Insert Dropdown List to the Agency Agreement and eSign it in minutes

Aug 6th, 2022
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How to Insert Dropdown List to the Agency Agreement

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welcome to Excel campus my name is John and in this video Im going to explain how to create dynamic data validation lists that extend when we add new items to our source range so what I mean by that is in the cell here we have this data validation list with some items here these are from our products column over here in this sheet and as we add new items to the bottom of this list we want those to be automatically included in our data validation list here and for this were going to use Excel tables and named ranges so the first thing were going to do is go over to our source range which is this products sheet and were going to insert a table so well go to the insert tab on the ribbon choose table keyboard shortcut is ctrl T thatll bring up this prompt here just make sure your my table has headers checkbox is checked and click OK that will insert our table we can see our table name right here as well and we can also change that I also have a whole nother video on getting started w

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On the worksheet where you applied the drop-down list, select a cell that has the drop-down list. Go to Data Data Validation. On the Settings tab, click in the Source box, and then change your list items as needed.
Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
Dropdown. This field provides a drop down list of options. Like radio buttons, recipients can select only one value from the list.
Click the Documents tab in the top navigation bar. Select the document you want to add a dropdown list to. Click the Add Fields button in the top right corner. Select the Dropdown field from the list of available fields.
How to Create a Fillable PDF With On the home page, upload your form. Select Next once your file is uploaded. Add your recipients and select Next. On the Prepare screen, you can start creating your form using the fields in the toolbar on the lefthand side of the screen.
Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
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: To delete, click the Actions menu and select DELETE.
Under Insert controls, click Drop-Down List Box. Click Add. In the Value box, type the text that you want to store if a user selects this entry. In the Display name box, type the text that you want to display for this entry, and then click OK. Repeat steps 1 through 3 for each entry that you want to add to the list box.

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