Making a Checkbox Required in DocuSign: A Step-by-Step Guide
Introduction
DocuSign is a popular electronic signature platform that allows users to create and send electronic documents, including contracts, agreements, and other business documents. One of the key features of DocuSign is the ability to add custom fields to documents, which enables users to collect specific information from signers. However, one of the limitations of DocuSign is that it does not allow users to make certain fields, such as checkboxes, mandatory. In this article, we will show you how to make a checkbox required in DocuSign.
Why Make a Checkbox Required?
Before we dive into the steps to make a checkbox required, let’s understand why this is necessary. Mandatory fields are fields that are required to be filled in by the signer. In most cases, this is not the case with checkboxes. However, in certain situations, such as when a checkbox is used to indicate that a signer has agreed to a specific condition or has provided additional information, it is essential to make the checkbox mandatory.
Step-by-Step Guide to Making a Checkbox Required in DocuSign
Here are the steps to make a checkbox required in DocuSign:
Step 1: Create a New Document
To start, you need to create a new document in DocuSign. You can do this by clicking on the "Create" button in the top right corner of the screen and selecting "Document" from the drop-down menu.
Step 2: Add a Custom Field
Once you have created a new document, you need to add a custom field. To do this, click on the "Fields" tab in the top left corner of the screen and select "Add Field" from the drop-down menu.
Step 3: Choose the Field Type
When adding a custom field, you need to choose the field type. For checkboxes, you can select "Checkbox" from the list of available field types.
Step 4: Configure the Field Settings
To make the checkbox required, you need to configure the field settings. Here are the settings you need to configure:
- Field Name: Enter a unique name for the field, such as "Checkbox: Agree to Terms".
- Field Type: Select "Checkbox" as the field type.
- Required: Select "Yes" to make the field required.
- Prompt: Enter a prompt to display to the signer, such as "Do you agree to the terms of this contract?"
Step 5: Save the Document
Once you have configured the field settings, you need to save the document. Click on the "Save" button in the top right corner of the screen to save the document.
Step 6: Send the Document
To send the document, click on the "Send" button in the top right corner of the screen. You can choose to send the document to a specific recipient or to a group of recipients.
Tips and Variations
Here are some additional tips and variations to keep in mind when making a checkbox required in DocuSign:
- Use a Unique Field Name: Use a unique field name for the checkbox to avoid conflicts with other fields in the document.
- Use a Prompt: Use a prompt to display to the signer to help them understand the requirements of the checkbox.
- Use a Required Field: Use a required field to ensure that the checkbox is filled in by the signer.
- Use a Conditional Field: Use a conditional field to check if the checkbox is filled in and to display a different prompt or message accordingly.
Conclusion
Making a checkbox required in DocuSign is a simple process that can be completed in a few steps. By following the steps outlined in this article, you can ensure that your documents are filled in by the required signers. Remember to use a unique field name, prompt, and required field settings to make the checkbox required. With these tips and variations, you can create documents that are more effective and efficient.
Additional Resources
If you need more information or help with making a checkbox required in DocuSign, here are some additional resources:
- DocuSign Help Center: The DocuSign help center has a section on custom fields and checkboxes that provides more information on how to make checkboxes required.
- DocuSign Tutorials: DocuSign offers tutorials on how to use custom fields and checkboxes in their platform.
- DocuSign Community Forum: The DocuSign community forum has a section on custom fields and checkboxes that provides more information and support.