Mutually exclusive checkboxes allow you to limit a signer to selecting only one option from a group. This ensures accurate responses where only a single choice is valid, improving data consistency and reducing errors.
Requirements
Supported document formats: PDF, Word, Excel, PowerPoint
Multiple checkbox fields added to the document
Instructions
Option 1: Limit signers to one selection (Mutually Exclusive)
Insert checkbox fields
Add the required checkbox fields to your document.
Select the checkbox group
Click and drag to highlight all checkboxes that should be mutually exclusive.
Configure exclusivity
In the field menu on the right, tick Only 1 value can be selected in the checkbox group
Enter a Checkbox Group Name to link the selected fields
Set as required (optional)
Tick Required if a selection must be made
Visual - Enabling Mutually Exclusive Checkboxes
Option 2: Require one or more selections (Multi-select required)
Insert checkbox fields
Add the required Tick fields to your document.
Assign all checkboxes to the relevant signer.
Select the checkbox group
Highlight all checkboxes in the section.
Configure the group
Enter a Checkbox Group Name to link the fields
Tick Required for all selected checkboxes
Do not enable Only 1 value can be selected in the checkbox group
Confirm behavior
The help text will update to: “One or more values in the group will be required when signing”
This setup ensures that signers must select at least one option, while still allowing multiple selections where applicable.
Use case:
Ideal for scenarios like source of wealth, where more than one option may apply, but at least one selection is required.
Visual - Check boxes (Multi-select required)
Expected Outcome
Checkboxes behave according to your configuration:
Only one option can be selected when mutually exclusive is enabled
One or more options must be selected when configured as a required group without exclusivity
This ensures accurate data capture and prevents incomplete responses.
FAQs
Can a signer select more than one option in a mutually exclusive group?
No. Only one checkbox in the group can be selected.
What happens if I don’t assign a checkbox group name?
The fields will not be linked, and multiple selections may still be possible.
Can I require at least one selection without limiting to one option?
Yes. Mark all checkboxes as Required, assign a group name, and do not enable mutual exclusivity.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]