Checkbox Tags and Best Practices — Classic

Checkbox Tags and Best Practices

Refer to the following list for templates of common checkbox tag configurations.

• [[SFLD:FieldName:T=C]] – a pre-checked standard checkbox

• [[SFLD:FieldName:T=C,O=yes]] – a filled-in checkbox

• [[SFLD:FieldName:T=C,O=no]] h- a null checkbox, or a checkbox that is left blank by default

• [[SFLD:FieldName:T=C,O=no,R=yes]] - a required checkbox

• [[SFLD:FieldName:T=C,O=No,E=True]] - a custom output checkbox

• [[SFLD:FieldName:T=C,O=Credit Card,W=9,H=9]] - a custom size checkbox

Checkbox best practices

Use the following best practices when adding checkbox fields to your documents:

• Remember that the standard checkbox (without the O= parameter) will appear as selected by default.

• Remember that if the O= parameter to anything other than Yes or True, it will appear empty.

• Use descriptive names for your export value. The export value is used in the document database output and can be difficult to recognize without a descriptive or unique name.

• Use size parameters of W=9,H=9 to hide the box outline on the signing page.

• Use a small font size (as small as 1 pt) when entering text in textbox fields to help maintain document formatting. This doesn't affect the size of the field itself when sent to the signer.

• Use white font for fields so they don't appear when the document is used outside of Sertifi.