> **Source:** https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/radio-button
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# Radio Buttons

Radio buttons allow signers to select exactly one option from a group of choices. Use radio buttons when you need mutually exclusive selections, such as payment method, gender selection, service tier, or Yes/No questions.

> **Info — When to Use Radio Buttons**
>
> Use radio buttons when signers must select exactly one option from a group (e.g., "Yes" or "No", not both). If signers can pick multiple options, use **[Checkboxes](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/checkbox)** instead.

## Create & add radio buttons

Follow these steps to insert a radio button into your template:

1. In the HTML Template editor, place your cursor where you want the radio button to appear.
2. On the toolbar, click the **Radio Button** icon.
3. The configuration popup will open with two tabs:
   - **Basic tab:** Configure the group name and value for the radio button
     - **Select Group:** Choose an existing group or create a new one
     - **Group Name:** Name that organises related radio buttons together
     - **Value:** Unique identifier for this specific radio button option
   - **More Options tab:** Control radio button behavior
     - **Keep Selected by Default:** Pre-select this radio button for signers
     - **Make Field Mandatory:** Require signers to select an option from this group
4. Configure your radio button settings (explained in detail in the sections below).
5. Click **OK**.
6. Repeat these steps to add additional options to the same group.

> **Tip — Label Your Radio Buttons**
>
> Always add a text label next to each radio button in the editor so signers know what they're selecting. Use clear, concise labels that avoid technical jargon.

> **Info — Display All Options**
>
> Display all available radio button options at once so signers can see all choices before selecting. This helps them make informed decisions.

## Organise radio buttons into groups

All radio buttons in the same group are mutually exclusive—selecting one automatically deselects the others. This ensures signers can only pick one option from the set.

> **Info — How Grouping Works**
>
> Grouping works the same way as [Checkboxes](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/checkbox#organise-checkboxes-into-groups), but with one key difference: radio buttons allow only **one selection per group**, while checkboxes allow multiple selections.

> **Tip — Best Practice**
>
> Use radio buttons for 2-7 options. If you have more than 7 options, consider using a dropdown field instead for better user experience.

**Example groups:**
- `payment_method` → Credit Card, Debit Card, Net Banking, UPI
- `service_tier` → Basic, Premium, Enterprise

### Add to a new group

When creating radio buttons for a new question:

1. Open the Radio Button configuration popup.
2. In the **Basic** tab, ensure **New group** is selected in the **Select Group** dropdown.
3. In the **Group Name** field, enter a unique identifier (e.g., `payment_method`, `service_tier`).
4. In the **Value** field, enter a unique identifier for this specific radio button (e.g., `credit_card`, `debit_card`).
5. Click **OK**.
6. Repeat steps 1-5 to add more options to the same group.

> **Info — About the Value Field**
>
> The **Value** field is for your internal tracking and database purposes. It will not be visible to signers on the final PDF. Use clear, descriptive values that help you identify responses later.

**Example:**

For the question "Select your preferred payment method:":
- Group Name: `payment_method`
- Values: `credit_card`, `debit_card`, `net_banking`, `upi`

### Add to an existing group

When adding more radio button options to the same question:

1. Open the Radio Button configuration popup.
2. In the **Basic** tab, select your existing group from the **Select Group** dropdown.
3. The **Group Name** field will auto-populate with the selected group name.
4. In the **Value** field, enter a new unique identifier for this radio button option.
5. Click **OK**.

> **Info — Note**
>
> You can edit the auto-populated group name to create a new group instead. The new name will be added to the **Select Group** dropdown for future use.

**Example:**

For the question "Select your service tier:":
- Group Name: `service_tier`
- Values: `basic`, `premium`, `enterprise`

## Customise radio button behavior

After creating your radio buttons, you can control how they behave when signers open the document. Use the **More Options** tab in the radio button configuration popup to access these settings.

### Set a default selection

To pre-select a radio button for signers:

1. Open the Radio Button configuration popup (or right-click an existing radio button and select **Radio Button properties**).
2. Go to the **More Options** tab.
3. Check the **Keep Selected by Default** box.
4. Click **OK**.

**When to use:**
- Pre-selecting the most common choice
- Setting recommended selections
- Guiding users toward a default option

> **Warning — Important**
>
> Only **one radio button per group** can be set as default. If you enable "Keep Selected by Default" for one option and then enable it for another option in the same group, the first option will be automatically deselected.

### Require a selection (Mandatory)

To make a radio button group mandatory:

1. Open the Radio Button configuration popup for any option in the group (or right-click an existing radio button and select **Radio Button properties**).
2. Go to the **More Options** tab.
3. Check the **Make Field Mandatory** box.
4. Click **OK**.

Signers will be unable to complete the document until they select an option from this group.

**When to use:**
- Required selections
- Mandatory choices (e.g., agreeing to terms)
- Critical decisions that cannot be skipped

## Manage & edit radio buttons

After placing radio buttons in your template, you can modify, move, or duplicate them as needed.

### Change radio button properties

To edit an existing radio button:

1. **Right-click** on the radio button inside the editor.
2. Select **Radio Button properties** from the menu.
3. Modify the group name, value, default state, or mandatory settings in the popup.
4. Click **OK** to save your changes.

> **Info — Note**
>
> All the original settings (group, value, default state, and mandatory settings) will be visible and editable when you access Radio Button properties.

### Move or duplicate a radio button

To move or copy a radio button to a different location:

1. Select the radio button you want to perform the action.
2. **Right-click** the radio button.
3. Select **Cut** (to move) or **Copy** (to duplicate).
4. Move your cursor to the new location.
5. **Right-click** and select **Paste**.

## Preview your radio buttons

1. Locate the **Preview** button in the bottom-left corner of the editor.
2. Click **Preview** to view how your template will appear to signers.
3. Test selecting different radio buttons to verify mutual exclusivity works correctly (selecting one option deselects others in the same group).
4. Verify that default selections and mandatory settings work as expected.
5. Exit preview mode and make any necessary adjustments.

> **Tip**
>
> Before finalizing your template, preview it to ensure radio buttons appear and function correctly.