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This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff

Place checkboxes and radio buttons

Checkboxes and radio buttons can be added to an Organizer page and/or E-Sign Documents during processing.
note
For batch Gather requests, this option is not available.
Follow these instructions to utilize these custom signature fields.
  1. Go to the
    Organizer
     or
    E-Sign Documents
     tab.
  2. Select which page you would like to add checkboxes/radio buttons to.
  3. Drag/drop the
    Add Check Box
    Field
     or
    Add Radio Button Field
     onto the page.
    note
    There is a limit of 5 checkboxes/radio buttons that can be added per placement.
  4. Enter the details for the
    Checkbox Properties
    .
    • Select how many checkboxes/radio buttons you want to place.
    • Select whether or not the fields are required on the client side.
  5. Select
    Save
    .
  6. Select the bottom-left corner of the box to move it around the page.
  7. Select the bottom-right corner of the box to resize it.
  8. Drag/drop the checkboxes or radio buttons to re-position them.
note
When placing a checkbox or radio button, the box/button should not be placed near the edge of the placement box. This ensures a successful experience for your clients.
Correct placement
Checkboxes placed away from the edge of the box.
Incorrect placement
Checkboxes placed on the edge of the box.

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