Checkbox Fields

Overview

This article highlights the steps to add a Checkbox Field to an Onboarding document.

Note: If you have multiple items requiring checkboxes, you will need to create a separate checkbox for each item.

Steps

1. Navigate to the Onboarding tab.
   
   
   
   
2. Select the Documents tab.
   
   
   
   

3. Select the document you will be editing.
   
   
   

   • If you need to upload a new document, see Uploading a New Onboarding Document.
     
     
4. From the field bank on the left, select Add New.
   
   
5. Drag Add Checkbox from the field bank to the desired location on the document.
   • The Add Field window will open so you can adjust the field settings.

   

6. Enter in a name for the field.
7. Choose who will complete the field.
8. Select if the field is required to be completed.
   
   
   
   
9. Select a Source of field, if necessary.
   • See Sourcing Onboarding Fields.

   

10. Select Save to confirm your changes.
    
    
11. Repeat the above steps for each item requiring a checkbox.
    

Next Steps

The following articles provide additional information on customizing how your fields will display.

• Adding, Adjusting, and Removing Onboarding Fields
• Onboarding Field Options