When creating a document, like a contract or purchase agreement, sometimes more information needs to be captured than just a signature. For example, a supplier sending a purchase agreement to a customer may need to ask whether the customer wants to pick up the product or have it delivered. Using radio buttons and checkboxes in document generation gives the form creator the ability to request information from the signer with either a single click or multiple selections.

Radio buttons

Radio buttons provide unique options from which signers can select only one response. When adding radio buttons to a document they are placed as a group, and the creator can add, remove, or position the individual buttons. An optional tooltip can also be added to give the recipient more guidance in their choice.

Radio buttons, as a group, can be required or optional. If you set the Required Field property, your recipient must select one of the options in order to finish signing.

Checkboxes

A checkbox is a standard, square box for recipients to select one or more options. Form creators can add a single box or a group of multiple boxes. A checkbox group can include a validation rule to enforce how many checkboxes in the group the signer must select. Checkboxes can be required or optional, but if validation is applied that requires the signer to select a certain number of boxes, then the field becomes required.

If you have a scenario where your recipient must mark to indicate explicit agreement, use a single checkbox with validation.

Learn more about the different types of fields that can be added to forms in the DocuSign eSignature User Guide.

Tags