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Checkboxes in Advanced Document Automation Templates
Checkboxes in Advanced Document Automation Templates
Create checkboxes in your templates
Ben Q avatar
Written by Ben Q
Updated over a week ago

Conditional fields can handle checkboxes in your Templates.

Below you'll find the steps to create these, and we also cover three options to insert them in your document:

1) Create checkboxes by using symbols:

Let's say we want to create checkboxes for the client's marital status. First, we create a single-select field with the option of single and married.

  • We build two conditional fields (each option needs its own field).
    In the THEN statement, insert these symbols ( ☐, β˜’).

  • Duplicate this field and adjust for Married marital status.

  • Insert these fields in the Word document.

2) Create checkboxes by using symbols and have them as list items:

  • Follow the same steps with the single-select field and create a conditional field as follows:

3) Create checkboxes by using textboxes:

Your document's checkbox may have a different shape, and symbols won't work the way you want them. In this case, you can insert text boxes on the top of your checkbox.

  • Follow the same steps, but in the conditional fields, instead of adding these symbols, add an "x".
    Note: in this case, we only add one condition; otherwise, the field should be excluded, and your original checkbox stays blank.

  • Draw a text box on the top of your checkbox > insert the Woodpecker field > select no fill & no outline for the text box.

    If you need to adjust the placement of the "x", place your cursor over the text box, click and move the text box.

  • Follow the same steps with the Married text box.

    Note: make sure that your text boxes don't overlap.

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