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How to add and set up the Dropdown element
How to add and set up the Dropdown element

How to add the dropdown element

Updated over a week ago

How to add the Dropdown element

  1. Click on the blue [ + ] symbol

  2. Choose Dropdown from the list

Please note: Add a label is mandatory to add when choosing this element.

When you choose to add an optional text, an option to add a link to an URL will also be presented.

How to add options to choose from to your dropdown list

  1. Click on the field

  2. Select Edit dropdown options

Here you can start adding your options, to add merge fields:

  • Click on the { } symbol to the right of the field.

  • Click Save when done.

How to assign the field to either the sender or recipient

  1. Click on the field

  2. Choose the Connect field to symbol

How to mark a field as required

  1. Click on the symbol left to the connect field to symbol

  2. The default will always be that the required field is ON

  3. Click on the toggle to turn it OFF/ON

How to add a merge tag to your field

They can also be automatically filled with data if set up with merge tags from GetAccept or your CRM, such as Salesforce or Hubspot.

  1. Click on the { } symbol to access dynamic tags

  2. The first options (Document, Sender, Entity, Recipient) are the dynamic tags you can use to fetch data from within GetAccept. Read more about it here.

  3. To fetch data from the integration, choose Custom merge tag. Read more about it here.

How to adjust the size of the element

You can also drag the field, and add other form elements to the same editor block.

  1. Click and drag the outline of the element to the right to adjust the size

  2. Click on the + symbol to add more.


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