Availability: Essentials, Business, and Enterprise plans
With this feature, we’ll help you make sure your recipients’ input information in fields always appears in the correct format.
Note:You can set field validation only in text fields.
You can set these field formats in a text field:
- Email address
- Phone number
- ZIP Code
- Social Security number
- Custom regular expression (coming soon!)
To enable one of these formats in a text field, first add a text field to your document or template. Then, click on the field properties icon and go to the setting on the right panel. Under Validation, select one of the formats.
If information appears in a field in an incorrect format, and the document is still in draft status, the document can’t be sent until the format has been corrected.
If the recipient has entered invalid information, they won’t be able to finish the document. Any fields with invalid inputs will be indicated.