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

1. Open the template in edit mode.

2. Find Checkbox field in the Fields panel and add it to the template.

3. 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