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 ( ☐, ☒).
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.