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Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Check for users with provisioning errors
    4. Change Name/Email Address
    5. Edit a user's group membership
    6. Edit a user's group membership through the group interface
    7. Promote a user to an admin role
    8. User Identity Types and SSO
    9. Switch User Identity
    10. Authenticate Users with MS Azure
    11. Authenticate Users with Google Federation
    12. Product Profiles
    13. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
      16. Apply Adaptive Signature Draw scaling
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send Settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. CCs
      8. Recipient Agreement Access
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Agreement name
      14. Languages
      15. Private messages
      16. Allowed signature types
      17. Reminders
      18. Signed document password protection
      19. Send Agreement Notification through
      20. Signer identification options
        1. Overview
        2. Signing password
        3. Knowledge-based authentication
        4. Phone authentication
        5. WhatsApp authentication
        6. One-Time Password via Email
        7. Acrobat Sign authentication
        8. Cloud-based digital signature
        9. Government ID
        10. Signer Identity reports
      21. Content Protection
      22. Enable Notarize transactions
      23. Document Expiration
      24. Preview, position signatures, and add fields
      25. Signing order
      26. Liquid mode
      27. Custom workflow controls
      28. Upload options for the e-sign page
      29. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links
  8. System Requirements and Limitations
    1. System requirements
    2. Transaction limits

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send (Compose) page
      1. Overview of landmarks and features
      2. Group selector
      3. Adding files and templates
      4. Agreement name
      5. Global Message
      6. Completion Deadline
      7. Reminders
      8. Password protect the PDF
      9. Signature type
      10. Locale for the recipient
      11. Recipient signature order/flow
      12. Recipient roles
      13. Recipient authentication
      14. Private message for the recipient
      15. Recipient agreement access
      16. CC'd parties
      17. Identity check
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. E-signature fields
        3. Initials field
        4. Recipient name field
        5. Recipient email field
        6. Date of signing field
        7. Text field
        8. Date field
        9. Number field
        10. Checkbox
        11. Radio button
        12. Drop-down menu
        13. Link overlay
        14. Payment field
        15. Attachments
        16. Participation stamp
        17. Transaction number
        18. Image
        19. Company
        20. Title
        21. Stamp
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. Access Power Automate flows
    10. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API
  3. Sandbox
    1. Sandbox overview
    2. Link your Production and Sandbox
    3. Sandbox asset types

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Use Checkboxes to allow recipients to select one or more options from a group of choices.

Checkboxes make forms more straightforward by allowing users to select multiple options with a single action. They are ideal for collecting preferences, permissions, and confirmations, such as subscribing to updates or agreeing to terms and conditions.

They also improve accessibility and usability. Checkboxes are easy to navigate with a keyboard or screen reader, making them an inclusive choice for all users. Since they provide explicit, visual confirmation of selections, they help reduce errors and ensure user intent is accurately captured.

By simplifying decision-making and streamlining form completion, checkboxes create a faster, more efficient experience. They eliminate unnecessary typing and make it easy for users to interact with a form, leading to higher completion rates and better data accuracy.

Availability:

  • Acrobat Standard and Acrobat Pro: Supported
  • Acrobat Sign Solutions: Supported
  • Acrobat Sign for Government: Supported

Left-click field menu

Left-clicking (or CMD-clicking) a checkbox field opens a submenu that provides quick access to common customization options. This submenu offers a streamlined alternative to the entire field customization menu, making it especially attractive to experienced form builders.

Of note is the option to convert the field into a Radio Button.

View of the field with the left click field menu exposed.

Customizing the field properties:

Double-clicking the field opens the full customization menu in the context panel.

The field's left-click menu also has an option to open the Customize field panel:

The Checkbox field with the left-click menu exposed and Customise field highlighted.

Checkbox fields have five sections that can be configured:

When added to an agreement, each field must be assigned to a specific participant (Prefill, participant1, participant2) or condition (Any recipient, All recipients). Field assignment determines who can interact with the field, ensuring that only the designated recipient(s) can complete it.

Field Assignment Options

  • Explicitly Assigned to a Recipient – Only the designated recipient can fill in explicitly assigned. If the field is required, they must complete it before proceeding. If the field is optional and left empty, it remains locked for others.
  • PrefillPrefill fields are available only to the sender before the agreement is sent. Recipients cannot edit or interact with prefilled fields.
  • Any recipient – The field is available to each recipient in turn until one of them enters content. Once completed, it becomes locked (read-only) for all subsequent recipients.

Proper field assignment ensures clarity in document workflows, prevents unauthorized edits, and maintains structured, organized agreements.

The Field Assigned To section of the field properties with three recipients and three example fields

Tip:

Note that the colored dot next to a recipient’s name or email in the recipient list corresponds to the colored border of the fields assigned to that recipient. This visual cue helps quickly identify which fields belong to each signer, making it easier to manage and verify field assignments within the agreement.

