Adding a Text field to a document
A text field serves the dual purpose of gathering information from a party and including additional details within a designated box in a document.
Creating a new custom text field in the document will result in the same field appearing under the relevant party on the Parties tab.
To add a text field:
Upload a PDF under the Document tab.
Click on the Text field icon.
Move the text field by clicking and dragging it to the desired location.
Text field settings
Party: Determine which party's information should populate this field.
Field name: Customise the displayed name for the field.
Field value: Specify the displayed information. Leave it empty if you don't want to provide any information beforehand.
Field: Define the type of information to display or enter in this field.
Optional/Mandatory:
Optional: Completing this field is not required.
Mandatory for sender: You, as the initiator of the process, must provide data for this field before sending the document.
Mandatory for recipient: The selected party must complete this field to finish signing.
Additional settings:
Description (only visible if you have enabled the form on the Settings tab): Add some background info or guidelines to the signing party.
Font size (Advanced settings): Customise the text size.
Add anchor (Advanced settings): Dynamically position the field based on its relation to a text string.
Validation (for custom fields only): Ensure that information is entered in a specific format. Refer to the section below for more details on text validation.
Text field validation
When adding a custom Text field to your document, you can apply field validation to ensure that signatories enter information in a specific format. This is accomplished by using regular expressions (regex) in the Validation setting.
After adding a custom Text field to your document and opening the Validation settings, you can choose from pre-built regex patterns or create a custom one.
For example: If you want the signatory to enter their IBAN number, you can use a regex pattern to enforce the correct format.
Example regex for a Swedish IBAN number: SE\d{2}[ ]\d{4}[ ]\d{4}[ ]\d{4}[ ]\d{4}[ ]\d{4}|SE\d{22}
This regex means that the text input must:
Start with 'SE'
Be followed by 22 numbers.
Include spaces but no special characters.
When creating a custom regex, you'll also need to provide a valid example of the correct format, such as this example IBAN number: SE4550000000058398257466.
If the example corresponds to the added regex, the fields will turn green. You can choose to include a description, 'Tooltip message', to instruct signatories on what information to add.
When you're finished, click 'Save'.