Insert Checkbox Group from the Client Information For Real Estate

Aug 6th, 2022
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How to Insert Checkbox Group from the Client Information For Real Estate

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hello my fellow keller williams agents how are you on this saturday evening at 10 34 p.m good okay so lets get down to business here okay so now when youre doing and you have to send a lead disclosure out to your clients you know the way theres an area where seller has to choose a and b and then do you have lead yes i do i dont i dont know blah blah yadda yadda so there are options there we are not allowed to check off anything for them so they have to check it off themselves so im going to show you how to add the check boxes which will allow them to check it off themselves the way we were doing it before in our contact to close unfortunately did not work so i figured out how to do it the right way um so those of you who did the contact to close class you might want to check this out and follow it through follow through the whole class and this video i should say and figure out how to do it and going forward ill be showing you how to do this so im going to try to get this all

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The checkbox field can be added to your document as a single box or a group of multiple boxes. A checkbox group can include a validation rule to enforce how many checkboxes in the group your signer must select. Note: Previously, a checkbox was a single element only.
With these properties you can do things like: Make a field required or optional. Change the recipient for a field. Enter data in the field and make it read only for recipients.
To manage custom fields Go to My Preferences Signing and Sending Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the field. To edit or delete an existing custom field: Locate the field in the Custom Fields list. To edit the field:
1:07 2:33 Tech Tip - Change Radio and checkbox buttons in forms YouTube Start of suggested clip End of suggested clip Some of these you may or may not be able to select. So if youre unable to kind of Select. And checkMoreSome of these you may or may not be able to select. So if youre unable to kind of Select. And check these you can hit the space bar. And that should allow to free up that checkbox.
Checkbox Values. Optional values that you can specify for each box. Values are shown to signers and included when you download the form data for the envelope. To mark the checkbox as checked for the recipient, select the box next to the value. The recipient can uncheck the box when they sign or leave it selected.
In order to agree with the given information or confirm it, put a checkmark in front of that sentence. Click on the Check button, and it will be added. In order to move to another other item while editing a template choose the Next button. Save it by clicking at Done at the button.
How do I add a checkbox to a document in ? Go to .com and log in to your account. Click the Documents tab. Select the document you want to add a checkbox to. Click the Edit button. Click the Add Fields button. Select the Checkbox field. Click the Add button.
does not allow you to make a checkbox required, because unchecked is a valid response for a checkbox. In some situations, however, you can use a single radio button instead. Selecting a radio button field automatically places a pair, with the option to add more to the group.

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