Text Fields

Overview

This article highlights the steps to add a Text Field to an Onboarding document.

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 Text Input 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. If necessary, enter the maximum number of characters the field will contain.
  10. Select a predefined format to quickly define character restrictions, if desired.
    • None - no formatting will be applied
    • Phone Number - (999) 999-9999
    • SSN - 999-99-9999
    • Tax ID - 99-9999999
    • Currency - symbol based on system defaults
  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 Source of field, if necessary.

  13. Select Save to confirm your changes.

Next Steps

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