Checkbox Field
This document explains how to add and configure the Checkbox field in a template, including required checkbox behavior.
Use Checkbox field to let a participant confirm a statement.
In the document, it’s rendered as a checkbox that can be checked or left unchecked.
You can place this field in:
structured documents
PDF documents
Add a checkbox field
Open the template in edit mode.
Find Checkbox field in the Fields panel and add it to the template.
Configure the field and click Save.
Field settings
Click on the placed field to reopen settings menu.
Name — field name shown in the document
Role name — role that fills the field
Search — makes the field available for search/filtering in the mailbox UI (if enabled in your setup)
Required — whether the checkbox must be checked to proceed
Tooltip — additional hint shown on hover
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