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This article applies to:

  • Product: safesend
  • Subject: Organizer
  • Audiences: Staff

Place checkboxes and radio buttons

Checkboxes and radio buttons can be added to organizer documents and/or
Additional E-Sign Documents
during processing. For batch organizers, this option is only available in the
Additional E-Sign Documents
 tab.
note
When placing a checkbox or radio button, the checkbox/button should not be placed near the edge of the yellow placement box. This ensures a successful experience for your clients.
  1. Go to the
    Organizer
     or
    Additional E-Sign Documents
     tab.
  2. Select which page you would like to add checkboxes/radio buttons to.
  3. Drag and drop the
    Add Check Box
     field or
    Add Radio Button
     field onto the page.
  4. Enter how many checkboxes you would like to add.
  5. Select whether or not the client will be required to check the boxes.
  6. Select
    Save
     to place the boxes.
  7. Select the bottom left corner of the yellow box to move it.
  8. Select the bottom right corner of the yellow box to resize it.
  9. Drag and drop the checkboxes or radio buttons to re-position them.
Correct Placement
Make sure the content inside the yellow box has enough blank space around it so it doesn't get cut off
Incorrect Placement
Checkboxes shouldn't touch or overlap the yellow box.

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