The Checklist template adds boxes to check and a progress bar to any page of your document. It's a simple way to make a handbook more interactive, and when you need it, a compliance tool: you can require employees to check every box before they're allowed to sign.

Note: The checklist is not a data collection tool. It's a compliance mechanism that walks employees through specific items before they sign off. Checkbox responses are not stored or reported on.
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1. Employee engagement
Onboarding checklists, must-do tasks, or a quick check-in partway through a long document. Checking boxes keeps eyes on the page.
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2. Page or policy acknowledgements (initialling)
Add a single must-check box to a specific page, like an anti-harassment or non-disclosure policy, so the employee acknowledges that page before they can sign the document. Think of it as a digital initial. You can use as many of these pages as you need in one document.
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3. Multiple signature acknowledgements
List several legal acknowledgements on one page, one per box, and require all of them to be checked before the signature is collected. This lets you layer HR and legal compliance into a single handbook.
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1. In the AirMason editor, click Add Page and choose the Checklist template.
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2. Click into each text box to add your content. Use the arrows to reorder the boxes and the X to remove any you don't need. For a single acknowledgement, remove all but one box.
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3. Here's an example of acknowledgement wording for a single-box page:

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4. Check it out in preview mode to see how it looks and works.
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All checklist styling lives in one place. With the checklist page selected, click the Page Style icon (the pencil) in the toolbar on the right-hand side of the editor to open the Details panel, then expand Customize Template.
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Under Customize Template, set the colors for the checkboxes and the boxes behind each item. You can either type a hex code or pick from the color map. The page updates as soon as you choose.
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In the same Customize Template section, find Progress bar color and enter a hex code or choose from the color map.
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In the Details panel, expand Progress bar settings and switch on Hide progress bar. The checkboxes still work; employees just won't see the percentage bar at the top of the page.
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This is what turns a checklist from a nice-to-have into a compliance step. Two settings need to be on.
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1. On the checklist page: open the Details panel (Page Style icon), expand Progress bar settings, and switch on Make checklist completion required. The toggle turns green when it's active.
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2. On the handbook: go to the Signatures tab, open Settings, and switch on Require a signature. (Here's more on enabling signatures.)
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With both on, employees must check every box on every required checklist page before the Sign button becomes available.
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When completion is required: a REQUIRED label appears next to the page in the table of contents, and the employee sees a "complete tasks to sign document" prompt until every box is checked. Once the checklist hits 100%, the Sign button appears.
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When completion is not required: the checklist still appears in the employee portal and employees can check items off as they go, but nothing blocks the signature and no REQUIRED label is shown.
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Have questions or want help setting up a checklist? Reach out to us through the chat and we'd be happy to help.