When you prepare your document, you can place multiple related fields using the grouped fields feature. This creates a collection of fields and makes it easier for the signer to complete the document to your specifications. You can set a required minimum or maximum number of selections in a group.
Who can do this
Any user in your organization with an owner, admin, team member, and sender role can perform the action below.
What to expect
Fields in the same group can:
- Be placed across multiple pages.
- Only be assigned to one signer as a group. If you'd like to assign individual fields to different signers, apply them as separate fields or create a group for each signer.
Group designations are now supported with white-text tagging. Learn more about white-text tags.
Add grouped fields
During the Prepare Document stage of creating a transaction, follow the steps below.
- Click the Select tool from the tool bar on the right.
- Select the field after you place it.
- Click Add to Group to add another check box.
- Repeat steps 2-3 to add as many check boxes as needed.
Set a minimum or maximum for grouped fields
- Select one of the check boxes in the group.
- Use the dropdown menus in the toolbar on the right to set the requirements for the grouped fields.
- Min to be checked: Set this to 1 to require a response to this question or 0 to allow the signer to skip this question.
- Max to be checked: Set this to the maximum allowable items the signer can check for this question.
Assign a grouped field to a different signer
- Select one of the check boxes in the group.
- Use the Assigned to dropdown menu in the toolbar on the right to assign this group to a specific signer.