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    • Navigating checkboxes [video]
    • Disabling attachments on completion emails [video]
    • Setting up a SharePoint sync with Power Automate [video]
    • Using anchors to place fields [video]
Docs / Guides & Videos

Navigating checkboxes [video]

Learn how to use single checkboxes, group them together, and apply validation rules like radio buttons to control recipient selections.

This video covers how checkboxes work in Annature, including single checkbox options, grouping multiple checkboxes together, and applying validation rules to control how recipients interact with them.

Single checkbox options

When working with a single checkbox, you can configure the following:

  • Required — The recipient must check the box to complete the envelope.

  • Pre-checked — The checkbox is already selected when the recipient opens the envelope.

  • Read only — The recipient can see the checkbox and its state but cannot change it.

Grouping checkboxes

When you add multiple checkboxes to a document, you can highlight them and group them using the options on the right-hand side. Once grouped, validation options become available.

Validation

Validation lets you control how many checkboxes a recipient must select within a group:

  • Minimum — The recipient must select at least a certain number.

  • Maximum — The recipient cannot select more than a certain number.

  • Exactly — The recipient must select a specific number.

Setting validation to exactly one effectively turns your checkboxes into radio buttons, where only a single option can be selected. This is useful for scenarios like selecting a payment method, choosing a plan, or answering a multiple-choice question.

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