WealthSign Step-by-Step: How can I add restrictions to unmapped checkboxes?

To ensure an investor selects the correct number of unmapped checkboxes on a multiple-choice question, you can set a series of checkboxes to either Single-Select or Multi-Select.

To add restrictions:

1. Drag and Drop a checkbox field into the template
   
2. Click Advanced Editing
3. Name the field
   • Repeat until all checkboxes are added and named
4. Use your mouse to draw a square around all checkboxes, to select them all
5. Click Advanced Editing
   
6. Add a Group Name
7. Choose either Single-Select or Multi-Select List
8. Save