Instructions

1. Drag the Radio Button control into the document to the location where the signer will need to select one option from a group. Any number of radio buttons may be assigned to a group. Multiple groups may be added to a single document.
2. Set the available options:
   • Signer: Select the appropriate signer the control is assigned to if the document is sent to more than one recipient.
   • Group Name: This field assigns the radio button to a specific group of other radio buttons. For example, the group could be named “group 1” or “Animal” and all radio buttons with those names will be grouped together. When selecting the signer will have an option to pick only one radio button within the group.
   • Radio Name: This option allows you to name the specific radio button. Radio Buttons are named “Radio” by default. Example:
     • Group Name: Marital Status
     • Radio button 1: Single
     • Radio button 2: Married
     • Radio button 3: Separated
     • Radio button 4: Divorced
     • Radio button 5: Widowed
   • Required (Group): Check this box to require the assigned recipient to select an option from this group.
   • Pre-selected:  Check if one radio button within the group needs to be pre-selected when the signer opens the document. This will be selected by default if the signer does not make a selection within the grouping of radio buttons.
3. Press the green check when complete.

Note, the grey border on the outside of the radio button will not be visible to the signer(s).

Checkbox Control Icon

The icon that controls the Radio Button Control.

Designate Signer

If the document is sent to more than one recipient, select this option to assign this field to a signer.

Group Name: This field assigns the radio button to a specific group of other radio buttons. For example, the group could be named “group 1” or “Animal” and all radio buttons with those names will be grouped together. When selecting the signer will have an option to pick only one radio button within the group.

Radio Name: This option allows you to name the specific radio button. Radio Buttons are named “Radio” by default.

Required (Group): Required

If checked  the Radio Button grouping will be requiried and  must be completed by the assigned recipient. This means the signer must make one selection among a group.

Pre-selected: Checked

If checked causes this Radio Button control to be preselected as the default selection within the associated radio button grouping.

Cancel

Press the cancel icon to close the Radio Button Control window.

Confirm

Press the green check mark when complete to add the Radio Button Control to the document. 

Radio Button Field

The Radio Button control appears as shown on the document. 

Radio Button Field Hover

When the mouse hovers over the Radio Button Control, an edit and delete button will appear.

1. Clicking the “Pencil” Icon will bring back the editing window.
2. Clicking the “Puzzle / Dependency” icon will allow you to edit the dependency status of the Radio button provided dependencies are being used.
3. Clicking the “X” icon will delete the label.

The document creator can also drag the 3 red dots to make the form field longer or shorter.