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).

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.

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).

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.

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).

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.

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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