DocuSign can be used for more than just signing documents. There are many tools that can be used to create rich forms and documents. This post demonstrates how to add radio buttons and check boxes to DocuSign documents.
Radio buttons are used to create single selection options. A simple example is a “yes” or “no” question. The form’s author does not want both yes and no to be selected for one question, so radio buttons are used. This way, only yes or no can be selected. This example uses the Momentum 2013 event registration form to demonstrate how a radio button can be use.
First, upload a document from a computer or an online source.
After specifying who the document will be sent to, click the next button. The tagging window appears. On the left side of the screen is the toolbar window. Near the bottom of the tool list is the radio button tool.
For this example, I want signers to select only one of four possible registration levels. Drag one radio button from the toolbar next to each option.
Once the radio buttons are on the document, select the “Preferences” button next to a radio button. By default, each radio button is assigned to a different group. To make sure only one button can be selected at a time, all buttons need to be assigned to the same group.
In this example, I assigned all four buttons to a group I named “Registration Type.” Make sure the group name is spelled exactly the same for all buttons.
Then, in the preview window, check to make sure only one button can be selected at a time.
Next is a example of check boxes. Check boxes are used when more than one option may be selected at a time. An example might be a “check all that apply” question. This example uses a data center access form.
Again, retrieve a document from a computer or an online source.
After clicking next, the tagging window appears with the toolbar on the left side of the screen. Just above the radio button tool is the check box tool.
Drag one check box from the toolbar next to each option. For this example, I dragged a check box next to each possible data center access site. Check boxes do not need to be assigned to a group because they are not mutually exclusive.
In the preview window, check to make sure that one or all of the boxes can be checked.
Using radio buttons and check boxes are two great ways to add different kinds of multiple-choice elements to your DocuSign documents. They are just two of the many great tools that DocuSign offers. Happy DocuSigning!