SignedXNavigating Checkboxes
Learn how to use single checkboxes, group them together, and apply validation rules like radio buttons to control recipient selections.
This guide explains checkbox functionality in SignedX, including individual checkbox options, combining multiple checkboxes, and implementing validation rules to manage recipient interactions.
Single checkbox options
When configuring a standalone checkbox, you can set:
- Required — Recipients must check the box to finish the envelope.
- Pre-checked — The checkbox appears already selected upon opening.
- Read only — Recipients can view the checkbox state but cannot modify it.
Grouping checkboxes
When you place multiple checkboxes in a document, you can select them and group them using the sidebar options. Once grouped, validation settings become available.
Validation
Validation controls how many checkboxes recipients must select within a group:
- Minimum — Recipients must select at least a specified number.
- Maximum — Recipients cannot exceed a specified number of selections.
- Exactly — Recipients must select a precise number.
Setting validation to "exactly one" converts checkboxes into radio button functionality, allowing only single selection. This approach works well for scenarios such as selecting a payment method, choosing a plan, or answering multiple-choice questions.
Sending to recipients who share an email address
Use signing order, authentication, and message placeholders to keep signing clear when recipients share an inbox.
Disabling Attachments on Completion Emails
Control whether completed documents are sent as email attachments or accessed via a secure link, with added audit trail visibility.