1. Select the “Field Tools” tab.
2. Click and drag the “Checkbox” field block to the field you are setting up in Designer.
Note: By using the blocks in the middle of the field and on the left and right, you can adjust the size of the field to the size you need.
3. Once the field is placed on the template, you can update the Field Settings.
a. You can give an Identifier to each field. Please note, spaces and special characters are not supported in the Identifier.
b. You may set an optional Display Name. The Display Name is displayed in naturalForms only. It does not need to be unique and may contain spaces.
c. You can input a Default Value into a field. All documents created will then contain the same Default Value for each document created.
d. By selecting the “Is Mandatory” checkbox, this will force a field to be mandatory. Users will not be able to submit the document unless the field has a value.
e. By selecting “Allow Copy/Paste”, the field will be copied and pasted between documents during bulk copy/paste.
f. You can manually modify the Selection Area of a field by changing the coordinates within the Selection Area.
g. You do not need to set the “Value Area” during template set up. This is an optional setting that will allow you to set a custom location for the field value when the value is interpreted.
4. Once the field is on the templates, we recommend setting field properties, such as font type, size, color and alignment. These settings will display on the PDF which is shared via Dropbox, Email, print or through output.
Note: Anytime you would like further information on what a setting in the Template Setting tab controls, simply click on the . By clicking on the , you will be given a brief description on how each selection will impact the documents in naturalForms.