We're thrilled to announce the launch of a groundbreaking new feature designed to revolutionize how you interact with form documents: Smart Checkboxes, now available in Beta.
Introducing Smart Checkboxes
Smart Checkboxes automatically identifies and processes all checkbox fields in a form with just one rule. Whether your document has five checkboxes or fifty, you set it once, and we handle the rest. This innovation means more time for you to focus on what truly matters in your business.
Enabling Smart Checkboxes
Smart Checkboxes only works with our visual editor. The visual editor can be enabled by navigating to Settings > Parsing Rules User Interface.
Note: both the visual editor and legacy rules editor are fully compatible with each other. This means you can create rules in one and switch to the other at will without any issues.
To enable the feature, go to Settings > Beta Features and switch on Smart Checkboxes. It's that simple!
Using Smart Checkboxes
With Smart Checkboxes enabled, it appears as an option in your rules area. Just search, select, and our AI does the rest, automatically creating rules for each checkbox found.
There may be some checkboxes that Smart Checkbox ignores due to the formatting or styling of the document. For stubborn checkboxes the regular Checkbox rule is still at your disposal.