Optional Fields and Checkboxes are eSign features that give you more control over how clients complete documents. You can add checkboxes to eSign documents and choose whether text fields are required or optional for the signer.
Why This Matters
Optional Fields and Checkboxes make eSign documents more flexible and client-friendly by allowing you to:
Collect confirmations using checkboxes instead of free-text responses
Reduce signer friction by making only critical fields required
Design cleaner, more intuitive eSign documents for common CPA workflows
Table of Contents
eSign Enhancements Enabled by This Feature
Checkboxes on eSign Documents
Add checkboxes directly to eSign documents.
Use checkboxes for:
Acknowledgements
Yes/No confirmations
Consent-style inputs
Optional vs. Required Text Fields
After dragging and dropping a Text Field onto a document:
Click the Settings (gear) icon on the field.
Toggle whether the field is Required or Not Required for the signer.
Optional fields allow signers to submit the document even if the field is left blank.
Summary
Optional Fields and Checkboxes give you more control over how clients interact with eSign documents. By allowing checkboxes and optional text fields, you can reduce friction, improve clarity, and tailor documents to real-world CPA workflows—without overloading clients with unnecessary required fields.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.