Checkboxes in a dynamic form can work in 3 different ways:
- Automatic (Mapped) Checkbox - The box checks itself, based on information already in the record.
- Customer-Checked Box - The box is left blank, and the customer checks it themselves while they're signing the document.
- Filled by Cemetery - When the Cemetery is generating the form, they manually check them off
Each type of checkboxes is set up by the webCemeteries Project team when your form is built. Once a form is set up, you simply generate the document as you normally would, and the checkbox behaves the way it was configured. A checkbox is always set up as one type or the other; it can't be more than one type at once.
To have your form's checkboxes configured in any one of these ways, please contact support@webcemeteries.com
For instructions on how to generate a dynamic form, see our article on how to Generate a Document from a Dynamic form.
Automatic (Mapped) Checkbox
These checkboxes can be mapped to be checked on or off to specific properties in the record you generate the form from.
For example, if a deceased record has a Military Service Record, the check box for "Veteran" will automatically be checked when you generate the form.
Customer-Checked Box
In this example, when you send a signature request to the customer, the form can be configured to have the customer input additional information, like checking off a box in the form:
If your form is setup this way, simply send a signature request like normal, the customer will fill in the details. See our article on How to Electronically sign a Document.
Filled by Cemetery
This is the most Basic configuration. If your form has check boxes configured and they are not the previous 2 options, you will simply check these off yourself when you are in the "Review" stage of generating the form.
Typically, the box will have a light blue "highlight", indicating you can click on the box to check it off:
After checking off the necessary boxes, make sure to select "Save", especially if you have multiple forms being generated at once.
