Managing Check Boxes in your Document

Check Boxes:
Checkboxes allow users to select one or more options from a set of predefined choices. They are ideal for situations where multiple selections are possible, giving users the flexibility to choose as many options as needed.

Inserting a Check Box

To insert a radio button, click the Check Box option from the Master Elements section in the side menu.

A Check Box will be inserted into your document.

Configuring Check Box Setting

Click on the inserted radio button to access the Check Box Settings, where you can manage the following options:

Group Name: Since multiple check boxes may be added, assigning a group name ensures they function as a individual options. For example, a "Contact Method" group could include options like Phone, SMS, etc. Naming the group is crucial for proper functionality.

Note: If you rename the group name after adding check boxes to it, the associated field name will be removed from the original group and assigned to a new group with the updated name. If the group name is reverted to the previous one, the field name will be restored to the original group along with its existing check boxes.

Here’s the grammatically corrected version of your text:  

Field Name: This is the identifier for each individual checkbox. The field name can be customized but will not appear in the design preview. This field name will be under the group name and will serve as the identifier for a specific checkbox within that group. From the set of inserted checkboxes, we can set the primary checkbox to appear under the group name by clicking on the option next to it. Every newly added checkbox in the document will automatically be visible under the group name. 

Editing Check Box Name: Users can edit the check box name by clicking on the text box next to the check box. Additionally, they can apply text formatting such as bold, italic, or other styles using the text styling bar at the top of the page. 

Editing Check Box Style: When you click on an inserted checkbox, styling options will appear in the top menu. From there, you can customize the background color, checkbox border, and even change the color of the checkmark (dot, tick, or X).

Checked Toggle: Enables the user to decide whether the check box should appear as checked or unchecked by default in the document preview. 

Dynamic Check Box: By enabling this option, users can assign dynamic values during the document preview, enhancing flexibility. 

Read Only: Enabling this option makes the check box static, preventing any interaction in the preview. The button will retain its pre-set value. 

Add More Check Boxes: This option allows users to add additional boxes under the same group. Each new button will be automatically assigned a default field name and mapped to the existing group. 

VIDEO DEMO:

• Related Articles

• Managing Combo Boxes in your Document

  Combo Boxes: Combo boxes provide a dropdown menu of predefined options, allowing users to select one from the list. They are perfect for saving space in forms, ensuring consistent data entry, and enhancing the user experience by offering a clear set ...

• Managing Radio Buttons in your Document

  Radio buttons are used to allow users to select only one option from a set of mutually exclusive choices. Here's how you can add and configure them in your document: Inserting a Radio Button To insert a radio button, click the Radio Button option ...

• Managing Entities & Variables

  Entity and Variable: To maintain a structured and efficient system, entities such as funds, users, patients and applications are identified and represented using variables in camelCase format. A variable is a named storage space designed to hold ...

• How to Create a Fillable Document in Perfect Doc Studio

  Perfect Doc Studio makes creating fillable documents simple and efficient. With features like signature fields, checkboxes, and other interactive form elements, you can design professional, user-friendly forms that are easy to complete digitally. ...

• Search Document Templates

  SEARCH DOCUMENTS To search for the list of document templates in the system, follow the steps below: 1. Go to the "Design System" section from the main menu. 2. Click on "Documents". 3. On the documents page, you can see the list of all the templates ...