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.


  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.

  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.