Focus: The focus of this self-help article is to provide steps and information to about the PandaDoc “Checkbox” field and how it can be used in documents and templates.
Please note: Fields can be used for documents and templates. In this help article we will be using them for a document. Fields can also be resized to provide a larger or smaller field.
Using PandaDoc Editor and “fields”: If you are planning on using fields for the templates and documents you create via the PandaDoc Editor. Fields must be added into “Content Blocks”. Please view this link for more details.
What is a Checkbox field?: With the Checkbox field, this can be added to your document to have your recipient check the box. This field can also be set to “required”. A good example of using this field if you have import pieces of information and you want to confirm that understand the document.
Step 1: Uploading a document and selecting a Checkbox field. Upload a document, select “Fields” on the right. Select and hold down your mouse on the Checkbox Field and place it on the document.
Step 2: Checkbox Field options This field includes a “Title” option and a “required” option. Add your recipient and click “Apply”.
Step 3: Removing Checkbox field. If you ever need to remove this field, use the red “remove” link found in options.