Manage form fields

Add a checkbox field

A checkbox field is an element that needs to be checked by the participant when processing the document.

When you first add a checkbox field to a document, a checkbox group with a unique ID is automatically created.

Note that you can’t add checkbox fields:

• on a document that has already been processed by a participant,
• on a document that already contains a signature (before being imported to the transaction).

By default, the checkbox field feature is not activated on your workspace and does not display in your transaction editor. Before you can add checkbox fields to your transactions, ensure with us that this feature is activated on your workspace.

To add a checkbox field to a document:

1. Select the document page where you want to add the checkbox field.

2. Drag the checkbox field from the left sidebard Fields and drop it in the document page.

3. Assign a participant to the checkbox group.

4. Add other checkboxes to the checkbox group if needed.

Note that by default, a checkbox group is optional. However, you can make it required in the field parameters.

Update a checkbox group/a checkbox field

Once created, every checkbox group or checkbox field bears a unique ID. However, you can replace the unique ID with a unique name.

Requirements

• Make sure that a checkbox group’s name is used only once within the same document (including radio button groups).
• Make sure that a checkbox name is used only once within the same group.

Duplicate a checkbox field

You can duplicate a checkbox field and add it to the same document or to another document of the transaction.

• When you duplicate a checkbox field in the same document (no matter the page number), a new field with a new ID is added to the same group.

• When you duplicate a checkbox field in another document of the transaction:
  • if the target document already contains a checkbox group with the same name as in the original document, a checkbox field with a new ID is added to it and inherits the group’s attributes (such as the assigned signer).
  • if the target document has no checkbox group with the same name as in the original document, a new checkbox group is created with the same name as in the original document and a checkbox field with a new ID is added to it.

Note that you cannot duplicate a checkbox group.

Move a checkbox field

You can move a checkbox field within the same document or to another document of the transaction.

• When you move a checkbox field to another page of the same document, the field keeps its original parameters and remains in the same group.

• When you move a checkbox field to another document of the transaction:
  • if the target document already contains a checkbox group with the same name as in the original document, the checkbox is added to it and inherits the group’s attributes (such as the assigned signer).
  • if the target document has no checkbox group with the same name as in the original document, a new checkbox group is created with the same name as in the original document and the checkbox field is added to it.

Note that you cannot move a checkbox group.

Delete a checkbox field

You can delete either checkboxes individually or the whole checkbox group from a document as long as no signer is assigned to it.

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Add a Radio button field

A radio button field is an element that needs to be checked by the participant when processing the document.

When you first add a radio button field to a document, a radio button group with a unique ID is automatically created.

Note that you can’t add radio button fields:

• on a document that has already been processed by a participant,
• on a document that already contains a signature (before being imported to the transaction).

By default, the radio button field feature is not activated on your workspace and does not display in your transaction editor. Before you can add radio button fields to your transactions, ensure with us that this feature is activated on your workspace.

To add a radio button field to a document:

1. Select the document page where you want to add the radio button field.

2. Drag the radio button field from the left sidebard Fields and drop it in the document page.

3. Assign a participant to the radio button group.

4. Add other radio buttons to the radio button group if needed.

Note that by default, a radio button group is required. However, you can make it optional in the field parameters.

Update a radio button group/a radio button field

Once created, every radio button group or radio button field bears a unique ID. However, you can replace the unique ID with a unique name.

Requirements

• Make sure that a radio button group’s name is used only once within the same document (including checkbox groups).
• Make sure that a radio button name is used only once within the same group.

Duplicate a radio button field

You can duplicate a radio button field and add it to the same document or to another document of the transaction.

• When you duplicate a radio button field in the same document (no matter the page number), a new field with a new ID is added to the same group.

• When you duplicate a radio button field in another document of the transaction:

  • if the target document already contains a radio button group with the same name as in the original document, a radio button field with a new ID is added to it and inherits the group’s attributes (such as the assigned signer).
  • if the target document has no radio button group with the same name as in the original document, a new radio button group is created with the same name as in the original document and a radio button with a new ID is added to it.

Note that you cannot duplicate a radio button group.

Move a radio button field

You can move a radio button field within the same document or to another document of the transaction.

• When you move a radio button field to another page of the same document, the field keeps its original parameters and remains in the same group.

• When you move a radio button field to another document of the transaction:
  • if the target document already contains a radio button group with the same name as in the original document, the radio button is added to it and inherits the group’s attributes (such as the assigned signer).
  • if the target document has no radio button group with the same name as in the original document, a new radio button group is created with the same name as in the original document and the radio button field is added to it.

Note that you cannot move a radio button group.

Delete a radio buton field

You can delete either radio button fields individually or the whole radio button group from a document as long as no signer is assigned to it.

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Add a dropdown list

You can add a dropdown list to allow a participant to select a value among the different options when processing the document.

Note that you can’t add dropdown list fields:

• on a document that has already been processed by a participant,
• on a document that already contains a signature (before being imported to the transaction).

By default, the dropdown list field feature is not activated on your workspace and does not display in your transaction editor. Before you can add dropdown list fields to your transactions, ensure with us that this feature is activated on your workspace.

To add a dropdown list field to a document:

1. Select the document page where you want to add the dropdown list field.

2. Drag the dropdown list field from the left sidebard Fields and drop it in the document page.

3. Assign a participant to the dropdown list.

4. Add options to the dropdown list if needed (up to 15 options per dropdown list).

5. Check an option to be the default value of the dropdown list if needed.

Note that by default, a dropdown list is required (the participant must select an option). However, you can make it optional in the field parameters.

Update a dropdown list field

Once created, every dropdown list or option bears a unique ID. However, you can replace unique IDs with unique names.

Requirements

• Make sure that a dropdown list name is used only once within the same document.
• Make sure that the value of each option is used only once within the dropdown list.

Note that the dropdown list name and options values cannot be left empty.

Duplicate a dropdown list field

You can duplicate a dropdown list field and add it to the same document or to another document of the transaction.

When you duplicate a dropdown list field, the new field keeps its original parameters but bears a new unique ID.

Note that you can only duplicate the dropdown list but not separate options.

Move a dropdown list

You can move a dropdown list field within the same document or to another document of the transaction.

When you duplicate a dropdown list field, the new field keeps its original parameters but bears a new unique ID.

Note that you can only move the dropdown list but not separate options.

Delete a dropdown list field

You can delete the drop-down list or only its options (except the one created by default when the drop-down list was created). You can delete a dropdown list field as long as no signer is assigned to it.

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