Template library
Maintain a centralized set of templates with required fields predefined so teams consistently collect the same mandatory information across repeated processes and reduce setup time.
Requiring fields improves data quality, prevents incomplete agreements, and reduces manual follow-up. It supports consistent workflows and helps demonstrate that all necessary information was captured prior to finalizing a signature.
An office manager configures templates and marks fields required for standard internal documents. They maintain templates, verify required-field labels match policy, and train staff to avoid over-constraining signers while ensuring completeness for routine workflows.
An IT administrator integrates required-field settings with identity controls and API workflows. They enforce organization-wide configurations, manage role permissions for editing templates, and ensure required-field enforcement aligns with security and audit requirements.
Enforcement of required fields is useful across departments that collect structured data or approvals, including legal, HR, sales, and operations.
Adopting required fields helps these teams reduce rework, maintain audit-ready records, and meet internal data policies without manual checks.
Maintain a centralized set of templates with required fields predefined so teams consistently collect the same mandatory information across repeated processes and reduce setup time.
Apply conditional rules to require fields only when specific answers or selections are present, preventing unnecessary mandatory entries and improving completion rates.
Use validation rules like format masks and character limits alongside required flags to ensure collected data meets expected syntax and reduces follow-up corrections.
Assign required fields to particular signing roles so obligations appear only to relevant parties and avoid exposing fields to unintended users.
Preview signing sessions on desktop and mobile to confirm required fields behave correctly and that conditional logic enforces completion as intended.
Use the signNow API to programmatically set or override required flags during automated document generation and preserve enforcement across integrations.
Import documents from Google Drive while maintaining required-field settings, allowing users to prepare forms in Docs or Drive and send them for signature without reapplying field constraints.
Integration with CRM platforms pushes customer data into required fields, reducing manual entry and ensuring contracts or forms are prepopulated with the information required for signature.
Using Dropbox to source documents preserves template field placements and required flags, enabling seamless sending and centralized storage of fully executed records.
Connectors like Zapier trigger signNow flows with preconfigured required fields when backend events occur, streamlining form generation and enforcing mandatory inputs automatically.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Expiry Timeout | 30 days |
| Signer Role Assignment | Per template |
| Conditional Logic Rules | Enabled |
| Notification Settings | Email and SMS |
Required fields are enforced on modern browsers and on official mobile apps; compatibility ensures consistent signer experiences across devices.
For best results verify browser and app versions are up to date; test required-field behavior across desktop, tablet, and mobile before broad rollout to minimize device-specific issues and signer confusion.
A human resources team uses required fields for Social Security number, emergency contact, and tax elections to avoid incomplete profiles
Resulting in faster onboarding, fewer follow-ups, and complete personnel records ready for audits
A sales operations group marks pricing, term length, and signature blocks as required on contracts to eliminate omissions
Leading to fewer billing delays, consistent contract data, and reliable downstream invoice generation
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Ability to make a field required | |||
| Support for conditional required fields | |||
| Enforcement on mobile and tablet apps | |||
| API support for setting required fields | REST API | REST API | REST API |
Keep records for at least seven years when applicable
Retain audit logs for statutory or policy timelines
Quarterly access and permission reviews
Daily backups recommended
Implement holds for litigation or compliance
| Vendor | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | OneSpan |
|---|---|---|---|---|---|
| Starting monthly price | $8/user/month | $10/user/month | $9.99/user/month | $19/user/month | Contact sales |
| Free tier availability | Free plan available | No free plan | No free plan | Free trial available | No free plan |
| HIPAA compliance option | Available on select plans | Available | Available | Available | Available |
| API access included | Included in paid plans | Included in paid plans | Included in paid plans | Included in paid plans | Enterprise only |
| Enterprise feature availability | Enterprise options available | Enterprise plans available | Enterprise plans available | Enterprise add-ons | Enterprise security suite |
Receiving a filled-out form only to discover that some of its boxes were left blank can cause costly delays in your document processes. To avoid this, make your fields required with the click of a button.
Open your document in the editor and insert fillable fields using the toolbar on the left. Select the type of field you want to add and then click on the document where you want the field to appear. Adjust the positioning and size of your fields and assign roles as needed.
Select any field in your document that you want to make required and check the Required box at the top of the right-hand sidebar. Repeat the same process for each field that needs to be made required.
You will notice that required fields are highlighted in darker colors than optional fields. This makes it easier to distinguish between the two.