Using Check Boxes and Radio Buttons

Transcription

1 DocuSign Quick Start Guide Using Check Boxes and Radio Buttons Overview When adding fields to a document, there might be times when you want to let your recipient select options on the document and you might not be sure if you should use check boxes or radio buttons for the options. This guide provides information on when to use check boxes and radio buttons in a document. It also provides procedures for adding check boxes and radio buttons, including how to group radio buttons, to a document. The procedures in this guide assume that you have a DocuSign account and are logged on to the console. For more information and details on any of these subjects, see the DocuSign Service User Guide. Table of Contents When to use Check Boxes and Radio Buttons... 2 Adding Check Boxes... 2 Adding and Grouping Radio Buttons... 3 For More Information... 4

2 2 When to use Check Boxes and Radio Buttons Use the following guidelines to help determine when to use check boxes or radio buttons in a document: Use check boxes in situations where a recipient can select one or more options from a list of options. Check boxes can also be used in cases where you just need a simple way to have a recipient select a single option. Use radio buttons in situations where a recipient can only select one option from a list of options. You can have both check boxes and radio buttons in the same document. Check boxes can be placed individually or in groups, while radio buttons should only be placed in groups. Note: Depending on how your document is laid out, you might want to use a Drop Down tag instead of a group of radio buttons. For more information about Drop Down tags and other tags, see the DocuSign Service User Guide. Example: Check Box and Radio Button usage In the following document, the recipient should only check one box in section C, while they can check all boxes that apply in section D. Select only one Select all that apply When using the form in DocuSign: For section C, add a group of two radio buttons, so that the recipient only selects one option. For section D, add two check boxes, so that the recipient can select one, two or no options. Adding Check Boxes Adding check boxes to a document is a normal part of sending documents for electronic signatures. Check boxes appear in documents as square boxes. 1. Create a new envelope. Add documents, recipients, Subject and messages, and select any Envelope Settings normally. 2. Start to add the tags normally. 3. Drag a Check Box tag to the document and drop it on the document. 4. Click on the Properties icon adjacent to the Check box tag to open the Properties dialog box for the tag. 5. Change the Label, add a Tool Tip or modify other properties for the Check Box.

3 3 Note: If there are multiple check boxes in the document that have the same Label, selecting or clearing one check box will automatically select or clear all the other check boxes with the same Label. 6. Click Apply to save the button information. Note: You can save the Radio button as a custom tag by clicking Save as Custom. 7. Optionally, you can place a checkmark in the Check Box to be checked by clicking on the check box in the document. 8. Repeat steps 3 7 to add more check boxes. 9. Finish adding any other tabs and send the envelope. Adding and Grouping Radio Buttons Adding radio buttons to a document is a normal part of sending documents for electronic signatures. Radio buttons, also referred to as option buttons, appear in documents as round buttons. 1. Create a new envelope. Add documents, recipients, Subject and messages, and select any Envelope Settings normally. 2. Start to add the tags normally. 3. Drag a Radio Button tag to the document and drop it on the document. 4. Click on the Properties icon adjacent to the Radio Button tag to open the Properties dialog box for the tag. Type the Group name Type a Value for the selection 5. Type a name for the radio button Group. The Group name is used to join together multiple radio buttons in the same group. A recipient can only select one radio button in a group. 6. Add the Value for the Radio Button. This is the value that appears in the form data for the document if the radio button is selected. 7. Modify any other properties for the Radio Button tag. 8. Click Apply to save the button information.

4 4 Note: You can save the Radio button as a custom tag by clicking Save as Custom. 9. Drag another Radio Button tag to the document and drop it on the document. 10. Open the Properties window for the Radio Button. Type the same Group name as the first radio button. Modify any other properties for the tag. 11. Click Apply to save the button information. 12. Repeat steps 9 11 to add any other buttons to the group. 13. Optionally, after adding all the buttons for a group, you can select one radio button for the group by clicking on the radio button. The recipient can still select a different option, unless the Locked form field option is selected. 14. Finish adding any other tabs and send the envelope. For More Information For more information about additional DocuSign features, go to the DocuSign Support Site.

5 5 Copyright, Trademark and Patent Information Copyright DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual Property page ( on the DocuSign website. All other trademarks and registered trademarks are the property of their respective holders. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice. Version: DocuSign Release (November 2013) If you have any comments or feedback on our documentation, please send them to us at: Summary of changes for this version: Removed DocuSign plan requirement information.