How To Use Check Boxes In Docusign

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.

How to use check boxes in docusign. Start an envelope or template as usual adding files recipients and messages. Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device. Checkbox applications automate triaging assessments and documentation by seamlessly combining forms interactive decision tree mapping spreadsheet workflow and document automation. Click the symbol to add additional checkboxes to the group. This will find the string bor 2 chk and place a checkbox at every instance.

In the add fields view add a checkbox field to your document. You will see a consumer disclosure with a checkbox stating. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. I agree to use electronic records and signatures. Using radio buttons and check boxes when creating a document like a contract or purchase agreement sometimes more information needs to be captured than just a signature.

Put a check in that box and then click continue to proceed onto the signing process. To access and sign the document or documents containing within the email you must first agree to conduct business electronically. Add as many as you need for the signer to consider as a group. Click on the properties icon adjacent to the check box tag to open the properties dialog box for the tag. Checkbox is a multi award winning platform that enables non it users to build and deploy automation and workflow software all without coding.