The Checkbox field includes four configurable elements:

  1. Required field – When selected, the field becomes mandatory. The assigned recipient must interact with it, which is uncommon with checkboxes.
    • If you have a use case that requires a checkbox, consider if using an Initials field would provide a more effective result.
  2. Value type – Allows the form author to change the field value between Entered and Calculated.
    • An Entered value expects the recipient to interact with the field to either check or uncheck it.
    • A Calculated value expects the field value (checked or unchecked) to be automatically adjusted based on the values of other fields. Selecting the Calculated option will:
      • Require the form author to enter a formula to alter the checkbox value.
      • Lock the field value such that the recipient can't edit it. The field is calculated, so manually editing it is not permitted.
      • Remove the option to set the field as Required. The field value is set outside the action of the recipient.
      • Remove the option to set the Checkbox default value. 
  3. Checkbox default - Define if the checkbox should be Checked or Unchecked when the agreement is first displayed to the recipient.
  4. Field name - The name of the field. Naming your field intuitively will significantly improve the experience when running reports and data exports. The default values will reflect the field type and an incrementing value. Consider changing the name to reflect the use of the field. e.g., Customer Initials, Countersignature Initials, Manager Initials.
View of the field customization menu with the Customizable Field Type section highlighted.

Custom Field Content controls how the field appears in the form:

  1. Tooltip – A tooltip is a message that appears in a text bubble when the recipient hovers over a field in the e-signing experience. Use this value to display the field name or provide simple instructions.
  2. Lock field value - When enabled, the field is read-only. The recipient will not be allowed to alter the value.
The "Customize field" panel highlighting the "Customize Field Content" section

The advanced field actions are the same as those available when you right-click a field to open the quick menu.

  1. Copy field – Copies the field and its current values to your clipboard. The only difference between the original and copied field is the field name.

    • To paste, right-click where you want the field and select Paste from the menu.
    • You can also use the keyboard shortcuts Ctrl/Cmd + C to copy and Ctrl/Cmd + V to paste.
  2. Delete field – Removes the field.

    • You can recover a deleted field using the Undo shortcut: Ctrl/Cmd + Z if needed.
  3. Clone and link fields – Creates an identical clone of the field with the same name and properties next to the original field. Because the fields share the same name, they remain linked—editing one updates all linked copies. Likewise, when a recipient enters content into one field, it's replicated to all its clones. This is useful when multiple forms in an agreement require the same information. For example, if a form requests a signer's Name and Address more than once, cloning the fields allows the signer to enter their information once, automatically updating all linked fields.

    • You can create multiple linked clones of the same field.
    • You can delete an individual clone of a field without impacting the other clones.
       
  4. Repeat Field on All Pages – Adds a copy of the field to every page of the agreement in the same position as the original (using the same x and y coordinates).
The Advanced Field Actions section of the field properties.

You can set conditions to control how fields interact with each other, allowing fields to appear or be hidden based on user input.

A condition determines whether a field is shown or hidden when specific values are met. This can be triggered by a single event (such as checking a box) or a series of events where any or all conditions must be met (such as checking a box, applying a signature, and selecting a radio button).

Setting Field Conditions in Acrobat Sign

When configuring conditional logic for a field, you define how it behaves when specific conditions are met.

Field state: How does the field change?

The Field state setting determines whether the field is shown or hidden when triggered by a condition:

  • Show this field – The field is hidden by default and appears when the condition is met.
  • Hide this field – The field is visible by default and disappears when the condition is met.

When: What is the scope of conditions for changing the field state?

The condition scope defines if one or all conditions must be met to effect a change in the field state.

  • Any – If any defined conditions are met, the action is triggered.
  • AllEvery condition in the set must be met before the action is triggered.

Conditions: What has to happen for the field state to change?

Conditions define which criteria must be satisfied before the action occurs. The condition must identify a specific field and evaluate that field's state or contents based on the operator.
Define a condition by:

  1. Select a field – Choose the field that will act as the trigger. All fields currently on the form are listed.
  2. Choose an operator – Define how the trigger evaluates the field's state. The available options vary based on the field type  (e.g., for checkboxes: is/isn't selected; for text fields: comparisons such as equals, greater than, or contains)
  3. Set the trigger value – Define the value that activates the condition. For checkboxes, this is checked or unchecked. For text fields, this can be a specific value or a Contains/Doesn't contain type of expression.

Multiple conditions can be set by selecting the plus icon under the existing condition. This adds a new condition that can be configured, expanding the scope of the existing condition.

By setting up conditions, you can create dynamic, interactive forms that adjust based on user input, improving efficiency and usability.

The Add or Edit Conditions section of the field properties.

Text tag examples

Unassigned Checked Checkbox Text Tag

Checkbox1_es_:checkbox(checked)

Breakdown of the Tag:

  • Checkbox1 → Unique field name (you can modify as needed).
  • _es_  → The text tag signifier. Do not edit or omit.
  • checkbox → Defines the field as a checkbox field.
  • checked→ Makes the checkbox checked by default.

 

Required Unchecked Checkbox Text Tag

Required_Checkbox_es_:signer1:checkbox:required

Breakdown of the Tag:

  • Required_Checkbox → Unique field name (you can modify as needed).
  • _es_  → The text tag signifier. Do not edit or omit.
  • signer1 → Assigns the field to the first signer.
  • checkbox → Defines the field as a checkbox field.
  • required → Makes the field required.

 

Checkbox with a Label Text Tag

Agreement_Checkbox_es_:signer1:checkbox:label("I agree.")

Breakdown of the Tag:

  • Agreement_Checkbox → Unique field name (you can modify as needed).
  • _es_  → The text tag signifier. Do not edit or omit.
  • signer1 → Assigns the field to the first signer.
  • checkbox→ Defines the field as a checkbox field.
  • label → Adds a text label to the right side of the checkbox.

 

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