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What is the "Group" Field on the Document Preparation Screen and How Does it Work?

  • Purpose of the Group Field:
    • The "Group" field allows you to group multiple checkboxes together.
    • You can specify how many boxes the client must select from the group.
  • How It Works:
    • For binary questions (e.g., Yes/No), use the group feature with two boxes.
    • In the drop-down menu, specify that the signer must select one of the two boxes (e.g., "Yes" or "No").
  • Scalable:
    • This feature scales for larger groups of checkboxes.
    • For example, if you have 5 boxes, you can specify that the signer needs to select 3 out of the 5.