Create a check box Field

These instructions can also be used to create a form field at both the Form Document tab of the assembly window and in HotDocs Filler.

Some forms include check boxes for users to mark. check boxes can represent either true/false (or yes/no) options, but they can also represent several predefined options for users. By default, HotDocs merges an X in a check box to indicate that it has been selected, but you can define a different check box character.

Please see Check Fillable Fields in a PDF Template for information on working with fields in a template created from a fillable PDF.

To create a check box field

1. Edit a form template. (See Edit a Form Template.)
2. Where the check box appears on the form, double-click within the field borders, or click the Detect Field button. A check box field is created.
3. Attach a variable to the field. Your options include True/False and Multiple Choice.

When assigning a True/False variable, if you want to merge a character other than an X, indicate the character by specifying it as a variable format. See Customize a True/False Variable for details. To change the font for the field, see Set Properties for New check box Fields. When assigning a Multiple Choice variable, you should group the fields before attaching the variable. See Group Form Fields So Answers Can Flow From One Field to Another for details.

4. Optionally, specify a condition to make the field dependent on other answers in the form. (See Make a Field Conditional.)

You can change the default measurements used to identify new fields as check boxes. You can also specify a default character other than X to be used when selecting check box fields. (See Set Properties for New check box Fields.)

If HotDocs creates an Edit field, rather than a check box field, select the field, click the Field Properties button, and choose Check box as the Field type.