User Guide Cancel

Checkbox groups in Adobe Acrobat Sign

Search
Adobe Acrobat Sign

Adobe Acrobat Sign

Open app

 

Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Add, edit, and review active users
      1. Review your active users from the Users tab
      2. Add a User
      3. Add Users in Bulk
      4. Add Users from your Directory
      5. Add Users from MS Azure Active Directory
      6. Migrate users between Admin Console organizations
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Review users who haven't completed verification
    4. Check for users with provisioning errors
    5. Change Name/Email Address
    6. Edit a user's group membership
    7. Edit a user's group membership through the group interface
    8. Promote a user to an admin role
    9. User Identity Types and SSO
    10. Switch User Identity
    11. Authenticate Users with MS Azure
    12. Authenticate Users with Google Federation
    13. Product Profiles
    14. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup / Branding Settings
      1. Overview
      2. Add logo
      3. Customize company Hostname/URL    
      4. Add company name
      5. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
      16. Apply Adaptive Signature Draw scaling
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat 
      3. Sign with Cloud Signatures
      4. Require digital signatures per recipient
      5. Include metadata for Identity Providers
      6. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send Settings
      1. Show Send page after login
      2. Agreement creation experiences
      3. Require recipient name when sending
      4. Lock name values for known users
      5. Allowed recipient roles
      6. Allow e-Witnesses
      7. Recipient groups
      8. CCs
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Create a copy (of an agreement)
      14. Agreement name
      15. Languages
      16. Private messages
      17. Allowed signature types
      18. Reminders
      19. Signed document password protection
      20. Send Agreement Notification through
      21. Signer identification options
        1. Overview
        2. Signing password
        3. Knowledge-based authentication
        4. Phone authentication
        5. WhatsApp authentication
        6. One-Time Password via Email
        7. Acrobat Sign authentication
        8. Cloud-based digital signature
        9. Digital Identity authentication
        10. Government ID
        11. Signer Identity reports
      22. Populate form fields with identity-verified data
      23. Content Protection
      24. Enable Notarize transactions
      25. Document Expiration
      26. Preview, position signatures, and add fields
      27. Signing order
      28. Liquid mode
      29. Custom workflow controls
      30. Upload options for the e-sign page
      31. Post-sign confirmation URL redirect
      32. Restrict access to shared agreements
    11. Message Templates
      1. Overview of Message Templates
      2. Creating new Message Templates
      3. Editing Message Templates
      4. Deleting Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links
  8. System Requirements and Limitations
    1. System requirements
    2. Transaction limits

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send (Compose) page
      1. Overview of landmarks and features
      2. Group selector
      3. Adding files and templates
      4. Agreement name
      5. Global Message
      6. Completion Deadline
      7. Reminders
      8. Password protect the PDF
      9. Signature type
      10. Locale for the recipient
      11. Recipient signature order/flow
      12. Recipient roles
      13. Recipient authentication
      14. Private message for the recipient
      15. Recipient agreement access
      16. CC'd parties
      17. Identity check
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
      1. Text Tags - Overview
      2. Text tags - Basics and syntax
      3. Text tags - Supported field types
      4. Text tags - Examples
      5. Text tags - Advanced behaviors
      6. Text tags - Calculated fields
      7. Text tags - Identity-verified data
      8. Text tags - Troubleshooting
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. E-signature fields
        3. Initials field
        4. Recipient name field
        5. Recipient email field
        6. Date of signing field
        7. Text field
        8. Date field
        9. Number field
        10. Checkbox
        11. Checkbox group
        12. Radio button
        13. Drop-down menu
        14. Link overlay
        15. Payment field
        16. Attachments
        17. Participation stamp
        18. Transaction number
        19. Image
        20. Company
        21. Title
        22. Stamp
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Copy an Agreement
    3. Delegate agreements
    4. Replace Recipients
    5. Limit Document Visibility 
    6. Cancel an Agreement 
    7. Create new reminders
    8. Review reminders
    9. Cancel a reminder
    10. Access Power Automate flows
    11. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API
  3. Sandbox
    1. Sandbox overview
    2. Link your Production and Sandbox
    3. Sandbox asset types

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Let recipients choose “X of Y” options with built-in guardrails.

Checkbox groups make it easy to collect structured, rule-based selections, such as “choose any three benefits” or “select at least two preferences,” without custom scripting or review cycles.

Checkbox groups enforce selection rules during signing and prevent agreement completion until the requirements are met, thereby improving data quality and reducing the need for follow-up.

Configuration

Checkbox groups require no account-level configuration. Availability depends on the authoring workflow used to create or edit the agreement.

Availability:

  • Acrobat Standard and Acrobat Pro: Not Supported
  • Acrobat Sign Solutions: Supported
  • Acrobat Sign for Government: Supported

Configuration scope:

  • API support exists for:
  • The user interface supports:
    • Creating/Editing/Modifying checkbox groups through the modern Request Signatures process.
    • Creating/Editing/Modifying checkbox groups through the modern Library Template environment.
      • Library Templates can be leveraged to create Web forms, Send in Bulk events, and Custom Workflows, but the checkboxes cannot be added or modified in these environments.
  • Text tags are not currently supported.
  • Acroforms are not currently supported.
Caution

If a document containing checkbox groups is opened in the classic authoring experience (which does not support this feature), grouped checkboxes will appear as independent fields, and the group rules will be lost. Avoid editing agreements or templates containing checkbox groups if you are unsure of your authoring environment.

