Additional Signature Controls

Control descriptions

The
Text
checkbox option lets you enter a tooltip for the client. The client can then enter free-form text into the checkbox. This option can be incorporated into an if/then answer option.
The
Check Box
option lets you enter a tooltip for the client. The client can then choose to select the checkbox or leave it blank if it is not marked as required. This option can be incorporated into an if/then question or answer option.
The
Radio
option lets you select how many radio buttons to place at once. The client can select only one of these options. This option can be incorporated into an if/then question or answer option.

Text Box

Select the signer.
This recipient is prompted to fill the field.
Drag and drop the control onto the page.
Enter a tooltip for the client, if needed.
Clear
Required
to make the field optional. By default, the field is required.
Select
Save
.
Select and hold
Move
to drag the control to another location.
Drag the lower-right corner to resize the checkbox.
This lets more text be entered on the client side.
The character limit is 150.

Checkbox

Select the signer.
This recipient is prompted to fill the field.
Drag and drop the control onto the page.
Enter a tooltip for the client, if needed.
Clear
Required
to make the field optional. By default, the field is required.
Select and hold
Move
to drag the control to the correct location.
Use the
Options
panel to customize the control. Refer to the following sections for more information.

Radio button

Select the signer.
This recipient is prompted to fill the field.
Drag and drop the control onto the page.
Select how many radio buttons to add.
Clear
Required
to make the field optional. By default, the field is required.
Select
Add
.
Select and hold
Move
to drag the radio controls to the correct location.
Move the radio buttons within the checkbox.
Drag the lower-right corner to resize the checkbox.
Use the
Options
panel to customize the control. Refer to the following sections for more information.

Settings

Checkbox

Select the
Gear
icon in the Options menu.
Select whether the client is required to select the checkbox.
Enter a tooltip for the client, if needed.

Radio Button

Select the
Gear
icon in the Options menu.
Select whether the client is required to select a button.
Select the
Minus
button to remove a radio button.
Select the
Add
button to add a radio button.

Rules

Select the
Rules
icon in the Options menu.
Select which
Option
to apply the rule to for radio buttons.
Select
Select Fields
.
Select the plus button on one of the existing fields on the form.
This field appears to the client if the previous condition is met.
Select
Done
to save your changes.
Select the
X
next to the field to remove it, if needed.

Duplicate

Select the
Duplicate
icon in the Options menu to duplicate the control.

Delete

Select the
Delete
icon in the Options menu to remove the control.