Using DigiSign's checkbox groups makes it infinitely easier for your clients to sign documents the way they want to sign them. Using checkbox groups makes sending - and signing - a breeze! 

VISUAL GUIDE

STEP-BY-STEP GUIDE

Place a Single Checkbox

1. Select Checkbox from the DigiSign toolbar.
2. Use one of the following two options to place a checkbox:
   - Standard Size: Click on the document to place a checkbox.
   - Custom Size: Click, hold, drag and release to add a custom-sized checkbox.

Checkbox Properties

• Read Only: A read only checkbox cannot be edited by any signers. This option can be used if you do not want the signers to be able to check the box, or if you will be checking the box by default and you don’t want the signer to be able to uncheck it.
• Checked by Default: This marks the checkbox as "checked". You can also check (or uncheck) the box by double-checking in the checkbox.

Creating Checkbox Groups 

Follow these steps to create a checkbox group, and take a look at our examples of checkbox groups below if you need additional guidance.

1. Select Checkbox from the DigiSign toolbar.
2. Place a checkbox on the document.
3. Click the plus icon to add a checkbox to the group.
4. Move the checkbox to the correct location:
   - Click once on the newly-added checkbox to select it.
   - Once selected, it will appear bold. 
   - After selecting the checkbox, you can drag it to the correct location.
5. Add as many checkboxes as necessary. You can also type the total number of checkboxes in the Linked Checkboxes settings.
6. Use the Linked Checkboxes options in the left menu to set the checkbox group rules.
   - How many checkboxes: Enter how many checkboxes for the group.
   - Required checkboxes: Select how many checkboxes must be selected by the signer. 

Here are a examples of each checkbox setting in DigiSign:

✔️ Select At Least...

Action Required by Signer: Will require the signer to check at least the number you enter. However, they are allowed to check more checkboxes if more are available.

Checkbox Group Settings	Signer View

✔️ Select At Most...

Action Required by Signer: This option makes checking any of the boxes optional and allows you to set the maximum number of boxes the signer is allowed to check out of the total number of checkboxes added.

Checkbox Group Settings	Signer View

✔️ Select Exactly...

Action Required by Signer: Requires the signer to check exactly the number you select from the dropdown.

Checkbox Group Settings	Signer View