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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
Numbers-only
Letters-only
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.
Custom rule (regular expression)
You can use custom rules to create validation patterns via regular expressions (a.k.a. regex).
Regular expressions provide a powerful tool for validating text fields. By defining patterns, you can enforce specific rules and restrictions on recipients’ input.
To create a custom rule, first determine the specific requirements for your text field validation. For example, you might want to validate that the input contains only letters, numbers, or a specific set of characters. Identify any length restrictions or specific patterns you want to enforce.
Based on your requirements, create the regular expression pattern that matches the desired input. For example, if you want to validate that the input consists of letters and numbers, the pattern could be [A-Za-z0-9]+.
Follow these steps to enable custom validation for a text field:
Add a text field in a document, template, content library item, or form
Select Properties on the floating panel and select Custom rule (regular expression) in the Validation dropdown
In the Custom rule pattern field, enter the regular expression that defines the data format you'd like your recipient to input
In the Recipient instructions field, provide details that help your recipients to enter the correct information
Enable the Required setting, then send the document
Once you send your document, the recipient will be able to finalize it only if they enter valid information. If they provide information in an incorrect format, the field will be highlighted in red.
Regular expressions can be complex, and their implementation might require knowledge of specific regex features and options. Learn more about regular expressions here.
Examples of regex validation patterns
Here are several examples of regex validation patterns:
Canadian Social Insurance Number (SIN)
Pattern: ^\d{3}(\s?|[-]?)\d{3}(\s?|[-]?)\d{3}$
Description: Validates Canadian Social Insurance Number. Accepted values are 123123123, 123 123 123, or 123-123-123.
US state abbreviations
Pattern: (A[KLRZ]|C[AOT]|D[CE]|FL|GA|HI|I[ADLN]|K[SY]|LA|M[ADEINOST]|N[CDEHJMVY]|O[HKR]|PA|RI|S[CD]|T[NX]|UT|V[AT]|W[AIVY])
Description: Validates US state postal abbreviations (two letters, always capitalized, without periods).
UK National Insurance Number (NINo)
Pattern: [A-CEGHJ-PR-TW-Z]{1}[A-CEGHJ-NPR-TW-Z]{1}\s?[0-9]{2}\s?[0-9]{2}\s?[0-9]{2}\s?[A-DFMP ]
Description: Validates UK National Insurance Number. A NINo is comprised of two letters, six numbers, and a final letter, always A, B, C, or D. It looks like this: QQ 12 34 56 A.
International Bank Account Number (IBAN)
Pattern: ^[A-Z]{2}[0-9]{2}[A-Z0-9]{1,30}$
Description: Validates International Bank Account Number (IBAN), a standardized format used by most European countries. The format consists of letters and numbers and has a fixed length of up to 34 characters.
All capital letter
Pattern: ^[A-Z]+$
Description: Validates all characters to be capital letters.
Date format: MM/YYYY
Pattern: ^(0[1-9]|1[0-2])\/\d{4}$
Description: This regex ensures the input is in the MM/YYYY format, with a valid month and a four-digit year.
Four digits only
Pattern: ^\d{4}$
Description: Restricts input to exactly 4 digits.