How checkbox groups work

A checkbox group is a set of two or more checkboxes that share a group name and a validation rule. The validation rule requires recipients to select:

  • Exactly X options
  • At least X options
  • At most X options
  • A range of X–Y options

Rules are enforced as recipients select options and again on submit. Agreements cannot be completed until the rule is satisfied.

Completed agreements record the checked or unchecked state of each checkbox instance.

Create a checkbox group via UI Authoring (Request Signature)

You create a checkbox group in the UI by placing a single checkbox and then using it to add additional checkboxes. Each checkbox you add this way is automatically included in the same group.

After the group is created, you configure the group rule to control how many checkboxes the recipients must or can select, such as exactly one option, a minimum number of options, or a range of selections.

  1. Within the modern authoring environment, place one checkbox and adjust its size to fit.
    Configure it as needed (field name, recipient assignment, etc.).

    A placed checkbox with the configuration options exposed..

  2. The checkbox includes a perimeter. Hover over the perimeter to reveal the Add (+) control, then select it to add another checkbox.

    It does not matter which edge you add the checkbox to, as the individual checkboxes can be freely moved around the form.

    Note

    As soon as a second checkbox is added, the field properties for the checkbox will update to include a new element title: PART OF GROUP with the default checkbox group name in a button under the title.

    Place all of the checkbox instances needed for the group.

    Multiple checkboxes placed with the Add more icon exposed

  3. Move the individual checkboxes to their final positions and configure their specific values (field name, default state, etc.)

    • Each checkbox in a group can have its own field name, default value, and appearance. For reporting and data exports, use clear field names that reflect the option each checkbox represents.
    • The tooltip is shared across all checkboxes in the group. Updating the tooltip on one checkbox updates it for the entire group, so set the tooltip text to describe the purpose of the checkbox group.

  4. Open the checkbox menu and select Customize group.

    The checkbox menu with the Configure group option highlighted

  5. Configure the group properties:

    • Group name: The group name isn't realized externally in any meaningful way. For consistency's sake, it's recommended to change the group name to the same value as the tooltip.
    • Checkbox group rules: This setting defines the type of rule that is to be applied:
      • Select at least - Requires the recipient to select a minimum number of checkboxes in the group. 
        • There is no upper limit.
        • The default value is 0.
      • Select at most - Requires the recipient to select no more than the defined number of checkboxes in the group. 
        • No minimum is defined.
        • The default value is the total number of checkboxes in the group.
      • Select exactly - Requires the recipient to select an exact number of checkboxes in the group.
        • The default value is 1.
      • Custom range - Defines a minimum number of boxes that must be selected, as well as a maximum number that can be selected. 
        • Any value between the lower and upper bounds is acceptable.
        • The default minimum is 1.
        • The default maximum is the total number of checkboxes in the group.
    • Count: This setting provides a numerical list of possible values that are applied to the Checkbox group rules.
      • When Custom Range is selected, the Count property is presented as two values, the minimum value and the maximum value.
    • Checkbox names: This read-only field displays the field names of the checkboxes in the checkbox group.
       
    The checkbox group configuration panel

Deleting checkboxes

To delete a checkbox, open the checkbox’s action menu.

The menu includes two options:

  • Delete field – Deletes only the selected checkbox.
  • Delete all instances – Deletes all checkboxes in the group and removes the group rule.
The right-click menu for a group of checkboxes with "Delete field" and "Delete all instances" exposed.

Create a checkbox group via API (Request Signature)

Checkbox groups can be authored onto an agreement using the REST v6 API PUT /agreements/{agreementID}/formFields endpoint by populating the formFieldGroups parameter:

{
  "formFieldGroups": [
    {
      "validationRule": {
        "minSelection": 0,
        "maxSelection": 0
      },
      "fieldNames": [
        "string"
      ],
      "name": "string"
    }
  ]
FormFieldGroups in the API

Tips for clear forms

  • Use an unambiguous field name for each checkbox.
  • Choose the narrowest rule that matches your intent (for example, "exactly 2" rather than "range 2–2").
  • Set defaults only when they reflect typical choices and remain within your rule.

Signing experience

  • Classic eSign enforces the group's validation rule as recipients select options, and on submit, with clear inline validation messages. If the rule isn't met, recipients can't finish.
  • If the Modern eSign experience is enabled and the recipient has a checkbox group assigned to them, the recipient experience falls back to the classic eSign environment (until Modern eSign supports the feature).

Data export

  • Data exports list each checkbox with its own field name and checked/unchecked state.
  • Group metadata isn't included in the export. Plan your downstream processing accordingly.

Known limitations

  • Conditional logic and calculations apply to individual checkboxes, not the whole group.
  • Mobile Focus mode isn't supported while authoring documents that use checkbox groups.

Compatibility and fallbacks

  • Checkbox groups are only available when signing with the classic signature experience. Support for the modern signature environment is planned for a future release.
  • Classic Authoring does not support checkbox groups. If you open a document with groups in Classic Authoring, the grouped fields appear as independent checkboxes, and group rules are lost without warning.
  • If Modern Authoring displays a warning for documents with groups during edit/modify workflows, follow the prompt or use Request Signature with New Authoring.
Note

Adobe, Inc.

Get help faster and easier

New user?

Quick links

View all your plans Manage your plans
View quick links
Hide quick links

Legal Notices    |    Online Privacy Policy