platform that enables non it users to build and deploy automation and workflow software all without coding. Add as many as you need for the signer to consider as a group. You will see a consumer disclosure with a checkbox stating. Start an envelope or template as usual adding files recipients and messages.

Click the symbol to add additional checkboxes to the group. I agree to use electronic records and signatures. Looking for how to make checkbox required in docusign in the period of the digital economy with almost a 3rd of shopping done on line and 44 of uk on line1 payments used a mobile device2 business are progressively questioning why their agreements and customer supplier interactions can not be moved to an entirely paperless design. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. Looking at creating checkboxes with the api we can use a json object like this to assign string values in the document the checkbox tag.