Can I make a tick box compulsory?

Yes. Mark the field as required and the signer cannot finish without completing it.

Can a signer attach a file?

Yes. Add a file upload field and they attach it while signing.

Who answers each question on a two-party form?

The signer you assign the field to. Assign fields to roles in a template and they land with the right person every time.

Guides · Using SignAndGo

Using Yes or No choices and tick boxes well.

A signature says someone agrees. The other fields say what, exactly, they agreed to. Picking the right field type for each question makes the finished document clear to anyone who reads it later, and stops signers guessing what you meant.

Yes or No: when one answer must be chosen

A Yes or No choice lets the signer pick exactly one option. Use it whenever both answers are meaningful and you need to know which was chosen. Examples include whether a new employee wants to join KiwiSaver at a higher contribution, whether a client consents to being photographed at an event, or whether a tenant will keep a pet.

Write the question beside the field so it reads naturally either way. A question that is clear when answered Yes but confusing when answered No is a sign it needs rewording.

Tick boxes: when something is confirmed

A tick box suits a statement the signer is confirming, such as having read the terms, having received a safety induction, or that a list of chattels is present. An unticked box simply means it was not confirmed. Mark a tick box required if the document cannot be complete without it.

Text and upload fields: when you need detail

If the answer is a value, use a text field: an IRD number on an IR330, a vehicle registration plate, a delivery address. If the answer is a document, use an upload field so the signer attaches it as they go, such as a building consent, a photo of a meter reading, or a certificate of currency.

Choice between two answers: Yes or No.
Confirmation of a statement: tick box.
A number, name or address: text field.
A supporting document or photo: file upload.

Assign every field to the right person

Each field belongs to one signer. On a two-party form, make sure the client's choices are assigned to the client and your own confirmation to you, or the wrong person will be asked. If you use templates, assign fields to roles so they land correctly every time.

Test before you rely on it

Send a new template to yourself or a colleague first and fill it in on a phone. You will quickly see whether a question is unclear, a field is too small, or a required box is missing. Ask the colleague to answer No to every choice on one run, then Yes on another, and read the finished document both times. If either version reads oddly to someone who was not there, reword the question before a client sees it.

Common questions

Can I make a tick box compulsory?: Yes. Mark the field as required and the signer cannot finish without completing it.
Can a signer attach a file?: Yes. Add a file upload field and they attach it while signing.
Who answers each question on a two-party form?: The signer you assign the field to. Assign fields to roles in a template and they land with the right person every time.