Skip to main content
All CollectionsAdvanced Document AutomationFormatting Essentials
Checkboxes in Advanced Document Automation Templates
Checkboxes in Advanced Document Automation Templates

Create checkboxes in your templates

Updated over 7 months ago
Advanced.png

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:

Step 1: 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.

Step 2: We build two conditions in the conditional field (each option needs its own field) and in the THEN statement, insert the checked and unchecked box symbols ( ☐, ☒).

Step 3: Duplicate this field and adjust for Married marital status.

Step 4: Insert these fields in the Word document.

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

Step 1: Create the same single-select field as above

Step 2: Create your conditional field. Your THEN statement will be slightly different, since you're not just automating the checkbox, but you want to list a certain language next to the checkbox:

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 at the top of your checkbox.

Step 1: 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.

Step 2: Draw a text box on the top of your checkbox > insert the Woodpecker field > select no fill & no outline for the text box.

Step 3: Follow the same steps with the Married text box.

Pro Tip: If you need to adjust the placement of the "x", place your cursor over the text box, click, and move the text box. Make sure that your text boxes don't overlap.

Did this answer your question?