Set Validation for Form Fields and eSignatures
How to add field validators with airSlate SignNow
Since different kinds of data can be presented in different ways, it is important to make sure the recipients of your documents understand how exactly they are expected to fill out specific fields. Field validators will help them enter data correctly, and thus, eliminate errors in the forms they submit.
Add fillable fields
Before applying validators, insert fillable fields in your document. Please note that validators are only available for Text fields and Date/Time fields.
Choose and apply validators
Different types of fields have different validators. Let’s start with the date field. Click on it and open the Validation Type dropdown in the sidebar on the right. Then, select the validator you want to apply to the field.
For Date/Time fields, you can set the American or European date format or choose several other options.
For Text fields, the variety of validators is even greater. You can request a recipient to provide their phone number, email address, state, zip code, and other types of information.
Note that the validators marked with a calculator icon allow you to request specific numerical values such as numbers or US currency. These numerical validators are also used for formulas applied to calculated fields.
The validators you’ve chosen will ensure that the data is entered correctly in the fields during the completion process.
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Go beyond eSignature with set validation for form fields functionality
When preparing a form, you can place fields (fillable areas) to let signers insert their data. airSlate SignNow provides an assortment of useful fillable fields for creating professional documents: Text, Date/Time, Signature, Initials, Checkbox, Dropdown and Calculated, Attachment Request, etc. Not only can you make it convenient to build dynamic signable PDFs, but you can also add a unique set validation for form fields feature to those fields to get complex data, making it easier to fill out your forms. This tool helps keep you accurate and efficient, and secure.
How to use airSlate SignNow’s advanced feature - set validation for form fields:
- Log in to your airSlate SignNow account or sign up for a free trial.
- Add a document or template and open it in the editor.
- Start adding recipients by clicking the Edit Signers button and assign roles.
- Click the field options (Signature, Text, Date, etc.) listed in the left Tools menu.
- Drag and drop the needed tool where you want it on the page(s).
- Set up Advanced Options.
- Set them as required, payment, or conditional (fields are visible if conditions are met).
- Assign the field to the respective role if you have several signers per one document.
- Check if you added a label in the Label box.
- Use Validation Type -> add Prefilled Text.
- Click Done when finished.
Get access to airSlate SignNow’s set validation for form fields option to improve your document workflow and deliver a fantastic experience for signers. Our advanced tools help users like you build online fillable forms, send documents for approval, make them faster for recipients to complete, and securely store records. Try it out anywhere, anytime!
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FAQs credit card validator
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What is a field validator?
By setting validation parameters for each field, you ensure that your recipients enter data in the correct format, and thus minimize errors during the completion process. To set a validator, select the field you need in the editor and open the Validation Type dropdown in the right-hand sidebar. Select the validation option you are looking for and click Ok. -
How can I ensure that my recipients will complete all the fields in my document?
Make your fields required in the editor by clicking on a fillable field and checking the Required box in the side panel on the right. Your recipients will be automatically guided through all your required fields step by step, and they won’t be able to submit your document without completing all the boxes. -
How do I add a fillable field to a document?
Open your document in the airSlate SignNow editor and select the fillable field you need from the toolbar on the left. Then, click anywhere on the document to place the field. You can adjust its size and placement as needed. When finished, click OK. -
How do I change the size and position of a fillable field?
Once your fillable field is on a document, you can drag it across the page until you find the proper position for it. Drop the field wherever you see fit. To adjust its size, drag the field by its edges (anchor points). -
What kind of fields can I add to my documents with airSlate SignNow?
airSlate SignNow allows you to add different types of fillable fields to your documents, including text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment fields. -
What is a calculated field?
Calculated fields allow you to automatically calculate values from text and dropdown fields based on pre-set formulas. Once a user fills out input fields, the calculated value will automatically populate the result field. -
How do I send a document to someone to sign?
Upload a document to your airSlate SignNow account and click Invite to Sign. You can also send a document for signing as a freeform (without fillable fields) or share it via a signing link. -
How do I track the status of a document in airSlate SignNow?
You will see all status changes right in your airSlate SignNow dashboard. Once a document has been signed, its status changes to Signed. -
How do I create a fillable PDF from Excel?
Learn how to convert airSlate SignNow, Word, Excel, and other files into fillable PDF forms. Download the project files to follow along with the sample file, or use your own form. Open Acrobat and choose Tools. Find Prepare Form and click Open to browse to the file you'd like to convert to an interactive PDF form. -
How do you create a fillable PDF?
Open your prepared PDF form. Fields added to the form. Open the Forms panel and click Distribute. Click Distribute. Click email and then click Continue. Select Email. ... Click Send using airSlate SignNow and click Next. ... Add email addresses, and then click Send. -
What is a signer role?
A signer role is essentially a signer profile that you authorize to eSign your document or fill out its fields. With airSlate SignNow, you can assign signer roles for each field in a document. Thus, your signers will fill in the correct fields with the correct data while avoiding confusion or errors. In addition, you can collect eSignatures in a few steps based on your signer role distribution. -
How do I create an interactive PDF in Acrobat?
Open airSlate SignNow. Click "File" in the top menu bar and then select "Open." ... Click "Tools" in the top menu bar and select the "Forms" sub-menu. ... Click once on your PDF file, hold, and then drag to draw your interactive field. -
What kind of fields can I add to my documents with airSlate SignNow?
airSlate SignNow allows you to add different types of fillable fields to your documents, including text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment fields. -
What is a field label?
Labels are best explained as field names or instructions for what should be added to a field (e.g., Last Name, State, Phone Number, etc.). With airSlate SignNow, signers can auto-fill identically labeled fields with one click throughout an entire document. Labels are available for Text fields, Date/Time fields, and Dropdown fields. -
How do I unlock airSlate SignNow PDF for editing?
Step 1: Open a PDF in airSlate SignNow. Install airSlate SignNow Pro and open your password protected PDF file in the program. ... Step 2: Delete Password from PDF. In the "Security" tab, select "No Security" in the "Security Method" drop down menu to remove the password. -
How do I make a field required?
Add fillable fields to your document in the editor. Then, click on any field 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. -
What is pre-filled text?
With airSlate SignNow, you can prefill documents with information you already know. For example, if you know your signer’s name, you can add it as pre-filled text to the corresponding field in a document. As a result, your signer won’t have to complete this field but will be able to edit the information inside if needed. You can customize pre-filled text for text fields, date/time fields, checkbox fields, radio button groups, and dropdown fields. -
Can I edit PDF documents with airSlate SignNow?
You can add text, signatures, initials, stamps, checkmarks, and the current date to your documents. Besides, it is possible to add various fillable fields, e.g., text fields, dropdowns, radio buttons, attachment fields, conditional fields, and more. -
How do I enable signers to auto-fill similar fields?
The auto-fill feature uses field labels to identify the similarity of fields. For example, if two fields in your form are labeled “Full Name”, your recipient will only need to type their full name once. The second identical field will be filled automatically. In addition to identically labeled fields, airSlate SignNow auto-fills Signature and Date fields by default.
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