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Grouped Fields | Business Portal

Casey Birkholz
  • Updated

Overview

If you use multiple related fields, you can use the Grouped Fields feature to create a collection of fields for easier document preparation.

  • You can set a required minimum or a maximum number of selections in a group.
  • You can use Grouped Fields on documents with multiple pages.
  • Fields in the same group can be placed across multiple pages.

As with individual fields, grouped fields can be assigned to a specific signer:

  • If a field is part of a group, it can only be assigned to a signer as a group. If you'd like to assign individual fields to different signers, apply them as separate fields.
🎯Primary Audience: Proof for Business

Steps to Create Grouped Fields

Create a transaction as you normally would. During the "Prepare Document" stage, follow the steps below.

  1. From the tools on the right, use the Select tool.
    group-des-1.png
  2. Select Add to Group to add as many checkboxes as required on the form.
    group-des-2.png
    group-des-3.png
  3. When you are finished preparing your designation, tap anywhere on your document to complete the rest of your document preparation.

Add group designations via white-text tagging

Group designations are now supported with white-text tagging. Learn more about white-text tags.

How do I add requirements to Grouped Designations?

  1. Select one of the checkboxes that have been added as a group. Use the toolbar on the right to add a minimum or maximum or assign the group to a specific signer:
      • Assign to specific signer: Use the dropdown menu under Assigned to, and select the appropriate signer for this group.
      • Assign a minimum or maximum: Under Group Requirements, use the dropdown menus next to Minimum and Maximum to make selections for this particular group.
  2. Repeat the process for additional grouped designations as needed.

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