Block Text Fields

Overview

There may be times when you want your candidate to input only a specific number of characters into a field, such as a Social Security Number. Block Text Fields can make this task more obvious. This article contains information on how to add a Block Text field.

Steps

  1. Navigate to the Onboarding tab.



  2. Select the Documents tab.



  3. Select the document you will be editing.


  4. From the field bank on the left, select Add New.

  5. Drag Add Block Text from the field bank to the desired location on the document.
    • The Add Field window will open so you can adjust the field settings.

  6. Enter in a name for the field.
  7. Choose who will complete the field.
  8. Select if the field is required to be completed.



  9. Enter the number of blocks the field will contain.
  10. Choose the pixel width between character blocks.



  11. Define any character restrictions you wish to enable.
    • None - allows all characters
    • Only Numbers
    • Only Letters
    • Only Letters and Numbers
    • Custom - use a combination of inputs below to define your format.
      • Enter "0-9" to only allow numbers.
      • Enter "a-z" to only allow letters.
      • Enter "a-z A-Z" to allow capital letters, spaces, hyphens, and single quotes/apostrophes.
  12. Select a predefined format to quickly define character restrictions, if desired.
    • Custom - leave blank for no formatting
    • Phone Number - (999) 999-9999
    • SSN - 999-99-9999
    • Tax ID - 99-9999999
    • Currency - symbol based on system defaults

  13. Select a Source of field, if necessary.

  14. Select Save to confirm your changes.

Next Steps

The following articles provide additional information on customizing how your fields will display.